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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)
Peoples Financial Services Corp
3351
Peoples Financial Services Corp
Pennsylvania
$2.27億 -$445万 -2% 2.26% 104% 278 3.6% 8.5
Avondale Wealth Management
3352
Avondale Wealth Management
Texas
$2.27億 -$1828万 -7% 0.44% 83.8% 70 18.57% 4
Capital Square
3353
Capital Square
Tennessee
$2.27億 -$95.2万 -0.4% 0.7% 62.5% 266 14.66% 2.4
CMG Global Holdings
3354
CMG Global Holdings
Texas
$2.26億 -$948万 -4% 2.69% 80.8% 112 12.5% 3.6
Tandem Capital Management
3355
Tandem Capital Management
New Jersey
$2.26億 -$1177万 -5% 0.87% 128% 119 5.88% 3.8
Westhampton Capital
3356
Westhampton Capital
North Carolina
$2.26億 -$1520万 -6% 0.15% 105% 134 8.21% 4.8
Wynn Capital
3357
Wynn Capital
Georgia
$2.26億 +$186万 +0.8% 2.06% 115% 120 6.67% 2.3
Envision Financial
3358
Envision Financial
Wisconsin
$2.25億 +$824万 +4% 1.43% – 52 15.38% 1.4
Niatross Investments
3359
Niatross Investments
$2.25億 +$3502万 +18% 9.66% – 1 0% 0.8
KCM
3360
KRS Capital Management
Michigan
$2.25億 +$1019万 +5% 7.86% 272% 132 13.64% 3.1
Base Wealth Management
3361
Base Wealth Management
Florida
$2.25億 +$999万 +5% 0.46% – 74 13.51% 1.1
Guinness Atkinson Asset Management
3362
Guinness Atkinson Asset Management
California
$2.25億 +$167万 +0.7% 5.21% 148% 108 0.93% 6.3
Chronos Wealth Management
3363
Chronos Wealth Management
Florida
$2.25億 -$73.1万 -0.3% 1.68% 92.3% 38 2.63% 4.8
GAA
3364
Guardian Asset Advisors
Pennsylvania
$2.24億 +$758万 +3% 4.58% 106% 131 8.4% 1.9
Sylvest Advisors
3365
Sylvest Advisors
Texas
$2.24億 +$256万 +1% 1.87% – 81 7.41% 1.3
LI
3366
Latigo Investments
Florida
$2.24億 -$13.9万 -0.1% 0.38% 62.6% 16 12.5% 3.8
Kingsman Wealth Management
3367
Kingsman Wealth Management
Florida
$2.24億 +$1045万 +5% 4.67% – 91 26.37% 0.9
Vestment Financial
3368
Vestment Financial
Minnesota
$2.24億 +$66.3万 +0.3% 1.18% – 47 19.15% 1.4
Banque de Luxembourg
3369
Banque de Luxembourg
Luxembourg
$2.24億 +$1164万 +5% 8.07% – 86 10.47% 1.3
C
3370
Croban
Ohio
$2.24億 -$332万 -1% 0.63% – 82 6.1% 2
Polaris Financial Partners
3371
Polaris Financial Partners
Ohio
$2.23億 – – 4.08% – 372 – 0
NWMP
3372
Noble Wealth Management PBC
Colorado
$2.23億 +$496 +0% 1.51% – 881 22.47% 1
Barnes Wealth Management Group
3373
Barnes Wealth Management Group
California
$2.23億 +$711万 +3% 1.49% – 215 14.42% 1.3
Acasta Partners UK
3374
Acasta Partners UK
$2.23億 +$3368万 +18% 0.73% – 23 26.09% 0.5
Broadway Wealth Solutions
3375
Broadway Wealth Solutions
Texas
$2.23億 +$894万 +4% 0.54% – 96 12.5% 1.4