我們已在上線！
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
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
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6,148檔基金（占~69%）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） |
|
|---|---|---|---|---|---|---|---|---|---|
5551
Wealth Advisory Team
Bellevue,
Kentucky
| US$1.22億 | -US$106萬 | -0.9% | 0.97% | – | 41 | 9.76% | 1.1 |
|
5552
Hobbs Wealth Management
Zionsville,
Indiana
| US$1.22億 | +US$358萬 | +3% | 0.35% | – | 23 | 8.7% | 1.3 |
|
5553
Crescent Sterling
Metairie,
Louisiana
| US$1.22億 | +US$1007萬 | +9% | 5.01% | 68.6% | 96 | 15.63% | 2.5 |
|
|
LCS
5554
Luma Capital SA
Luxembourg,
| US$1.22億 | +US$965萬 | +9% | 0.05% | – | 13 | 7.69% | 0.7 |
|
5555
Portus Wealth Advisors
Charlotte,
North Carolina
| US$1.22億 | +US$11.4萬 | +0.1% | 1.72% | – | 52 | 7.69% | 0.9 |
|
5556
Schrum Private Wealth Management
St. Augustine,
Florida
| US$1.22億 | +US$2423萬 | +25% | 4.04% | 76.2% | 134 | 33.58% | 3.3 |
|
|
JC
5557
JCSD Capital
Walnut Creek,
California
| US$1.22億 | +US$5292萬 | +77% | 0.36% | – | 28 | 50% | 1.1 |
|
5558
Lotus Asset Management
Nashville,
Tennessee
| US$1.22億 | +US$852萬 | +8% | 4.89% | – | 49 | 16.33% | 0.2 |
|
5559
ETF Store
Overland Park,
Kansas
| US$1.22億 | +US$200萬 | +2% | 0.22% | 61% | 117 | 9.4% | 2.9 |
|
5560
SFI Advisors
Montclair,
New Jersey
| US$1.22億 | +US$562萬 | +5% | 2.07% | 95.9% | 65 | 15.38% | 2.4 |
|
5561
DB Fitzpatrick & Co
Boise,
Idaho
| US$1.21億 | -US$226萬 | -2% | 0.47% | 42.7% | 107 | 13.08% | 2.8 |
|
5562
Montgomery Financial Services
Ocean City,
Maryland
| US$1.21億 | +US$638萬 | +6% | 0.78% | – | 383 | 16.19% | 0.2 |
|
|
ASCM
5563
Adkins Seale Capital Management
Shreveport,
Louisiana
| US$1.21億 | +US$890萬 | +8% | 1.94% | – | 242 | 4.55% | 0.7 |
|
5564
Hardworking Capital Advisors
Palm Desert,
California
| US$1.21億 | -US$119萬 | -1% | 3.28% | – | 109 | 45.87% | 0.5 |
|
5565
Wall Capital Group
Phoenix,
Arizona
| US$1.21億 | -US$99.4萬 | -0.8% | 1.11% | – | 34 | 17.65% | 2.2 |
|
5566
North Forty Two & Co
Lake Oswego,
Oregon
| US$1.21億 | +US$331萬 | +3% | 1.98% | – | 108 | 5.56% | 1.5 |
|
5567
Marcho Partners
London,
United Kingdom
| US$1.21億 | -US$5483萬 | -31% | 0.87% | 104% | 7 | 42.86% | 2.3 |
|
5568
Forteris Wealth Management
Armonk,
New York
| US$1.21億 | -US$128萬 | -1% | 2.13% | – | 73 | 10.96% | 0.7 |
|
5569
Investment Insight Wealth Management
North Massapequa,
New York
| US$1.21億 | +US$551萬 | +5% | 7.46% | – | 45 | 4.44% | 0.6 |
|
5570
MKD Wealth Coaches
Troy,
Michigan
| US$1.21億 | +US$387萬 | +3% | 0.17% | – | 36 | 19.44% | 3.5 |
|
5571
3 Factor Indexing
Sacramento,
California
| US$1.21億 | +US$270萬 | +2% | 0.08% | – | 453 | 10.6% | 0.5 |
|
5572
Portfolio Resources Advisor Group
Coral Gables,
Florida
| US$1.21億 | +US$259萬 | +2% | 0.26% | – | 201 | 28.86% | 0.4 |
|
5573
Drum Hill Capital
Westport,
Connecticut
| US$1.21億 | +US$2280萬 | +23% | 9.07% | – | 49 | 12.24% | 1.4 |
|
|
AIM
5574
Axiom Investment Management
New York
| US$1.21億 | -US$2887萬 | -19% | 1.07% | – | 544 | 50.55% | 1.3 |
|
|
IWA
5575
Independent Wealth Advisors
Cary,
North Carolina
| US$1.21億 | +US$1021萬 | +9% | 0.5% | – | 83 | 12.05% | 0.6 |
|