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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)
YLHM
1976
Yelin Lapidot Holdings Management
Israel
US$5.49億 +US$2164萬 +4% 5.78% 144% 94 12.77% 2.3
Leverty Financial Group
1977
Leverty Financial Group
Wisconsin
US$5.49億 +US$3437萬 +7% 0.35% 57.3% 51 9.8% 2.5
Harbour Capital Advisors
1978
Harbour Capital Advisors
Virginia
US$5.48億 -US$67.6萬 -0.1% 0.19% 168% 335 23.58% 3.2
Alliance Wealth Advisors (Utah)
1979
Alliance Wealth Advisors (Utah)
Utah
US$5.48億 +US$1809萬 +3% 1.71% 70.7% 248 14.92% 2.1
VHMC
1980
Value Holdings Management Company
New York
US$5.48億 -US$5008萬 -8% 5.59% 110% 27 18.52% 7.7
Adamsbrown Wealth Consultants
1981
Adamsbrown Wealth Consultants
Kansas
US$5.48億 +US$1790萬 +3% 0.12% 60.6% 187 12.83% 2.1
Bricktown Capital
1982
Bricktown Capital
Michigan
US$5.48億 -US$588萬 -1% 0.23% 46.2% 30 6.67% 2.3
Chemung Canal Trust
1983
Chemung Canal Trust
New York
US$5.47億 +US$551萬 +1% 2.94% 93.4% 116 6.9% 8.6
Riverpoint Wealth Management Holdings
1984
Riverpoint Wealth Management Holdings
Illinois
US$5.46億 +US$219萬 +0.4% 1.02% 59.2% 63 3.17% 5.9
Acumen Wealth Advisors
1985
Acumen Wealth Advisors
Tennessee
US$5.46億 +US$7441萬 +16% 1.49% – 738 39.02% 0.4
PPI
1986
Platinum Paramount Investment
US$5.46億 -US$1.58億 -22% 11% – 4 25% 0.4
MBM Wealth Consultants
1987
MBM Wealth Consultants
Missouri
US$5.46億 +US$2706萬 +5% 0.7% 57.1% 125 6.4% 4.2
Global Wealth Strategies & Associates
1988
Global Wealth Strategies & Associates
Colorado
US$5.46億 +US$1804萬 +3% 0% 68.7% 115 16.52% 2.3
Louisbourg Investments
1989
Louisbourg Investments
New Brunswick, Canada
US$5.45億 +US$322萬 +0.6% 6.52% 93.1% 221 10.41% 2
Scissortail Wealth Management
1990
Scissortail Wealth Management
Oklahoma
US$5.45億 +US$2558萬 +5% 3.38% 71.9% 119 13.45% 1.9
Moller Wealth Partners
1991
Moller Wealth Partners
US$5.45億 -US$766萬 -1% 1.51% 44.1% 77 14.29% 6.6
MIC
1992
Maxi Investments CY
Cyprus
US$5.45億 +US$5108萬 +10% 0.23% 83.2% 98 60.2% 0.7
Phraction Management
1993
Phraction Management
Connecticut
US$5.45億 -US$5041萬 -8% 4.05% 106% 72 15.28% 2.9
Archer Investment Corporation
1994
Archer Investment Corporation
Indiana
US$5.45億 +US$2249萬 +4% 1.99% 76.1% 1,328 10.39% 3.6
Hedeker Wealth
1995
Hedeker Wealth
Illinois
US$5.45億 +US$2068萬 +4% 4.79% 161% 94 3.19% 3.5
Nuance Investments
1996
Nuance Investments
Missouri
US$5.44億 -US$4329萬 -7% 0.04% 8.87% 60 23.33% 2.3
WealthPLAN Partners
1997
WealthPLAN Partners
Nebraska
US$5.44億 +US$2082萬 +4% 2.59% 71.6% 243 12.76% 4.5
Paragon Capital Management (Colorado)
1998
Paragon Capital Management (Colorado)
Colorado
US$5.44億 +US$1553萬 +3% 6.03% 109% 231 13.85% 3.1
PA
1999
Paragon Advisors
Texas
US$5.43億 +US$6691萬 +14% 5.93% 138% 111 34.23% 2
Coyle Financial Counsel
2000
Coyle Financial Counsel
Illinois
US$5.43億 -US$501萬 -0.9% 0.3% 67.3% 130 8.46% 3