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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、6,148本のファンド(~69%)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)
Duncan Williams Asset Management
2626
Duncan Williams Asset Management
Tennessee
$4.62億 +$1866万 +4% 1.52% – 186 13.98% 1.6
Fairway Wealth
2627
Fairway Wealth
Ohio
$4.62億 +$2470万 +6% 1.36% 51.5% 420 51.67% 0.8
Legacy Wealth Partners (Colorado)
2628
Legacy Wealth Partners (Colorado)
Colorado
$4.62億 +$1676万 +4% 0.46% – 215 20.93% 0.6
Atlas Private Wealth Advisors
2629
Atlas Private Wealth Advisors
New Jersey
$4.62億 +$515万 +1% 0.15% 57.8% 152 10.53% 2.9
Milestone Investment Advisors
2630
Milestone Investment Advisors
Wisconsin
$4.61億 -$149万 -0.3% 0.56% 56.9% 145 7.59% 2.9
Flagship Wealth Advisors
2631
Flagship Wealth Advisors
Massachusetts
$4.61億 +$1419万 +3% 1.78% – 515 15.53% 1.1
Syverson Strege & Co
2632
Syverson Strege & Co
Iowa
$4.61億 +$189万 +0.4% 0.82% 74% 200 14% 2.2
EdgeRock Capital
2633
EdgeRock Capital
Colorado
$4.61億 +$1936万 +4% 1.33% 79.7% 157 15.92% 1.4
California First Leasing Corp
2634
California First Leasing Corp
California
$4.61億 -$1053万 -2% 2.96% 352% 41 19.51% 2.6
Tidemark
2635
Tidemark
California
$4.6億 +$1600万 +4% 0.78% 56.1% 1,135 18.94% 1.4
Peak Planning Group
2636
Peak Planning Group
Colorado
$4.59億 +$1598万 +4% 0.72% 111% 133 9.02% 2.4
RDA Financial Network
2637
RDA Financial Network
Iowa
$4.59億 +$21.8万 +0% 3.29% 93.4% 300 15.67% 3.8
Bitwise Funds Trust
2638
Bitwise Funds Trust
California
$4.59億 +$650万 +1% 20% – 53 32.08% 0.2
Strengthening Families & Communities LLC
2639
Strengthening Families & Communities LLC
Massachusetts
$4.59億 +$930万 +2% 1.01% 116% 867 18.11% 1.4
Marks Wealth
2640
Marks Wealth
Maryland
$4.59億 -$308万 -0.7% 1.32% 165% 21 38.1% 1.2
Paradiem
2641
Paradiem
Louisiana
$4.59億 -$524万 -1% 1.62% 114% 78 21.79% 1.6
Doliver Advisors
2642
Doliver Advisors
Texas
$4.58億 +$1627万 +4% 9.34% 92.3% 203 16.75% 4.1
LPWM LLC
2643
LPWM LLC
Minnesota
$4.58億 +$718万 +2% 0.45% 59.4% 106 12.26% 3.8
Cerro Pacific Wealth Advisors
2644
Cerro Pacific Wealth Advisors
California
$4.58億 +$1560万 +4% 1.57% – 177 10.17% 3.4
Fusion Capital
2645
Fusion Capital
South Carolina
$4.58億 +$2723万 +6% 2.04% 108% 119 17.65% 3.7
Uncommon Cents Investing
2646
Uncommon Cents Investing
Wisconsin
$4.57億 -$417万 -0.9% 0.16% 91.4% 218 2.29% 5.4
Aspen Capital Management
2647
Aspen Capital Management
Idaho
$4.57億 +$393万 +0.9% 0.37% – 88 10.23% 1.2
Warner Group
2648
Warner Group
Connecticut
$4.57億 +$5072万 +12% 0.45% – 142 11.97% 0.6
SWMG LLC
2649
SWMG LLC
Texas
$4.57億 +$3218万 +8% 0.65% 68.7% 127 28.35% 2
Peavine Capital
2650
Peavine Capital
Nevada
$4.57億 -$1494万 -3% 1.18% 30.8% 10 20% 6.5