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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)
GIL
3076
Go Invest LLC
Utah
$4.73億 +$4700万 +11% 0.53% – 137 28.47% 0.6
SWG
3077
Summit Wealth Group
Vermont
$4.72億 -$1793万 -4% 1.24% 56.7% 131 7.63% 2.4
Brand Asset Management Group
3078
Brand Asset Management Group
Missouri
$4.72億 +$1968万 +4% 0.11% 77.3% 252 20.24% 2.6
Uniting Wealth Partners
3079
Uniting Wealth Partners
Kansas
$4.72億 -$2045万 -4% 0.41% – 237 17.72% 0.9
ASG
3080
Advisory Solutions Group
Minnesota
$4.72億 +$1.77億 +60% 0.85% – 304 35.86% 0.2
General Electric
3081
General Electric
Ohio
$4.72億 +$1.03億 +28% 29.4% 23.2% 2 0% 2.4
Leo Wealth LLC
3082
Leo Wealth LLC
Texas
$4.71億 – – 0.91% – 269 – 1.8
Westmount Partners
3083
Westmount Partners
California
$4.71億 +$1432万 +3% 5.35% 123% 296 12.16% 2.4
Natural Investments
3084
Natural Investments
California
$4.71億 +$1601万 +4% 2.88% – 327 13.15% 1.1
Outlook Wealth Advisors
3085
Outlook Wealth Advisors
Texas
$4.7億 +$757万 +2% 1.35% 76% 329 12.16% 2.5
Cerity Partners Retirement Plan Advisors
3086
Cerity Partners Retirement Plan Advisors
New York
$4.7億 +$2.3億 +96% 0.46% – 72 59.72% 0.2
Accretive Wealth Partners
3087
Accretive Wealth Partners
New Jersey
$4.7億 +$5789万 +14% 1.66% 64.4% 190 14.21% 3.1
Highland Financial Advisors
3088
Highland Financial Advisors
New Jersey
$4.69億 +$1482万 +3% 0.58% 70% 83 13.25% 2.3
ArchPoint Investors
3089
ArchPoint Investors
Florida
$4.69億 -$404万 -0.9% 0.15% 106% 82 7.32% 4.3
Three Bridge Wealth Advisors
3090
Three Bridge Wealth Advisors
California
$4.69億 +$6936万 +17% 1.52% 162% 583 85.08% 0.5
Hussman Strategic Advisors
3091
Hussman Strategic Advisors
Maryland
$4.69億 +$3458万 +8% 2.44% 43.1% 319 45.14% 1.8
Wood Tarver Financial Group
3092
Wood Tarver Financial Group
Idaho
$4.68億 +$4476万 +11% 0.09% – 182 11.54% 1.4
LAI
3093
Legal Advantage Investments
California
$4.68億 +$1.83億 +64% 0.89% 116% 87 16.09% 3
Ipswich Investment Management
3094
Ipswich Investment Management
Massachusetts
$4.68億 -$546万 -1% 3.61% 104% 196 8.16% 6.7
Whitcomb & Hess
3095
Whitcomb & Hess
Ohio
$4.67億 +$393万 +0.8% 0.07% 54% 69 10.14% 3.3
VELA Investment Management
3096
VELA Investment Management
Ohio
$4.67億 +$772万 +2% 0.89% 58.8% 187 24.06% 2.1
Princeton Capital Management
3097
Princeton Capital Management
New Jersey
$4.67億 +$2324万 +5% 7.13% 206% 150 7.33% 4.2
Umpqua Bank
3098
Umpqua Bank
Oregon
$4.67億 +$2060万 +5% 3.08% – 174 7.47% 2
Cadent Capital Advisors
3099
Cadent Capital Advisors
Oklahoma
$4.66億 -$1863万 -4% 1% 106% 224 26.79% 2.2
PCG Wealth Advisors
3100
PCG Wealth Advisors
Kansas
$4.66億 +$1805万 +4% 1.06% 92.6% 198 14.65% 1.8