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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)
Genworth Financial
2976
Genworth Financial
Virginia
$4.95億 +$847万 +2% 1.71% 73.6% 2 0% 5.4
Wolff Financial Management
2977
Wolff Financial Management
Michigan
$4.94億 -$722万 -1% 1.28% 56.7% 107 5.61% 3.4
Mezzasalma Advisors
2978
Mezzasalma Advisors
New Jersey
$4.93億 -$492万 -1% 2.15% 203% 175 11.43% 2.3
GWM
2979
GSB Wealth Management
Connecticut
$4.93億 -$436万 -0.9% 1.11% 69.8% 260 8.46% 3.8
Pinpoint Asset Management (Singapore)
2980
Pinpoint Asset Management (Singapore)
$4.93億 +$53.8万 +0.1% 7.34% – 225 52.89% 0.4
Summit Wealth & Retirement Planning
2981
Summit Wealth & Retirement Planning
California
$4.93億 +$2125万 +5% 1.56% 75.7% 120 14.17% 3.1
Strategic Value Partners
2982
Strategic Value Partners
Connecticut
$4.93億 +$3.22億 +189% 176% – 4 75% 0.2
Decker Wealth Management LLC
2983
Decker Wealth Management LLC
Tennessee
$4.93億 +$2167万 +5% 3.41% – 124 15.32% 0.6
Builder Investment Group
2984
Builder Investment Group
Georgia
$4.93億 -$1200万 -2% 5.79% 169% 108 5.56% 3
Waller Financial Planning Group
2985
Waller Financial Planning Group
Ohio
$4.93億 +$701万 +1% 0.18% 47.5% 82 7.32% 4.7
Prentice Wealth Management
2986
Prentice Wealth Management
New York
$4.93億 +$807万 +2% 0.64% 47.8% 130 7.69% 3.1
SailingStone Capital Partners
2987
SailingStone Capital Partners
Texas
$4.92億 -$4203万 -8% 6.36% 129% 19 5.26% 3.4
Summa Corp
2988
Summa Corp
Texas
$4.92億 +$1.73億 +54% 6.47% 348% 96 18.75% 1.5
SMART Wealth
2989
SMART Wealth
Nebraska
$4.92億 +$2796万 +6% 2.34% 83.6% 267 31.84% 1.1
Winch Advisory Services
2990
Winch Advisory Services
Wisconsin
$4.92億 +$1044万 +2% 3.64% 92.4% 583 4.29% 5.2
Coston McIsaac & Partners
2991
Coston McIsaac & Partners
Maine
$4.91億 -$586万 -1% 0% 40.6% 1,004 22.01% 2.9
Summit Partners
2992
Summit Partners
Massachusetts
$4.91億 -$1.18億 -19% 6.7% 23.2% 5 0% 7.8
von Borstel & Associates
2993
von Borstel & Associates
Oregon
$4.91億 +$282万 +0.6% 0.79% – 48 14.58% 1.6
PW Nova Financial Services
2994
PW Nova Financial Services
Pennsylvania
$4.91億 +$2436万 +5% 1.42% – 221 13.12% 0.6
Investment Management Associates
2995
Investment Management Associates
Colorado
$4.9億 +$305万 +0.6% 3.31% 50.4% 36 25% 2.1
Tillman Hartley LLC
2996
Tillman Hartley LLC
Colorado
$4.9億 +$4478万 +10% 1.23% 48.7% 107 14.95% 2.5
Ballast Advisors
2997
Ballast Advisors
Minnesota
$4.9億 +$7000万 +17% 1.18% 73.9% 226 17.7% 4
Triune Financial Partners
2998
Triune Financial Partners
Kansas
$4.9億 +$1073万 +2% 0% 66.6% 52 13.46% 3.1
Blankinship & Foster
2999
Blankinship & Foster
California
$4.9億 -$594万 -1% 0.4% 67.1% 81 8.64% 5.1
O'Keefe Stevens Advisory
3000
O'Keefe Stevens Advisory
New York
$4.89億 +$153万 +0.3% 1.11% 208% 84 7.14% 3.7