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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6,011檔基金(占~67%)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)
HCP
1651
Holt Capital Partners
Texas
US$8.66億 +US$1646萬 +2% 0.73% 75.1% 169 4.73% 7.5
Security National Bank
1652
Security National Bank
Nebraska
US$8.65億 +US$2707萬 +3% 2.33% 125% 488 22.75% 2.2
BlueSky Wealth Advisors
1653
BlueSky Wealth Advisors
North Carolina
US$8.65億 +US$119萬 +0.1% 1.25% 45.9% 118 12.71% 2.7
Rice Partnership
1654
Rice Partnership
Hawaii
US$8.64億 +US$3998萬 +5% 2.51% 135% 192 16.15% 3.7
Oslo Pensjonsforsikring
1655
Oslo Pensjonsforsikring
US$8.63億 -US$596萬 -0.7% 5.46% 79% 481 13.51% 1.9
PA
1656
Prairie Advisory
Kansas
US$8.63億 +US$4.37億 +102% 0.34% – 183 12.57% 0.2
J.P. Marvel Investment Advisors
1657
J.P. Marvel Investment Advisors
Massachusetts
US$8.63億 -US$796萬 -0.9% 3.44% 195% 66 4.55% 7.5
Lineweaver Wealth Advisors
1658
Lineweaver Wealth Advisors
Ohio
US$8.63億 +US$1769萬 +2% 0.83% 68.4% 194 12.37% 2.9
Peterson Wealth Advisors
1659
Peterson Wealth Advisors
Utah
US$8.62億 +US$1573萬 +2% 0.68% 50.9% 123 8.13% 3.8
Eubel Brady & Suttman Asset Management
1660
Eubel Brady & Suttman Asset Management
Ohio
US$8.62億 +US$2009萬 +2% 1.79% 49% 127 11.81% 4.1
Berman McAleer
1661
Berman McAleer
Maryland
US$8.62億 -US$188萬 -0.2% 0.35% – 189 13.76% 0.8
CANC
1662
Culbertson A N & Co
Virginia
US$8.61億 +US$252萬 +0.3% 0.85% 87.5% 142 5.63% 7.9
Cardinal Capital Management Inc (North Carolina)
1663
Cardinal Capital Management Inc (North Carolina)
North Carolina
US$8.61億 +US$3485萬 +4% 3.25% 86.4% 141 2.84% 8.8
McGlone Suttner Wealth Management
1664
McGlone Suttner Wealth Management
Wisconsin
US$8.61億 +US$861萬 +1% 0.03% 61.6% 210 11.43% 2.6
Fagan Associates
1665
Fagan Associates
New York
US$8.61億 +US$4792萬 +6% 6.16% 127% 142 5.63% 5.1
Concord Wealth Partners
1666
Concord Wealth Partners
Virginia
US$8.6億 -US$1325萬 -2% 0.74% 71.1% 910 13.19% 1.2
Hunter Associates Investment Management
1667
Hunter Associates Investment Management
Pennsylvania
US$8.6億 -US$847萬 -1% 0.04% 81.7% 310 7.1% 4.7
Kavar Capital Partners Group
1668
Kavar Capital Partners Group
Kansas
US$8.6億 +US$4818萬 +6% 2.85% 86.8% 216 7.87% 5
Ellevest Inc
1669
Ellevest Inc
New York
US$8.6億 +US$1149萬 +1% 1.11% 82.6% 510 18.82% 3.4
Mirador Capital Partners
1670
Mirador Capital Partners
California
US$8.59億 +US$4243萬 +5% 8.95% 120% 240 15.83% 4.1
Castellan Group
1671
Castellan Group
Kentucky
US$8.59億 -US$5337萬 -6% 6.58% 184% 50 22% 1.4
Adams Natural Resources Fund
1672
Adams Natural Resources Fund
Maryland
US$8.57億 +US$9451萬 +12% 15.7% 50.6% 52 5.77% 8
Cullen Investment Group
1673
Cullen Investment Group
Louisiana
US$8.57億 +US$3087萬 +4% 4.06% 102% 185 5.41% 2.3
Fiduciary Financial Group
1674
Fiduciary Financial Group
California
US$8.57億 -US$2581萬 -3% 1.8% – 414 14.73% 1.4
Premier Path Wealth Partners
1675
Premier Path Wealth Partners
New Jersey
US$8.56億 -US$1323萬 -2% 2.68% 98.8% 412 11.65% 2.2