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全球頂尖投資人與避險基金的最新股票投資組合

即時揭露

2026年第3季的投資組合揭露目前正在進行,並將於11月16日截止。 截至目前,已有5,460檔基金(占~61%)揭露其持股。 基金向監管機關提交申報資料後,下方資料會即時更新。

名稱 AUM AUM
成長率
AUM
成長率%
季度
估算報酬率
3年
估算報酬率
持股 投資組合週轉率 平均持有
期間(年)
JFS Wealth Advisors
776
JFS Wealth Advisors
Pennsylvania
US$19.8億 -US$2527萬 -1% 0.54% 60% 2,340 10.38% 4.3
Woodley Farra Manion Portfolio Management
777
Woodley Farra Manion Portfolio Management
Indiana
US$19.8億 -US$9629萬 -5% 0.06% 70.2% 139 9.35% 4.5
Leeward Investments
778
Leeward Investments
Massachusetts
US$19.8億 -US$2.22億 -10% 4.09% 88% 143 4.9% 3.4
Ruffer LLP
779
Ruffer LLP
United Kingdom
US$19.8億 -US$8.53億 -30% 6.65% 123% 224 35.71% 1.3
Willis Investment Counsel
780
Willis Investment Counsel
Georgia
US$19.7億 -US$1.29億 -6% 5.09% 65.3% 132 8.33% 5.5
PFG Advisors
781
PFG Advisors
Arizona
US$19.6億 -US$1911萬 -1% 0.16% 82.7% 848 16.98% 2.7
McKinley Carter Wealth Services
782
McKinley Carter Wealth Services
West Virginia
US$19.6億 +US$2421萬 +1% 0.05% 63.2% 333 5.71% 5.2
Symmetry Partners
783
Symmetry Partners
Connecticut
US$19.6億 -US$379萬 -0.2% 0.64% 61.4% 405 38.77% 1.6
Roffman Miller Associates
784
Roffman Miller Associates
Pennsylvania
US$19.5億 +US$3801萬 +2% 3.24% 83.5% 92 5.43% 7.8
Atwood & Palmer
785
Atwood & Palmer
Missouri
US$19.5億 +US$7255萬 +4% 2.52% 90% 522 9.77% 5.5
Triglav Skladi
786
Triglav Skladi
Slovenia
US$19.4億 +US$4453萬 +2% 5.4% – 210 20% 1
Texas Capital Bank Wealth Management Services
787
Texas Capital Bank Wealth Management Services
Texas
US$19.4億 +US$7481萬 +4% 4.02% 94.9% 375 10.93% 2.2
Rebalance
788
Rebalance
California
US$19.4億 +US$3389萬 +2% 1.09% 47.6% 105 6.67% 2.8
Segment Wealth Management
789
Segment Wealth Management
Texas
US$19.4億 +US$1286萬 +0.7% 1.75% 108% 328 8.84% 4.7
Moody Lynn & Lieberson
790
Moody Lynn & Lieberson
Massachusetts
US$19.3億 +US$3165萬 +2% 3.94% 142% 278 9.71% 5.5
China Universal Asset Management Company
791
China Universal Asset Management Company
China
US$19.2億 +US$2.46億 +15% 6.16% 292% 549 11.84% 2.4
Patten & Patten
792
Patten & Patten
Tennessee
US$19.1億 +US$2482萬 +1% 2.94% 85.7% 365 7.4% 6.9
Evensky & Katz
793
Evensky & Katz
Florida
US$19.1億 -US$2231萬 -1% 0.49% 61.1% 72 4.17% 8
Verus Capital Partners
794
Verus Capital Partners
Arizona
US$19.1億 +US$6634萬 +4% 3.23% 158% 555 17.12% 2.8
Koshinski Asset Management
795
Koshinski Asset Management
Illinois
US$19.1億 +US$3352萬 +2% 0.57% 82.9% 812 9.48% 3.4
Guyasuta Investment Advisors
796
Guyasuta Investment Advisors
Pennsylvania
US$19.1億 -US$2553萬 -1% 3.19% 99.5% 286 9.09% 6.7
Plato Investment Management
797
Plato Investment Management
Australia
US$19億 +US$1.5億 +9% 5.2% 156% 537 19.55% 2
Everence Capital Management
798
Everence Capital Management
Indiana
US$19億 +US$132萬 +0.1% 3.59% 121% 909 15.73% 4.1
Foster Dykema Cabot & Partners
799
Foster Dykema Cabot & Partners
Massachusetts
US$19億 +US$1.77億 +10% 2.68% 81.1% 354 9.04% 2.1
Legacy Wealth Management (Tennessee)
800
Legacy Wealth Management (Tennessee)
Tennessee
US$19億 -US$1302萬 -0.7% 1.48% 50.4% 34 11.76% 5.4