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世界トップクラスの投資家・ヘッジファンドの最新株式ポートフォリオ

リアルタイム開示情報

2026年第3四半期分のポートフォリオ開示は現在受付中で、11月16日に締め切られます。 現時点で、5,393本のファンド(~60%)が保有銘柄を開示しています。 以下のデータは、ファンドが規制当局に開示書類を提出すると同時にリアルタイムで更新されます。

名前 AUM AUM
増加率
AUM
成長率%
四半期
推定リターン
3年間の推定リターン
保有銘柄 ポートフォリオ回転率 平均保有
期間(年)
RWC Asset Advisors
2601
RWC Asset Advisors
Florida
$3.77億 -$7221万 -16% 9.04% 267% 17 23.53% 2.4
Cypress Capital
2602
Cypress Capital
Tennessee
$3.77億 +$741万 +2% 0.72% 43.6% 127 18.9% 2.6
Seneca Financial Advisors
2603
Seneca Financial Advisors
New York
$3.77億 -$785万 -2% 1.41% 50.9% 69 13.04% 3.7
Orion Investment Company
2604
Orion Investment Company
Missouri
$3.77億 +$3449万 +10% 29.1% – 74 5.41% 2
Claris Advisors
2605
Claris Advisors
Missouri
$3.77億 -$585万 -2% 0.01% 68.9% 78 7.69% 2.8
FAP
2606
Financial Advisory Partners
Florida
$3.77億 -$561万 -1% 0.85% 52.9% 75 1.33% 3.3
Trust Company of Oklahoma
2607
Trust Company of Oklahoma
Oklahoma
$3.77億 -$1226万 -3% 3.02% 101% 152 17.11% 6
Narus Financial Partners
2608
Narus Financial Partners
Utah
$3.77億 -$1240万 -3% 2.18% 85.3% 184 10.33% 4.1
WealthBridge Investment Counsel
2609
WealthBridge Investment Counsel
Alberta, Canada
$3.77億 +$235万 +0.6% 3.93% 106% 44 0% 5.1
Kelleher Financial Advisors
2610
Kelleher Financial Advisors
New York
$3.77億 -$3.28億 -47% 2.96% 80.3% 884 51.13% 2
Capital Planning
2611
Capital Planning
Washington
$3.76億 +$3267万 +10% 2.56% 81.2% 93 15.05% 3.6
Sweeney & Michel
2612
Sweeney & Michel
California
$3.76億 -$505万 -1% 1.51% – 172 8.14% 2.3
Veery Capital
2613
Veery Capital
Delaware
$3.75億 +$296万 +0.8% 0.12% 63.4% 109 15.6% 3.3
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
2614
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$3.75億 -$6039万 -14% 3.58% – 2 0% 1.5
Pinnacle Bancorp
2615
Pinnacle Bancorp
Nebraska
$3.75億 -$953万 -2% 1.31% 72.9% 950 5.79% 5.1
KA
2616
Kooman & Associates
Pennsylvania
$3.75億 +$232万 +0.6% 0.77% 66% 57 7.02% 2.6
ShankerValleau Wealth Advisors
2617
ShankerValleau Wealth Advisors
Illinois
$3.74億 -$514万 -1% 1.01% 60.3% 50 22% 2.4
StrongBox Wealth
2618
StrongBox Wealth
Missouri
$3.74億 +$2329万 +7% 1.26% 63.9% 358 27.37% 1.2
PCJ Investment Counsel
2619
PCJ Investment Counsel
Ontario, Canada
$3.74億 +$2585万 +7% 4.32% 178% 70 21.43% 3.4
Morling Financial Advisors
2620
Morling Financial Advisors
California
$3.74億 +$1347万 +4% 0.33% 97.6% 154 26.62% 2.1
Cypress Financial Planning
2621
Cypress Financial Planning
New Jersey
$3.73億 -$3944万 -10% 1.9% 41.2% 116 17.24% 2
Powszechne Towarzystwo Emerytalne Allianz Polska
2622
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$3.73億 +$7678万 +26% 1.94% – 13 23.08% 1.7
Watershed Private Wealth
2623
Watershed Private Wealth
Illinois
$3.73億 +$1818万 +5% 1.58% 80.3% 129 17.05% 2.3
Lisanti Capital Growth
2624
Lisanti Capital Growth
New York
$3.73億 -$8172万 -18% 16.6% 1,588% 161 73.29% 0.4
MKC
2625
M. Kraus & Co
Vermont
$3.73億 -$418万 -1% 3.17% 65.9% 88 7.95% 6.9