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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7,143檔基金(占~80%)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)
Capital Asset Advisory Services
901
Capital Asset Advisory Services
Michigan
US$29.4億 +US$1.74億 +6% 0.45% 56.8% 409 21.03% 3.7
Welch Group
902
Welch Group
Alabama
US$29.3億 +US$467萬 +0.2% 0.52% 79.5% 349 12.89% 4.9
JB Capital
903
JB Capital
Connecticut
US$29.3億 +US$4018萬 +1% 0.41% 83.8% 292 11.99% 2.7
Giverny Capital
904
Giverny Capital
Quebec, Canada
US$29.2億 -US$5647萬 -2% 3.89% 84% 54 11.11% 5.2
GLOBALT Investments
905
GLOBALT Investments
Georgia
US$29億 -US$6056萬 -2% 0.32% 76.3% 219 5.94% 2.2
First Foundation Advisors
906
First Foundation Advisors
California
US$29億 +US$1.18億 +4% 7.24% 89.2% 375 8.27% 5.5
Champlain Investment Partners
907
Champlain Investment Partners
Vermont
US$29億 -US$9.9億 -26% 6.78% 66.2% 137 11.68% 3.3
BIT Capital
908
BIT Capital
Germany
US$28.9億 -US$4.88億 -14% 2.9% 1,240% 139 58.27% 0.9
First National Trust
909
First National Trust
Pennsylvania
US$28.8億 -US$6112萬 -2% 2.21% 92.7% 414 11.11% 6.8
Waldron Private Wealth
910
Waldron Private Wealth
Pennsylvania
US$28.8億 -US$682萬 -0.2% 1.06% 76.6% 367 10.08% 5.5
Stonehage Fleming Financial Services
911
Stonehage Fleming Financial Services
Jersey
US$28.8億 -US$5294萬 -2% 1.1% 81.5% 238 18.91% 2.8
WBG
912
Wharton Business Group
Pennsylvania
US$28.7億 -US$1.18億 -4% 0.98% 75.8% 147 7.48% 5.3
Schwartz Investment Counsel
913
Schwartz Investment Counsel
Michigan
US$28.7億 -US$1.43億 -5% 1.44% 85.6% 151 14.57% 5
James Hambro & Partners
914
James Hambro & Partners
United Kingdom
US$28.7億 +US$1.04億 +4% 7.36% 97% 76 21.05% 3.6
Meiji Yasuda Life Insurance
915
Meiji Yasuda Life Insurance
Japan
US$28.7億 -US$1.45億 -5% 3.81% 28.6% 260 21.54% 4.7
Canada Post Corporation Pension Plan
916
Canada Post Corporation Pension Plan
Canada
US$28.6億 -US$361萬 -0.1% 5.45% – 496 2.22% 1.3
CBIZ Investment Advisory Services
917
CBIZ Investment Advisory Services
Ohio
US$28.6億 +US$1.27億 +5% 1.04% 53.1% 496 52.82% 1.6
Leavell Investment Management
918
Leavell Investment Management
Alabama
US$28.6億 +US$1.26億 +5% 1.68% 92% 671 9.09% 5.7
HighPoint Advisor Group
919
HighPoint Advisor Group
Illinois
US$28.6億 +US$2278萬 +0.8% 0.63% 110% 738 11.65% 3
Howland Capital Management
920
Howland Capital Management
Massachusetts
US$28.6億 +US$8603萬 +3% 4.38% 84.1% 294 8.16% 6.3
Trajan Wealth
921
Trajan Wealth
Arizona
US$28.5億 +US$1.97億 +7% 3.99% – 174 19.54% 1.8
Klingenstein Fields & Co
922
Klingenstein Fields & Co
New York
US$28.4億 -US$2163萬 -0.8% 2.79% 107% 203 8.37% 7.1
Glenorchy Capital
923
Glenorchy Capital
Australia
US$28.2億 +US$1.03億 +4% 10.5% 176% 67 7.46% 2.1
Hosking Partners
924
Hosking Partners
United Kingdom
US$28.1億 -US$1.95億 -6% 1.96% 195% 105 9.52% 6.7
MCF Advisors
925
MCF Advisors
Kentucky
US$28.1億 +US$1052萬 +0.4% 0.08% 55.2% 1,408 70.31% 3.4