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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6,389檔基金(占~71%)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)
III
2376
Independent Investors Inc
New York
US$5.66億 +US$4273萬 +8% 11.1% 94.5% 74 4.05% 9.2
Single Point Partners
2377
Single Point Partners
Massachusetts
US$5.66億 -US$206萬 -0.4% 1.28% 56.4% 109 17.43% 2.1
Pacific Ridge Capital Partners
2378
Pacific Ridge Capital Partners
Oregon
US$5.65億 +US$1421萬 +3% 4.87% 151% 138 5.07% 5.4
TCOT
2379
Trust Company of Tennessee
Tennessee
US$5.65億 -US$729萬 -1% 0.74% – 8 0% 1.9
Manchester Financial
2380
Manchester Financial
California
US$5.65億 +US$202萬 +0.4% 1.39% 73% 153 11.76% 3.2
Tyro Capital Management
2381
Tyro Capital Management
Florida
US$5.64億 +US$1.19億 +27% 7.87% 270% 32 56.25% 0.5
Pinion Investment Advisors
2382
Pinion Investment Advisors
Kansas
US$5.64億 +US$3729萬 +7% 0.63% 81.7% 219 12.33% 2.9
Varenne Capital Partners
2383
Varenne Capital Partners
France
US$5.64億 -US$3948萬 -7% 8.52% 181% 40 55% 0.3
CA
2384
Crumly & Associates
Illinois
US$5.63億 +US$4121萬 +8% 0.39% 58.1% 217 14.29% 2.6
BCS Wealth Management
2385
BCS Wealth Management
Tennessee
US$5.63億 +US$812萬 +1% 0.23% 51% 277 6.14% 2.5
KMWM
2386
Keudell/Morrison Wealth Management
Oregon
US$5.62億 +US$3325萬 +6% 1.1% – 277 13.36% 3.8
Mindset Wealth Management
2387
Mindset Wealth Management
Indiana
US$5.62億 +US$4295萬 +8% 9.43% – 215 19.07% 1.3
Hiddenite Capital Partners
2388
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
2389
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
2390
Joseph Group Capital Management
Ohio
US$5.62億 +US$8549萬 +18% 1.26% 64.3% 412 8.5% 1.1
FVCM
2391
F&V Capital Management
Florida
US$5.61億 +US$1262萬 +2% 4.32% 123% 64 7.81% 5.3
AW
2392
Avion Wealth
Texas
US$5.61億 +US$2380萬 +4% 0.06% 48.8% 1,793 25.1% 2.8
Altrius Capital Management
2393
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
2394
Serenus Wealth Advisors
California
US$5.61億 -US$1200萬 -2% 0.54% – 78 7.69% 1.3
Auxano Advisors
2395
Auxano Advisors
Washington
US$5.6億 +US$3272萬 +6% 6.88% 103% 229 16.59% 2.8
Keystone Wealth Services
2396
Keystone Wealth Services
California
US$5.6億 +US$2123萬 +4% 3.51% 91.1% 343 8.75% 2.1
Commonwealth Financial Services
2397
Commonwealth Financial Services
West Virginia
US$5.59億 -US$1.85億 -25% 0.67% 64.2% 367 34.88% 3
Aegis Financial
2398
Aegis Financial
Virginia
US$5.59億 -US$7419萬 -12% 10.6% 226% 40 10% 2.2
Panview Capital
2399
Panview Capital
Hong Kong
US$5.59億 -US$909萬 -2% 1.48% – 16 25% 0.7
AAM
2400
AR Asset Management
California
US$5.59億 +US$1253萬 +2% 3.73% 78.2% 126 5.56% 8.1