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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5,393檔基金(占~60%)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)
Whitney & Co
976
Whitney & Co
New York
US$14億 +US$3528萬 +3% 5.2% 110% 187 7.49% 4.8
Tensor Edge Capital
977
Tensor Edge Capital
Massachusetts
US$14億 -US$1.05億 -7% 11.3% – 19 31.58% 0.6
Washington Trust Advisors
978
Washington Trust Advisors
Massachusetts
US$14億 +US$5250萬 +4% 6.04% 106% 768 14.71% 3
AL
979
Arnhold LLC
New York
US$14億 -US$3047萬 -2% 0.08% 164% 121 13.22% 5.2
TAM
980
Telemark Asset Management
Massachusetts
US$13.9億 +US$1027萬 +0.7% 18.8% 406% 70 35.71% 2.2
Proem Advisors
981
Proem Advisors
Texas
US$13.9億 -US$4.78億 -26% 7.04% – 73 61.64% 0.8
XML Financial
982
XML Financial
Maryland
US$13.9億 +US$1761萬 +1% 0.92% 77.9% 494 15.79% 3.3
Tandem Investment Advisors
983
Tandem Investment Advisors
South Carolina
US$13.9億 -US$1.01億 -7% 2.94% 18.7% 74 20.27% 4.6
Talbot Financial
984
Talbot Financial
Washington
US$13.9億 +US$3085萬 +2% 6.53% 118% 72 8.33% 2.8
Central Securities
985
Central Securities
New York
US$13.9億 +US$4768萬 +4% 2.28% 101% 30 3.33% 7.6
KWMG LLC
986
KWMG LLC
Kansas
US$13.9億 +US$392萬 +0.3% 0.93% 76.2% 156 2.56% 6.4
German American Bancorp
987
German American Bancorp
Indiana
US$13.9億 +US$5674萬 +4% 2.31% 102% 184 17.39% 3.7
First Financial Bank - Trust Division
988
First Financial Bank - Trust Division
Ohio
US$13.9億 -US$1573萬 -1% 0.34% 68.6% 215 7.91% 7.6
Clearwater Capital Advisors
989
Clearwater Capital Advisors
Illinois
US$13.9億 +US$2071萬 +2% 0.01% 49.7% 205 12.2% 5
NewSquare Capital
990
NewSquare Capital
Pennsylvania
US$13.8億 +US$3070萬 +2% 0.49% 82.5% 258 13.57% 4.6
Bank of Finland
991
Bank of Finland
Finland
US$13.8億 -US$1.62億 -11% 2.75% 66.7% 4 0% 4.3
Means Investment Company
992
Means Investment Company
Maine
US$13.8億 +US$5430萬 +4% 5.23% 106% 219 15.07% 5
ARS Wealth Advisors Group
993
ARS Wealth Advisors Group
Florida
US$13.7億 +US$9700萬 +8% 3.16% 89.5% 232 11.21% 2.6
Penn Capital Management
994
Penn Capital Management
Pennsylvania
US$13.7億 -US$2.02億 -13% 7.6% 170% 215 33.49% 1.6
Koss-Olinger Consulting
995
Koss-Olinger Consulting
Florida
US$13.7億 +US$7361萬 +6% 1.87% 61.3% 178 31.46% 1.7
DT Investment Partners
996
DT Investment Partners
Pennsylvania
US$13.7億 +US$2956萬 +2% 0.85% 64.3% 532 8.46% 3.8
Scheer Rowlett & Associates Investment Management
997
Scheer Rowlett & Associates Investment Management
Ontario, Canada
US$13.7億 -US$2277萬 -2% 0.84% 85.4% 32 18.75% 7
Clark Asset Management
998
Clark Asset Management
New Hampshire
US$13.6億 +US$8886萬 +7% 0.11% 51.8% 319 14.11% 1.6
QV Investors
999
QV Investors
Alberta, Canada
US$13.6億 +US$6308萬 +5% 1.27% 68.3% 72 6.94% 4.4
Wescott Financial Advisory Group
1000
Wescott Financial Advisory Group
Pennsylvania
US$13.6億 +US$6984萬 +5% 0.03% 61.1% 213 11.74% 3.4