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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5,013檔基金(占~56%)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)
Mechanics Bank - Trust Department
1376
Mechanics Bank - Trust Department
California
US$7.98億 -US$1009萬 -1% 2.06% 76.8% 217 8.29% 6.9
University of Texas/Texas AM Investment Management Co (UTIMCO)
1377
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
US$7.98億 -US$6498萬 -8% 1.54% 94.2% 453 20.31% 0.9
Acorn Financial Advisory Services
1378
Acorn Financial Advisory Services
Virginia
US$7.98億 +US$4460萬 +6% 3.18% 108% 249 14.86% 3.4
Arlington Financial Advisors
1379
Arlington Financial Advisors
California
US$7.96億 +US$880萬 +1% 0.46% 67.6% 123 21.95% 3.3
AdvisorShares Investments
1380
AdvisorShares Investments
Maryland
US$7.96億 -US$3220萬 -4% 1.37% 108% 286 24.13% 1.6
Horizon Wealth Management
1381
Horizon Wealth Management
Illinois
US$7.94億 +US$908萬 +1% 1.71% 109% 173 23.7% 2.1
Enclave Advisors
1382
Enclave Advisors
Texas
US$7.93億 +US$308萬 +0.4% 1.18% – 152 21.05% 1.4
Perryman Financial Advisory
1383
Perryman Financial Advisory
Texas
US$7.91億 +US$4005萬 +5% 5.57% – 193 2.59% 0.7
Regatta Capital Group
1384
Regatta Capital Group
California
US$7.91億 +US$4698萬 +6% 2.19% 78.1% 247 15.38% 2.8
Clearstead Trust
1385
Clearstead Trust
Maine
US$7.9億 +US$2544萬 +3% 2.48% 124% 1,064 12.69% 2.3
Hudock Inc
1386
Hudock Inc
Pennsylvania
US$7.9億 +US$842萬 +1% 0.5% 69.7% 233 10.3% 5.9
Financial Solutions Advisory Group
1387
Financial Solutions Advisory Group
Illinois
US$7.88億 -US$288萬 -0.4% 0.84% – 195 11.79% 0.4
Independent Solutions Wealth Management
1388
Independent Solutions Wealth Management
New York
US$7.88億 +US$1709萬 +2% 3.73% 125% 201 6.97% 3.7
Human Investing
1389
Human Investing
Oregon
US$7.87億 +US$1601萬 +2% 0.16% 56.9% 113 12.39% 3.8
Hughes Financial Services
1390
Hughes Financial Services
Virginia
US$7.86億 +US$3173萬 +4% 0.74% – 2,152 21.61% 0.9
Westside Investment Management
1391
Westside Investment Management
California
US$7.85億 +US$2358萬 +3% 2.93% 126% 1,478 5.55% 3.8
Financial Advisory Corporation
1392
Financial Advisory Corporation
Michigan
US$7.84億 +US$2981萬 +4% 0.76% – 58 6.9% 1.5
Gratus Wealth Advisors
1393
Gratus Wealth Advisors
Virginia
US$7.83億 -US$232萬 -0.3% 0.76% 65.2% 145 11.03% 2.1
Once Capital Management
1394
Once Capital Management
New York
US$7.83億 -US$4.36億 -36% 3.55% 627% 25 16% 2.7
Brooklands Fund Management
1395
Brooklands Fund Management
United Kingdom
US$7.82億 +US$6.54億 +511% 5.6% – 84 71.43% 0.2
Emerald Advisors
1396
Emerald Advisors
Washington
US$7.81億 -US$1460萬 -2% 0.81% 71.8% 133 18.05% 3.6
Loftus Peak
1397
Loftus Peak
Australia
US$7.81億 +US$4647萬 +6% 1.96% – 28 14.29% 0.2
TFO Wealth Partners
1398
TFO Wealth Partners
Ohio
US$7.78億 -US$1.41億 -15% 1.18% 68.9% 112 47.32% 0.9
Chatham Capital Group
1399
Chatham Capital Group
Georgia
US$7.77億 -US$575萬 -0.7% 0.51% 97% 209 7.18% 6.3
Northwest Wealth Management
1400
Northwest Wealth Management
Iowa
US$7.77億 +US$1915萬 +3% 0.39% 68.2% 304 18.75% 3.2