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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)
Tealwood Asset Management
3126
Tealwood Asset Management
Minnesota
$2.51億 -$940万 -4% 0.87% 128% 126 7.14% 3.9
HRC Wealth Management
3127
HRC Wealth Management
Idaho
$2.51億 +$661万 +3% 1.85% 82.2% 71 11.27% 1.8
Visionary Horizons
3128
Visionary Horizons
Tennessee
$2.51億 +$1175万 +5% 0.92% 69.2% 157 15.92% 1.4
Darden Wealth Group
3129
Darden Wealth Group
Michigan
$2.51億 -$145万 -0.6% 3.03% 243% 170 16.47% 1.6
Taylor Securities Services
3130
Taylor Securities Services
Pennsylvania
$2.5億 +$454万 +2% 1.89% – 65 12.31% 0.7
Summit Creek Advisors
3131
Summit Creek Advisors
Minnesota
$2.5億 -$4340万 -15% 4.07% 84.6% 68 26.47% 3.6
Darrow Company
3132
Darrow Company
Massachusetts
$2.5億 -$772万 -3% 0.64% 44.5% 60 6.67% 3
EAM
3133
Eukles Asset Management
Ohio
$2.5億 +$789万 +3% 2.51% 87.9% 248 10.48% 4.7
GoalFusion Wealth Management
3134
GoalFusion Wealth Management
Texas
$2.5億 +$241万 +1% 0.1% 47.6% 35 11.43% 2.5
Union Savings Bank
3135
Union Savings Bank
Connecticut
$2.5億 +$117万 +0.5% 0.08% – 333 5.41% 2.6
NYL Investors
3136
NYL Investors
New York
$2.5億 -$1093万 -4% 4.89% 10.8% 29 0% 6
Daily Journal Corp
3137
Daily Journal Corp
California
$2.5億 -$682万 -3% 2.48% 109% 4 0% 10.9
Walser Wealth Management
3138
Walser Wealth Management
Florida
$2.5億 +$904万 +4% 2.56% – 249 26.51% 0.5
Sard Wealth Management Group
3139
Sard Wealth Management Group
Georgia
$2.5億 +$4051万 +19% 0.88% 51.3% 68 14.71% 2
Motive Wealth Advisors
3140
Motive Wealth Advisors
Michigan
$2.49億 +$629万 +3% 0.68% 73.4% 107 14.02% 2.6
DFS
3141
Dixon Fnancial Services
California
$2.49億 +$252万 +1% 1.4% 76.6% 49 4.08% 2.6
GRWP
3142
Green Ridge Wealth Planning
New Jersey
$2.49億 +$1148万 +5% 2.58% – 99 16.16% 0.6
Postrock Partners
3143
Postrock Partners
Oregon
$2.49億 +$330万 +1% 4.41% – 83 6.02% 1.5
IVC Wealth Advisors
3144
IVC Wealth Advisors
Pennsylvania
$2.49億 -$718万 -3% 2.14% 81.9% 179 8.38% 3.7
XXI Wealth LLC
3145
XXI Wealth LLC
Illinois
$2.49億 +$3147万 +14% 4.28% – 257 17.51% 0.6
Mainsail Asset Management
3146
Mainsail Asset Management
Alabama
$2.49億 -$603万 -2% 3.82% 90.4% 219 36.99% 1.1
SM
3147
Salzhauer Michael
$2.49億 -$4332万 -15% 4.87% 98% 94 11.7% 4.3
Aletheian Wealth Advisors
3148
Aletheian Wealth Advisors
Washington
$2.49億 +$1489万 +6% 0.31% – 118 11.86% 2.8
MCF
3149
MKA Charitable Fund
California
$2.49億 +$1647万 +7% 12.3% 17.1% 1 0% 2.8
Powers Capital
3150
Powers Capital
California
$2.49億 +$500万 +2% 2.05% – 2 0% 1.8