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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4,696檔基金(占~53%)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)
Triton Wealth Management
2401
Triton Wealth Management
Arizona
US$3.36億 +US$1084萬 +3% 2.1% – 149 20.13% 2.7
LWMM
2402
Legacy Wealth Management (Mississippi)
Mississippi
US$3.36億 -US$5332萬 -14% 4.47% 105% 132 19.7% 2.9
Corbyn Investment Management
2403
Corbyn Investment Management
Maryland
US$3.36億 -US$1008萬 -3% 4.95% 71% 68 4.41% 5.6
Nicollet Investment Management
2404
Nicollet Investment Management
Minnesota
US$3.36億 +US$1220萬 +4% 8.91% 104% 81 9.88% 5.2
United Community Bank
2405
United Community Bank
South Carolina
US$3.36億 +US$1252萬 +4% 1.42% 72.7% 595 16.64% 2.3
HF Advisory Group
2406
HF Advisory Group
Maryland
US$3.36億 +US$1230萬 +4% 2.33% 73.2% 175 4.57% 3
Core Wealth Management
2407
Core Wealth Management
Florida
US$3.36億 -US$2009萬 -6% 1.42% 44.5% 44 31.82% 2.5
ICM
2408
Isabella Capital Management
US$3.35億 +US$1.47億 +78% 0.63% – 13 23.08% 0.3
Wilkerson Advisory Group
2409
Wilkerson Advisory Group
Missouri
US$3.35億 +US$971萬 +3% 1.11% – 678 13.72% 0.6
Prodigy Asset Management
2410
Prodigy Asset Management
Nebraska
US$3.35億 +US$316萬 +1% 0.68% – 31 6.45% 1.3
Shayne & Jacobs LLC
2411
Shayne & Jacobs LLC
Tennessee
US$3.35億 -US$224萬 -0.7% 0.42% 79.4% 103 4.85% 4.4
Roth Financial Partners
2412
Roth Financial Partners
Texas
US$3.35億 -US$157萬 -0.5% 0.14% 61% 37 10.81% 3.7
Hutchens & Kramer Investment Management Group
2413
Hutchens & Kramer Investment Management Group
Indiana
US$3.35億 -US$3855萬 -10% 0.61% 83% 175 19.43% 2.3
Geneva Partners
2414
Geneva Partners
Wisconsin
US$3.34億 -US$4067萬 -11% 3.99% 417% 92 30.43% 2.2
Glynn Capital Management
2415
Glynn Capital Management
California
US$3.34億 -US$2940萬 -8% 9.15% 252% 46 19.57% 2.8
Enzi Wealth
2416
Enzi Wealth
Texas
US$3.34億 +US$1782萬 +6% 0.22% 77% 84 9.52% 2.5
Bank of Stockton
2417
Bank of Stockton
California
US$3.33億 -US$2335萬 -7% 0.07% 99.2% 128 4.69% 7.1
LLI
2418
LTS Liquid Investments
US$3.33億 +US$1.46億 +78% 2.29% – 10 30% 0.4
Costello Asset Management
2419
Costello Asset Management
Pennsylvania
US$3.32億 -US$83萬 -0.2% 3.89% 81.5% 723 5.67% 2.2
Hassell Wealth Management
2420
Hassell Wealth Management
Louisiana
US$3.32億 +US$621萬 +2% 0.92% 49.7% 29 3.45% 3
Pacifica Partners
2421
Pacifica Partners
Canada
US$3.32億 +US$55.9萬 +0.2% 0.45% 127% 429 7.69% 4
IFS Advisors
2422
IFS Advisors
Kansas
US$3.32億 +US$1.23億 +59% 0.42% 54.2% 465 53.12% 1.4
Prosperitas Financial
2423
Prosperitas Financial
California
US$3.32億 +US$1948萬 +6% 3.19% 118% 125 26.4% 1.3
Idaho Trust Bank
2424
Idaho Trust Bank
Idaho
US$3.32億 -US$1039萬 -3% 1.71% 50.5% 100 8% 2
Technology Crossover Management VIII
2425
Technology Crossover Management VIII
California
US$3.31億 -US$1450萬 -4% 3.6% 70% 5 0% 6.6