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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、6,355本のファンド(~71%)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)
Jeppson Wealth Management
3276
Jeppson Wealth Management
California
$3.5億 +$1109万 +3% 4.57% 107% 257 10.89% 3.7
Wilson Asset Management
3277
Wilson Asset Management
Australia
$3.5億 -$1366万 -4% 3.83% 58% 47 38.3% 1.3
Ameliora Wealth Management
3278
Ameliora Wealth Management
Switzerland
$3.5億 +$1337万 +4% 0.77% 73.9% 251 13.55% 2.3
Inlight Wealth Management
3279
Inlight Wealth Management
Georgia
$3.5億 +$3560万 +11% 1.35% – 79 22.78% 1.1
Chesapeake Wealth Management
3280
Chesapeake Wealth Management
Virginia
$3.5億 -$694万 -2% 2.06% 74.9% 169 7.69% 6.1
Argyle Capital Management
3281
Argyle Capital Management
Pennsylvania
$3.49億 +$222万 +0.6% 3.81% 106% 140 5% 9.5
DHJJ Financial Advisors
3282
DHJJ Financial Advisors
Illinois
$3.49億 +$189万 +0.5% 0.04% 62.5% 1,110 4.41% 2.6
Ascension Capital Advisors
3283
Ascension Capital Advisors
Texas
$3.49億 -$741万 -2% 0.47% 64.1% 105 28.57% 1.9
Jacobsen Capital Management
3284
Jacobsen Capital Management
Utah
$3.48億 +$631万 +2% 1.75% 97.3% 133 10.53% 2.7
Avaii Wealth Management
3285
Avaii Wealth Management
Wisconsin
$3.48億 +$767万 +2% 0.91% 100% 196 17.86% 2
Dorval Corp
3286
Dorval Corp
Minnesota
$3.48億 +$40.3万 +0.1% 1.92% 29.6% 50 8% 2
Warner Financial
3287
Warner Financial
Maryland
$3.48億 +$778万 +2% 0.19% 69.2% 151 4.64% 3
Slagle Financial
3288
Slagle Financial
Illinois
$3.48億 +$1395万 +4% 2.71% 88.4% 133 7.52% 2
VST
3289
Van Strum & Towne
California
$3.48億 -$1902万 -5% 5.78% 72.3% 122 13.93% 6.2
N10 Wealth
3290
N10 Wealth
Connecticut
$3.48億 +$6573万 +23% 0.76% – 69 43.48% 0.2
B.O.S.S. Retirement Advisors
3291
B.O.S.S. Retirement Advisors
Utah
$3.47億 -$2288万 -6% 1.25% 78.2% 172 23.84% 1.4
JVL Associates
3292
JVL Associates
Michigan
$3.47億 -$506万 -1% 0.54% 81% 83 14.46% 3.9
Weybosset Research & Management
3293
Weybosset Research & Management
Rhode Island
$3.47億 -$3368万 -9% 5.29% 74.8% 33 6.06% 6.7
National Wealth Management Group
3294
National Wealth Management Group
Ohio
$3.47億 +$2371万 +7% 1.41% 128% 251 24.7% 1.8
Barometer Capital Management
3295
Barometer Capital Management
Ontario, Canada
$3.47億 -$1296万 -4% 7.16% 354% 176 43.18% 0.7
First United Bank & Trust
3296
First United Bank & Trust
Maryland
$3.47億 -$81.3万 -0.2% 1.85% 78% 427 6.09% 4.3
Hixon Zuercher
3297
Hixon Zuercher
Ohio
$3.47億 +$596万 +2% 3.39% 101% 95 10.53% 3.5
Spectrum Asset Management (California)
3298
Spectrum Asset Management (California)
California
$3.46億 -$1410万 -4% 1.8% 68.3% 126 18.25% 3.6
Chaney Capital Management
3299
Chaney Capital Management
Washington
$3.46億 +$2821万 +9% 1.95% 80.9% 53 20.75% 1.8
MTM Investment Management
3300
MTM Investment Management
South Carolina
$3.46億 -$428万 -1% 0.96% 87.7% 724 4.7% 2.4