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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
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） |
|
|---|---|---|---|---|---|---|---|---|---|
2051
Fulcrum Capital
Seattle,
Washington
| US$5.25億 | +US$3199萬 | +6% | 5.88% | 102% | 106 | 7.55% | 4.1 |
|
2052
Bender Robert & Associates
Pasadena,
California
| US$5.25億 | +US$4339萬 | +9% | 9.61% | 146% | 49 | 26.53% | 1.5 |
|
2053
Washington University
St Louis,
Missouri
| US$5.24億 | +US$2.59億 | +98% | 14.1% | 30.4% | 4 | 50% | 1.5 |
|
2054
Barry Investment Advisors
New Bedford,
Massachusetts
| US$5.24億 | +US$4545萬 | +10% | 1.9% | 66.7% | 105 | 5.71% | 4.4 |
|
2055
Moody Aldrich Partners
Marblehead,
Massachusetts
| US$5.23億 | -US$3346萬 | -6% | 4.55% | 312% | 215 | 35.35% | 1.5 |
|
2056
Smith & Howard Wealth Management
Atlanta,
Georgia
| US$5.23億 | +US$1982萬 | +4% | 1.38% | 43.8% | 112 | 19.64% | 4.4 |
|
2057
Triangle Securities Wealth Management
Raleigh,
North Carolina
| US$5.22億 | +US$1837萬 | +4% | 0.75% | 83.6% | 221 | 10.41% | 6.6 |
|
2058
Tempus Wealth Planning
Irvine,
California
| US$5.22億 | +US$1019萬 | +2% | 0.67% | 95% | 301 | 12.62% | 2.9 |
|
2059
First Fiduciary Investment Counsel
Cleveland,
Ohio
| US$5.21億 | -US$798萬 | -2% | 2.52% | 60% | 78 | 5.13% | 4.7 |
|
2060
Elite Wealth Management
Kirkland,
Washington
| US$5.21億 | +US$1.84億 | +54% | 11% | 182% | 53 | 22.64% | 2.9 |
|
2061
Integris Wealth Management
Monterey,
California
| US$5.2億 | +US$2509萬 | +5% | 0.33% | 60.3% | 140 | 6.43% | 2.4 |
|
2062
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
Skopje,
| US$5.2億 | +US$261萬 | +0.5% | 0.74% | – | 12 | 0% | 0.3 |
|
2063
Chapin Davis
Baltimore,
Maryland
| US$5.2億 | -US$4841萬 | -9% | 2.09% | 339% | 278 | 15.11% | 2.4 |
|
2064
Next Level Private
Harrison,
New York
| US$5.2億 | +US$929萬 | +2% | 1.21% | 95.9% | 190 | 9.47% | 2.4 |
|
|
EGA
2065
E&G Advisors
Houston,
Texas
| US$5.19億 | +US$155萬 | +0.3% | 0.68% | 97.7% | 256 | 6.64% | 3.4 |
|
2066
Aries Wealth Management
Portland,
Maine
| US$5.19億 | +US$999萬 | +2% | 4.03% | 87.7% | 254 | 8.27% | 3.3 |
|
2067
Compton Financial Group
Towson,
Maryland
| US$5.19億 | +US$7.89萬 | +0% | 2.07% | 39.4% | 90 | 12.22% | 2.1 |
|
|
CWM
2068
Compass Wealth Management
Guilford,
Connecticut
| US$5.19億 | -US$933萬 | -2% | 2.02% | 103% | 418 | 60.29% | 0.6 |
|
2069
Oakmont Corp
Los Angeles,
California
| US$5.18億 | +US$1541萬 | +3% | 8.73% | 96% | 32 | 9.38% | 4.8 |
|
2070
Total Clarity Wealth Management
St. Charles,
Illinois
| US$5.18億 | +US$317萬 | +0.6% | 0.5% | 73.2% | 419 | 25.3% | 2 |
|
2071
AMI Investment Management
Kendallville,
Indiana
| US$5.18億 | +US$4714萬 | +10% | 0.65% | 52% | 97 | 22.68% | 4.8 |
|
2072
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| US$5.17億 | +US$1.4億 | +37% | 0.53% | 55.5% | 115 | 34.78% | 3.1 |
|
2073
Fermata Advisors
Sonoma,
California
| US$5.17億 | +US$2247萬 | +5% | 1.63% | 58.3% | 319 | 21.94% | 2 |
|
2074
Generali Investments Management
Ljubljana,
Slovenia
| US$5.17億 | +US$5640萬 | +12% | 9.9% | – | 168 | 2.38% | 1.4 |
|
2075
Benin Management Corp
Wilton,
Connecticut
| US$5.17億 | +US$2277萬 | +5% | 4.78% | 91.7% | 156 | 5.77% | 6.5 |
|