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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
26.9%
1年估算報酬率
Jim Simons
Renaissance Technologies
32.8%
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
| 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） |
|
|---|---|---|---|---|---|---|---|---|---|
2001
Crestview Partners II
New York
| US$7.3億 | -US$1450萬 | -2% | 1.72% | 157% | 3 | 0% | 3.9 |
|
2002
Palisade Asset Management
Minneapolis,
Minnesota
| US$7.29億 | -US$4888萬 | -6% | 5.89% | 72.9% | 180 | 6.11% | 6.6 |
|
2003
StoneX Group
New York
| US$7.29億 | -US$8862萬 | -11% | 4.65% | 92.3% | 820 | 43.05% | 2 |
|
2004
Ionic Capital Management
New York
| US$7.28億 | -US$1.14億 | -13% | 23% | 163% | 543 | 33.7% | 0.6 |
|
2005
ARS Investment Partners
New York
| US$7.27億 | -US$474萬 | -0.6% | 4.35% | 266% | 193 | 29.02% | 2.1 |
|
2006
Naples Global Advisors
Naples,
Florida
| US$7.27億 | -US$4400萬 | -6% | 5.84% | 111% | 383 | 6.01% | 4.9 |
|
2007
Summit Creek Advisors
Minneapolis,
Minnesota
| US$7.26億 | -US$5854萬 | -7% | 0.96% | 84.6% | 73 | 5.48% | 3.2 |
|
2008
Verdence Capital Advisors
Hunt Valley,
Maryland
| US$7.25億 | -US$4788萬 | -6% | 5.01% | 104% | 553 | 14.29% | 2.3 |
|
2009
Bernzott Capital Advisors
Camarillo,
California
| US$7.25億 | -US$1.8億 | -20% | 6.26% | 46.2% | 56 | 17.86% | 3.4 |
|
2010
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| US$7.24億 | -US$752萬 | -1% | 5.08% | 49.7% | 162 | 11.11% | 3.9 |
|
2011
Baldwin Wealth Partners
Marion,
Massachusetts
| US$7.23億 | -US$4790萬 | -6% | 4.06% | 94.5% | 714 | 7.84% | 4.1 |
|
2012
Cahaba Wealth Management
Atlanta,
Georgia
| US$7.23億 | +US$2250萬 | +3% | 5.23% | 48.7% | 136 | 5.88% | 2.6 |
|
2013
Kintegral Advisory
New York
| US$7.21億 | -US$5001萬 | -6% | 5.51% | 143% | 268 | 3.36% | 3.5 |
|
2014
TD Capital Management
Memphis,
Tennessee
| US$7.21億 | -US$1740萬 | -2% | 4.34% | 44.1% | 371 | 77.36% | 1.3 |
|
2015
ShawSpring Partners
Boston,
Massachusetts
| US$7.2億 | +US$1.56億 | +28% | 3.01% | 3.53% | 7 | 14.29% | 1.3 |
|
2016
Sphera Funds Management
Tel Aviv,
Israel
| US$7.2億 | -US$2.14億 | -23% | 2.31% | 245% | 93 | 59.14% | 0.6 |
|
2017
XML Financial
Bethesda,
Maryland
| US$7.2億 | +US$2.78億 | +63% | 6.36% | 77.9% | 327 | 32.72% | 1.5 |
|
2018
Bath Savings Trust
Bath,
Maine
| US$7.19億 | -US$4185萬 | -5% | 4.17% | 57.8% | 152 | 5.26% | 5.7 |
|
2019
Clear Harbor Asset Management
Stamford,
Connecticut
| US$7.18億 | -US$3503萬 | -5% | 2.48% | 106% | 430 | 22.33% | 3.4 |
|
2020
Executive Wealth Management
Brighton,
Michigan
| US$7.18億 | -US$2581萬 | -3% | 4.98% | 18.4% | 191 | 13.61% | 2.3 |
|
2021
Sandler Capital Management
New York
| US$7.17億 | -US$2.26億 | -24% | 2.4% | 325% | 117 | 52.14% | 0.9 |
|
2022
FFT Wealth Management
Philadelphia,
Pennsylvania
| US$7.16億 | -US$1.82億 | -20% | 6.18% | 65.6% | 109 | 56.88% | 1.1 |
|
2023
Jag Capital Management
St Louis,
Missouri
| US$7.16億 | -US$9336萬 | -12% | 0.01% | 269% | 191 | 14.66% | 3 |
|
2024
Wealthquest
Cincinnati,
Ohio
| US$7.15億 | +US$5249萬 | +8% | 4.85% | 58.5% | 126 | 9.52% | 3.6 |
|
2025
Dubuque Bank & Trust
Dubuque,
Iowa
| US$7.15億 | -US$5948萬 | -8% | 4.74% | 24% | 237 | 13.08% | 4.5 |
|