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
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
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5,393檔基金（占~60%）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） |
|
|---|---|---|---|---|---|---|---|---|---|
1126
KWB Wealth
Redlands,
California
| US$11.7億 | +US$178萬 | +0.2% | 0.38% | 54.8% | 187 | 14.44% | 2.5 |
|
1127
Forge Financial Services
Edmond,
Oklahoma
| US$11.7億 | +US$794萬 | +0.7% | 1.55% | – | 43 | 20.93% | 1 |
|
1128
Versant Capital Management
Phoenix,
Arizona
| US$11.7億 | +US$5350萬 | +5% | 5.51% | 97.3% | 2,890 | 7.99% | 4.5 |
|
1129
Asset One Wealth Management
Bellevue,
Washington
| US$11.7億 | +US$2.2億 | +23% | 3.52% | – | 446 | 26.91% | 0.5 |
|
1130
Randolph Company
Cincinnati,
Ohio
| US$11.6億 | -US$2399萬 | -2% | 0.91% | 127% | 49 | 8.16% | 4.6 |
|
|
GA
1131
GuoLine Advisory
Singapore
| US$11.6億 | +US$8808萬 | +8% | 12.5% | 112% | 23 | 0% | 2.5 |
|
1132
JTC Employer Solutions Trustee
St Helier,
Jersey
| US$11.6億 | -US$8563萬 | -7% | 2.01% | 85.3% | 315 | 5.08% | 3.9 |
|
1133
Gryphon Financial Partners
Columbus,
Ohio
| US$11.6億 | +US$2666萬 | +2% | 4.44% | 111% | 412 | 12.62% | 3.1 |
|
1134
Berkshire Money Management
Dalton,
Massachusetts
| US$11.6億 | +US$6373萬 | +6% | 0.24% | 61.8% | 148 | 62.84% | 1.5 |
|
1135
Counterpoint Mutual Funds
San Diego,
California
| US$11.6億 | +US$1.47億 | +15% | 3.06% | 74.3% | 505 | 77.62% | 0.2 |
|
1136
Accurate Wealth Management
Wesley Chapel,
Florida
| US$11.6億 | +US$1.09億 | +10% | 2.71% | 101% | 638 | 15.67% | 1.9 |
|
1137
Jacobs & Co
San Francisco,
California
| US$11.6億 | -US$910萬 | -0.8% | 3.46% | 105% | 139 | 8.63% | 7.9 |
|
1138
Occidental Asset Management
Burlingame,
California
| US$11.6億 | +US$1.49億 | +15% | 4.76% | 97.4% | 397 | 21.91% | 3.1 |
|
1139
Private Capital Advisors
Darien,
Connecticut
| US$11.5億 | +US$1169萬 | +1% | 3.12% | 132% | 85 | 18.82% | 5.8 |
|
1140
Canandaigua National Bank & Trust
Canandaigua,
New York
| US$11.5億 | -US$3387萬 | -3% | 1.31% | – | 325 | 10.77% | 6.2 |
|
1141
Discipline Wealth Solutions
Greenville,
South Carolina
| US$11.5億 | +US$551萬 | +0.5% | 0.69% | 45.9% | 207 | 10.14% | 1.2 |
|
1142
Lodestar Private Asset Management
Alamo,
California
| US$11.5億 | -US$579萬 | -0.5% | 0.26% | 64.4% | 244 | 9.84% | 3 |
|
|
AH
1143
Allen Holding
New York
| US$11.5億 | +US$1.37億 | +13% | 17.8% | 185% | 10 | 0% | 7.9 |
|
1144
Trust Company
Manhattan,
Kansas
| US$11.5億 | +US$4111萬 | +4% | 0.6% | 40.6% | 946 | 7.4% | 2.7 |
|
1145
Vista Capital Partners
Portland,
Oregon
| US$11.5億 | +US$321萬 | +0.3% | 0.29% | 69.3% | 188 | 14.36% | 4 |
|
1146
Marks Group Wealth Management
Minnetonka,
Minnesota
| US$11.4億 | -US$327萬 | -0.3% | 2.06% | 71.4% | 379 | 13.46% | 3.3 |
|
1147
Asset Advisors Investment Management
Augusta,
Georgia
| US$11.4億 | +US$5413萬 | +5% | 3.18% | 67.5% | 109 | 7.34% | 5.4 |
|
1148
Great Lakes Retirement
Sandusky,
Ohio
| US$11.4億 | +US$1711萬 | +2% | 2.25% | 118% | 234 | 12.82% | 2.8 |
|
1149
Carret Asset Management
New York
| US$11.4億 | -US$46.5萬 | -0% | 2.51% | 106% | 320 | 7.19% | 8 |
|
1150
BFSG LLC
Irvine,
California
| US$11.4億 | +US$1449萬 | +1% | 1.53% | 90.7% | 960 | 24.38% | 2.2 |
|