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） |
|
|---|---|---|---|---|---|---|---|---|---|
|
WFA
2801
WMG Financial Advisors
Knoxville,
Tennessee
| US$2.65億 | US$0 | 0% | 0% | 73.8% | 105 | 0% | 2.7 |
|
2802
Exeter Financial
Scottsdale,
Arizona
| US$2.65億 | +US$385萬 | +1% | 2.83% | 59.1% | 106 | 10.38% | 6.1 |
|
2803
Yoder Wealth Management
Walnut Creek,
California
| US$2.65億 | +US$918萬 | +4% | 1.62% | 69.3% | 138 | 8.7% | 2.4 |
|
2804
Cambridge Capital Management
O'fallon,
Illinois
| US$2.65億 | +US$158萬 | +0.6% | 1.32% | 55.9% | 48 | 6.25% | 2.2 |
|
2805
Cherokee Insurance
Sterling Heights,
Michigan
| US$2.64億 | +US$528萬 | +2% | 3.48% | – | 132 | 8.33% | 1.5 |
|
2806
Greenfield Savings Bank
Greenfield,
Massachusetts
| US$2.64億 | +US$73.9萬 | +0.3% | 2.77% | 108% | 153 | 7.19% | 3.4 |
|
2807
Horizon Advisory Services
West Henrietta,
New York
| US$2.64億 | +US$2676萬 | +11% | 1.54% | – | 54 | 14.81% | 1.4 |
|
2808
Aspect Partners
Fairfax,
Virginia
| US$2.64億 | -US$369萬 | -1% | 1.02% | 66.7% | 698 | 5.16% | 2 |
|
2809
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
| US$2.64億 | +US$819萬 | +3% | 0.26% | – | 122 | 16.39% | 1.7 |
|
2810
Snow Phipps Group
New York
| US$2.64億 | -US$6175萬 | -19% | 12.9% | 58% | 2 | 0% | 6.5 |
|
2811
HMS Capital Management
Nashville,
Tennessee
| US$2.64億 | -US$330萬 | -1% | 0.73% | 140% | 135 | 18.52% | 3.2 |
|
2812
HMV Wealth Advisors
Shreveport,
Louisiana
| US$2.64億 | +US$686萬 | +3% | 0.28% | – | 95 | 9.47% | 1.4 |
|
2813
VMS Asset Management
Hong Kong,
| US$2.64億 | -US$5140萬 | -16% | 2.01% | – | 48 | 64.58% | 0.2 |
|
2814
Ceera Investments
Bellaire,
Texas
| US$2.64億 | +US$2762萬 | +12% | 6.27% | 56.1% | 109 | 15.6% | 2.2 |
|
2815
Altus Wealth Management
Ft Mitchell,
Kentucky
| US$2.63億 | +US$365萬 | +1% | 0.51% | 73% | 27 | 3.7% | 4.6 |
|
2816
WD Rutherford
Portland,
Oregon
| US$2.63億 | -US$1289萬 | -5% | 3.76% | 189% | 83 | 15.66% | 3 |
|
|
SCM
2817
Sage Capital Management
Stockton,
New Jersey
| US$2.63億 | +US$710萬 | +3% | 0.64% | 94.3% | 181 | 15.47% | 2.1 |
|
2818
Lloyd Advisory Services
Suwanee,
Georgia
| US$2.63億 | +US$511萬 | +2% | 0.35% | 51.1% | 869 | 13.46% | 0.5 |
|
2819
New England Professional Planning Group
Westerly,
Rhode Island
| US$2.63億 | -US$481萬 | -2% | 0.88% | 64.1% | 51 | 5.88% | 5 |
|
2820
N10 Assets
Greenwich,
Connecticut
| US$2.63億 | +US$3176萬 | +14% | 0.04% | – | 36 | 11.11% | 0.2 |
|
2821
Eagle Wealth Strategies
West Deptford,
New Jersey
| US$2.63億 | +US$133萬 | +0.5% | 1.22% | 85% | 121 | 6.61% | 1.9 |
|
2822
Retirement Planning Company of New England
Warwick,
Rhode Island
| US$2.63億 | -US$1485萬 | -5% | 0.54% | 125% | 268 | 7.46% | 3.3 |
|
2823
Fogel Capital Management
Stuart,
Florida
| US$2.63億 | +US$1418萬 | +6% | 3.63% | 122% | 61 | 9.84% | 1.7 |
|
2824
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| US$2.63億 | +US$761萬 | +3% | 0.57% | 62% | 405 | 39.26% | 2.1 |
|
|
MWA
2825
Miller Wealth Advisors
Ridgeway,
Colorado
| US$2.63億 | +US$2612萬 | +11% | 13.6% | 147% | 129 | 10.85% | 2.7 |
|