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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） |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
BC
4676
Bruce & Co
Chicago,
Illinois
| US$3.69億 | +US$1983萬 | +6% | 13.8% | 94.5% | 41 | 0% | 7 |
|
| 4677 |
EW
4677
Evexia Wealth
Stevens Point,
Wisconsin
| US$3.69億 | +US$574萬 | +2% | 10.5% | 92.5% | 85 | 10.59% | 1.9 |
|
| 4678 |
CCG
4678
Ceeto Capital Group
Coral Gables,
Florida
| US$3.69億 | +US$4358萬 | +13% | 17.6% | 94.4% | 183 | 15.3% | 4.7 |
|
| 4679 |
OG
4679
Odyssey Group
Lancaster,
Pennsylvania
| US$3.69億 | – | – | 10.6% | – | 61 | – | 0 |
|
| 4680 |
WAOI
4680
Wealth Advisors of Iowa
West Des Moines,
Iowa
| US$3.69億 | +US$4595萬 | +14% | 10.2% | 60.9% | 92 | 7.61% | 2.3 |
|
| 4681 |
AWA
4681
Alta Wealth Advisors
Woburn,
Massachusetts
| US$3.69億 | +US$6097萬 | +20% | 27.5% | 120% | 180 | 16.11% | 2.2 |
|
| 4682 |
GE
4682
General Electric
Evendale,
Ohio
| US$3.69億 | +US$6061萬 | +20% | 28.1% | 47.5% | 2 | 0% | 2.1 |
|
| 4683 |
GIM
4683
Gold Investment Management
Edmonton,
Alberta, Canada
| US$3.69億 | +US$4591萬 | +14% | 23.2% | – | 205 | 3.41% | 2.4 |
|
| 4684 |
JF
4684
Joule Financial
Lexington,
Kentucky
| US$3.69億 | +US$2546萬 | +7% | 10.1% | 55.5% | 122 | 11.48% | 2.5 |
|
| 4685 |
SPM
4685
Symmetry Peak Management
Radnor,
Pennsylvania
| US$3.69億 | +US$1012萬 | +3% | 35.6% | 320% | 148 | 81.76% | 0.2 |
|
| 4686 |
GFPC
4686
Global Financial Private Client
Sarasota,
Florida
| US$3.69億 | +US$6304萬 | +21% | 18.9% | 100% | 259 | 13.9% | 4 |
|
| 4687 |
CRI
4687
Commonwealth Retirement Investments
Richmond,
Virginia
| US$3.68億 | +US$4521萬 | +14% | 13.9% | 84.4% | 419 | 70.88% | 0.6 |
|
| 4688 |
BMC
4688
Battery Management Corp
Boston,
Massachusetts
| US$3.68億 | -US$5751萬 | -14% | 0.92% | 45.1% | 5 | 0% | 3.4 |
|
| 4689 |
PC
4689
PhiloSmith Capital
Stamford,
Connecticut
| US$3.68億 | +US$1758萬 | +5% | 5.01% | 54% | 23 | 4.35% | 7.6 |
|
| 4690 |
MCM
4690
Millstreet Capital Management
Boston,
Massachusetts
| US$3.68億 | -US$4952萬 | -12% | 11% | – | 2 | 0% | 1.5 |
|
| 4691 |
MTIC
4691
Missouri Trust & Investment Company
Springfield,
Missouri
| US$3.68億 | +US$2722萬 | +8% | 12% | 65.1% | 412 | 64.81% | 4.1 |
|
| 4692 |
BCC
4692
Bain Capital Credit
Boston,
Massachusetts
| US$3.68億 | +US$6488萬 | +21% | 1.15% | 14.4% | 6 | 0% | 3.2 |
|
| 4693 |
FZCM
4693
Flynn Zito Capital Management
Garden City,
New York
| US$3.68億 | +US$5478萬 | +17% | 23.7% | 97.3% | 176 | 15.91% | 2 |
|
| 4694 |
1CP
4694
11 Capital Partners
Darien,
Connecticut
| US$3.68億 | +US$1925萬 | +6% | 28.2% | 101% | 25 | 32% | 1.6 |
|
| 4695 |
PC
4695
Promethos Capital
Boston,
Massachusetts
| US$3.68億 | -US$439萬 | -1% | 16.3% | – | 60 | 33.33% | 1.3 |
|
| 4696 |
SFP
4696
Sterling Financial Planning
Sparta,
New Jersey
| US$3.68億 | +US$3040萬 | +9% | 9.53% | 55.5% | 125 | 8% | 3.9 |
|
| 4697 |
FPL
4697
Fortress Private Ledger
Raleigh,
North Carolina
| US$3.68億 | +US$4748萬 | +15% | 17.2% | – | 303 | 25.08% | 0.9 |
|
| 4698 |
NWWA
4698
New Wave Wealth Advisors
Springdale,
Arkansas
| US$3.67億 | +US$7927萬 | +28% | 16.6% | – | 239 | 34.31% | 1 |
|
| 4699 |
OAP
4699
One Advisory Partners
Overland Park,
Kansas
| US$3.67億 | +US$4295萬 | +13% | 15% | 54.2% | 77 | 18.18% | 2.4 |
|
| 4700 |
WF
4700
Whelan Financial
Fresno,
California
| US$3.67億 | +US$4511萬 | +14% | 15.8% | 57.9% | 103 | 16.5% | 1.8 |
|