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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
34.66%
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4,499檔基金（占~50%）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） |
|
|---|---|---|---|---|---|---|---|---|---|
2151
Quantum Financial Planning Services
Spokane,
Washington
| US$3.67億 | +US$4452萬 | +14% | 0.54% | – | 60 | 13.33% | 1.2 |
|
|
ITIM
2152
Indiana Trust & Investment Management
Mishawaka,
Indiana
| US$3.67億 | +US$107萬 | +0.3% | 1.65% | 114% | 485 | 7.01% | 4.1 |
|
2153
25 LLC
St. Louis,
Missouri
| US$3.67億 | +US$170萬 | +0.5% | 0.96% | 48.7% | 83 | 12.05% | 2.2 |
|
2154
Southern Financial Group
Birmingham,
Alabama
| US$3.66億 | -US$2555萬 | -7% | 4.08% | – | 96 | 8.33% | 0.7 |
|
2155
Purus Wealth Management
Newport Beach,
California
| US$3.66億 | +US$304萬 | +0.8% | 4.14% | 174% | 183 | 13.66% | 3 |
|
2156
Gill Capital Partners
Denver,
Colorado
| US$3.66億 | -US$1175萬 | -3% | 0.28% | 59% | 703 | 78.52% | 4.1 |
|
2157
Barrett & Company
Providence,
Rhode Island
| US$3.66億 | +US$851萬 | +2% | 1.91% | 83.6% | 727 | 10.45% | 3 |
|
2158
Essential Planning
Portsmouth,
New Hampshire
| US$3.65億 | +US$1159萬 | +3% | 0.82% | 40.9% | 90 | 5.56% | 2.7 |
|
2159
Planned Solutions
Folsom,
California
| US$3.65億 | +US$1618萬 | +5% | 1.59% | 68.3% | 164 | 10.37% | 2.8 |
|
2160
Sterling Financial Planning
Sparta,
New Jersey
| US$3.65億 | -US$287萬 | -0.8% | 1.31% | 59.3% | 127 | 5.51% | 4.1 |
|
2161
Impact Capital Partners
Greenwood Village,
Colorado
| US$3.65億 | -US$188萬 | -0.5% | 3.47% | – | 297 | 14.81% | 1.4 |
|
2162
HT Partners
Centerbrook,
Connecticut
| US$3.64億 | +US$329萬 | +0.9% | 1.14% | 71.1% | 56 | 5.36% | 6 |
|
|
CCM
2163
Consolidated Capital Management
Burbank,
California
| US$3.64億 | -US$1088萬 | -3% | 0.9% | 166% | 74 | 4.05% | 2.7 |
|
2164
Firetrail Investments
Sydney, NSW,
Australia
| US$3.64億 | +US$887萬 | +2% | 1.88% | 139% | 34 | 5.88% | 1.5 |
|
2165
Centerpoint Advisors
Needham,
Massachusetts
| US$3.63億 | +US$1110萬 | +3% | 1.38% | 82.6% | 507 | 34.12% | 3.9 |
|
2166
Verger Capital Management
Winston-Salem,
North Carolina
| US$3.63億 | +US$2172萬 | +6% | 1.13% | 58.3% | 14 | 21.43% | 8.1 |
|
2167
Family Legacy Inc
Greenville,
South Carolina
| US$3.63億 | -US$1194萬 | -3% | 2.48% | 89% | 128 | 6.25% | 6.2 |
|
2168
Wright Investors Service
Shelton,
Connecticut
| US$3.63億 | -US$287萬 | -0.8% | 4.41% | 161% | 167 | 23.95% | 4.6 |
|
2169
Global Financial Private Client
Sarasota,
Florida
| US$3.62億 | -US$639萬 | -2% | 2.2% | 100% | 253 | 9.49% | 4.3 |
|
2170
PhiloSmith Capital
Stamford,
Connecticut
| US$3.62億 | -US$663萬 | -2% | 1.14% | 47% | 23 | 4.35% | 7.8 |
|
2171
Kercheville Advisors
San Antonio,
Texas
| US$3.61億 | +US$3294萬 | +10% | 5.57% | 261% | 125 | 18.4% | 2.6 |
|
2172
Grandview Asset Management
Harrisburg,
Pennsylvania
| US$3.61億 | -US$4154萬 | -10% | 6.77% | 200% | 156 | 21.79% | 2.6 |
|
2173
Range Financial Group
Tigard,
Oregon
| US$3.61億 | -US$503萬 | -1% | 2.6% | 195% | 240 | 27.92% | 1.9 |
|
2174
Evexia Wealth
Stevens Point,
Wisconsin
| US$3.6億 | -US$917萬 | -2% | 0.38% | 95% | 80 | 3.75% | 2.1 |
|
2175
Riverwater Partners
Milwaukee,
Wisconsin
| US$3.6億 | +US$2339萬 | +7% | 0.45% | 112% | 224 | 14.29% | 2.2 |
|