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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6,476檔基金(占~72%)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)
Astoria Portfolio Advisors
2076
Astoria Portfolio Advisors
New York
US$7.06億 +US$1.13億 +19% 0.15% 80.2% 440 28.18% 1.6
GCQ Funds Management
2077
GCQ Funds Management
Australia
US$7.06億 -US$1528萬 -2% 3.88% – 18 22.22% 0.8
Abundance Wealth Counselors
2078
Abundance Wealth Counselors
Pennsylvania
US$7.06億 -US$2580萬 -4% 1.59% 107% 183 13.11% 2.3
Retirement Income Solutions
2079
Retirement Income Solutions
Michigan
US$7.06億 +US$2203萬 +3% 0.31% 67.6% 198 7.07% 3.9
Vertex Planning Partners
2080
Vertex Planning Partners
Illinois
US$7.05億 +US$3158萬 +5% 0.76% 61.6% 240 43.33% 1.4
Carrera Capital Advisors
2081
Carrera Capital Advisors
Michigan
US$7.05億 +US$2995萬 +4% 1.81% – 233 18.45% 1.2
IIA
2082
IPG Investment Advisors
California
US$7.04億 +US$843萬 +1% 2.39% 126% 315 29.52% 2.1
Sovereign Financial Group
2083
Sovereign Financial Group
Connecticut
US$7.03億 +US$4876萬 +7% 0.36% 98% 435 18.39% 2.9
Market Street Wealth Management Advisors
2084
Market Street Wealth Management Advisors
Indiana
US$7.03億 -US$11.5萬 -0% 0.64% 44% 142 19.72% 3.3
CBT
2085
Central Bank & Trust
Kentucky
US$7.01億 -US$383萬 -0.5% 2.03% 118% 187 4.28% 8.1
Affiance Financial
2086
Affiance Financial
Minnesota
US$7.01億 +US$566萬 +0.8% 0.03% 57.8% 117 10.26% 5.8
DSG Capital Advisors
2087
DSG Capital Advisors
Minnesota
US$7億 -US$414萬 -0.6% 2.47% – 123 7.32% 1.5
Probity Advisors
2088
Probity Advisors
Texas
US$7億 +US$74.3萬 +0.1% 0.14% 61.7% 235 5.11% 5.8
Towercrest Capital Management
2089
Towercrest Capital Management
Pennsylvania
US$7億 -US$1748萬 -2% 1.14% 42.6% 111 6.31% 6.1
PWW
2090
Pettyjohn Wood & White
Virginia
US$7億 +US$1240萬 +2% 3.19% 81.9% 226 4.87% 6.9
LA
2091
Lynch & Associates
Indiana
US$6.99億 +US$1.26億 +22% 2.59% 73.5% 132 5.3% 8.2
Bornite Capital Management
2092
Bornite Capital Management
New York
US$6.98億 -US$9609萬 -12% 6.02% 181% 29 55.17% 0.5
Daido Life Insurance Company
2093
Daido Life Insurance Company
Japan
US$6.98億 -US$3720萬 -5% 1.81% 78.3% 6 0% 5.8
Rainey & Randall Wealth Advisors
2094
Rainey & Randall Wealth Advisors
Florida
US$6.98億 -US$196萬 -0.3% 0.91% 52.3% 78 8.97% 3.7
Pacific Capital Wealth Advisors
2095
Pacific Capital Wealth Advisors
California
US$6.98億 +US$3438萬 +5% 0.5% 54.1% 106 25.47% 3
Bourgeon Capital Management
2096
Bourgeon Capital Management
Connecticut
US$6.96億 +US$1718萬 +3% 1.49% 121% 122 22.13% 3.3
Scott Capital Advisors
2097
Scott Capital Advisors
Oregon
US$6.96億 +US$5770萬 +9% 0.75% 50.9% 76 15.79% 2.5
Boston Standard Wealth Management
2098
Boston Standard Wealth Management
Massachusetts
US$6.96億 +US$654萬 +0.9% 0.65% 47.1% 63 15.87% 5.4
ARG
2099
Advisory Resource Group
Oklahoma
US$6.95億 +US$3027萬 +5% 4.8% 72% 195 11.79% 3.1
Financial Management Network
2100
Financial Management Network
California
US$6.95億 -US$217萬 -0.3% 0.24% 62.5% 222 10.81% 3