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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
34.66%
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
巨額 AUM
超過2,000億美元
AUM 規模大
100億美元至2,000億美元
中型 AUM
20億美元至100億美元
AUM 較小
2.5億美元至20億美元
微型資產管理規模
低於2.5億美元
低於10%
低於20%
低於40%
低於60%
低於80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | 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） |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
LW
4526
Libra Wealth
Los Gatos,
California
| US$3.91億 | +US$3638萬 | +10% | 11.2% | 58.2% | 72 | 11.11% | 2.9 |
|
| 4527 |
OFA
4527
Oak Family Advisors
Chicago,
Illinois
| US$3.91億 | +US$3582萬 | +10% | 12.6% | 83.5% | 130 | 25.38% | 2.5 |
|
| 4528 |
PWAC
4528
Private Wealth Advisors (California)
Fresno,
California
| US$3.91億 | +US$3534萬 | +10% | 8.03% | 63.6% | 111 | 28.83% | 3.4 |
|
| 4529 |
SHFA
4529
SS&H Financial Advisors
Troy,
Michigan
| US$3.91億 | – | – | 30.6% | – | 130 | – | 3.3 |
|
| 4530 |
FWM
4530
ForthRight Wealth Management
Alpharetta,
Georgia
| US$3.91億 | +US$3836萬 | +11% | 9.9% | 44.6% | 82 | 15.85% | 3.2 |
|
| 4531 |
AIM
4531
Access Investment Management
Atlanta,
Georgia
| US$3.91億 | +US$1503萬 | +4% | 15.3% | – | 163 | 15.34% | 1.6 |
|
| 4532 |
LC
4532
Legacy CG
Plano,
Texas
| US$3.91億 | +US$3056萬 | +8% | 13.9% | 61.2% | 52 | 26.92% | 1.6 |
|
| 4533 |
DAL
4533
Delta Air Lines
Atlanta,
Georgia
| US$3.91億 | +US$1278萬 | +3% | 5.06% | 5.3% | 3 | 0% | 2.8 |
|
| 4534 |
FAFC
4534
First American Financial Corporation
Santa Ana,
California
| US$3.9億 | +US$2062萬 | +6% | 13% | – | 3 | 0% | 2.5 |
|
| 4535 |
WFA
4535
Websterrogers Financial Advisors
Florence,
South Carolina
| US$3.9億 | +US$4088萬 | +12% | 8.92% | 42.9% | 103 | 7.77% | 2.8 |
|
| 4536 |
QPW
4536
Quantum Private Wealth
Tampa,
Florida
| US$3.9億 | +US$6648萬 | +21% | 40.4% | 219% | 184 | 17.39% | 2.8 |
|
| 4537 |
FAL
4537
Focused Alpha LLC
Denver,
Colorado
| US$3.9億 | +US$6648萬 | +21% | 16.5% | – | 290 | 23.79% | 0.4 |
|
| 4538 |
HIA
4538
HTG Investment Advisors
New Canaan,
Connecticut
| US$3.9億 | +US$3854萬 | +11% | 8.97% | 57.4% | 92 | 10.87% | 2.2 |
|
| 4539 |
CVA
4539
Central Valley Advisors
Sacramento,
California
| US$3.9億 | +US$2340萬 | +6% | 10.7% | – | 201 | 10.95% | 1.4 |
|
| 4540 |
AR
4540
Apeiron RIA
Dallas,
Texas
| US$3.9億 | -US$4164萬 | -10% | 11.2% | 68.5% | 216 | 30.56% | 2.6 |
|
| 4541 |
LWM
4541
LongView Wealth Management
Atlanta,
Georgia
| US$3.9億 | -US$826萬 | -2% | 11.9% | – | 261 | 18.39% | 1.7 |
|
| 4542 |
CC
4542
Checkpoint Capital
San Francisco,
California
| US$3.9億 | +US$1.11億 | +40% | 39.9% | – | 8 | 25% | 1.5 |
|
| 4543 |
LWMM
4543
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| US$3.9億 | +US$3871萬 | +11% | 18.4% | 89.1% | 121 | 18.18% | 3.1 |
|
| 4544 |
SMG
4544
Smart Money Group
Eastland,
Texas
| US$3.9億 | +US$4582萬 | +13% | 12.6% | 58.9% | 88 | 6.82% | 3.2 |
|
| 4545 |
SACTSONJ
4545
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| US$3.89億 | +US$3461萬 | +10% | 28.4% | 147% | 309 | 7.44% | 4.2 |
|
| 4546 |
NFP
4546
Narus Financial Partners
Salt Lake City,
Utah
| US$3.89億 | +US$772萬 | +2% | 4.57% | 88.9% | 185 | 16.76% | 3.8 |
|
| 4547 |
TCOO
4547
Trust Company of Oklahoma
Tulsa,
Oklahoma
| US$3.89億 | +US$4593萬 | +13% | 20.7% | 101% | 153 | 17.65% | 5.9 |
|
| 4548 |
TFA
4548
Trinity Financial Advisors
Columbus,
Ohio
| US$3.89億 | +US$3789萬 | +11% | 12% | 74.5% | 97 | 10.31% | 2.8 |
|
| 4549 |
CWM
4549
Cedar Wealth Management
Walnut Creek,
California
| US$3.89億 | +US$4541萬 | +13% | 14.4% | 68.1% | 103 | 24.27% | 4.5 |
|
| 4550 |
SCA
4550
St. Clair Advisors
Mayfield Hts,
Ohio
| US$3.89億 | +US$1285萬 | +3% | 13.3% | 77.5% | 83 | 7.23% | 3.8 |
|