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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)
Seaside Wealth Management
3401
Seaside Wealth Management
California
$4.08億 +$364万 +0.9% 0.38% 58.1% 75 8% 2.8
DMKC Advisory Services
3402
DMKC Advisory Services
Iowa
$4.07億 -$1.22億 -23% 0.26% – 100 30% 1.3
HTG Investment Advisors
3403
HTG Investment Advisors
Connecticut
$4.07億 +$1700万 +4% 0.31% 62.9% 93 8.6% 2.4
Acorn Wealth Advisors
3404
Acorn Wealth Advisors
Michigan
$4.07億 -$326万 -0.8% 0.17% 58.8% 317 9.15% 3.4
Pier 88 Investment Partners
3405
Pier 88 Investment Partners
California
$4.07億 -$1382万 -3% 2.19% 40.3% 121 25.62% 1.5
Argent Advisors
3406
Argent Advisors
Louisiana
$4.06億 +$668万 +2% 1.68% 71% 195 11.28% 3.9
AFS
3407
Aft Forsyth & Sober
Florida
$4.06億 +$8633万 +27% 5.46% 107% 65 7.69% 4.8
Prospera Capital Management
3408
Prospera Capital Management
Arizona
$4.06億 +$8652万 +27% 0.03% – 77 20.78% 0.9
Fischer Financial Services
3409
Fischer Financial Services
Pennsylvania
$4.06億 +$814万 +2% 3.67% – 65 6.15% 1.5
Tucker Asset Management
3410
Tucker Asset Management
Colorado
$4.06億 +$97.5万 +0.2% 1.92% 71.6% 454 63.44% 2.1
HCM
3411
Hudson Capital Management
New Jersey
$4.05億 -$820万 -2% 1.11% 66.8% 81 12.35% 4.2
Valley Forge Investment Consultants
3412
Valley Forge Investment Consultants
Pennsylvania
$4.05億 +$1665万 +4% 0.37% 67.9% 87 5.75% 3.8
Butensky & Cohen Financial Security
3413
Butensky & Cohen Financial Security
Florida
$4.05億 +$56.8万 +0.1% 1.01% 81% 99 1.01% 6.9
Arcataur Capital Management
3414
Arcataur Capital Management
Wisconsin
$4.05億 +$131万 +0.3% 0.63% 65.4% 106 6.6% 2.8
Xcel Wealth Management
3415
Xcel Wealth Management
Florida
$4.04億 -$1481万 -4% 2.23% 98.8% 146 8.22% 3.8
Winmill & Co
3416
Winmill & Co
New Hampshire
$4.04億 -$4758万 -11% 3.54% 160% 56 8.93% 3.9
Revisor Wealth Management
3417
Revisor Wealth Management
Ohio
$4.04億 -$1211万 -3% 2.18% 72% 403 18.36% 1.5
Denver Wealth Management
3418
Denver Wealth Management
Colorado
$4.04億 +$5476万 +16% 0.01% 70.3% 117 15.38% 2.7
Valtinson Bruner Financial Planning
3419
Valtinson Bruner Financial Planning
Minnesota
$4.04億 +$489万 +1% 0.22% 40.3% 195 8.72% 3.3
DTL
3420
Dynamic Technology Lab
Singapore
$4.04億 -$4352万 -10% 2.02% 30.8% 933 71.28% 0.2
Keystone Financial Planning
3421
Keystone Financial Planning
Ohio
$4.04億 +$1592万 +4% 3.95% 46% 40 5% 7.2
JPL Wealth Management
3422
JPL Wealth Management
Colorado
$4.04億 -$1億 -20% 0.64% – 2,036 27.01% 0.5
Crown Wealth Group
3423
Crown Wealth Group
North Carolina
$4.04億 +$1054万 +3% 3.69% 98.2% 162 16.05% 2
SC
3424
Saybrook Capital
North Carolina
$4.03億 +$381万 +1% 2.01% 72.5% 43 2.33% 9.3
Ogorek Anthony Joseph
3425
Ogorek Anthony Joseph
New York
$4.03億 +$39万 +0.1% 0.45% 66.3% 748 10.43% 2.8