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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)
Morton Brown Family Wealth
3201
Morton Brown Family Wealth
Pennsylvania
$4.5億 +$853万 +2% 0.92% 54.5% 444 13.51% 2.1
Carr Financial Group
3202
Carr Financial Group
Massachusetts
$4.49億 +$1510万 +3% 0.02% 71.6% 196 12.76% 2.5
Straight Path Wealth Management
3203
Straight Path Wealth Management
Michigan
$4.49億 +$2142万 +5% 2.4% 70.4% 160 13.75% 1.8
Global View Capital Management
3204
Global View Capital Management
Wisconsin
$4.49億 -$3544万 -7% 0.86% – 167 37.13% 1.1
Markowski Investments
3205
Markowski Investments
Florida
$4.48億 -$600万 -1% 1.91% – 721 17.89% 0.2
DeDora Capital
3206
DeDora Capital
California
$4.48億 -$1193万 -3% 1.7% 91.2% 456 72.81% 1.1
Hartford Financial Management
3207
Hartford Financial Management
Connecticut
$4.48億 -$5万 -0% 1.23% 87.9% 357 4.76% 7.2
Arjuna Capital
3208
Arjuna Capital
North Carolina
$4.48億 +$356万 +0.8% 3.56% 118% 125 22.4% 2.5
Franklin, Parlapiano, Turner & Welch
3209
Franklin, Parlapiano, Turner & Welch
Texas
$4.48億 +$530万 +1% 1.51% 49.3% 58 6.9% 7.6
Alpine Woods Capital Investors
3210
Alpine Woods Capital Investors
New York
$4.48億 -$1266万 -3% 2.67% 118% 265 31.32% 3.4
Addison Capital
3211
Addison Capital
Pennsylvania
$4.47億 -$1.63億 -27% 2.49% 71.4% 186 20.97% 4.7
TIFF Advisory Services
3212
TIFF Advisory Services
Pennsylvania
$4.47億 +$3937万 +10% 0.36% 84.2% 22 18.18% 1.6
Fiduciary Family Office
3213
Fiduciary Family Office
Florida
$4.47億 +$4745万 +12% 7.08% 97.3% 185 8.11% 1.3
Bare Financial Services
3214
Bare Financial Services
Pennsylvania
$4.47億 +$1133万 +3% 1.89% 53.6% 2,019 17.19% 1
New Capital Management
3215
New Capital Management
Texas
$4.47億 +$785万 +2% 1.62% 55.4% 62 9.68% 3.9
Wealthspring Capital
3216
Wealthspring Capital
New York
$4.47億 -$70.3万 -0.2% 0.24% 22.6% 263 36.12% 0.6
Little House Capital
3217
Little House Capital
Massachusetts
$4.47億 +$164万 +0.4% 2.41% 118% 126 16.67% 3
Genoa Capital Gestora de Recursos
3218
Genoa Capital Gestora de Recursos
$4.46億 -$1.05億 -19% 6.02% – 24 75% 0.3
Strategic Investment Solutions
3219
Strategic Investment Solutions
Illinois
$4.46億 +$883万 +2% 1.2% – 750 14.67% 2.2
SIM
3220
Synergy Investment Management
Florida
$4.46億 +$3220万 +8% 0.36% – 1,100 84.36% 1
Roberts Wealth Advisors
3221
Roberts Wealth Advisors
California
$4.45億 +$513万 +1% 1.97% 81.1% 111 2.7% 2.8
Intergy Private Wealth
3222
Intergy Private Wealth
Colorado
$4.45億 +$1220万 +3% 0.12% 73.8% 152 10.53% 2.5
TA
3223
TrueWealth Advisors
Alabama
$4.45億 +$157万 +0.4% 0.75% 60.9% 252 11.51% 3
Main Street Group
3224
Main Street Group
Virginia
$4.45億 +$1576万 +4% 0.78% 98.3% 937 11.42% 0.7
PWMG
3225
Private Wealth Management Group
New Jersey
$4.45億 +$1361万 +3% 1.03% 63.2% 1,584 13.19% 2.1