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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4,799檔基金(占~54%)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)
IFS
2201
Ifrah Financial Services
Arkansas
US$3.96億 -US$1372萬 -3% 0.85% 64.1% 228 16.23% 5.4
Prairiewood Capital
2202
Prairiewood Capital
North Dakota
US$3.96億 +US$986萬 +3% 1.69% 42.6% 82 6.1% 3.3
Gilliland Jeter Wealth Management
2203
Gilliland Jeter Wealth Management
Arkansas
US$3.95億 +US$1357萬 +4% 5.33% 128% 199 5.03% 2.1
Argonautica Private Wealth Management
2204
Argonautica Private Wealth Management
Massachusetts
US$3.94億 -US$1511萬 -4% 1.27% 167% 189 8.47% 2.3
SHFA
2205
SS&H Financial Advisors
Michigan
US$3.94億 +US$330萬 +0.8% 3.8% – 134 5.22% 3.5
Financial Insights
2206
Financial Insights
Washington
US$3.94億 +US$1391萬 +4% 2.23% 82.1% 159 12.58% 3.3
Supplemental Annuity Collective Trust (SACT) of New Jersey
2207
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
US$3.94億 +US$422萬 +1% 5.37% 166% 309 8.09% 4.4
Parkshore Wealth Management
2208
Parkshore Wealth Management
California
US$3.94億 +US$4541萬 +13% 1.36% – 74 9.46% 1.5
Lynch Asset Management
2209
Lynch Asset Management
Pennsylvania
US$3.93億 +US$2693萬 +7% 9.01% 214% 52 0% 3.5
Retail Employees Superannuation Trust
2210
Retail Employees Superannuation Trust
US$3.93億 +US$1947萬 +5% 6.46% – 30 10% 0.6
SC
2211
Steph & Co
Wisconsin
US$3.92億 -US$259萬 -0.7% 0.46% 61.6% 293 8.19% 3.9
WPI
2212
Walter Public Investments
Canada
US$3.92億 -US$2320萬 -6% 5.21% 85.1% 63 28.57% 1.7
Stiles Financial Services
2213
Stiles Financial Services
Minnesota
US$3.92億 -US$591萬 -1% 1.56% 144% 187 6.95% 3.4
Hoxton Planning & Management
2214
Hoxton Planning & Management
West Virginia
US$3.92億 +US$891萬 +2% 0.86% 77.8% 242 12.4% 2.3
Newton One Investments
2215
Newton One Investments
Delaware
US$3.92億 -US$505萬 -1% 1.48% 42% 175 30.29% 2.4
MI
2216
M3F Inc
Utah
US$3.91億 -US$3083萬 -7% 12.3% 139% 25 28% 4.5
Amicus Financial Advisors
2217
Amicus Financial Advisors
Texas
US$3.91億 -US$1569萬 -4% 1.53% – 100 14% 0.7
Storen Legacy Partners
2218
Storen Legacy Partners
Indiana
US$3.91億 +US$2441萬 +7% 0.66% – 126 12.7% 0.6
Neumann Capital Management
2219
Neumann Capital Management
California
US$3.91億 +US$2.4億 +159% 1.66% 89.9% 108 49.07% 4.3
Client 1st Advisory Group
2220
Client 1st Advisory Group
Florida
US$3.91億 +US$725萬 +2% 1.37% 64.5% 151 9.27% 3.3
Quantum Private Wealth
2221
Quantum Private Wealth
Florida
US$3.91億 +US$37.5萬 +0.1% 5.76% 240% 176 9.66% 3
Juncture Wealth Strategies
2222
Juncture Wealth Strategies
Arizona
US$3.9億 +US$591萬 +2% 0.7% 76.5% 193 11.4% 2.6
SRH Advisors
2223
SRH Advisors
Kansas
US$3.89億 -US$321萬 -0.8% 0.24% 55.7% 282 6.38% 7.5
Patton Fund Management
2224
Patton Fund Management
Texas
US$3.89億 -US$7318萬 -16% 4.15% 211% 114 57.02% 1.8
Windsor Capital Management
2225
Windsor Capital Management
Arizona
US$3.89億 +US$415萬 +1% 0.94% 49.1% 133 5.26% 6.6