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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） |
|
|---|---|---|---|---|---|---|---|---|---|
3076
tru Independence
Portland,
Oregon
| US$2.34億 | +US$524萬 | +2% | 0.88% | 67.4% | 117 | 14.53% | 3 |
|
3077
Northern Capital Management (Washington)
Spokane,
Washington
| US$2.34億 | -US$70.5萬 | -0.3% | 2.18% | 90.9% | 58 | 8.62% | 3.1 |
|
3078
Flower City Capital
Pittsford,
New York
| US$2.34億 | +US$649萬 | +3% | 1.13% | 69.5% | 50 | 14% | 3 |
|
|
CA
3079
Continental Advisors
Park City,
Utah
| US$2.33億 | -US$337萬 | -1% | 1.83% | 73.6% | 55 | 14.55% | 5.3 |
|
3080
Bernzott Capital Advisors
Camarillo,
California
| US$2.33億 | -US$1641萬 | -7% | 3.79% | 46.2% | 112 | 68.75% | 1 |
|
3081
Carolina Wealth Management
Greenville,
North Carolina
| US$2.33億 | +US$1586萬 | +7% | 0.55% | – | 129 | 21.71% | 0.2 |
|
3082
Carl P. Sherr & Co
Worcester,
Massachusetts
| US$2.33億 | -US$544萬 | -2% | 1.53% | 78.6% | 137 | 5.84% | 3.9 |
|
|
LMHBHCT
3083
Leona M. & Harry B. Helmsley Charitable Trust
New York
| US$2.33億 | +US$1806萬 | +8% | 1.76% | – | 2 | 0% | 0.6 |
|
3084
Attessa Capital
Tucson,
Arizona
| US$2.33億 | +US$1014萬 | +5% | 0.36% | – | 54 | 14.81% | 1.1 |
|
3085
Cohen Investment Advisors
Bedford,
New Hampshire
| US$2.33億 | +US$985萬 | +4% | 6.37% | 90.6% | 84 | 7.14% | 4.9 |
|
3086
Banyan Capital Management
Atlanta,
Georgia
| US$2.33億 | +US$255萬 | +1% | 0.4% | 44.4% | 55 | 12.73% | 2.7 |
|
3087
Steinberganna Wealth Management
Huntington,
New York
| US$2.33億 | -US$1340萬 | -5% | 1.76% | – | 148 | 12.16% | 0.8 |
|
3088
Lantern Wealth Advisors
Melville,
New York
| US$2.32億 | +US$1401萬 | +6% | 1.77% | – | 205 | 14.15% | 1.6 |
|
|
OBWA
3089
Oak Barrel Wealth Advisory
Reston,
Virginia
| US$2.32億 | +US$583萬 | +3% | 2.39% | – | 87 | 4.6% | 0.7 |
|
3090
EPIQ Partners
Minneapolis,
Minnesota
| US$2.32億 | -US$365萬 | -2% | 0.64% | 49.6% | 102 | 6.86% | 3.3 |
|
3091
Downshift Financial
Boulder,
Colorado
| US$2.32億 | +US$927萬 | +4% | 0% | – | 745 | 13.02% | 0.3 |
|
3092
Peak Financial Advisors
Denver,
Colorado
| US$2.32億 | -US$958萬 | -4% | 2.21% | 39.1% | 90 | 26.67% | 1.8 |
|
3093
NIA Impact Advisors
Berkeley,
California
| US$2.32億 | -US$947萬 | -4% | 0.94% | – | 84 | 17.86% | 2.4 |
|
3094
Asset Advisory Group
Kinnelon,
New Jersey
| US$2.32億 | +US$293萬 | +1% | 2.08% | – | 126 | 4.76% | 0.7 |
|
|
NTIC
3095
Napean Trading & Investment Company
Singapore
| US$2.32億 | -US$5956萬 | -20% | 1.23% | 313% | 19 | 68.42% | 0.9 |
|
3096
OxenFree Capital
Satellite Beach,
Florida
| US$2.31億 | +US$1326萬 | +6% | 0.74% | 56.4% | 58 | 5.17% | 1.9 |
|
3097
Signet Investment Advisory Group
Providence,
Rhode Island
| US$2.31億 | +US$372萬 | +2% | 2.6% | 68.2% | 74 | 2.7% | 5.6 |
|
|
BWG
3098
Boomfish Wealth Group
Alpharetta,
Georgia
| US$2.31億 | +US$1150萬 | +5% | 3.68% | 86% | 106 | 14.15% | 1.9 |
|
3099
Tower View Wealth Management
Shorewood,
Wisconsin
| US$2.31億 | +US$360萬 | +2% | 0.08% | 135% | 211 | 11.37% | 3.9 |
|
3100
Montaka Global
Sydney,
| US$2.31億 | +US$5306萬 | +30% | 14.8% | – | 27 | 29.63% | 0.5 |
|