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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） |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5326 |
CC
5326
Colrain Capital
Boston,
Massachusetts
| US$2.95億 | +US$3667萬 | +14% | 25.2% | – | 28 | 17.86% | 6 |
|
| 5327 |
WSL
5327
Western Standard LLC
Los Angeles,
California
| US$2.95億 | +US$1.05億 | +55% | 17.2% | 83.7% | 41 | 78.05% | 0.3 |
|
| 5328 |
TC
5328
Towle & Co
Denver,
Colorado
| US$2.95億 | +US$3767萬 | +15% | 31.8% | 172% | 69 | 36.23% | 0.9 |
|
| 5329 |
CG
5329
Clarus Group
Houston,
Texas
| US$2.95億 | +US$1606萬 | +6% | 11.6% | 65.5% | 132 | 18.18% | 2.6 |
|
| 5330 |
UHC
5330
Union Heritage Capital
Bloomfield Hills,
Michigan
| US$2.95億 | +US$2577萬 | +10% | 18.4% | 82.1% | 65 | 7.69% | 4 |
|
| 5331 |
DCM
5331
Decatur Capital Management
Decatur,
Georgia
| US$2.95億 | +US$7627萬 | +35% | 16% | 135% | 61 | 59.02% | 2.6 |
|
| 5332 |
NI
5332
Nepsis Inc
Minneapolis,
Minnesota
| US$2.95億 | -US$375萬 | -1% | 19.3% | 131% | 31 | 16.13% | 4.5 |
|
| 5333 |
BAM
5333
Bastion Asset Management
Montreal,
Canada
| US$2.95億 | -US$3317萬 | -10% | 12.3% | – | 91 | 69.23% | 0.3 |
|
| 5334 |
ASG
5334
Advisory Solutions Group
Plymouth,
Minnesota
| US$2.95億 | – | – | 12.7% | – | 206 | – | 0 |
|
| 5335 |
KIG
5335
Kennedy Investment Group
West Depford,
New Jersey
| US$2.95億 | +US$3934萬 | +15% | 21.3% | 84.8% | 150 | 12.67% | 2.2 |
|
| 5336 |
T
5336
TrustBank
Olney,
Illinois
| US$2.95億 | +US$3680萬 | +14% | 13.1% | – | 178 | 15.17% | 0.4 |
|
| 5337 |
BFP
5337
Beacon Financial Planning
Hyannis,
Massachusetts
| US$2.95億 | +US$3638萬 | +14% | 16.6% | 71.1% | 88 | 17.05% | 1.6 |
|
| 5338 |
TGIA
5338
Torrey Growth & Income Advisors
Del Mar,
California
| US$2.94億 | +US$5583萬 | +23% | 49.3% | – | 123 | 22.76% | 0.6 |
|
| 5339 |
ISFAN
5339
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
| US$2.94億 | -US$3197萬 | -10% | 16% | – | 291 | 31.96% | 1.1 |
|
| 5340 |
MFG
5340
Mainsail Financial Group
Bellevue,
Washington
| US$2.94億 | +US$5433萬 | +23% | 16.1% | 57.2% | 73 | 16.44% | 2.3 |
|
| 5341 |
IFPG
5341
Intrepid Financial Planning Group
Carmel,
Indiana
| US$2.94億 | +US$4644萬 | +19% | 25.4% | 92.5% | 141 | 15.6% | 2.5 |
|
| 5342 |
LPFG
5342
Landing Point Financial Group
Avon,
Ohio
| US$2.94億 | +US$8812萬 | +43% | 13.5% | – | 104 | 15.38% | 1 |
|
| 5343 |
WFS
5343
Weitzel Financial Services
Dubuque,
Iowa
| US$2.94億 | +US$2873萬 | +11% | 9.91% | 46.3% | 54 | 12.96% | 3.4 |
|
| 5344 |
WIA
5344
Wealthedge Investment Advisors
New York
| US$2.94億 | +US$2185萬 | +8% | 18% | – | 160 | 22.5% | 1 |
|
| 5345 |
VW
5345
Veridan Wealth
West Linn,
Oregon
| US$2.94億 | +US$2357萬 | +9% | 10.8% | – | 91 | 16.48% | 1.6 |
|
| 5346 |
SCA
5346
Summit Creek Advisors
Minneapolis,
Minnesota
| US$2.94億 | -US$1.93億 | -40% | 21.5% | 68.8% | 73 | 23.29% | 3.7 |
|
| 5347 |
BIM
5347
Breakwater Investment Management
Seattle,
Washington
| US$2.94億 | +US$2479萬 | +9% | 9.05% | – | 662 | 32.93% | 1.2 |
|
| 5348 |
DRP
5348
Decker Retirement Planning
Levi,
Utah
| US$2.94億 | +US$7294萬 | +33% | 34.3% | – | 490 | 52.04% | 0.5 |
|
| 5349 |
AWM
5349
Aviso Wealth Management
Bellevue,
Washington
| US$2.94億 | +US$7170萬 | +32% | 24.8% | – | 149 | 9.4% | 2 |
|
| 5350 |
MFP
5350
Meridian Financial Partners
Warrenton,
Virginia
| US$2.93億 | +US$3019萬 | +11% | 15.6% | 73.1% | 128 | 12.5% | 2.5 |
|