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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
32.8%
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7,143檔基金（占~80%）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） |
|
|---|---|---|---|---|---|---|---|---|---|
|
MPPHD
4001
Maloon Powers Pitre Higgins & Dennehy
San Ramon,
California
| US$3.17億 | +US$2603萬 | +9% | 3.73% | – | 159 | 13.21% | 0.2 |
|
4002
Glass Wealth Management
San Antonio,
Texas
| US$3.17億 | +US$1821萬 | +6% | 3.96% | – | 75 | 13.33% | 1.8 |
|
4003
Financial Council
Towson,
Maryland
| US$3.17億 | +US$833萬 | +3% | 0.58% | 88.6% | 112 | 7.14% | 2.8 |
|
4004
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| US$3.17億 | +US$882萬 | +3% | 0.2% | 74.4% | 179 | 6.7% | 3.5 |
|
4005
Leisure Capital Management
Costa Mesa,
California
| US$3.16億 | -US$411萬 | -1% | 3.43% | 111% | 166 | 9.04% | 5.3 |
|
4006
Mills Wealth Advisors
Southlake,
Texas
| US$3.16億 | -US$143萬 | -0.5% | 1.64% | 37.9% | 81 | 9.88% | 1.9 |
|
|
BVC
4007
Bright Valley Capital
Hong Kong
| US$3.16億 | -US$3.1億 | -50% | 3.84% | 732% | 24 | 70.83% | 0.7 |
|
4008
Strive Financial Group
Carmel,
Indiana
| US$3.16億 | +US$8586萬 | +37% | 2.36% | – | 1,303 | 36.68% | 0.4 |
|
4009
RBA Wealth Management
Newport Beach,
California
| US$3.16億 | +US$4329萬 | +16% | 4.88% | 91% | 123 | 38.21% | 2.2 |
|
|
RIS
4010
Richmond Investment Services
Mequon,
Wisconsin
| US$3.16億 | -US$30.4萬 | -0.1% | 0.55% | – | 158 | 15.19% | 1.3 |
|
4011
OneAscent Wealth Management
Birmingham,
Alabama
| US$3.15億 | -US$2009萬 | -6% | 1.03% | 54.1% | 182 | 24.18% | 1.9 |
|
4012
Beacon Wealthcare LLC
Raleigh,
North Carolina
| US$3.15億 | +US$332萬 | +1% | 0.54% | 47% | 32 | 18.75% | 2.8 |
|
4013
Trinity Wealth Management
Berwyn,
Pennsylvania
| US$3.15億 | +US$24.1萬 | +0.1% | 0.78% | 56.7% | 94 | 24.47% | 2.5 |
|
4014
Townsend Asset Management
Raleigh,
North Carolina
| US$3.15億 | +US$349萬 | +1% | 2.72% | 88.5% | 201 | 9.45% | 4.6 |
|
4015
LCNB Corp
Lebanon,
Ohio
| US$3.15億 | -US$1066萬 | -3% | 1.46% | 83.1% | 193 | 12.44% | 6.1 |
|
|
FCT
4016
Family Capital Trust
Peabody,
Massachusetts
| US$3.15億 | +US$791萬 | +3% | 4.2% | 39.1% | 83 | 0% | 4.9 |
|
4017
MMA Asset Management
Conshohocken,
Pennsylvania
| US$3.15億 | +US$93.6萬 | +0.3% | 0.55% | 61.2% | 202 | 16.83% | 2.2 |
|
4018
Shore Point Advisors
Brielle,
New Jersey
| US$3.15億 | +US$2281萬 | +8% | 1.04% | 54.6% | 86 | 11.63% | 2.7 |
|
4019
Weinberger Asset Management
Los Angeles,
California
| US$3.15億 | +US$315萬 | +1% | 0.97% | 89.6% | 104 | 3.85% | 3.2 |
|
4020
Axiom Financial Strategies
New Albany,
Indiana
| US$3.15億 | -US$426萬 | -1% | 0.63% | 59.8% | 35 | 5.71% | 1.3 |
|
4021
Allred Capital Management
Dallas,
Texas
| US$3.15億 | +US$1005萬 | +3% | 4.09% | 85.2% | 166 | 4.22% | 5.4 |
|
|
GLWAL
4022
GER Loftin Wealth Advisors LLC
Johns Creek,
Georgia
| US$3.14億 | – | – | 3.85% | – | 67 | – | 0 |
|
4023
Theory Financial
Fort Collins,
Colorado
| US$3.14億 | -US$294萬 | -0.9% | 0.8% | 58.3% | 106 | 9.43% | 2.1 |
|
|
NAH
4024
Neumann Advisory (HK)
Central,
Hong Kong
| US$3.14億 | -US$4156萬 | -12% | 10.1% | 77.3% | 6 | 16.67% | 7 |
|
4025
Wallace Foundation
New York
| US$3.14億 | +US$8744萬 | +39% | 17.2% | – | 2 | 100% | 0 |
|