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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)
Advisortrust Partners
2926
Advisortrust Partners
North Carolina
$3.18億 +$2581万 +9% 0.6% – 223 17.94% 0.6
Castle Wealth Management
2927
Castle Wealth Management
Florida
$3.18億 -$1942万 -6% 0.45% 60.1% 148 13.51% 3
Stonebridge Financial Planning Group
2928
Stonebridge Financial Planning Group
Florida
$3.18億 +$391万 +1% 0.27% 72.4% 191 7.85% 3.6
Genesee Capital Advisors
2929
Genesee Capital Advisors
New York
$3.18億 +$17万 +0.1% 0.92% 107% 197 19.8% 2
Nepsis Inc
2930
Nepsis Inc
Minnesota
$3.17億 +$2263万 +8% 8.98% 131% 29 6.9% 4.6
TrustBank
2931
TrustBank
Illinois
$3.17億 +$2283万 +8% 0.52% – 193 12.44% 0.6
Oak Asset Management
2932
Oak Asset Management
California
$3.17億 +$639万 +2% 5.11% 91.8% 117 5.98% 3.5
Left Brain Wealth Management
2933
Left Brain Wealth Management
Illinois
$3.17億 -$1429万 -4% 3.84% 376% 119 34.45% 1.2
Archer Investment Management
2934
Archer Investment Management
Texas
$3.17億 +$2467万 +8% 0.61% – 131 23.66% 0.8
Carroll Advisory Group
2935
Carroll Advisory Group
Texas
$3.17億 +$1269万 +4% 0.89% – 88 18.18% 0.6
FDx Advisors
2936
FDx Advisors
Illinois
$3.17億 -$1453万 -4% 0.14% 71.6% 192 16.67% 3.7
Cambridge Financial Group (Arizona)
2937
Cambridge Financial Group (Arizona)
Arizona
$3.17億 -$54.6万 -0.2% 0.76% 69.5% 155 1.29% 2.2
Glass Wealth Management
2938
Glass Wealth Management
Texas
$3.17億 +$1821万 +6% 3.96% – 75 13.33% 1.8
Financial Council
2939
Financial Council
Maryland
$3.17億 +$833万 +3% 0.58% 88.6% 112 7.14% 2.8
Alliance Wealth Advisors (Pennsylvania)
2940
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.17億 +$882万 +3% 0.2% 74.4% 179 6.7% 3.5
Leisure Capital Management
2941
Leisure Capital Management
California
$3.16億 -$411万 -1% 3.43% 111% 166 9.04% 5.3
Mills Wealth Advisors
2942
Mills Wealth Advisors
Texas
$3.16億 -$143万 -0.5% 1.64% 37.9% 81 9.88% 1.9
Strive Financial Group
2943
Strive Financial Group
Indiana
$3.16億 +$8586万 +37% 2.36% – 1,303 36.68% 0.4
RBA Wealth Management
2944
RBA Wealth Management
California
$3.16億 +$4329万 +16% 4.88% 91% 123 38.21% 2.2
RIS
2945
Richmond Investment Services
Wisconsin
$3.16億 -$30.4万 -0.1% 0.55% – 158 15.19% 1.3
OneAscent Wealth Management
2946
OneAscent Wealth Management
Alabama
$3.15億 -$2009万 -6% 1.03% 54.1% 182 24.18% 1.9
Beacon Wealthcare LLC
2947
Beacon Wealthcare LLC
North Carolina
$3.15億 +$332万 +1% 0.54% 47% 32 18.75% 2.8
Trinity Wealth Management
2948
Trinity Wealth Management
Pennsylvania
$3.15億 +$24.1万 +0.1% 0.78% 56.7% 94 24.47% 2.5
Townsend Asset Management
2949
Townsend Asset Management
North Carolina
$3.15億 +$349万 +1% 2.72% 88.5% 201 9.45% 4.6
LCNB Corp
2950
LCNB Corp
Ohio
$3.15億 -$1066万 -3% 1.46% 83.1% 193 12.44% 6.1