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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)
Decker Retirement Planning
3026
Decker Retirement Planning
Utah
$3.02億 +$818万 +3% 4.27% – 497 39.03% 0.8
LAM
3027
Lountzis Asset Management
Pennsylvania
$3.02億 -$1427万 -5% 5.74% 124% 63 20.63% 3.5
Breakwater Investment Management
3028
Breakwater Investment Management
Washington
$3.02億 +$797万 +3% 1.36% – 845 37.4% 1
Acorn Creek Capital
3029
Acorn Creek Capital
Colorado
$3.02億 +$239万 +0.8% 0.7% 66.6% 96 17.71% 1.9
Providence First Trust
3030
Providence First Trust
Arizona
$3.02億 -$5605万 -16% 0.73% 68.4% 236 42.8% 2.2
LWMI
3031
Landmark Wealth Management (Illinois)
Illinois
$3.02億 -$69.3万 -0.2% 0.23% 42.4% 46 10.87% 1.9
Denver PWM
3032
Denver PWM
Colorado
$3.01億 -$432万 -1% 0.76% 48.6% 91 3.3% 3.2
Muzinich & Co
3033
Muzinich & Co
New York
$3.01億 +$859万 +3% 0.15% 13.5% 38 39.47% 9.7
Western Financial Corp
3034
Western Financial Corp
California
$3億 -$4112万 -12% 0.89% 275% 159 31.45% 1.7
Heathbridge Capital Management
3035
Heathbridge Capital Management
Ontario, Canada
$3億 +$798万 +3% 2.25% 73.6% 31 9.68% 5.1
Elevated Capital Advisors
3036
Elevated Capital Advisors
Utah
$3億 -$6330万 -17% 0.03% 50.2% 892 6.95% 1.4
First Community Trust
3037
First Community Trust
Iowa
$3億 +$7881万 +36% 3.05% 128% 360 13.61% 3.2
Access Financial Services
3038
Access Financial Services
Minnesota
$3億 -$484万 -2% 1.31% 51.1% 114 19.3% 4
Kondo Wealth Advisors
3039
Kondo Wealth Advisors
California
$3億 +$101万 +0.3% 0.17% – 79 11.39% 1.4
Foundation Wealth Management (Pennsylvania)
3040
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3億 -$3160万 -10% 0.65% – 107 10.28% 1.5
Wealth Advisors Northwest
3041
Wealth Advisors Northwest
Oregon
$2.99億 +$610万 +2% 0.34% – 65 4.62% 1.5
Trellis Wealth Advisors
3042
Trellis Wealth Advisors
California
$2.99億 +$793万 +3% 0.03% 62.2% 116 58.62% 0.9
BWA
3043
BlueChip Wealth Advisors
Georgia
$2.98億 +$3460万 +13% 1.04% 62.2% 197 17.26% 1.5
Monte Financial Group
3044
Monte Financial Group
Connecticut
$2.98億 -$1399万 -4% 3.25% 66.7% 105 8.57% 4.1
Maestria Partners
3045
Maestria Partners
Georgia
$2.98億 +$1025万 +4% 1.96% – 15 6.67% 1.2
Sage Private Wealth Group
3046
Sage Private Wealth Group
Illinois
$2.98億 +$7526万 +34% 0.28% 72.3% 138 29.71% 2
SC
3047
Sawyer & Company
Massachusetts
$2.98億 -$24.9万 -0.1% 5.26% 111% 210 9.05% 4.6
Shrier Wealth Management
3048
Shrier Wealth Management
California
$2.98億 +$114万 +0.4% 1% – 137 5.11% 0.7
Weitzel Financial Services
3049
Weitzel Financial Services
Iowa
$2.98億 +$341万 +1% 0.71% 46.3% 56 14.29% 3.5
HCC
3050
Hatch Cove Capital
Illinois
$2.97億 +$7196万 +32% 15.6% – 32 40.63% 0.3