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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
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
| 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
Koss-Olinger Consulting
Gainesville,
Florida
| US$8.61億 | +US$5904萬 | +7% | 5.64% | 57.9% | 289 | 11.42% | 1.1 |
|
2002
Great Hill Partners
Boston,
Massachusetts
| US$8.61億 | -US$5376萬 | -6% | 13.7% | 24% | 2 | 0% | 1.5 |
|
2003
Taurus Asset Management
New York
| US$8.6億 | +US$4243萬 | +5% | 6.88% | 26.9% | 93 | 3.23% | 6.5 |
|
2004
Soltis Investment Advisors
St. George,
Utah
| US$8.6億 | +US$7417萬 | +9% | 6.49% | 95.1% | 283 | 16.61% | 2.1 |
|
2005
Arkadios Wealth Advisors
Atlanta,
Georgia
| US$8.6億 | +US$2015萬 | +2% | 6.63% | 91.1% | 645 | 12.71% | 2 |
|
2006
P2 Capital Partners
New York
| US$8.59億 | +US$7911萬 | +10% | 7.36% | 7.96% | 16 | 12.5% | 2.5 |
|
2007
Voya Financial Advisors
Windsor,
Connecticut
| US$8.59億 | +US$5565萬 | +7% | 2.77% | 44.8% | 248 | 12.1% | 5 |
|
2008
Greenwood Gearhart
Fayetteville,
Arkansas
| US$8.59億 | +US$7329萬 | +9% | 5.87% | 79% | 102 | 11.76% | 4.1 |
|
2009
Longbow Finance
Lutry,
Switzerland
| US$8.59億 | +US$6462萬 | +8% | 11.1% | 162% | 65 | 16.92% | 0.4 |
|
2010
Weatherly Asset Management
Del Mar,
California
| US$8.57億 | +US$8649萬 | +11% | 13.3% | 116% | 176 | 2.84% | 7 |
|
2011
Bath Savings Trust
Bath,
Maine
| US$8.57億 | +US$4439萬 | +5% | 6.55% | 57.8% | 159 | 3.77% | 6 |
|
2012
Ion Asset Management
Herzliya,
Israel
| US$8.57億 | -US$9713萬 | -10% | 5.42% | 125% | 43 | 34.88% | 1.2 |
|
2013
Tradition Wealth Management
Edina,
Minnesota
| US$8.56億 | +US$5252萬 | +7% | 5.38% | 69.6% | 1,429 | 13.16% | 1.6 |
|
2014
WCG Wealth Advisors
Las Vegas,
Nevada
| US$8.56億 | +US$7580萬 | +10% | 4.49% | 69.6% | 190 | 35.79% | 0.7 |
|
2015
ARS Investment Partners
New York
| US$8.56億 | +US$2293萬 | +3% | 8.76% | 266% | 171 | 14.04% | 2.8 |
|
2016
Styrax Capital
New York
| US$8.55億 | +US$2.15億 | +34% | 21.1% | 310% | 19 | 42.11% | 0.5 |
|
2017
Sand Grove Capital Management
London,
United Kingdom
| US$8.54億 | +US$1.15億 | +16% | 13.9% | 410% | 48 | 81.25% | 0.2 |
|
2018
Wealthcare Capital Management
Richmond,
Virginia
| US$8.54億 | +US$3427萬 | +4% | 3.05% | 46.2% | 78 | 14.1% | 4.6 |
|
2019
Matthews International Capital Management
San Francisco,
California
| US$8.54億 | -US$1.49億 | -15% | 2.38% | 186% | 51 | 27.45% | 2.1 |
|
2020
Bowie Capital Management
Richardson,
Texas
| US$8.53億 | -US$975萬 | -1% | 10.2% | 31.6% | 44 | 27.27% | 3.4 |
|
2021
Naples Global Advisors
Naples,
Florida
| US$8.52億 | +US$5035萬 | +6% | 5.02% | 111% | 404 | 6.44% | 5.1 |
|
2022
PSquared Asset Management
Zurich,
Switzerland
| US$8.52億 | +US$1.57億 | +23% | 1.28% | 178% | 19 | 78.95% | 0.1 |
|
2023
Marcum Wealth
Cleveland,
Ohio
| US$8.52億 | +US$5053萬 | +6% | 5.39% | 20% | 403 | 9.93% | 1.9 |
|
2024
Narwhal Capital Management
Marietta,
Georgia
| US$8.51億 | +US$5146萬 | +6% | 9.24% | 109% | 177 | 10.73% | 4.8 |
|
2025
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| US$8.5億 | +US$7269萬 | +9% | 8.09% | 34% | 393 | 37.4% | 1.3 |
|