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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)
Viking Fund Management
1151
Viking Fund Management
North Dakota
US$11.4億 +US$2616萬 +2% 0.75% 105% 155 14.84% 4.8
Wealth Management Nebraska
1152
Wealth Management Nebraska
Nebraska
US$11.4億 +US$2024萬 +2% 1.26% – 113 9.73% 1.2
Delta Asset Management
1153
Delta Asset Management
Tennessee
US$11.4億 -US$1655萬 -1% 3.92% 66.5% 605 2.98% 5
Onyx Bridge Wealth Group
1154
Onyx Bridge Wealth Group
New York
US$11.4億 +US$2794萬 +3% 1.84% 74.6% 422 12.09% 2.5
Pekin Hardy Strauss
1155
Pekin Hardy Strauss
Illinois
US$11.4億 +US$176萬 +0.2% 2.26% 105% 542 16.97% 3.8
Impact Partnership Wealth
1156
Impact Partnership Wealth
Georgia
US$11.4億 +US$1.08億 +10% 0.38% 50.9% 551 35.21% 0.9
Global Strategic Investment Solutions
1157
Global Strategic Investment Solutions
Arizona
US$11.4億 +US$704萬 +0.6% 0.03% 56.8% 156 5.13% 4.4
Telos Capital Management
1158
Telos Capital Management
California
US$11.4億 +US$27.2萬 +0% 2.85% 82.3% 212 9.43% 6.8
Connable Office Inc
1159
Connable Office Inc
Michigan
US$11.3億 -US$164萬 -0.1% 1.17% 75.1% 239 8.37% 4.5
Gleason Group
1160
Gleason Group
Kentucky
US$11.3億 -US$1164萬 -1% 0.48% 69.1% 472 11.23% 2.2
Consolidated Investment Group
1161
Consolidated Investment Group
Colorado
US$11.3億 -US$1806萬 -2% 0.61% 150% 78 5.13% 5.2
JGP Wealth Management
1162
JGP Wealth Management
Oregon
US$11.3億 +US$1771萬 +2% 0.31% 87.8% 254 13.78% 3.6
Legacy Edge Advisors
1163
Legacy Edge Advisors
New York
US$11.3億 +US$4074萬 +4% 1.14% 58.9% 261 13.03% 1.8
RW Investment Management
1164
RW Investment Management
Idaho
US$11.3億 -US$988萬 -0.9% 1.03% – 125 10.4% 2.6
Institute for Wealth Management
1165
Institute for Wealth Management
Colorado
US$11.3億 -US$357萬 -0.3% 2.78% 149% 1,781 69.51% 4.7
Goldstein Advisors
1166
Goldstein Advisors
Wisconsin
US$11.3億 +US$3444萬 +3% 1.46% 62.6% 289 15.22% 2
Guardian Partners
1167
Guardian Partners
Canada
US$11.3億 +US$1901萬 +2% 2.22% – 442 18.33% 0.7
Mainstay Capital Management
1168
Mainstay Capital Management
Michigan
US$11.3億 -US$2.26億 -17% 0.61% 135% 162 18.52% 2.6
Three Seasons Wealth
1169
Three Seasons Wealth
Utah
US$11.2億 +US$2606萬 +2% 3.99% 169% 209 32.54% 1.3
Tamar Securities
1170
Tamar Securities
California
US$11.2億 +US$5170萬 +5% 5.38% 101% 98 21.43% 3.9
Steel Grove Capital Advisors
1171
Steel Grove Capital Advisors
Tennessee
US$11.2億 +US$4902萬 +5% 4.25% 106% 255 24.71% 3.2
SF
1172
Symphony Financial
Texas
US$11.2億 +US$2.08億 +23% 2.2% 95.7% 400 17.75% 1.5
McGuire Investment Group
1173
McGuire Investment Group
Rhode Island
US$11.2億 -US$2162萬 -2% 1.35% 202% 139 6.47% 4.5
Taiyo Life Insurance Company
1174
Taiyo Life Insurance Company
Japan
US$11.2億 +US$2405萬 +2% 2.22% 90.5% 11 0% 4.9
Henry H. Armstrong Associates
1175
Henry H. Armstrong Associates
Pennsylvania
US$11.2億 +US$8563萬 +8% 11% 70% 65 7.69% 8.2