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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

所有基金經理人

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）
5226	GWMI 5226 Guardian Wealth Management (Illinois) Peoria, Illinois	US$1.96億	-US$703萬	-3%	3.15%	98.1%	71	12.68%	3.3
5227	5227 MB Generational Wealth Spokane, Washington	US$1.96億	-US$741萬	-4%	0.09%	68.9%	67	5.97%	2.1
5228	5228 Alamar Capital Management Santa Barbara, California	US$1.96億	-US$130萬	-0.7%	4.51%	–	92	14.13%	2.7
5229	5229 Buckland Partners Management Co Harrison, New York	US$1.96億	-US$781萬	-4%	2.77%	–	108	13.89%	0.6
5230	5230 Carter Financial Group Barrington, Illinois	US$1.96億	+US$340萬	+2%	2.45%	–	145	16.55%	1.8
5231	5231 Alpha Financial Partners Lexington, Kentucky	US$1.96億	+US$595萬	+3%	0.02%	66.1%	131	19.85%	1.4
5232	5232 Royalty Pharma Sub-Manager New York	US$1.96億	-US$4565萬	-19%	14.3%	–	4	0%	0.6
5233	5233 Gentry Private Wealth Wichita, Kansas	US$1.96億	+US$190萬	+1%	0.65%	–	113	16.81%	1.2
5234	5234 Cetera Trust Company St. Paul, Minnesota	US$1.96億	-US$314萬	-2%	1.11%	118%	358	11.45%	2.4
5235	LFWA 5235 LBJ Family Wealth Advisors Austin, Texas	US$1.96億	-US$26.8萬	-0.1%	0.9%	64.9%	29	3.45%	7.9
5236	5236 Rainier Family Wealth Tacoma, Washington	US$1.96億	+US$1997萬	+11%	3.12%	–	106	3.77%	1.2
5237	FAG 5237 Financial Architects (Georgia) Woodstock, Georgia	US$1.96億	-US$1289萬	-6%	3.13%	35.9%	31	29.03%	1.6
5238	5238 Dickmeyer Boyce Financial Management Fort Wayne, Indiana	US$1.95億	+US$236萬	+1%	1.06%	–	132	6.06%	0.5
5239	5239 Robinson Capital Management Grosse Pointe Farms, Michigan	US$1.95億	-US$3120萬	-14%	12.5%	3.28%	121	33.88%	0.9
5240	AI 5240 Arrien Investments Boise, Idaho	US$1.95億	-US$315萬	-2%	2.23%	46%	49	14.29%	2.2
5241	5241 Mustard Seed Financial Magnolia, Arkansas	US$1.95億	+US$244萬	+1%	0.19%	59.2%	99	8.08%	2.2
5242	5242 Defined Wealth Management Beaverton, Oregon	US$1.95億	+US$55.4萬	+0.3%	0.88%	78.1%	120	8.33%	3.7
5243	5243 CastleKeep Investment Advisors Westport, Connecticut	US$1.95億	-US$482萬	-2%	1.67%	53.2%	77	3.9%	2.1
5244	IFS 5244 Integrated Financial Solutions Reston, Virginia	US$1.95億	+US$966萬	+5%	5.47%	–	38	13.16%	0.9
5245	RPGNY 5245 Retirement Planning Group (New York) Malta, New York	US$1.95億	+US$1117萬	+6%	1.05%	–	115	13.04%	1.2
5246	5246 SVRN Asset Management Austin, Texas	US$1.95億	+US$16.7萬	+0.1%	0.02%	–	52	3.85%	0.6
5247	5247 Councilmark Asset Management Knoxville, Tennessee	US$1.94億	+US$558萬	+3%	4.76%	–	89	7.87%	2.1
5248	5248 Elevate Wealth Advisory Athens, Georgia	US$1.94億	+US$1930萬	+11%	0.04%	49.5%	140	12.86%	2.1
5249	5249 Lee-Kelleher Wealth Management Fulton, Maryland	US$1.94億	+US$313萬	+2%	0.41%	–	50	6%	1.4
5250	5250 Wall Street Financial Group Carlinville, Illinois	US$1.94億	+US$725萬	+4%	2.39%	–	130	10.77%	1.1