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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4,734檔基金(占~53%)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)
Opal Wealth Advisors
1876
Opal Wealth Advisors
New York
US$4.79億 +US$1649萬 +4% 1.52% 62.3% 250 20.4% 2.4
Lightrock Netherlands
1877
Lightrock Netherlands
Netherlands
US$4.78億 -US$2825萬 -6% 2.43% – 37 8.11% 1.5
AA
1878
Ashford Advisors
New York
US$4.78億 -US$725萬 -1% 1.61% 75.4% 23 0% 3.8
Guidance Point Advisors
1879
Guidance Point Advisors
Massachusetts
US$4.77億 +US$387萬 +0.8% 0.46% 71.8% 104 3.85% 4.2
Vaquero Private Wealth
1880
Vaquero Private Wealth
Texas
US$4.77億 -US$892萬 -2% 0.71% – 209 10.53% 0.2
Anchyra Partners
1881
Anchyra Partners
Georgia
US$4.77億 +US$6045萬 +15% 4.07% – 483 37.89% 0.4
Austin Wealth Management
1882
Austin Wealth Management
Texas
US$4.77億 +US$333萬 +0.7% 0.27% 52.4% 129 6.98% 2.4
Cornerstone Wealth Advisors
1883
Cornerstone Wealth Advisors
Minnesota
US$4.77億 -US$54.6萬 -0.1% 0.36% 46.1% 57 10.53% 3.9
Pacific Center for Financial Services
1884
Pacific Center for Financial Services
California
US$4.77億 +US$2839萬 +6% 0.09% 60.1% 512 3.32% 5.8
High Net Worth Advisory Group
1885
High Net Worth Advisory Group
Florida
US$4.76億 +US$491萬 +1% 1.7% 75.7% 262 8.02% 3.2
SSI
1886
Scott & Selber Inc
Texas
US$4.76億 +US$232萬 +0.5% 1.23% 202% 95 7.37% 5.6
Jessup Wealth Management
1887
Jessup Wealth Management
Ohio
US$4.76億 +US$1.4億 +42% 8.27% 181% 93 20.43% 1.9
SA
1888
Strategic Advisors
New York
US$4.75億 +US$1208萬 +3% 6.41% 106% 169 7.69% 5.7
Peterson Wealth Services
1889
Peterson Wealth Services
Utah
US$4.74億 +US$1552萬 +3% 3.5% 160% 251 13.55% 2.3
Park Edge Advisors
1890
Park Edge Advisors
Ohio
US$4.74億 -US$68萬 -0.1% 0.6% 61.1% 171 18.13% 2.1
Lorne Steinberg Wealth Management
1891
Lorne Steinberg Wealth Management
Canada
US$4.74億 -US$1252萬 -3% 0.08% 83.4% 78 15.38% 3.8
KDA
1892
Kraft Davis & Associates
Missouri
US$4.74億 -US$509萬 -1% 0.48% 81.8% 164 15.24% 2.3
GSG Advisors
1893
GSG Advisors
New Jersey
US$4.73億 +US$1826萬 +4% 2.14% 99.3% 170 17.06% 1.9
GIL
1894
Go Invest LLC
Utah
US$4.73億 +US$4700萬 +11% 0.53% – 137 28.47% 0.6
Uniting Wealth Partners
1895
Uniting Wealth Partners
Kansas
US$4.72億 -US$2045萬 -4% 0.41% – 237 17.72% 0.9
ASG
1896
Advisory Solutions Group
Minnesota
US$4.72億 +US$1.77億 +60% 0.85% – 304 35.86% 0.2
General Electric
1897
General Electric
Ohio
US$4.72億 +US$1.03億 +28% 29.4% 23.2% 2 0% 2.4
Leo Wealth LLC
1898
Leo Wealth LLC
Texas
US$4.71億 – – 0.91% – 269 – 1.8
Natural Investments
1899
Natural Investments
California
US$4.71億 +US$1601萬 +4% 2.88% – 327 13.15% 1.1
Outlook Wealth Advisors
1900
Outlook Wealth Advisors
Texas
US$4.7億 +US$757萬 +2% 1.35% 76% 329 12.16% 2.5