我們已在上線！
進一步了解
全球頂尖投資人與避險基金的最新股票投資組合
Warren Buffett
Berkshire Hathaway
27.55%
1年估算報酬率
Bill Ackman
Pershing Square Capital Management
2.08%
1年估算報酬率
Philippe Laffont
Coatue Management
94.27%
1年估算報酬率
Ray Dalio
Bridgewater Associates
40.93%
1年估算報酬率
Ken Griffin
Citadel Advisors
40.89%
1年估算報酬率
Ken Fisher
Fisher Asset Management
26.9%
1年估算報酬率
Jim Simons
Renaissance Technologies
54.88%
1年估算報酬率
David Tepper
Appaloosa LP
104.51%
1年估算報酬率
Stanley Druckenmiller
Duquesne Family Office
87.01%
1年估算報酬率
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） |
|
|---|---|---|---|---|---|---|---|---|---|
2701
Provident Wealth Management
Brentwood,
Tennessee
| US$2.82億 | -US$1.06億 | -27% | 1.02% | 61.1% | 165 | 27.27% | 3 |
|
2702
Values Added Financial
Washington,
District of Columbia
| US$2.82億 | +US$518萬 | +2% | 0.41% | 65.9% | 151 | 7.95% | 2.2 |
|
2703
Pacifica Capital Investments
Leander,
Texas
| US$2.82億 | -US$1090萬 | -4% | 5.2% | 69.8% | 16 | 6.25% | 7.4 |
|
2704
O'Connor Financial Group
Quincy,
Illinois
| US$2.82億 | -US$75.4萬 | -0.3% | 0.94% | 48.4% | 73 | 12.33% | 2.1 |
|
2705
ANB Bank
Denver,
Colorado
| US$2.82億 | +US$1349萬 | +5% | 1.31% | – | 138 | 18.84% | 1.3 |
|
2706
SFG Wealth Management
Towson,
Maryland
| US$2.81億 | +US$307萬 | +1% | 0.23% | 86.3% | 118 | 16.95% | 2.1 |
|
2707
ICW Investment Advisors
Scottsdale,
Arizona
| US$2.81億 | -US$471萬 | -2% | 1.1% | 58.6% | 146 | 3.42% | 5.3 |
|
|
BIA
2708
Bigelow Investment Advisors
Portland,
Maine
| US$2.81億 | +US$458萬 | +2% | 1.12% | 75.7% | 159 | 4.4% | 5.4 |
|
2709
Warburton Capital Management
Tulsa,
Oklahoma
| US$2.81億 | +US$3494萬 | +14% | 1.44% | – | 82 | 21.95% | 1.2 |
|
2710
EntreWealth
Austin,
Texas
| US$2.81億 | +US$1061萬 | +4% | 0.92% | – | 156 | 13.46% | 0.9 |
|
2711
R.W. Roge & Company
Bohemia,
New York
| US$2.8億 | +US$4131萬 | +17% | 1.58% | 76.3% | 73 | 13.7% | 3.4 |
|
2712
Onyx Financial Advisors
Idaho Falls,
Idaho
| US$2.8億 | +US$271萬 | +1% | 0.01% | 57.8% | 23 | 21.74% | 2.1 |
|
2713
Plan A Wealth
Lincoln,
Nebraska
| US$2.8億 | +US$4504萬 | +19% | 1.31% | – | 210 | 10.95% | 1.1 |
|
2714
Cumberland Advisors
Sarasota,
Florida
| US$2.8億 | -US$396萬 | -1% | 0.31% | 80.7% | 50 | 6% | 5.7 |
|
2715
Vivid Wealth Management
West Des Moines,
Iowa
| US$2.8億 | -US$434萬 | -2% | 1.86% | 107% | 74 | 2.7% | 1.6 |
|
2716
Mine & Arao Wealth Creation & Management
Campbell,
California
| US$2.8億 | +US$389萬 | +1% | 2.81% | 105% | 81 | 6.17% | 5.6 |
|
2717
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| US$2.8億 | +US$262萬 | +0.9% | 1.13% | 64.8% | 88 | 1.14% | 4.6 |
|
2718
Southern Michigan Bank & Trust
Coldwater,
Michigan
| US$2.8億 | -US$157萬 | -0.6% | 0.26% | – | 451 | 12.86% | 0.5 |
|
2719
Quad-Cities Investment Group
Davenport,
Iowa
| US$2.8億 | +US$148萬 | +0.5% | 0.58% | 67.3% | 222 | 9.91% | 4.2 |
|
2720
Searcy Financial Services
Overland Park,
Kansas
| US$2.8億 | -US$1852萬 | -6% | 0.96% | 60.2% | 28 | 14.29% | 3.5 |
|
2721
Invenio Wealth Partners
Coral Gables,
Florida
| US$2.8億 | +US$41.1萬 | +0.1% | 0.15% | 55.5% | 94 | 12.77% | 2.1 |
|
2722
Midwest Capital Advisors
Grand Rapids,
Michigan
| US$2.8億 | +US$3333萬 | +14% | 1.2% | – | 239 | 14.64% | 1.2 |
|
2723
Financial Guidance Group
Palm Harbor,
Florida
| US$2.79億 | +US$1215萬 | +5% | 1.47% | 58.7% | 94 | 3.19% | 2.9 |
|
2724
TL Private Wealth
Southlake,
Texas
| US$2.79億 | +US$670萬 | +2% | 0.02% | 50.6% | 58 | 12.07% | 3.9 |
|
2725
Carmel Capital Partners
San Diego,
California
| US$2.79億 | -US$2396萬 | -8% | 2.41% | 65.9% | 172 | 35.47% | 1.8 |
|