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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） |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
EC
5026
Engaged Capital
Newport Beach,
California
| US$3.27億 | +US$2366萬 | +8% | 21.8% | 26.2% | 10 | 10% | 1.9 |
|
| 5027 |
RWPA
5027
Richard W. Paul & Associates
Novi,
Michigan
| US$3.27億 | +US$2990萬 | +10% | 12.9% | 65.2% | 334 | 14.37% | 2.5 |
|
| 5028 |
WAOTB
5028
Wealth Advisors of Tampa Bay
Tampa,
Florida
| US$3.27億 | +US$2457萬 | +8% | 12.8% | 86.2% | 96 | 5.21% | 4.1 |
|
| 5029 |
DS
5029
Dalal Street
West Lake Hills,
Texas
| US$3.27億 | -US$9614萬 | -23% | 18.7% | 92.7% | 4 | 25% | 1.6 |
|
| 5030 |
TAFW
5030
Tred Avon Family Wealth
Easton,
Maryland
| US$3.27億 | +US$2540萬 | +8% | 14.7% | – | 278 | 11.87% | 0.7 |
|
| 5031 |
RL
5031
Rogco LP
Claremore,
Oklahoma
| US$3.27億 | +US$2716萬 | +9% | 10.2% | 53.3% | 236 | 18.22% | 1.9 |
|
| 5032 |
JAM
5032
JCIC Asset Management
Toronto,
Ontario, Canada
| US$3.26億 | US$0 | 0% | 9.06% | – | 113 | 0% | 4.8 |
|
| 5033 |
CIM
5033
Capital Investment Management
Lees Summit,
Missouri
| US$3.26億 | +US$3525萬 | +12% | 11.3% | – | 139 | 15.11% | 0.4 |
|
| 5034 |
VWM
5034
Vigilare Wealth Management
Scottsdale,
Arizona
| US$3.26億 | +US$3027萬 | +10% | 9.28% | 56.9% | 130 | 21.54% | 2.5 |
|
| 5035 |
MFC
5035
Morris Financial Concepts
Mount Pleasant,
South Carolina
| US$3.26億 | +US$3156萬 | +11% | 12% | 56.5% | 207 | 7.25% | 3.1 |
|
| 5036 |
RFA
5036
Register Financial Advisors
Atlanta,
Georgia
| US$3.26億 | +US$5555萬 | +21% | 27.2% | 126% | 438 | 14.38% | 2 |
|
| 5037 |
HWM
5037
Hassell Wealth Management
Houma,
Louisiana
| US$3.26億 | +US$2797萬 | +9% | 8.97% | 46.3% | 29 | 3.45% | 2.7 |
|
| 5038 |
APW
5038
Aventura Private Wealth
Aventura,
Florida
| US$3.26億 | +US$5250萬 | +19% | 24.2% | – | 1,021 | 15.48% | 1.1 |
|
| 5039 |
LC
5039
LCNB Corp
Lebanon,
Ohio
| US$3.26億 | +US$2848萬 | +10% | 15.4% | 75.2% | 191 | 6.28% | 5.8 |
|
| 5040 |
FWM
5040
Forza Wealth Management
Sarasota,
Florida
| US$3.26億 | +US$3847萬 | +13% | 11.3% | 65.6% | 198 | 7.07% | 2.7 |
|
| 5041 |
SPG
5041
Snow Phipps Group
New York
| US$3.26億 | +US$827萬 | +3% | 2.58% | 58% | 2 | 0% | 6.3 |
|
| 5042 |
SA
5042
Sycale Advisors
New York
| US$3.26億 | +US$1.25億 | +63% | 11.8% | 31.5% | 28 | 53.57% | 0.7 |
|
| 5043 |
NPI
5043
New Perspectives Inc
Ridgeland,
Mississippi
| US$3.26億 | +US$3710萬 | +13% | 10.2% | – | 50 | 14% | 2.5 |
|
| 5044 |
FWP
5044
Family Wealth Partners
Matthews,
North Carolina
| US$3.26億 | +US$3297萬 | +11% | 10.7% | – | 125 | 28.8% | 1.3 |
|
| 5045 |
TJHA
5045
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| US$3.26億 | +US$3171萬 | +11% | 4.61% | 17.7% | 148 | 35.14% | 3.4 |
|
| 5046 |
WAG
5046
Wilkerson Advisory Group
Columbia,
Missouri
| US$3.26億 | +US$3465萬 | +12% | 12.6% | – | 659 | 12.29% | 0.4 |
|
| 5047 |
TWM
5047
Triton Wealth Management
Sun City,
Arizona
| US$3.26億 | +US$5599萬 | +21% | 21.2% | – | 142 | 19.01% | 2.6 |
|
| 5048 |
SAM
5048
S.A. Mason
Holland,
Michigan
| US$3.26億 | +US$5913萬 | +22% | 20.6% | 116% | 294 | 13.61% | 4.5 |
|
| 5049 |
MAM
5049
Mullooly Asset Management
Wall Township,
New Jersey
| US$3.25億 | +US$5395萬 | +20% | 20.4% | – | 60 | 15% | 1 |
|
| 5050 |
SC
5050
Sykon Capital
Harrison,
New York
| US$3.25億 | +US$2480萬 | +8% | 11.2% | 63.7% | 132 | 48.48% | 1 |
|