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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5,052檔基金(占~57%)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)
Legacy Wealth Asset Management
2101
Legacy Wealth Asset Management
Minnesota
US$4.56億 +US$62.9萬 +0.1% 3.66% 116% 405 18.02% 3.2
PTB
2102
Pioneer Trust Bank
Oregon
US$4.56億 +US$1507萬 +3% 4.85% 75.7% 94 12.77% 7.7
BWM
2103
Brown Wealth Management
Illinois
US$4.56億 +US$861萬 +2% 0.46% 51.2% 144 13.19% 1.8
Stokes Capital Advisors
2104
Stokes Capital Advisors
South Carolina
US$4.55億 -US$1147萬 -2% 0.01% 61.3% 125 11.2% 3.5
Coleford Investment Management
2105
Coleford Investment Management
Canada
US$4.55億 -US$306萬 -0.7% 1.58% – 23 4.35% 1.4
Flagstone Financial Management
2106
Flagstone Financial Management
Nebraska
US$4.55億 +US$800萬 +2% 0.85% 46.2% 78 5.13% 2.4
DI
2107
Diligent Investors
California
US$4.55億 +US$591萬 +1% 2.43% 82.2% 373 7.24% 4.6
Able Wealth Management
2108
Able Wealth Management
New Jersey
US$4.55億 +US$1904萬 +4% 1.14% 58.1% 236 39.41% 1
Freedom Day Solutions
2109
Freedom Day Solutions
Texas
US$4.55億 +US$287萬 +0.6% 0.32% 86.6% 146 17.12% 3.1
Cincinnati Specialty Underwriters Insurance
2110
Cincinnati Specialty Underwriters Insurance
Ohio
US$4.54億 +US$533萬 +1% 4.67% 137% 45 0% 7.3
Atwater Malick
2111
Atwater Malick
Pennsylvania
US$4.54億 -US$483萬 -1% 1.01% 83.4% 139 12.23% 2.9
Guidance Capital
2112
Guidance Capital
Kentucky
US$4.54億 -US$1335萬 -3% 1.24% 63.7% 238 8.4% 1.8
CWS Financial Advisors
2113
CWS Financial Advisors
Michigan
US$4.54億 +US$350萬 +0.8% 0.72% 55.7% 176 5.68% 3.6
Mokosak Advisory Group
2114
Mokosak Advisory Group
Iowa
US$4.54億 -US$787萬 -2% 2.99% 59.2% 43 11.63% 4.2
RS
2115
Retirement Solution
Washington
US$4.54億 +US$2.29億 +102% 1.62% 77.3% 66 22.73% 2
MIO Partners
2116
MIO Partners
New York
US$4.54億 +US$8207萬 +22% 2.12% – 6 33.33% 0.6
Syquant Capital SAS
2117
Syquant Capital SAS
France
US$4.53億 +US$627萬 +1% 6.4% 160% 71 61.97% 0.3
Sollinda Capital Management
2118
Sollinda Capital Management
Florida
US$4.53億 -US$1502萬 -3% 0.52% 37.4% 93 20.43% 1.7
Briaud Financial Planning
2119
Briaud Financial Planning
Texas
US$4.53億 +US$7310萬 +19% 5.67% 113% 46 13.04% 2.1
Brown, Lisle/Cummings
2120
Brown, Lisle/Cummings
Rhode Island
US$4.53億 +US$722萬 +2% 3.36% 82.3% 1,081 4.63% 2.5
Level Financial Advisors
2121
Level Financial Advisors
New York
US$4.53億 +US$501萬 +1% 1.07% 44% 99 12.12% 3.3
Global Assets Advisory
2122
Global Assets Advisory
Florida
US$4.52億 -US$600萬 -1% 2.64% 95.9% 341 15.25% 1
Atticus Wealth Management
2123
Atticus Wealth Management
Florida
US$4.52億 +US$3155萬 +8% 2.38% 73.9% 192 11.46% 3.8
Progressive Investment Management
2124
Progressive Investment Management
Oregon
US$4.52億 -US$286萬 -0.6% 3.14% 139% 56 0% 5.1
MAM
2125
Mystic Asset Management
Rhode Island
US$4.51億 -US$1703萬 -4% 2.02% 114% 229 8.3% 3.3