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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） |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6376 |
AWMM
6376
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
| US$2.13億 | +US$3778萬 | +22% | 11.1% | – | 163 | 29.45% | 1 |
|
| 6377 |
GL
6377
Gerber LLC
Columbus,
Ohio
| US$2.13億 | +US$3348萬 | +19% | 20% | – | 102 | 18.63% | 1.7 |
|
| 6378 |
LFIA
6378
Legacy Financial Independent Advisors
Louisville,
Kentucky
| US$2.13億 | +US$2032萬 | +11% | 14.2% | – | 135 | 24.44% | 0.2 |
|
| 6379 |
FCB
6379
First County Bank
Stamford,
Connecticut
| US$2.13億 | +US$2520萬 | +13% | 17.5% | 101% | 173 | 9.25% | 2.4 |
|
| 6380 |
IAIM
6380
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| US$2.12億 | +US$4518萬 | +27% | 23.5% | 81.5% | 8 | 0% | 3.2 |
|
| 6381 |
EPIM
6381
Equinox Partners Investment Management
Stamford,
Connecticut
| US$2.12億 | -US$3298萬 | -13% | 18.7% | 241% | 12 | 8.33% | 2 |
|
| 6382 |
CASB
6382
Cape Ann Savings Bank
Glocuster,
Massachusetts
| US$2.12億 | +US$1336萬 | +7% | 14.2% | 72.7% | 122 | 8.2% | 5 |
|
| 6383 |
A
6383
AFBI
Miami Beach,
Florida
| US$2.12億 | +US$8114萬 | +62% | 14.9% | – | 1 | 0% | 1.3 |
|
| 6384 |
BDAM
6384
Blue Door Asset Management
Stamford,
Connecticut
| US$2.12億 | +US$5367萬 | +34% | 45.9% | 127% | 25 | 44% | 0.9 |
|
| 6385 |
TCA
6385
Taconic Capital Advisors
New York
| US$2.12億 | -US$2315萬 | -10% | 8.09% | 273% | 22 | 59.09% | 1.1 |
|
| 6386 |
NPFS
6386
Novak & Powell Financial Services
St. Petersburg,
Florida
| US$2.12億 | +US$2652萬 | +14% | 15.2% | – | 178 | 12.36% | 1.9 |
|
| 6387 |
IIL
6387
Insight Inv LLC
El Segundo,
California
| US$2.12億 | +US$2939萬 | +16% | 33.4% | 136% | 111 | 8.11% | 3.3 |
|
| 6388 |
KWIA
6388
Kinetic Wealth Investment Advisors
Westlake,
Ohio
| US$2.12億 | – | – | 12.4% | – | 64 | – | 0 |
|
| 6389 |
SG
6389
Straightline Group
Troy,
Michigan
| US$2.12億 | +US$1096萬 | +5% | 3.51% | – | 22 | 36.36% | 0.9 |
|
| 6390 |
GCA
6390
GSI Capital Advisors
Newport Beach,
California
| US$2.12億 | +US$2781萬 | +15% | 12.6% | 39.7% | 33 | 24.24% | 2.3 |
|
| 6391 |
BDL
6391
Banque de Luxembourg
Luxembourg
| US$2.12億 | +US$1872萬 | +10% | 12.3% | – | 79 | 6.33% | 1.2 |
|
| 6392 |
SF
6392
Sun Financial
Midvale,
Utah
| US$2.12億 | +US$1233萬 | +6% | 14.9% | – | 176 | 18.18% | 0.4 |
|
| 6393 |
FIA
6393
FPC Investment Advisory
Petaluma,
California
| US$2.12億 | +US$1140萬 | +6% | 7.94% | – | 38 | 15.79% | 1.5 |
|
| 6394 |
DJYG
6394
David J. Yvars Group
University Park,
Florida
| US$2.12億 | +US$3297萬 | +18% | 22.8% | 143% | 111 | 21.62% | 2.6 |
|
| 6395 |
CFSG
6395
Clark Financial Services Group
Chesterfield,
Missouri
| US$2.12億 | +US$2730萬 | +15% | 27.8% | 102% | 118 | 24.58% | 2.2 |
|
| 6396 |
AA
6396
Addison Advisors
Middlebury,
Vermont
| US$2.12億 | -US$2.41億 | -53% | 10.4% | 50.2% | 1,037 | 36.26% | 3.2 |
|
| 6397 |
SL
6397
StoryOne LLC
Overland Park,
Kansas
| US$2.12億 | +US$3422萬 | +19% | 22.7% | – | 79 | 98.73% | 0.4 |
|
| 6398 |
PCP
6398
Panoramic Capital Partners
Lake Oswego,
Oregon
| US$2.12億 | +US$4922萬 | +30% | 15% | – | 80 | 31.25% | 0.9 |
|
| 6399 |
MIM
6399
Merrion Investment Management
Cranford,
New Jersey
| US$2.11億 | +US$2522萬 | +14% | 20.9% | 161% | 114 | 11.4% | 3.5 |
|
| 6400 |
HBFP
6400
Henderson Brothers Financial Partners
Pittsburgh,
Pennsylvania
| US$2.11億 | -US$1.84億 | -46% | 9.6% | – | 106 | 28.3% | 1.1 |
|