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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)
Bishop & Co Investment Management
2901
Bishop & Co Investment Management
Pennsylvania
$3.23億 -$228万 -0.7% 0.24% 53.7% 26 0% 7.2
LFP
2902
Lakeshore Financial Planning
Michigan
$3.23億 +$1186万 +4% 2.28% 65.4% 102 14.71% 1.9
Davis Investment Partners
2903
Davis Investment Partners
North Carolina
$3.22億 -$603万 -2% 0.71% 97.8% 184 16.3% 2
Vodafone Ventures
2904
Vodafone Ventures
United Kingdom
$3.22億 -$1.64億 -34% 33.8% – 1 0% 0.8
SA
2905
Skyline Advisors
Washington
$3.22億 +$289万 +0.9% 2.07% 52% 128 10.16% 1.8
Foundry Financial
2906
Foundry Financial
California
$3.22億 +$2461万 +8% 0.05% – 103 24.27% 0.5
Raleigh Capital Management
2907
Raleigh Capital Management
North Carolina
$3.22億 +$819万 +3% 1.27% 79.9% 593 22.09% 2.8
Invesco LLC (Illinois)
2908
Invesco LLC (Illinois)
Illinois
$3.21億 -$217万 -0.7% 3.14% 122% 137 7.3% 2.6
Global Trust Asset Management
2909
Global Trust Asset Management
Florida
$3.21億 +$119万 +0.4% 0.22% 178% 548 22.99% 3.9
Asset Allocation & Management Company
2910
Asset Allocation & Management Company
Illinois
$3.21億 +$1397万 +5% 0.53% 58.5% 71 8.45% 3.5
Centerline Wealth Advisors
2911
Centerline Wealth Advisors
Kentucky
$3.21億 +$155万 +0.5% 1.11% – 83 6.02% 1
Tencap Wealth Coaching
2912
Tencap Wealth Coaching
Utah
$3.21億 +$521万 +2% 0.21% – 21 9.52% 0.4
Sharper & Granite
2913
Sharper & Granite
California
$3.2億 -$241万 -0.7% 0.44% 51.1% 110 4.55% 3.3
Sims Investment Management
2914
Sims Investment Management
Ohio
$3.2億 -$312万 -1% 1.73% – 184 78.8% 1.4
LRZ Capital
2915
LRZ Capital
Florida
$3.2億 +$1.23億 +62% 5.95% – 32 53.13% 0.3
Register Financial Advisors
2916
Register Financial Advisors
Georgia
$3.2億 -$601万 -2% 0.49% 130% 454 9.91% 2.2
Adirondack Trust Company
2917
Adirondack Trust Company
New York
$3.2億 -$1584万 -5% 2.92% 96.7% 575 6.43% 6.4
Bell & Brown Wealth Advisors
2918
Bell & Brown Wealth Advisors
California
$3.2億 -$1036万 -3% 4.67% 125% 74 4.05% 6.2
Tiller Private Wealth
2919
Tiller Private Wealth
Pennsylvania
$3.2億 +$34.9万 +0.1% 0.94% 60.2% 72 5.56% 3.5
Viewpoint Investment Partners
2920
Viewpoint Investment Partners
Alberta, Canada
$3.19億 +$2977万 +10% 0.47% 38.4% 150 20.67% 0.7
Maryland Capital Advisors
2921
Maryland Capital Advisors
Maryland
$3.19億 +$731万 +2% 0.06% – 1,088 7.63% 1.1
Samalin Investment Counsel
2922
Samalin Investment Counsel
New York
$3.19億 -$66.6万 -0.2% 0.71% 68.3% 359 14.21% 3.3
William Mack & Associates
2923
William Mack & Associates
Michigan
$3.19億 +$3555万 +13% 1.26% – 876 87.1% 0.1
Carlton Hofferkamp & Jenks Wealth Management
2924
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.19億 +$896万 +3% 1.26% 63.9% 147 2.72% 6.5
Defender Capital
2925
Defender Capital
North Carolina
$3.19億 +$1118万 +4% 7.68% 101% 39 7.69% 0.6