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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)
Whitaker-Myers Wealth Managers
1826
Whitaker-Myers Wealth Managers
Ohio
US$6.14億 +US$1523萬 +3% 0.03% 75.2% 134 23.88% 2
Key Financial Inc
1827
Key Financial Inc
Pennsylvania
US$6.14億 +US$316萬 +0.5% 1.25% 64.1% 1,396 8.88% 4.1
Grant Street Asset Management
1828
Grant Street Asset Management
Pennsylvania
US$6.14億 +US$322萬 +0.5% 1.1% 47.2% 95 7.37% 3.1
EFL
1829
ERn Financial LLC
Wisconsin
US$6.13億 +US$891萬 +1% 0.7% 61.2% 170 9.41% 4.1
CBTWT
1830
Community Bank & Trust (Waco, Texas)
Texas
US$6.12億 +US$5782萬 +10% 5.07% 124% 181 11.6% 6.1
Jacobson & Schmitt Advisors
1831
Jacobson & Schmitt Advisors
Wisconsin
US$6.12億 -US$4,767 -0% 3.22% 64.8% 81 0% 3.1
Stelac Advisory Services
1832
Stelac Advisory Services
New York
US$6.12億 +US$7518萬 +14% 1.46% 97.5% 186 17.2% 3.2
CRB
1833
Chad R. Baker
US$6.12億 -US$815萬 -1% 2.21% 123% 54 9.26% 6.4
Hutchinson Capital Management
1834
Hutchinson Capital Management
California
US$6.12億 +US$2783萬 +5% 5.06% 60.9% 118 14.41% 4.8
REAP Financial Group
1835
REAP Financial Group
Texas
US$6.11億 +US$2522萬 +4% 1.06% 63% 566 11.31% 2
Altiora Financial Group
1836
Altiora Financial Group
Ohio
US$6.11億 -US$2367萬 -4% 0.39% 41.1% 119 16.81% 2.4
FFA
1837
Florida Financial Advisors
Florida
US$6.11億 +US$1890萬 +3% 2.01% 159% 406 21.92% 1.3
GWI
1838
Grace & White Inc
New York
US$6.1億 -US$2166萬 -3% 0.92% 59.6% 137 4.38% 7.8
Shenkman Capital Management
1839
Shenkman Capital Management
New York
US$6.1億 -US$1.11億 -15% 0.71% 2.21% 71 12.68% 0.8
Steginsky Capital
1840
Steginsky Capital
New York
US$6.1億 -US$5647萬 -8% 4.79% 99.4% 8 0% 8.6
Mountain Pacific Investment Advisers
1841
Mountain Pacific Investment Advisers
Idaho
US$6.1億 -US$2579萬 -4% 0.31% 82.7% 152 7.24% 8
High Note Wealth
1842
High Note Wealth
Minnesota
US$6.1億 +US$2340萬 +4% 2.79% 82.8% 1,022 10.96% 1.5
New York Life Insurance Company
1843
New York Life Insurance Company
New York
US$6.08億 +US$8118萬 +15% 2.04% 71% 4 50% 6.3
VeraBank
1844
VeraBank
Texas
US$6.07億 +US$234萬 +0.4% 2.63% 69.5% 171 6.43% 4.9
ORG Wealth Partners
1845
ORG Wealth Partners
Texas
US$6.07億 -US$6081萬 -9% 7.89% – 2,584 73.26% 0.4
Sterling Investment Advisors (Pennsylvania)
1846
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
US$6.06億 +US$771萬 +1% 3.51% 111% 235 6.81% 4.2
Landaas & Company
1847
Landaas & Company
Wisconsin
US$6.06億 +US$5661萬 +10% 1.6% 68.3% 166 13.86% 2.9
Family Investment Center
1848
Family Investment Center
Missouri
US$6.06億 +US$398萬 +0.7% 1.64% 53.1% 133 25.56% 2
Running Oak Capital
1849
Running Oak Capital
Minnesota
US$6.06億 +US$1933萬 +3% 2.56% 40.8% 59 1.69% 3.7
Pettinga Financial Advisors
1850
Pettinga Financial Advisors
Indiana
US$6.06億 -US$1827萬 -3% 1.39% 78.1% 172 17.44% 3.3