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巨佬們最新重倉股來了!

管理規模超10億美金的全球投資大師最新業績來了!

(本文內容均爲客觀數據信息羅列,不構成任何投資建議)

經歷過4月2日“全球對等關稅”的突發黑天鵝暴擊,股神巴菲特、全天候策略的橋水基金達利歐等老將的近半年收益率都轉爲負數。

但斌旗下東方港灣海外基金抗住了美股4月的劇烈波動,憑藉近半年39.9%的收益率,在管理規模超10億美金的全球投資大師中脫穎而出。

全球投資大師近一年表現依然亮眼。

Leucadia National憑藉近一年51.78%的收益率,問鼎管理規模超10億美金的全球投資大師冠軍。

Paulson & Co基金經理約翰·保爾森以近一年49.48%的收益率,在管理規模超10億美金的全球投資大師中摘得桂冠。

切斯·科爾曼以近一年40.57%的收益率,在管理規模超10億美金的全球投資大師中排名第三。

巴菲特業績一如既往穩定,近一年收益率爲10.27%。

他們持有哪些股票?

美國證監會網站顯示,海外機構公佈了截至2025年二季度末的美股持倉數據。

股神巴菲特旗下伯克希爾公司、段永平管理的H&H投資公司、對衝基金之王史蒂文.科恩、量化之王文藝復興、橡樹資本、橋水、索羅斯旗下量子基金、老虎基金、喜馬拉雅投資、Baillie Gifford、高瓴、高毅、景林、先鋒領航、貝萊德、摩根大通、全球資管巨頭富達管理與研究(FMR)等。

知名巨佬機構的持倉來了:

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