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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） |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7826 |
CWM
7826
Centrica Wealth Management
Miami,
Florida
| US$1.33億 | – | – | 18.4% | – | 7 | – | 0 |
|
| 7827 |
NCTC
7827
New Covenant Trust Company
Jeffersonville,
Indiana
| US$1.33億 | +US$2062萬 | +18% | 18.2% | – | 108 | 12.04% | 1.6 |
|
| 7828 |
HFCIV
7828
H&F Corporate Investors VIII
San Francisco,
California
| US$1.33億 | +US$6909萬 | +109% | 109% | 33.8% | 1 | 0% | 5.5 |
|
| 7829 |
DG
7829
Daventry Group
New York
| US$1.33億 | +US$4468萬 | +51% | 42.6% | 26.2% | 13 | 53.85% | 0.3 |
|
| 7830 |
VCM
7830
Veradace Capital Management
Dallas,
Texas
| US$1.32億 | +US$2000萬 | +18% | 36.2% | – | 31 | 29.03% | 0.4 |
|
| 7831 |
DFG
7831
Dynamic Financial Group
Cedar Falls,
Iowa
| US$1.32億 | +US$1012萬 | +8% | 5.43% | – | 79 | 16.46% | 1.2 |
|
| 7832 |
NDWM
7832
New Dimensions Wealth Management
Allen,
Texas
| US$1.32億 | +US$1488萬 | +13% | 8.76% | – | 21 | 4.76% | 1.2 |
|
| 7833 |
NC
7833
North Capital
Salt Lake City,
Utah
| US$1.32億 | +US$1433萬 | +12% | 11.6% | – | 106 | 16.04% | 1 |
|
| 7834 |
MSK
7834
Melissa S. Kampmann
| US$1.32億 | +US$775萬 | +6% | 10.5% | 70.4% | 45 | 6.67% | 2.2 |
|
| 7835 |
CW
7835
Cedarwood Wealth
Highlands Ranch,
Colorado
| US$1.32億 | +US$3330萬 | +34% | 25% | – | 101 | 24.75% | 0.4 |
|
| 7836 |
HPM
7836
Hudson Portfolio Management
Garrison,
New York
| US$1.32億 | +US$1355萬 | +11% | 8.8% | – | 122 | 13.11% | 3.5 |
|
| 7837 |
LGG
7837
Luts & Greenleigh Group
Bethesda,
Maryland
| US$1.32億 | +US$591萬 | +5% | 8.91% | – | 108 | 20.37% | 2.1 |
|
| 7838 |
FPFC
7838
Financial Planning Fort Collins
Fort Collins,
Colorado
| US$1.32億 | -US$137萬 | -1% | 11.2% | – | 34 | 5.88% | 0.5 |
|
| 7839 |
VFP
7839
Vilga Financial Planning
Fair Lawn,
New Jersey
| US$1.32億 | +US$2008萬 | +18% | 18.4% | – | 97 | 18.56% | 0.4 |
|
| 7840 |
TWML
7840
Todd Wealth Management, LLC
Venice,
Florida
| US$1.32億 | +US$2200萬 | +20% | 23% | – | 116 | 12.07% | 0.4 |
|
| 7841 |
GCM
7841
Goldstream Capital Management
Central,
Hong Kong
| US$1.32億 | +US$1150萬 | +10% | 98% | 686% | 47 | 40.43% | 1 |
|
| 7842 |
FGC
7842
First Growth Capital
Pikesville,
Maryland
| US$1.32億 | +US$2102萬 | +19% | 24% | – | 149 | 20.81% | 0.4 |
|
| 7843 |
MWM
7843
McCartney Wealth Management
Clayton,
Missouri
| US$1.32億 | +US$1311萬 | +11% | 10.5% | – | 66 | 3.03% | 0.5 |
|
| 7844 |
IAG
7844
Innovative Advisory Group
Lexington,
Massachusetts
| US$1.32億 | +US$1014萬 | +8% | 2.25% | – | 37 | 32.43% | 1.1 |
|
| 7845 |
QC
7845
Quantedge Capital
Singapore
| US$1.32億 | -US$5095萬 | -28% | 12.9% | 110% | 69 | 55.07% | 1.3 |
|
| 7846 |
FB
7846
Finward Bancorp
Munster,
Indiana
| US$1.32億 | +US$676萬 | +5% | 12.6% | – | 112 | 11.61% | 1.3 |
|
| 7847 |
TWM
7847
Tortuga Wealth Management
Torrance,
California
| US$1.32億 | +US$2491萬 | +23% | 14.4% | – | 141 | 19.86% | 0.4 |
|
| 7848 |
KCWM
7848
Kane Co Wealth Management
Johnston,
Iowa
| US$1.32億 | +US$1322萬 | +11% | 8.93% | – | 54 | 7.41% | 0.5 |
|
| 7849 |
KF
7849
Kelsey Financial
Moorpark,
California
| US$1.32億 | +US$1744萬 | +15% | 14.2% | – | 68 | 11.76% | 0.4 |
|
| 7850 |
SGH
7850
Sivik Global Healthcare
Greenwich,
Connecticut
| US$1.32億 | US$0 | 0% | 10.1% | 83.8% | 34 | 0% | 2.6 |
|