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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） |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7001 |
MW
7001
Melia Wealth
Tulsa,
Oklahoma
| US$1.74億 | -US$3294萬 | -16% | 2.8% | – | 23 | 4.35% | 2 |
|
| 7002 |
SF
7002
Strategent Financial
Harrisonburg,
Virginia
| US$1.74億 | +US$2636萬 | +18% | 14.3% | – | 41 | 0% | 1.3 |
|
| 7003 |
LW
7003
Livet Wealth
Salt Lake City,
Utah
| US$1.73億 | +US$1607萬 | +10% | 9.25% | – | 131 | 17.56% | 0.4 |
|
| 7004 |
EP
7004
Ehrenkranz Partners
New York
| US$1.73億 | +US$4678萬 | +37% | 25.1% | – | 54 | 22.22% | 0.6 |
|
| 7005 |
PAM
7005
PVG Asset Management
Golden,
Colorado
| US$1.73億 | +US$383萬 | +2% | 37.6% | – | 139 | 15.11% | 0.7 |
|
| 7006 |
NIM
7006
Natixis Investment Managers
Boston,
Massachusetts
| US$1.73億 | +US$9628萬 | +125% | 2.43% | – | 4 | 50% | 0.3 |
|
| 7007 |
SFP
7007
SwitchPoint Financial Planning
Lehi,
Utah
| US$1.73億 | +US$2571萬 | +17% | 11.8% | – | 72 | 12.5% | 1.2 |
|
| 7008 |
C
7008
Covestor
London,
United Kingdom
| US$1.73億 | +US$2883萬 | +20% | 27.7% | 136% | 2,923 | 7.29% | 3.5 |
|
| 7009 |
SHF
7009
Stage Harbor Financial
Westwood,
Massachusetts
| US$1.73億 | +US$2228萬 | +15% | 10.9% | – | 66 | 10.61% | 1.7 |
|
| 7010 |
AIFAIM
7010
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| US$1.73億 | +US$1874萬 | +12% | 14.6% | 72.8% | 162 | 7.41% | 3.6 |
|
| 7011 |
GWA
7011
Gutierrez Wealth Advisory
Little Rock,
Arkansas
| US$1.73億 | +US$1209萬 | +8% | 11.7% | – | 73 | 8.22% | 1.1 |
|
| 7012 |
KCIC
7012
Kuhn & Co Investment Counsel
Chicago,
Illinois
| US$1.73億 | +US$1779萬 | +11% | 15.6% | – | 155 | 12.26% | 1.9 |
|
| 7013 |
TA
7013
Teton Advisors
Rye,
New York
| US$1.73億 | +US$3083萬 | +22% | 41.5% | 139% | 163 | 9.82% | 9 |
|
| 7014 |
CAM
7014
Concorde Asset Management
Ann Arbor,
Michigan
| US$1.73億 | -US$3112萬 | -15% | 22.1% | – | 231 | 44.59% | 2.3 |
|
| 7015 |
AWA
7015
Archvest Wealth Advisors
Concord,
California
| US$1.73億 | +US$1783萬 | +12% | 11.3% | 47.8% | 81 | 18.52% | 2.1 |
|
| 7016 |
HFS
7016
Hopwood Financial Services
Reston,
Virginia
| US$1.73億 | +US$2426萬 | +16% | 12.8% | – | 92 | 9.78% | 1.3 |
|
| 7017 |
GFG
7017
Grantvest Financial Group
Matawan,
New Jersey
| US$1.73億 | +US$1810萬 | +12% | 10.2% | – | 194 | 16.49% | 1 |
|
| 7018 |
DWM
7018
DeLarme Wealth Management
Palos Verdes Estates,
California
| US$1.72億 | +US$1720萬 | +11% | 8.56% | – | 69 | 10.14% | 0.4 |
|
| 7019 |
DAM
7019
Doheny Asset Management
Los Angeles,
California
| US$1.72億 | +US$1903萬 | +12% | 15.6% | 135% | 65 | 13.85% | 6.5 |
|
| 7020 |
FC
7020
Fundamenta Capital
Montevideo,
| US$1.72億 | +US$7058萬 | +69% | 2.01% | – | 16 | 62.5% | 0.1 |
|
| 7021 |
SMH
7021
Sanders Morris Harris
Houston,
Texas
| US$1.72億 | -US$4.58億 | -73% | 9.11% | 85.8% | 303 | 77.23% | 0.2 |
|
| 7022 |
IPGDR
7022
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| US$1.72億 | -US$1.33億 | -44% | 8.92% | 51.8% | 29 | 27.59% | 2.2 |
|
| 7023 |
PPF
7023
Pacific Park Financial
Lagina Hills,
California
| US$1.72億 | +US$1909萬 | +12% | 9.86% | – | 80 | 12.5% | 0.4 |
|
| 7024 |
IWB
7024
Innovative Wealth Building
California,
Maryland
| US$1.72億 | +US$2997萬 | +21% | 14.4% | – | 87 | 22.99% | 0.9 |
|
| 7025 |
AGP
7025
Aspire Growth Partners
Miromar Lakes,
Florida
| US$1.72億 | +US$2638萬 | +18% | 19.2% | – | 135 | 15.56% | 1.2 |
|