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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） |
|
|---|---|---|---|---|---|---|---|---|---|
2426
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| US$4.2億 | +US$2424萬 | +6% | 2.4% | 62.6% | 158 | 14.56% | 2.9 |
|
2427
Reverence Capital Partners
New York
| US$4.2億 | -US$1.18億 | -22% | 21.9% | 17.1% | 1 | 0% | 2.5 |
|
2428
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
| US$4.2億 | +US$624萬 | +2% | 0.16% | – | 193 | 13.47% | 1.4 |
|
2429
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| US$4.19億 | +US$1367萬 | +3% | 1.93% | 81.6% | 172 | 20.35% | 2.6 |
|
2430
White Pine Capital
Bloomington,
Minnesota
| US$4.19億 | -US$434萬 | -1% | 0.48% | 155% | 245 | 4.08% | 6.7 |
|
2431
Searle & Co
Greenwich,
Connecticut
| US$4.19億 | -US$2638萬 | -6% | 2.99% | 108% | 199 | 8.54% | 5.4 |
|
|
VWM
2432
VCI Wealth Management
St Louis,
Missouri
| US$4.19億 | +US$1957萬 | +5% | 4.53% | 86.3% | 144 | 60.42% | 1 |
|
2433
Wellington Group
Indianapolis,
Indiana
| US$4.17億 | +US$3926萬 | +10% | 0.2% | – | 153 | 18.95% | 0.7 |
|
2434
Balance Wealth
Delaware,
Ohio
| US$4.17億 | +US$4051萬 | +11% | 1% | – | 987 | 82.07% | 0.2 |
|
|
ATI
2435
ARK & TLK Investments
Oklahoma City,
Oklahoma
| US$4.16億 | +US$1031萬 | +3% | 0.24% | 62.2% | 130 | 5.38% | 2.2 |
|
2436
Elmwood Wealth Management
Berkeley,
California
| US$4.16億 | +US$1634萬 | +4% | 0.14% | 42.1% | 221 | 15.84% | 3.2 |
|
2437
Tactive Advisors
Jacksonville,
Florida
| US$4.16億 | +US$1009萬 | +2% | 2.96% | – | 340 | 34.41% | 1.3 |
|
2438
Globe Life
Mckinney,
Texas
| US$4.16億 | -US$563萬 | -1% | 0.77% | 67.5% | 2 | 0% | 6.4 |
|
|
RI
2439
Rinkey Investments
San Diego,
California
| US$4.16億 | -US$907萬 | -2% | 0.44% | 42.1% | 144 | 19.44% | 1.9 |
|
2440
EnRich Financial Partners
Madison,
Wisconsin
| US$4.16億 | -US$532萬 | -1% | 1.29% | 50.7% | 68 | 4.41% | 2.2 |
|
2441
Pinnacle Financial Group
Western Springs,
Illinois
| US$4.16億 | +US$586萬 | +1% | 0.84% | 59.1% | 124 | 8.87% | 2.6 |
|
2442
Elevatus Welath Management
Victor,
New York
| US$4.15億 | +US$435萬 | +1% | 2.45% | 270% | 294 | 36.39% | 1.1 |
|
2443
Centurion Wealth Management
Mclean,
Virginia
| US$4.15億 | -US$289萬 | -0.7% | 2.15% | – | 308 | 16.88% | 2.1 |
|
|
ECP
2444
Elemental Capital Partners
San Francisco,
California
| US$4.15億 | -US$6111萬 | -13% | 13.2% | – | 12 | 0% | 2 |
|
2445
Landmark Wealth Management (New York)
Melville,
New York
| US$4.15億 | -US$279萬 | -0.7% | 1.15% | 42.7% | 162 | 9.88% | 1.7 |
|
2446
RIT Capital Partners
London,
United Kingdom
| US$4.15億 | -US$2.06億 | -33% | 2.55% | 73.5% | 13 | 30.77% | 1 |
|
2447
Endeavor Private Wealth
Topeka,
Kansas
| US$4.15億 | +US$333萬 | +0.8% | 0.2% | – | 225 | 8% | 1.2 |
|
2448
LongView Wealth Management
Atlanta,
Georgia
| US$4.15億 | +US$2502萬 | +6% | 0.52% | 60.8% | 244 | 13.11% | 1.9 |
|
2449
Snider Financial Group
Bellevue,
Washington
| US$4.15億 | +US$2194萬 | +6% | 4.98% | 87% | 108 | 10.19% | 2.2 |
|
2450
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| US$4.15億 | +US$1998萬 | +5% | 6.05% | 90.8% | 129 | 14.73% | 3.5 |
|