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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4,403檔基金(占~49%)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)
iA Global Asset Management
151
iA Global Asset Management
Quebec, Canada
US$85.4億 +US$1.18億 +1% 3.91% 164% 593 39.97% 1.4
Everett Harris & Co
152
Everett Harris & Co
California
US$84.6億 +US$3.15億 +4% 5.76% 66.2% 296 6.08% 7.3
Ferguson Wellman Capital Management
153
Ferguson Wellman Capital Management
Oregon
US$83.8億 +US$1.91億 +2% 4.02% 118% 462 11.04% 5.6
Yacktman Asset Management
154
Yacktman Asset Management
Texas
US$83.8億 +US$2.87億 +4% 7.04% 67% 75 1.33% 6.3
Welch & Forbes
155
Welch & Forbes
Massachusetts
US$83.4億 +US$1.14億 +1% 4.06% 87.5% 403 6.45% 8
Canoe Financial
156
Canoe Financial
Alberta, Canada
US$83.1億 +US$2.36億 +3% 2.34% 84.1% 131 24.43% 1.6
Howard Capital Management
157
Howard Capital Management
Georgia
US$82.6億 -US$1.35億 -2% 1.23% 144% 457 17.72% 1.7
AIA Group
158
AIA Group
Hong Kong
US$81.1億 +US$1.63億 +2% 3.34% 97.8% 360 21.11% 2.2
GA
159
Greenhaven Associates
New York
US$79.6億 -US$6.99億 -8% 0.53% 62.5% 29 10.34% 4.8
Facet Wealth Inc
160
Facet Wealth Inc
Maryland
US$79.5億 +US$9.7億 +14% 0.55% 52.9% 499 24.45% 1.4
Apella Capital
161
Apella Capital
Connecticut
US$78.8億 +US$8.04億 +11% 0.17% 48.6% 824 15.29% 2.1
SignatureFD
162
SignatureFD
Georgia
US$77.6億 +US$2.75億 +4% 1.11% 81.3% 3,702 9.08% 5
Capital Investment Advisors
163
Capital Investment Advisors
Georgia
US$77.4億 +US$1.46億 +2% 0.24% 62.2% 830 9.4% 5.3
Prospera Financial Services
164
Prospera Financial Services
Texas
US$77.3億 +US$8.45億 +12% 2.86% 109% 1,651 19.56% 3.3
GF Fund Management
165
GF Fund Management
China
US$77.2億 -US$6.17億 -7% 1.55% – 640 12.03% 1.5
Forum Financial Management
166
Forum Financial Management
Illinois
US$77億 -US$8899萬 -1% 1.33% 56.7% 368 11.41% 3
Crossmark Global Holdings
167
Crossmark Global Holdings
Texas
US$76.9億 -US$2138萬 -0.3% 4.62% 128% 1,322 9% 6.6
CLA (CliftonLarsonAllen) Wealth Advisors
168
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
US$76.6億 +US$4940萬 +0.6% 1.54% 45.9% 262 11.45% 3.1
Aware Super
169
Aware Super
Australia
US$75.1億 +US$4.51億 +6% 5.53% – 262 26.34% 1.7
Douglas Lane & Associates
170
Douglas Lane & Associates
New York
US$74.6億 +US$9182萬 +1% 8.93% 91.9% 256 6.25% 6.6
Sapient Capital
171
Sapient Capital
Indiana
US$74.4億 -US$2.04億 -3% 0.57% 212% 418 11.48% 2
Glenview Trust
172
Glenview Trust
Kentucky
US$74.2億 +US$1.92億 +3% 2.6% 110% 549 11.48% 6.4
Parallel Advisors
173
Parallel Advisors
California
US$74.2億 +US$8.55億 +13% 4.94% 122% 4,186 9.77% 4.9
Empirical Wealth Management
174
Empirical Wealth Management
Washington
US$73.8億 +US$5.31億 +8% 1.8% 87.1% 1,249 21.22% 2.8
ACR Alpine Capital Research
175
ACR Alpine Capital Research
Missouri
US$73.5億 +US$3.11億 +4% 4.19% 69.5% 41 9.76% 5.3