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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、5,048本のファンド(~56%)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)
Torrey Growth & Income Advisors
2826
Torrey Growth & Income Advisors
California
$2.97億 +$255万 +0.9% 4.39% – 121 17.36% 0.8
Marathon Wealth Advisors
2827
Marathon Wealth Advisors
Massachusetts
$2.97億 +$433万 +1% 3.21% – 77 3.9% 0.7
Fidelity D&D Bancorp
2828
Fidelity D&D Bancorp
Pennsylvania
$2.97億 +$520万 +2% 0.01% 63.8% 118 5.93% 2.5
Advisor Resource Council
2829
Advisor Resource Council
Texas
$2.96億 -$5855万 -17% 2.52% 84.8% 310 28.71% 0.7
TradeWell Securities
2830
TradeWell Securities
Indiana
$2.96億 +$1557万 +6% 5.39% – 55 10.91% 1.3
RHS Financial
2831
RHS Financial
California
$2.96億 +$4762万 +19% 2.03% 65.6% 198 23.23% 2.2
Power Wealth Management
2832
Power Wealth Management
Georgia
$2.95億 +$450万 +2% 0.48% 41.8% 140 23.57% 1.5
Midwest Financial Group
2833
Midwest Financial Group
Kansas
$2.95億 +$1029万 +4% 0.63% 103% 144 9.72% 2.2
Investment Research Partners
2834
Investment Research Partners
Pennsylvania
$2.95億 -$16万 -0.1% 3% – 301 14.62% 0.8
CCAM
2835
Codex Capital Asset Management
Texas
$2.95億 +$616万 +2% 4.63% – 33 0% 1.8
McCarter Private Wealth Services
2836
McCarter Private Wealth Services
Massachusetts
$2.95億 +$476万 +2% 3.32% – 198 16.67% 1.2
Cisco Systems
2837
Cisco Systems
California
$2.94億 -$1.11億 -27% 4.48% 210% 7 42.86% 2
Pavaki Capital Management
2838
Pavaki Capital Management
Colorado
$2.94億 +$741万 +3% 6.28% – 171 9.94% 0.6
Meramec Financial Planners
2839
Meramec Financial Planners
Missouri
$2.94億 +$2024万 +7% 0.53% – 575 19.3% 0.7
TTA
2840
Thor Trading Advisors
Pennsylvania
$2.94億 -$2498万 -8% 2.21% – 44 50% 0.4
Lewis Asset Management
2841
Lewis Asset Management
California
$2.94億 +$824万 +3% 3.49% 142% 239 15.06% 1.5
Verde Servicos Internacionais
2842
Verde Servicos Internacionais
Brazil
$2.94億 +$2068万 +8% 1.92% 130% 58 56.9% 0.6
Beacon Financial Planning
2843
Beacon Financial Planning
Massachusetts
$2.94億 -$99万 -0.3% 0.95% 74.3% 86 2.33% 1.8
Bourne Lent Asset Management
2844
Bourne Lent Asset Management
New York
$2.93億 +$364万 +1% 6.78% 95.1% 67 8.96% 8
American Capital Advisory
2845
American Capital Advisory
Idaho
$2.93億 +$1818万 +7% 1.42% 69% 1,231 10.15% 1.4
Sharper & Granite
2846
Sharper & Granite
California
$2.93億 -$3002万 -9% 0.62% 50.8% 109 1.83% 3.2
TCFG Investment Advisors
2847
TCFG Investment Advisors
California
$2.93億 -$417万 -1% 2.99% – 317 14.83% 0.4
TKG Advisors
2848
TKG Advisors
Indiana
$2.92億 +$458万 +2% 3.89% 116% 108 23.15% 2.1
Endowment Wealth Management
2849
Endowment Wealth Management
Wisconsin
$2.92億 +$3369万 +13% 0.76% 70.7% 192 7.81% 2.3
Fluent Financial
2850
Fluent Financial
Texas
$2.92億 +$1199万 +4% 1.06% 46.9% 69 50.72% 2.1