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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、4,786本のファンド(~54%)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)
Power Wealth Management
2676
Power Wealth Management
Georgia
$2.95億 +$450万 +2% 0.48% 41.8% 140 23.57% 1.5
Midwest Financial Group
2677
Midwest Financial Group
Kansas
$2.95億 +$1029万 +4% 0.63% 103% 144 9.72% 2.2
Investment Research Partners
2678
Investment Research Partners
Pennsylvania
$2.95億 -$16万 -0.1% 3% – 301 14.62% 0.8
CCAM
2679
Codex Capital Asset Management
Texas
$2.95億 +$616万 +2% 4.63% – 33 0% 1.8
McCarter Private Wealth Services
2680
McCarter Private Wealth Services
Massachusetts
$2.95億 +$476万 +2% 3.32% – 198 16.67% 1.2
Cisco Systems
2681
Cisco Systems
California
$2.94億 -$1.11億 -27% 4.48% 210% 7 42.86% 2
Pavaki Capital Management
2682
Pavaki Capital Management
Colorado
$2.94億 +$741万 +3% 6.28% – 171 9.94% 0.6
TTA
2683
Thor Trading Advisors
Pennsylvania
$2.94億 -$2498万 -8% 2.21% – 44 50% 0.4
Lewis Asset Management
2684
Lewis Asset Management
California
$2.94億 +$824万 +3% 3.49% 142% 239 15.06% 1.5
Verde Servicos Internacionais
2685
Verde Servicos Internacionais
Brazil
$2.94億 +$2068万 +8% 1.92% 130% 58 56.9% 0.6
Beacon Financial Planning
2686
Beacon Financial Planning
Massachusetts
$2.94億 -$99万 -0.3% 0.95% 74.3% 86 2.33% 1.8
Bourne Lent Asset Management
2687
Bourne Lent Asset Management
New York
$2.93億 +$364万 +1% 6.78% 95.1% 67 8.96% 8
American Capital Advisory
2688
American Capital Advisory
Idaho
$2.93億 +$1818万 +7% 1.42% 69% 1,231 10.15% 1.4
Sharper & Granite
2689
Sharper & Granite
California
$2.93億 -$3002万 -9% 0.62% 50.8% 109 1.83% 3.2
TCFG Investment Advisors
2690
TCFG Investment Advisors
California
$2.93億 -$417万 -1% 2.99% – 317 14.83% 0.4
TKG Advisors
2691
TKG Advisors
Indiana
$2.92億 +$458万 +2% 3.89% 116% 108 23.15% 2.1
Endowment Wealth Management
2692
Endowment Wealth Management
Wisconsin
$2.92億 +$3369万 +13% 0.76% 70.7% 192 7.81% 2.3
Fluent Financial
2693
Fluent Financial
Texas
$2.92億 +$1199万 +4% 1.06% 46.9% 69 50.72% 2.1
Stonehearth Capital Management
2694
Stonehearth Capital Management
Massachusetts
$2.92億 -$113万 -0.4% 0.42% 87.5% 98 10.2% 3.7
Eagle Capital Management (Louisiana)
2695
Eagle Capital Management (Louisiana)
Louisiana
$2.92億 -$99.1万 -0.3% 2.48% 103% 54 14.81% 4.5
Vertrix Wealth Management
2696
Vertrix Wealth Management
Michigan
$2.92億 -$533万 -2% 1.2% – 108 12.96% 0.4
Jackson Creek Investment Advisors
2697
Jackson Creek Investment Advisors
Colorado
$2.92億 -$1016万 -3% 2.05% 245% 386 39.9% 0.8
Kaydan Wealth Management
2698
Kaydan Wealth Management
Michigan
$2.91億 -$3676万 -11% 0.5% 58% 122 10.66% 3.2
AAFMAA Wealth Management & Trust
2699
AAFMAA Wealth Management & Trust
North Carolina
$2.91億 +$457万 +2% 0.15% 62.3% 100 11% 2
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
2700
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$2.91億 -$949万 -3% 4.42% 215% 217 12.44% 1.9