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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6,148檔基金(占~69%)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)
Tyro Capital Management
2276
Tyro Capital Management
Florida
US$5.64億 +US$1.19億 +27% 7.87% 270% 32 56.25% 0.5
Pinion Investment Advisors
2277
Pinion Investment Advisors
Kansas
US$5.64億 +US$3729萬 +7% 0.63% 81.7% 219 12.33% 2.9
Varenne Capital Partners
2278
Varenne Capital Partners
France
US$5.64億 -US$3948萬 -7% 8.52% 181% 40 55% 0.3
CA
2279
Crumly & Associates
Illinois
US$5.63億 +US$4121萬 +8% 0.39% 58.1% 217 14.29% 2.6
BCS Wealth Management
2280
BCS Wealth Management
Tennessee
US$5.63億 +US$812萬 +1% 0.23% 51% 277 6.14% 2.5
KMWM
2281
Keudell/Morrison Wealth Management
Oregon
US$5.62億 +US$3325萬 +6% 1.1% – 277 13.36% 3.8
Mindset Wealth Management
2282
Mindset Wealth Management
Indiana
US$5.62億 +US$4295萬 +8% 9.43% – 215 19.07% 1.3
Hiddenite Capital Partners
2283
Hiddenite Capital Partners
New York
US$5.62億 -US$6.02億 -52% 3.57% 466% 52 75% 0.2
RPg Family Wealth Advisory
2284
RPg Family Wealth Advisory
Massachusetts
US$5.62億 -US$3797萬 -6% 2.44% 123% 154 18.83% 2.2
Joseph Group Capital Management
2285
Joseph Group Capital Management
Ohio
US$5.62億 +US$8549萬 +18% 1.26% 64.3% 412 8.5% 1.1
FVCM
2286
F&V Capital Management
Florida
US$5.61億 +US$1262萬 +2% 4.32% 123% 64 7.81% 5.3
AW
2287
Avion Wealth
Texas
US$5.61億 +US$2380萬 +4% 0.06% 48.8% 1,793 25.1% 2.8
Altrius Capital Management
2288
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
2289
Serenus Wealth Advisors
California
US$5.61億 -US$1200萬 -2% 0.54% – 78 7.69% 1.3
Auxano Advisors
2290
Auxano Advisors
Washington
US$5.6億 +US$3272萬 +6% 6.88% 103% 229 16.59% 2.8
Keystone Wealth Services
2291
Keystone Wealth Services
California
US$5.6億 +US$2123萬 +4% 3.51% 91.1% 343 8.75% 2.1
Commonwealth Financial Services
2292
Commonwealth Financial Services
West Virginia
US$5.59億 -US$1.85億 -25% 0.67% 64.2% 367 34.88% 3
Aegis Financial
2293
Aegis Financial
Virginia
US$5.59億 -US$7419萬 -12% 10.6% 226% 40 10% 2.2
AAM
2294
AR Asset Management
California
US$5.59億 +US$1253萬 +2% 3.73% 78.2% 126 5.56% 8.1
MHR
2295
Matthew Hamilton Rosenberg
US$5.58億 +US$2172萬 +4% 0.27% 52% 833 6.84% 4.4
3Chopt Investment Partners
2296
3Chopt Investment Partners
Virginia
US$5.58億 +US$2570萬 +5% 2.59% 128% 312 17.95% 1.4
Thrive Capital Management (Pennsylvania)
2297
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
2298
Milestones Administradora de Recursos
Brazil
US$5.57億 +US$3923萬 +8% 3.52% 116% 22 22.73% 2.9
Noble Family Wealth
2299
Noble Family Wealth
Florida
US$5.56億 -US$277萬 -0.5% 1.5% 60% 75 1.33% 2.9
Abel Hall LLC
2300
Abel Hall LLC
Louisiana
US$5.56億 -US$2312萬 -4% 1.98% 133% 1,068 27.25% 0.8