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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6,148檔基金(占~69%)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)
NS Partners
826
NS Partners
United Kingdom
US$23.5億 +US$1459萬 +0.6% 3.89% 127% 157 53.5% 2.4
Bryn Mawr Capital Management
827
Bryn Mawr Capital Management
Pennsylvania
US$23.4億 +US$4542萬 +2% 3.14% 81.3% 475 7.79% 3.3
Accredited Investors
828
Accredited Investors
Minnesota
US$23.3億 +US$1490萬 +0.6% 1.48% 81.5% 316 10.13% 4.7
Montag & Associates
829
Montag & Associates
Georgia
US$23.3億 -US$4091萬 -2% 1.01% 90.1% 1,110 19.01% 4.6
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
830
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
US$23.2億 -US$1.12億 -5% 0.94% 86% 82 18.29% 2.8
Lowe Brockenbrough & Co
831
Lowe Brockenbrough & Co
Virginia
US$23.2億 +US$7600萬 +3% 2.48% 87.3% 371 9.97% 6.4
Nationwide Fund Advisors
832
Nationwide Fund Advisors
Ohio
US$23.1億 -US$1.08億 -4% 1.31% 34.1% 8 0% 4
Deroy & Devereaux Private Investment Counsel
833
Deroy & Devereaux Private Investment Counsel
Michigan
US$23.1億 -US$8592萬 -4% 0.14% 135% 185 14.05% 5.1
Linscomb Wealth
834
Linscomb Wealth
Texas
US$23.1億 +US$77.7萬 +0% 1.06% 82.7% 320 5% 7.2
Arrowpoint Investment Partners
835
Arrowpoint Investment Partners
Singapore
US$23.1億 +US$18.5億 +403% 8.05% – 199 82.91% 0.1
Reynders McVeigh Capital Management
836
Reynders McVeigh Capital Management
Massachusetts
US$23.1億 +US$4648萬 +2% 1.96% 119% 204 7.84% 7.5
Renaissance Group
837
Renaissance Group
Kentucky
US$23.1億 -US$1.58億 -6% 1.31% 122% 255 17.25% 3.4
Seizert Capital Partners
838
Seizert Capital Partners
Michigan
US$23億 -US$1.19億 -5% 1.54% 75.2% 187 9.63% 3.3
GW Henssler & Associates
839
GW Henssler & Associates
Georgia
US$23億 +US$5288萬 +2% 3.84% 71.7% 286 27.97% 4.1
J. Safra Asset Management
840
J. Safra Asset Management
New York
US$23億 +US$1.29億 +6% 1.94% 93.8% 673 13.82% 1.4
Parsons Capital Management
841
Parsons Capital Management
Rhode Island
US$22.9億 +US$8337萬 +4% 4.01% 97.4% 541 6.47% 6.5
Halbert Hargrove Global Advisors
842
Halbert Hargrove Global Advisors
California
US$22.9億 -US$2291萬 -1% 0.26% 68.2% 723 51.45% 2.1
Norris Perne & French
843
Norris Perne & French
Michigan
US$22.9億 -US$5600萬 -2% 2.73% 91.1% 170 16.47% 5.5
Elser Financial Planning
844
Elser Financial Planning
Indiana
US$22.8億 -US$2147萬 -0.9% 1.84% – 137 13.14% 1.1
Goelzer Investment Management
845
Goelzer Investment Management
Indiana
US$22.8億 -US$1276萬 -0.6% 0.04% 97.2% 325 12.92% 6
Quintet Private Bank (Europe)
846
Quintet Private Bank (Europe)
Luxembourg
US$22.8億 +US$6.72億 +42% 9.2% 111% 206 12.14% 3
Angeles Wealth Management
847
Angeles Wealth Management
California
US$22.7億 +US$8143萬 +4% 2.65% 80.6% 669 15.99% 1.9
Signal Advisors Wealth
848
Signal Advisors Wealth
Michigan
US$22.7億 +US$2.92億 +15% 2.29% 70.5% 745 21.34% 1.1
Strategic Financial Services
849
Strategic Financial Services
New York
US$22.7億 -US$1209萬 -0.5% 1.68% 61.5% 166 14.46% 6.4
1ST Source Bank
850
1ST Source Bank
Indiana
US$22.7億 +US$6422萬 +3% 1.41% 88.7% 304 8.22% 7.6