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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
Weatherly Asset Management
Del Mar,
California
| US$11.7億 | +US$5790萬 | +5% | 8.14% | 116% | 185 | 4.86% | 7.6 |
|
2002
WBH Advisory
Baltimore,
Maryland
| US$11.7億 | +US$1.01億 | +9% | 8.39% | 64.5% | 354 | 13.84% | 6.2 |
|
2003
United Asset Strategies
Garden City,
New York
| US$11.7億 | +US$9398萬 | +9% | 12.5% | 111% | 254 | 13.78% | 4 |
|
2004
J. Stern & Co
London,
United Kingdom
| US$11.7億 | +US$1.27億 | +12% | 17.3% | – | 38 | 7.89% | 1.2 |
|
2005
Penobscot Investment Management
Boston,
Massachusetts
| US$11.7億 | +US$1.06億 | +10% | 13% | 114% | 316 | 6.65% | 5.8 |
|
2006
Provident Investment Management
Novi,
Michigan
| US$11.7億 | +US$1.07億 | +10% | 9.77% | 90.8% | 79 | 15.19% | 4.4 |
|
2007
MUFG Securities Americas
New York
| US$11.7億 | +US$3.07億 | +36% | 14.2% | – | 508 | 0.98% | 0.5 |
|
2008
Crédit Industriel et Commercial
Paris France,
France
| US$11.7億 | +US$2.25億 | +24% | 11.5% | – | 447 | 39.15% | 0.3 |
|
2009
Insigneo Advisory Services
Miami,
Florida
| US$11.6億 | +US$1.95億 | +20% | 12.6% | 119% | 704 | 14.06% | 1.3 |
|
2010
Verity & Verity
Beaufort,
South Carolina
| US$11.6億 | +US$2468萬 | +2% | 4.47% | 90.4% | 138 | 10.87% | 4.6 |
|
2011
Ethos Financial Group
King Of Prussia,
Pennsylvania
| US$11.6億 | +US$1.17億 | +11% | 8.35% | 63% | 541 | 29.57% | 0.9 |
|
2012
Heck Capital Advisors
Rhinelander,
Wisconsin
| US$11.6億 | +US$2.73億 | +31% | 8.22% | 67% | 255 | 40% | 3.3 |
|
2013
Naples Global Advisors
Naples,
Florida
| US$11.6億 | +US$1.1億 | +10% | 10.1% | 111% | 420 | 5.71% | 6 |
|
2014
Hartford Funds Management
Wayne,
Pennsylvania
| US$11.6億 | +US$5357萬 | +5% | 4.31% | 26.8% | 106 | 19.81% | 1.8 |
|
2015
Cardiff Park Advisors
Carlsbad,
California
| US$11.6億 | +US$1.23億 | +12% | 13.6% | 99.7% | 363 | 7.16% | 2.7 |
|
2016
Galvin Gaustad & Stein
Scottsdale,
Arizona
| US$11.6億 | +US$4189萬 | +4% | 6.33% | 60.7% | 201 | 14.93% | 2.9 |
|
2017
Edgemoor Investment Advisors
Bethesda,
Maryland
| US$11.6億 | +US$7085萬 | +7% | 10.5% | 117% | 174 | 9.77% | 5.4 |
|
2018
Penn Capital Management
Philadelphia,
Pennsylvania
| US$11.6億 | +US$1.3億 | +13% | 17.9% | 170% | 188 | 30.85% | 1.5 |
|
2019
XML Financial
Bethesda,
Maryland
| US$11.6億 | +US$8359萬 | +8% | 7.58% | 77.9% | 408 | 12.75% | 3 |
|
2020
Condor Capital Management
Martinsville,
New Jersey
| US$11.5億 | +US$7939萬 | +7% | 7.99% | 64.8% | 198 | 9.6% | 5.3 |
|
2021
Delta Asset Management
Memphis,
Tennessee
| US$11.5億 | +US$9652萬 | +9% | 12.1% | 53.8% | 617 | 4.05% | 4 |
|
2022
Limestone Investment Advisors
New York
| US$11.5億 | – | – | 11.2% | – | 480 | – | 0 |
|
2023
E-L Financial Corp
Toronto,
Ontario, Canada
| US$11.5億 | +US$5209萬 | +5% | 10.5% | 78.5% | 1 | 0% | 8.5 |
|
2024
TCV Trust & Wealth Management
Richmond,
Virginia
| US$11.4億 | +US$6465萬 | +6% | 8.95% | 75.3% | 221 | 12.22% | 6.7 |
|
2025
Cozad Asset Management
Champaign,
Illinois
| US$11.4億 | +US$1.43億 | +14% | 12.4% | 132% | 414 | 9.18% | 3.9 |
|