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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)
AW
1951
Avion Wealth
Texas
US$5.61億 +US$2380萬 +4% 0.06% 48.8% 1,793 25.1% 2.8
Altrius Capital Management
1952
Altrius Capital Management
North Carolina
US$5.61億 +US$3447萬 +7% 0.21% 43.1% 93 6.45% 2.9
Serenus Wealth Advisors
1953
Serenus Wealth Advisors
California
US$5.61億 -US$1200萬 -2% 0.54% – 78 7.69% 1.3
Auxano Advisors
1954
Auxano Advisors
Washington
US$5.6億 +US$3272萬 +6% 6.88% 103% 229 16.59% 2.8
Keystone Wealth Services
1955
Keystone Wealth Services
California
US$5.6億 +US$2123萬 +4% 3.51% 91.1% 343 8.75% 2.1
Commonwealth Financial Services
1956
Commonwealth Financial Services
West Virginia
US$5.59億 -US$1.85億 -25% 0.67% 64.2% 367 34.88% 3
AAM
1957
AR Asset Management
California
US$5.59億 +US$1253萬 +2% 3.73% 78.2% 126 5.56% 8.1
MHR
1958
Matthew Hamilton Rosenberg
US$5.58億 +US$2172萬 +4% 0.27% 52% 833 6.84% 4.4
3Chopt Investment Partners
1959
3Chopt Investment Partners
Virginia
US$5.58億 +US$2570萬 +5% 2.59% 128% 312 17.95% 1.4
Thrive Capital Management (Pennsylvania)
1960
Thrive Capital Management (Pennsylvania)
Pennsylvania
US$5.57億 +US$2698萬 +5% 0.69% 65.3% 188 13.83% 1.5
Milestones Administradora de Recursos
1961
Milestones Administradora de Recursos
Brazil
US$5.57億 +US$3923萬 +8% 3.52% 116% 22 22.73% 2.9
Noble Family Wealth
1962
Noble Family Wealth
Florida
US$5.56億 -US$277萬 -0.5% 1.5% 60% 75 1.33% 2.9
Abel Hall LLC
1963
Abel Hall LLC
Louisiana
US$5.56億 -US$2312萬 -4% 1.98% 133% 1,068 27.25% 0.8
J. Derek Lewis & Associates
1964
J. Derek Lewis & Associates
California
US$5.55億 +US$2550萬 +5% 0.23% – 248 18.55% 0.6
ACM
1965
Aljian Capital Management
Nevada
US$5.54億 +US$1421萬 +3% 5.27% 162% 138 8.7% 2.8
Q3 Asset Management
1966
Q3 Asset Management
Michigan
US$5.53億 +US$728萬 +1% 2.4% 105% 98 66.33% 0.5
WESPAC Advisors SoCal
1967
WESPAC Advisors SoCal
California
US$5.53億 -US$714萬 -1% 1.28% 135% 127 10.24% 2.8
NAMP
1968
NorthStar Asset Management (Pennsylvania)
Pennsylvania
US$5.53億 +US$2207萬 +4% 5.23% 90.2% 266 7.89% 4.3
Kozak & Associates
1969
Kozak & Associates
Colorado
US$5.53億 -US$2344萬 -4% 3.08% 111% 449 16.48% 3.4
Technology Crossover Management IX
1970
Technology Crossover Management IX
California
US$5.52億 -US$1.37億 -20% 19.3% 6.24% 6 0% 6.9
Contravisory Investment Management
1971
Contravisory Investment Management
Massachusetts
US$5.52億 -US$1450萬 -3% 0.69% 135% 497 30.78% 1.5
Technology Crossover Management XI
1972
Technology Crossover Management XI
California
US$5.51億 +US$1799萬 +3% 3.84% 135% 2 0% 2.9
Wiser Wealth Management
1973
Wiser Wealth Management
Georgia
US$5.5億 +US$2760萬 +5% 1.23% 53% 82 19.51% 2.3
MWM
1974
Mascoma Wealth Management
New Hampshire
US$5.5億 +US$1080萬 +2% 0.71% 43.7% 676 27.37% 3.4
Lantz Financial
1975
Lantz Financial
Illinois
US$5.49億 +US$319萬 +0.6% 1.47% 74.3% 272 9.19% 3.7