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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)
Opal Wealth Advisors
3051
Opal Wealth Advisors
New York
$4.79億 +$1649万 +4% 1.52% 62.3% 250 20.4% 2.4
Chase Investment Counsel
3052
Chase Investment Counsel
Virginia
$4.79億 +$563万 +1% 6.9% 380% 159 27.04% 1.8
UFAC
3053
Urban Financial Advisory Corp
Illinois
$4.79億 +$1.16億 +32% 1.87% 52.5% 59 22.03% 1.8
Investment Advisory Group
3054
Investment Advisory Group
Massachusetts
$4.79億 +$1750万 +4% 0.87% 68.8% 229 10.92% 3
Lightrock Netherlands
3055
Lightrock Netherlands
Netherlands
$4.78億 -$2825万 -6% 2.43% – 37 8.11% 1.5
AA
3056
Ashford Advisors
New York
$4.78億 -$725万 -1% 1.61% 75.4% 23 0% 3.8
Guidance Point Advisors
3057
Guidance Point Advisors
Massachusetts
$4.77億 +$387万 +0.8% 0.46% 71.8% 104 3.85% 4.2
Vaquero Private Wealth
3058
Vaquero Private Wealth
Texas
$4.77億 -$892万 -2% 0.71% – 209 10.53% 0.2
Anchyra Partners
3059
Anchyra Partners
Georgia
$4.77億 +$6045万 +15% 4.07% – 483 37.89% 0.4
Austin Wealth Management
3060
Austin Wealth Management
Texas
$4.77億 +$333万 +0.7% 0.27% 52.4% 129 6.98% 2.4
Cornerstone Wealth Advisors
3061
Cornerstone Wealth Advisors
Minnesota
$4.77億 -$54.6万 -0.1% 0.36% 46.1% 57 10.53% 3.9
Pacific Center for Financial Services
3062
Pacific Center for Financial Services
California
$4.77億 +$2839万 +6% 0.09% 60.1% 512 3.32% 5.8
Concentrum Wealth Management
3063
Concentrum Wealth Management
California
$4.76億 +$5862万 +14% 7.61% 200% 135 8.89% 2.4
High Net Worth Advisory Group
3064
High Net Worth Advisory Group
Florida
$4.76億 +$491万 +1% 1.7% 75.7% 262 8.02% 3.2
SSI
3065
Scott & Selber Inc
Texas
$4.76億 +$232万 +0.5% 1.23% 202% 95 7.37% 5.6
Berkeley Capital Partners
3066
Berkeley Capital Partners
Georgia
$4.76億 -$1007万 -2% 0.41% 70.5% 214 12.15% 4.3
Jessup Wealth Management
3067
Jessup Wealth Management
Ohio
$4.76億 +$1.4億 +42% 8.27% 181% 93 20.43% 1.9
DI
3068
DKRT Investments
$4.75億 +$6624万 +16% 3.53% – 53 7.55% 1
SA
3069
Strategic Advisors
New York
$4.75億 +$1208万 +3% 6.41% 106% 169 7.69% 5.7
Peterson Wealth Services
3070
Peterson Wealth Services
Utah
$4.74億 +$1552万 +3% 3.5% 160% 251 13.55% 2.3
Park Edge Advisors
3071
Park Edge Advisors
Ohio
$4.74億 -$68万 -0.1% 0.6% 61.1% 171 18.13% 2.1
Lorne Steinberg Wealth Management
3072
Lorne Steinberg Wealth Management
Canada
$4.74億 -$1252万 -3% 0.08% 83.4% 78 15.38% 3.8
KDA
3073
Kraft Davis & Associates
Missouri
$4.74億 -$509万 -1% 0.48% 81.8% 164 15.24% 2.3
Bellars Harris Wealth Management
3074
Bellars Harris Wealth Management
Virginia
$4.73億 -$1857万 -4% 0.09% – 161 47.83% 0.1
GSG Advisors
3075
GSG Advisors
New Jersey
$4.73億 +$1826万 +4% 2.14% 99.3% 170 17.06% 1.9