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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、7,143本のファンド(~80%)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)
Valicenti Advisory Services
2851
Valicenti Advisory Services
New York
$5.31億 +$81.6万 +0.2% 2.35% 134% 86 9.3% 5.8
Frontier Asset Management
2852
Frontier Asset Management
Wyoming
$5.3億 -$2856万 -5% 0.06% 57.1% 94 18.09% 2.3
TGY2IT
2853
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$5.3億 +$1964万 +4% 0.73% – 147 74.83% 0.3
Vickerman Investment Advisors
2854
Vickerman Investment Advisors
Washington
$5.3億 +$1442万 +3% 1.47% 53.1% 103 3.88% 3
Kirr Marbach & Co
2855
Kirr Marbach & Co
Indiana
$5.3億 -$6426万 -11% 6.67% 121% 61 13.11% 4.7
Morton Community Bank
2856
Morton Community Bank
Illinois
$5.29億 +$3830万 +8% 0.19% 67.7% 126 11.11% 2.2
Cranbrook Wealth Management
2857
Cranbrook Wealth Management
Michigan
$5.29億 -$509万 -1% 0.41% 54.3% 418 13.4% 6.1
Trigran Investments
2858
Trigran Investments
Illinois
$5.29億 -$1612万 -3% 1.23% 44.7% 19 15.79% 3.5
Bright Rock Capital Management
2859
Bright Rock Capital Management
Massachusetts
$5.29億 +$3004万 +6% 6.08% 53.1% 80 18.75% 5.3
Beacon Financial Advisory
2860
Beacon Financial Advisory
Ohio
$5.29億 +$2049万 +4% 1.37% 76.8% 448 12.95% 2.8
Waterway Wealth Management
2861
Waterway Wealth Management
Texas
$5.28億 +$3818万 +8% 0.28% 52.2% 113 18.58% 1.2
Prudent Investors Network
2862
Prudent Investors Network
California
$5.28億 +$1150万 +2% 1.51% – 94 10.64% 2.2
Schwarz Dygos Wheeler Investment Advisors
2863
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.28億 +$378万 +0.7% 2.3% 82.6% 182 8.24% 4.4
Aspire Capital Advisors
2864
Aspire Capital Advisors
Washington
$5.27億 +$1390万 +3% 2.04% 68.6% 146 13.01% 2
MPS Loria Financial Planners
2865
MPS Loria Financial Planners
Illinois
$5.27億 +$9209万 +21% 2.39% 80% 93 8.6% 5.4
Brown Capital Management
2866
Brown Capital Management
Maryland
$5.27億 +$2668万 +5% 10.7% 107% 58 12.07% 3.8
Adams Wealth Management
2867
Adams Wealth Management
Utah
$5.27億 +$453万 +0.9% 0.21% 112% 153 8.5% 2.7
Highline Wealth Partners
2868
Highline Wealth Partners
California
$5.27億 +$3364万 +7% 3.19% 93.8% 1,552 15.01% 1.5
Wendel SE
2869
Wendel SE
$5.26億 +$756万 +1% 1.46% – 1 0% 1.5
Continental General Insurance Company
2870
Continental General Insurance Company
Texas
$5.26億 +$4637万 +10% 2.06% 117% 14 50% 1
Beacon Harbor Wealth Advisors
2871
Beacon Harbor Wealth Advisors
Virginia
$5.26億 +$1259万 +2% 1.52% 150% 80 26.25% 2.6
Weaver Capital Management
2872
Weaver Capital Management
Georgia
$5.25億 +$7145万 +16% 1.72% 79.4% 196 18.88% 1.9
Newman Dignan & Sheerar Inc
2873
Newman Dignan & Sheerar Inc
Rhode Island
$5.25億 +$216万 +0.4% 1.89% 82.6% 203 14.29% 6.4
Fulcrum Capital
2874
Fulcrum Capital
Washington
$5.25億 +$3199万 +6% 5.88% 102% 106 7.55% 4.1
Bender Robert & Associates
2875
Bender Robert & Associates
California
$5.25億 +$4339万 +9% 9.61% 146% 49 26.53% 1.5