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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)
Van Cleef Asset Management
1276
Van Cleef Asset Management
Ohio
US$10.1億 +US$2625萬 +3% 7.15% 104% 122 4.1% 8.1
TritonPoint Wealth
1277
TritonPoint Wealth
Maryland
US$10.1億 -US$1051萬 -1% 2.59% 92.7% 299 8.03% 2.1
DiNuzzo Private Wealth
1278
DiNuzzo Private Wealth
Pennsylvania
US$10.1億 -US$469萬 -0.5% 1.5% 42.7% 1,395 5.38% 2.4
Grove Bank & Trust
1279
Grove Bank & Trust
Florida
US$10.1億 -US$263萬 -0.3% 1.52% 80.5% 959 10.43% 3.4
U.S. Global Investors (USGI)
1280
U.S. Global Investors (USGI)
Texas
US$10億 -US$3490萬 -3% 7.27% 151% 148 21.62% 2.7
Genus Capital Management
1281
Genus Capital Management
British Columbia, Canada
US$10億 -US$1381萬 -1% 7.49% – 252 32.94% 0.8
Sendero Wealth Management
1282
Sendero Wealth Management
Texas
US$10億 -US$257萬 -0.3% 5.71% 99.2% 226 15.49% 2.3
Toth Financial Advisory
1283
Toth Financial Advisory
Virginia
US$10億 -US$2319萬 -2% 0.03% 90.4% 1,123 30.19% 3.3
Cabot Wealth Management
1284
Cabot Wealth Management
Massachusetts
US$10億 +US$1653萬 +2% 0.76% 75.9% 164 20.73% 5.3
Provident Investment Management
1285
Provident Investment Management
Michigan
US$10億 -US$3050萬 -3% 6.11% 90.8% 93 10.75% 4.1
JWBC
1286
J.W. Burns & Co
New York
US$10億 +US$3830萬 +4% 5.09% 95.4% 197 7.61% 7.9
Allegheny Financial Group
1287
Allegheny Financial Group
Pennsylvania
US$10億 +US$5520萬 +6% 1.18% 72.7% 325 10.77% 2.8
Evermay Wealth Management
1288
Evermay Wealth Management
Virginia
US$10億 +US$2483萬 +3% 0.24% 61.1% 682 13.34% 4.4
Moisand Fitzgerald Tamayo
1289
Moisand Fitzgerald Tamayo
Florida
US$10億 -US$2862萬 -3% 1.4% 51.1% 699 25.75% 3.9
Patton Albertson Miller Group
1290
Patton Albertson Miller Group
Tennessee
US$9.9億 -US$1054萬 -1% 0.99% 117% 224 7.14% 6
Minneapolis Portfolio Management Group
1291
Minneapolis Portfolio Management Group
Minnesota
US$9.9億 -US$6142萬 -6% 4.93% 138% 36 11.11% 5
SJS Investment Consulting
1292
SJS Investment Consulting
Ohio
US$9.9億 +US$7451萬 +8% 0.37% 69.4% 3,366 18.3% 1.9
ACM
1293
AIGH Capital Management
Maryland
US$9.9億 -US$5.95億 -37% 9.01% 3,026% 53 32.08% 0.9
Oarsman Capital
1294
Oarsman Capital
Wisconsin
US$9.9億 +US$4522萬 +5% 0.14% 74.9% 273 14.65% 4.4
Periscope Capital
1295
Periscope Capital
Ontario, Canada
US$9.9億 -US$1.5億 -13% 0.17% 26.5% 587 30.32% 0.7
Elyxium Wealth
1296
Elyxium Wealth
California
US$9.9億 +US$3697萬 +4% 2.91% – 1,479 79.78% 0.2
Jamison Private Wealth Management
1297
Jamison Private Wealth Management
Georgia
US$9.9億 -US$284萬 -0.3% 0.8% 130% 234 5.98% 2.3
Capital Advisors Ltd
1298
Capital Advisors Ltd
Ohio
US$9.9億 -US$376萬 -0.4% 0.67% 61.1% 1,687 12.8% 4.2
Redhawk Wealth Advisors
1299
Redhawk Wealth Advisors
Minnesota
US$9.9億 -US$2835萬 -3% 1% 116% 452 19.47% 2
Foguth Wealth Management
1300
Foguth Wealth Management
Michigan
US$9.9億 +US$1.07億 +12% 0.3% – 239 15.9% 1.4