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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） |
|
|---|---|---|---|---|---|---|---|---|---|
3201
Financial Freedom LLC
Cincinnati,
Ohio
| US$2.18億 | +US$12.9萬 | +0.1% | 0.25% | 76.9% | 348 | 69.25% | 1 |
|
3202
Northland Capital Management
Virginia,
Minnesota
| US$2.18億 | +US$3235萬 | +17% | 1.83% | 37.5% | 35 | 20% | 3 |
|
3203
Peterson Wealth Management
Sparks,
Nevada
| US$2.18億 | +US$316萬 | +1% | 1.94% | 88.9% | 199 | 14.57% | 1 |
|
3204
Lake Hills Wealth Management
Austin,
Texas
| US$2.18億 | -US$236萬 | -1% | 1.86% | 83.7% | 75 | 34.67% | 1.1 |
|
|
KA
3205
Kearns & Associates
Palos Verdes Estates,
California
| US$2.18億 | +US$343萬 | +2% | 1.5% | 78.7% | 42 | 9.52% | 3.5 |
|
3206
David J. Yvars Group
University Park,
Florida
| US$2.18億 | +US$570萬 | +3% | 3.23% | 143% | 115 | 13.04% | 2.7 |
|
3207
GuidedMoney
Black Earth,
Wisconsin
| US$2.17億 | +US$132萬 | +0.6% | 0.98% | – | 35 | 8.57% | 0.7 |
|
3208
American Financial & Tax Strategies
New York
| US$2.17億 | -US$411萬 | -2% | 0.84% | 46.9% | 102 | 0.98% | 2.5 |
|
3209
Addison Advisors
Middlebury,
Vermont
| US$2.17億 | +US$531萬 | +3% | 0.58% | 54.5% | 817 | 19.46% | 3 |
|
3210
Tilia Fiduciary Partners
Wilmington,
North Carolina
| US$2.17億 | +US$596萬 | +3% | 3.24% | 101% | 133 | 18.8% | 3.2 |
|
3211
Successful Portfolios
Clearwater,
Florida
| US$2.17億 | +US$270萬 | +1% | 1.57% | 110% | 205 | 6.34% | 5 |
|
3212
Wernau Asset Management
Gloucester,
Massachusetts
| US$2.17億 | +US$2420萬 | +13% | 6.76% | – | 52 | 3.85% | 1.6 |
|
3213
Dahring Cusmano
Novi,
Michigan
| US$2.17億 | +US$2690萬 | +14% | 1.66% | – | 75 | 21.33% | 1.1 |
|
3214
Peoples Bank (Ohio)
Marietta,
Ohio
| US$2.17億 | +US$2201萬 | +11% | 1.22% | 78.9% | 112 | 12.5% | 5.7 |
|
3215
Milestone Asset Management Group
Avon,
Connecticut
| US$2.16億 | +US$1792萬 | +9% | 2.95% | – | 141 | 9.22% | 1.4 |
|
3216
Kure Advisory
Plymouth,
Minnesota
| US$2.16億 | +US$550萬 | +3% | 0.61% | – | 67 | 14.93% | 1.8 |
|
3217
SWP Financial
San Diego,
California
| US$2.16億 | +US$14.8萬 | +0.1% | 0.62% | 58.4% | 79 | 3.8% | 1.9 |
|
3218
Ameraudi Asset Management
New York
| US$2.16億 | -US$442萬 | -2% | 0.29% | 51.5% | 45 | 28.89% | 3.3 |
|
3219
4J Wealth Management
Alexandria,
Virginia
| US$2.16億 | +US$1248萬 | +6% | 1.91% | 74.7% | 121 | 15.7% | 3 |
|
3220
First County Bank
Stamford,
Connecticut
| US$2.16億 | +US$381萬 | +2% | 3% | 101% | 174 | 5.75% | 2.6 |
|
3221
Lipe & Dalton
Syracuse,
New York
| US$2.16億 | +US$103萬 | +0.5% | 1.75% | 101% | 98 | 8.16% | 6.7 |
|
3222
Ridgecrest Wealth Partners
Mill Valley,
California
| US$2.16億 | +US$883萬 | +4% | 4.14% | 103% | 119 | 11.76% | 3.4 |
|
|
MKW
3223
Mullaney, Keating & Wright
Middletown,
Connecticut
| US$2.16億 | +US$926萬 | +4% | 5.27% | – | 77 | 12.99% | 1.8 |
|
|
CWMA
3224
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
| US$2.16億 | +US$38.4萬 | +0.2% | 1.75% | – | 226 | 38.5% | 0.6 |
|
3225
GLR Partners
Columbia,
Maryland
| US$2.16億 | +US$85.2萬 | +0.4% | 2.29% | – | 119 | 16.81% | 0.4 |
|