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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） |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
DJC
5751
Daily Journal Corp
Los Angeles,
California
| US$2.57億 | +US$1600萬 | +7% | 7.97% | 108% | 4 | 0% | 10.7 |
|
| 5752 |
CB
5752
CNB Bank
Clearfield,
Pennsylvania
| US$2.57億 | +US$1889萬 | +8% | 14% | 91.6% | 534 | 5.24% | 4.7 |
|
| 5753 |
NIA
5753
NBZ Investment Advisors
Knoxville,
Tennessee
| US$2.56億 | +US$2743萬 | +12% | 12.3% | – | 87 | 17.24% | 1 |
|
| 5754 |
IWA
5754
IVC Wealth Advisors
Silverdale,
Pennsylvania
| US$2.56億 | +US$2607萬 | +11% | 15.9% | 70.8% | 185 | 10.81% | 3.3 |
|
| 5755 |
DTC
5755
Davidson Trust Company
Seattle,
Washington
| US$2.56億 | +US$2436萬 | +11% | 11.8% | 77% | 193 | 10.36% | 3.5 |
|
| 5756 |
KWM
5756
Kiker Wealth Management
Jasper,
Georgia
| US$2.56億 | +US$4684萬 | +22% | 1.88% | – | 189 | 44.97% | 0.2 |
|
| 5757 |
MPCL
5757
My Personal CFO LLC
Vancouver,
Washington
| US$2.56億 | +US$2782萬 | +12% | 16.9% | 83.4% | 92 | 5.43% | 1.4 |
|
| 5758 |
SCM
5758
Sage Capital Management
Stockton,
New Jersey
| US$2.56億 | +US$4333萬 | +20% | 22.1% | – | 178 | 14.61% | 2 |
|
| 5759 |
BFF
5759
Byrne Financial Freedom
Franklin,
Massachusetts
| US$2.56億 | +US$4716萬 | +23% | 37.2% | – | 124 | 20.97% | 1 |
|
| 5760 |
MWM
5760
Meritas Wealth Management
Larkspur,
California
| US$2.56億 | +US$3491萬 | +16% | 10.8% | 69.4% | 67 | 16.42% | 2.5 |
|
| 5761 |
VPWA
5761
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
| US$2.56億 | +US$4324萬 | +20% | 10.5% | – | 112 | 11.61% | 1.5 |
|
| 5762 |
PCM
5762
Punch Card Management
Winter Park,
Florida
| US$2.56億 | -US$1469萬 | -5% | 10.5% | 41% | 5 | 0% | 3.6 |
|
| 5763 |
WMS
5763
Wealth Management Strategies
Pittsburgh,
Pennsylvania
| US$2.56億 | +US$3490萬 | +16% | 10.9% | – | 46 | 15.22% | 1.2 |
|
| 5764 |
YWM
5764
Yoder Wealth Management
Walnut Creek,
California
| US$2.56億 | +US$3650萬 | +17% | 15.3% | 69.3% | 133 | 9.77% | 2.3 |
|
| 5765 |
CWL
5765
Causey Wealth LLC
Greenwood Village,
Colorado
| US$2.56億 | +US$2028萬 | +9% | 9.13% | – | 87 | 11.49% | 1.1 |
|
| 5766 |
1M
5766
1248 Management
Kansas City,
Missouri
| US$2.56億 | +US$4008萬 | +19% | 20.8% | – | 162 | 17.9% | 1 |
|
| 5767 |
TFG
5767
Tull Financial Group
Chesapeake,
Virginia
| US$2.56億 | +US$3154萬 | +14% | 11.3% | – | 35 | 11.43% | 1.4 |
|
| 5768 |
AA
5768
Altrafin AG
Zurich,
| US$2.55億 | -US$3486萬 | -12% | 22.5% | 97.6% | 56 | 28.57% | 2.4 |
|
| 5769 |
TPF
5769
Tribridge Partners Financial
Columbia,
Maryland
| US$2.55億 | +US$1354萬 | +6% | 9.92% | – | 87 | 13.79% | 0.8 |
|
| 5770 |
MAM
5770
Mainsail Asset Management
Birmingham,
Alabama
| US$2.55億 | +US$3240萬 | +15% | 13.8% | 90.4% | 208 | 51.44% | 0.7 |
|
| 5771 |
CWA
5771
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| US$2.55億 | +US$1501萬 | +6% | 14.7% | 57.5% | 297 | 12.46% | 2.6 |
|
| 5772 |
PCM
5772
Politan Capital Management
New York
| US$2.55億 | -US$7.3億 | -74% | 61.2% | 75.4% | 3 | 33.33% | 3.8 |
|
| 5773 |
VIPI
5773
Vista Investment Partners II
Richmond,
Indiana
| US$2.55億 | +US$3219萬 | +14% | 21.9% | – | 184 | 27.72% | 1 |
|
| 5774 |
SWM
5774
Shelton Wealth Management
Fort Worth,
Texas
| US$2.55億 | +US$2635萬 | +12% | 19.6% | 89.4% | 168 | 32.74% | 1.9 |
|
| 5775 |
SFC
5775
Sprinkle Financial Consultants
Littleton,
Colorado
| US$2.55億 | +US$3808萬 | +18% | 11.7% | 64.1% | 108 | 12.96% | 1.7 |
|