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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)
Quantum Financial Planning Services
2651
Quantum Financial Planning Services
Washington
$3.67億 +$4452万 +14% 0.54% – 60 13.33% 1.2
ITIM
2652
Indiana Trust & Investment Management
Indiana
$3.67億 +$107万 +0.3% 1.65% 114% 485 7.01% 4.1
25 LLC
2653
25 LLC
Missouri
$3.67億 +$170万 +0.5% 0.96% 48.7% 83 12.05% 2.2
Eaton-Cambridge
2654
Eaton-Cambridge
Arizona
$3.66億 +$1066万 +3% 0.58% 48.7% 79 18.99% 1.4
BCS Private Wealth Management
2655
BCS Private Wealth Management
New Jersey
$3.66億 +$3425万 +10% 3.11% – 213 19.72% 0.9
Southern Financial Group
2656
Southern Financial Group
Alabama
$3.66億 -$2555万 -7% 4.08% – 96 8.33% 0.7
Purus Wealth Management
2657
Purus Wealth Management
California
$3.66億 +$304万 +0.8% 4.14% 174% 183 13.66% 3
Gill Capital Partners
2658
Gill Capital Partners
Colorado
$3.66億 -$1175万 -3% 0.28% 59% 703 78.52% 4.1
Barrett & Company
2659
Barrett & Company
Rhode Island
$3.66億 +$851万 +2% 1.91% 83.6% 727 10.45% 3
Essential Planning
2660
Essential Planning
New Hampshire
$3.65億 +$1159万 +3% 0.82% 40.9% 90 5.56% 2.7
Planned Solutions
2661
Planned Solutions
California
$3.65億 +$1618万 +5% 1.59% 68.3% 164 10.37% 2.8
Sterling Financial Planning
2662
Sterling Financial Planning
New Jersey
$3.65億 -$287万 -0.8% 1.31% 59.3% 127 5.51% 4.1
Impact Capital Partners
2663
Impact Capital Partners
Colorado
$3.65億 -$188万 -0.5% 3.47% – 297 14.81% 1.4
NFC Investments
2664
NFC Investments
Tennessee
$3.65億 -$2858万 -7% 4.57% 58% 45 4.44% 4.8
HT Partners
2665
HT Partners
Connecticut
$3.64億 +$329万 +0.9% 1.14% 71.1% 56 5.36% 6
CCM
2666
Consolidated Capital Management
California
$3.64億 -$1088万 -3% 0.9% 166% 74 4.05% 2.7
Firetrail Investments
2667
Firetrail Investments
Australia
$3.64億 +$887万 +2% 1.88% 139% 34 5.88% 1.5
Centerpoint Advisors
2668
Centerpoint Advisors
Massachusetts
$3.63億 +$1110万 +3% 1.38% 82.6% 507 34.12% 3.9
Verger Capital Management
2669
Verger Capital Management
North Carolina
$3.63億 +$2172万 +6% 1.13% 58.3% 14 21.43% 8.1
Family Legacy Inc
2670
Family Legacy Inc
South Carolina
$3.63億 -$1194万 -3% 2.48% 89% 128 6.25% 6.2
Wright Investors Service
2671
Wright Investors Service
Connecticut
$3.63億 -$287万 -0.8% 4.41% 161% 167 23.95% 4.6
HA
2672
Hamel Associates
New Jersey
$3.63億 -$4.55万 -0% 2.91% 59.4% 94 7.45% 6.4
Global Financial Private Client
2673
Global Financial Private Client
Florida
$3.62億 -$639万 -2% 2.2% 100% 253 9.49% 4.3
PhiloSmith Capital
2674
PhiloSmith Capital
Connecticut
$3.62億 -$663万 -2% 1.14% 47% 23 4.35% 7.8
Vectors Research Management
2675
Vectors Research Management
New York
$3.62億 -$2136万 -6% 0.3% 71.4% 153 8.5% 4.3