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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5,536檔基金(占~62%)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)
Lee Financial
1576
Lee Financial
Texas
US$8.01億 +US$1776萬 +2% 0.61% 75% 166 9.64% 5.2
Sentinel Pension Advisors
1577
Sentinel Pension Advisors
Massachusetts
US$8.01億 +US$3857萬 +5% 0.47% 52.1% 161 11.18% 2.9
Eagle Rock Investment Company
1578
Eagle Rock Investment Company
Georgia
US$7.99億 -US$925萬 -1% 0.73% 121% 165 10.91% 3.2
Mechanics Bank - Trust Department
1579
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)
1580
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
1581
Acorn Financial Advisory Services
Virginia
US$7.98億 +US$4460萬 +6% 3.18% 108% 249 14.86% 3.4
Arlington Financial Advisors
1582
Arlington Financial Advisors
California
US$7.96億 +US$880萬 +1% 0.46% 67.6% 123 21.95% 3.3
AdvisorShares Investments
1583
AdvisorShares Investments
Maryland
US$7.96億 -US$3220萬 -4% 1.37% 108% 286 24.13% 1.6
Horizon Wealth Management
1584
Horizon Wealth Management
Illinois
US$7.94億 +US$908萬 +1% 1.71% 109% 173 23.7% 2.1
Enclave Advisors
1585
Enclave Advisors
Texas
US$7.93億 +US$308萬 +0.4% 1.18% – 152 21.05% 1.4
Perryman Financial Advisory
1586
Perryman Financial Advisory
Texas
US$7.91億 +US$4005萬 +5% 5.57% – 193 2.59% 0.7
Regatta Capital Group
1587
Regatta Capital Group
California
US$7.91億 +US$4698萬 +6% 2.19% 78.1% 247 15.38% 2.8
Clearstead Trust
1588
Clearstead Trust
Maine
US$7.9億 +US$2544萬 +3% 2.48% 124% 1,064 12.69% 2.3
Hudock Inc
1589
Hudock Inc
Pennsylvania
US$7.9億 +US$842萬 +1% 0.5% 69.7% 233 10.3% 5.9
NetEase Inc
1590
NetEase Inc
China
US$7.9億 +US$2414萬 +3% 3.34% 289% 2 0% 2.8
Financial Solutions Advisory Group
1591
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
1592
Independent Solutions Wealth Management
New York
US$7.88億 +US$1709萬 +2% 3.73% 125% 201 6.97% 3.7
Human Investing
1593
Human Investing
Oregon
US$7.87億 +US$1601萬 +2% 0.16% 56.9% 113 12.39% 3.8
Colonial Trust
1594
Colonial Trust
South Carolina
US$7.86億 -US$336萬 -0.4% 2.19% 83.6% 1,203 11.06% 2.7
Hughes Financial Services
1595
Hughes Financial Services
Virginia
US$7.86億 +US$3173萬 +4% 0.74% – 2,152 21.61% 0.9
Westside Investment Management
1596
Westside Investment Management
California
US$7.85億 +US$2358萬 +3% 2.93% 126% 1,478 5.55% 3.8
NG
1597
Northstar Group
New York
US$7.84億 +US$738萬 +0.9% 1.64% 68.4% 178 7.87% 6.1
Financial Advisory Corporation
1598
Financial Advisory Corporation
Michigan
US$7.84億 +US$2981萬 +4% 0.76% – 58 6.9% 1.5
Gratus Wealth Advisors
1599
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
1600
Once Capital Management
New York
US$7.83億 -US$4.36億 -36% 3.55% 627% 25 16% 2.7