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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） |
|
|---|---|---|---|---|---|---|---|---|---|
2926
NYL Investors
New York
| US$2.5億 | -US$1093萬 | -4% | 4.89% | 10.8% | 29 | 0% | 6 |
|
2927
Daily Journal Corp
Los Angeles,
California
| US$2.5億 | -US$682萬 | -3% | 2.48% | 109% | 4 | 0% | 10.9 |
|
2928
Walser Wealth Management
Tampa,
Florida
| US$2.5億 | +US$904萬 | +4% | 2.56% | – | 249 | 26.51% | 0.5 |
|
2929
Sard Wealth Management Group
Atlanta,
Georgia
| US$2.5億 | +US$4051萬 | +19% | 0.88% | 51.3% | 68 | 14.71% | 2 |
|
2930
Motive Wealth Advisors
Birmingham,
Michigan
| US$2.49億 | +US$629萬 | +3% | 0.68% | 73.4% | 107 | 14.02% | 2.6 |
|
|
DFS
2931
Dixon Fnancial Services
Lafayette,
California
| US$2.49億 | +US$252萬 | +1% | 1.4% | 76.6% | 49 | 4.08% | 2.6 |
|
|
GRWP
2932
Green Ridge Wealth Planning
Montville,
New Jersey
| US$2.49億 | +US$1148萬 | +5% | 2.58% | – | 99 | 16.16% | 0.6 |
|
2933
Postrock Partners
Overland Park,
Oregon
| US$2.49億 | +US$330萬 | +1% | 4.41% | – | 83 | 6.02% | 1.5 |
|
2934
IVC Wealth Advisors
Silverdale,
Pennsylvania
| US$2.49億 | -US$718萬 | -3% | 2.14% | 81.9% | 179 | 8.38% | 3.7 |
|
2935
XXI Wealth LLC
Chicago,
Illinois
| US$2.49億 | +US$3147萬 | +14% | 4.28% | – | 257 | 17.51% | 0.6 |
|
2936
Mainsail Asset Management
Birmingham,
Alabama
| US$2.49億 | -US$603萬 | -2% | 3.82% | 90.4% | 219 | 36.99% | 1.1 |
|
|
SM
2937
Salzhauer Michael
| US$2.49億 | -US$4332萬 | -15% | 4.87% | 98% | 94 | 11.7% | 4.3 |
|
2938
Aletheian Wealth Advisors
Bellevue,
Washington
| US$2.49億 | +US$1489萬 | +6% | 0.31% | – | 118 | 11.86% | 2.8 |
|
|
MCF
2939
MKA Charitable Fund
San Francisco,
California
| US$2.49億 | +US$1647萬 | +7% | 12.3% | 17.1% | 1 | 0% | 2.8 |
|
2940
Powers Capital
San Francisco,
California
| US$2.49億 | +US$500萬 | +2% | 2.05% | – | 2 | 0% | 1.8 |
|
2941
Rockingstone Advisors
Great Barrington,
Massachusetts
| US$2.49億 | -US$47.9萬 | -0.2% | 3.71% | 114% | 117 | 5.98% | 2.9 |
|
|
AFT
2942
Alpha Family Trust
Los Angeles,
California
| US$2.49億 | US$0 | 0% | 2.45% | 215% | 200 | 0% | 2.2 |
|
2943
Vista Investment Partners II
Richmond,
Indiana
| US$2.48億 | -US$654萬 | -3% | 5.07% | – | 172 | 15.12% | 1.2 |
|
2944
Cobblestone Asset Management
Richmond,
Virginia
| US$2.48億 | +US$843萬 | +4% | 2.12% | 60.6% | 81 | 13.58% | 1.5 |
|
2945
Massachusetts Wealth Management
North Andover,
Massachusetts
| US$2.48億 | -US$1440萬 | -5% | 0.93% | 110% | 99 | 4.04% | 2.9 |
|
2946
Fairfield Financial Advisors
Wellesley,
Massachusetts
| US$2.48億 | -US$578萬 | -2% | 1.7% | – | 74 | 14.86% | 2.4 |
|
2947
Forte Asset Management
Bedford,
New York
| US$2.48億 | +US$340萬 | +1% | 1.82% | 57.7% | 80 | 8.75% | 2.7 |
|
2948
5th Street Advisors
Southport,
Connecticut
| US$2.48億 | -US$1505萬 | -6% | 0.72% | 52.2% | 57 | 8.77% | 1.7 |
|
|
IGYL
2949
I.G.Y. Ltd
London,
United Kingdom
| US$2.48億 | +US$242萬 | +1% | 1.09% | 80.5% | 3 | 0% | 6.5 |
|
2950
Transcendent Capital Group
Edmond,
Oklahoma
| US$2.48億 | -US$959萬 | -4% | 2.14% | 82.3% | 140 | 24.29% | 1.8 |
|