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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、5,013本のファンド(~56%)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)
Udine Wealth Management
3101
Udine Wealth Management
Florida
$2.53億 +$1056万 +4% 4.64% 141% 46 30.43% 1.9
State of New Jersey Common Pension Fund A
3102
State of New Jersey Common Pension Fund A
New Jersey
$2.53億 +$3003万 +13% 4.52% – 4 25% 1.1
Ergawealth Advisors
3103
Ergawealth Advisors
Illinois
$2.53億 -$412万 -2% 1.58% 50% 54 1.85% 2.5
Dogwood Wealth Management
3104
Dogwood Wealth Management
Kansas
$2.53億 -$5.31万 -0% 0.41% 57.9% 964 21.68% 1.3
Davidson Kahn Capital Management
3105
Davidson Kahn Capital Management
California
$2.53億 +$2028万 +9% 0.52% – 76 14.47% 1.3
TFG
3106
Team Financial Group
California
$2.53億 +$1754万 +7% 0.99% 46% 306 81.7% 0.4
Davidson Trust Company
3107
Davidson Trust Company
Washington
$2.53億 -$332万 -1% 3.84% 77% 194 7.73% 3.9
CWMG
3108
Compass Wealth Management (Georgia)
Georgia
$2.53億 +$202万 +0.8% 0.9% – 79 10.13% 1
Finer Wealth Management
3109
Finer Wealth Management
Massachusetts
$2.53億 +$2908万 +13% 8.23% 175% 94 8.51% 3.1
J. R. Prunier Capital Management LLC
3110
J. R. Prunier Capital Management LLC
Massachusetts
$2.53億 +$333万 +1% 0.4% – 252 4.76% 0.4
Optima Capital
3111
Optima Capital
Oregon
$2.53億 -$67.9万 -0.3% 1.65% – 182 20.88% 1.3
I2I
3112
Insight 2811 Inc
Illinois
$2.52億 -$608万 -2% 1.38% 31.3% 116 11.21% 4.6
MW Advisory
3113
MW Advisory
Georgia
$2.52億 +$174万 +0.7% 3.03% – 167 25.75% 0.2
TTP Investments
3114
TTP Investments
California
$2.52億 +$542万 +2% 4.7% 232% 36 47.22% 2.3
Cornerstone Wealth Partners
3115
Cornerstone Wealth Partners
Michigan
$2.52億 +$3669万 +17% 2.07% – 17 23.53% 0.8
Pennsylvania State University
3116
Pennsylvania State University
Pennsylvania
$2.52億 +$312万 +1% 1.46% – 3 0% 0.6
Applied Capital LLC
3117
Applied Capital LLC
Florida
$2.52億 +$542万 +2% 1.45% 78.3% 97 8.25% 2.7
Aurelius Family Office
3118
Aurelius Family Office
New Hampshire
$2.52億 -$227万 -0.9% 1.52% – 50 2% 1.6
GEM Asset Management
3119
GEM Asset Management
Michigan
$2.52億 -$230万 -0.9% 0.35% 62.9% 123 13.01% 2.6
Kieckhefer Group
3120
Kieckhefer Group
Wisconsin
$2.52億 +$578万 +2% 10.7% – 68 13.24% 1.2
ASBI
3121
American State Bank (Iowa)
Iowa
$2.52億 +$501万 +2% 1.66% 149% 142 5.63% 4.6
Griffith & Werner
3122
Griffith & Werner
Georgia
$2.52億 +$3811万 +18% 4.39% – 82 17.07% 1.3
Aspect Management
3123
Aspect Management
California
$2.51億 +$695万 +3% 30.1% – 1 0% 0.8
Client First Capital
3124
Client First Capital
California
$2.51億 +$19.2万 +0.1% 0.88% 54.6% 35 25.71% 1.6
Blue Square Asset Management
3125
Blue Square Asset Management
New York
$2.51億 +$430万 +2% 3.99% 117% 79 8.86% 2.6