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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)
Courage Miller Partners
3551
Courage Miller Partners
Virginia
$3.79億 -$13.6万 -0% 0.99% 43.5% 95 9.47% 8
CJM Wealth Advisers
3552
CJM Wealth Advisers
Virginia
$3.79億 -$203万 -0.5% 0.2% 76.8% 85 9.41% 3.1
Cora Capital Advisors
3553
Cora Capital Advisors
New Jersey
$3.79億 +$2235万 +6% 2.81% 80.3% 158 13.92% 2.1
Northcape Wealth Management
3554
Northcape Wealth Management
New York
$3.78億 -$276万 -0.7% 1.62% 74% 150 8.67% 3.2
Westbourne Investment Advisors
3555
Westbourne Investment Advisors
Maryland
$3.78億 +$1558万 +4% 8.24% 107% 126 6.35% 3.8
Wheelhouse Advisory Group
3556
Wheelhouse Advisory Group
Missouri
$3.78億 +$2379万 +7% 1.04% 67.9% 59 11.86% 1.8
MS
3557
Madden Securities
Texas
$3.78億 +$1812万 +5% 4.42% 108% 344 65.99% 1
Mizuho Bank
3558
Mizuho Bank
Japan
$3.78億 -$8945万 -19% 4.41% 116% 10 90% 2.7
United Wealth Management
3559
United Wealth Management
Virginia
$3.78億 -$6649万 -15% 1.17% – 25 12% 1.6
Dockside LLC
3560
Dockside LLC
New York
$3.78億 -$4964万 -12% 2.48% – 240 47.5% 0.2
Darwin Wealth Management
3561
Darwin Wealth Management
Florida
$3.78億 +$1226万 +3% 0.09% 61.4% 1,221 47.67% 1.1
RWC Asset Advisors
3562
RWC Asset Advisors
Florida
$3.77億 -$7221万 -16% 9.04% 267% 17 23.53% 2.4
Alfreton Capital
3563
Alfreton Capital
United Kingdom
$3.77億 -$2122万 -5% 16.2% 40.5% 6 0% 1.6
Cypress Capital
3564
Cypress Capital
Tennessee
$3.77億 +$741万 +2% 0.72% 43.6% 127 18.9% 2.6
Seneca Financial Advisors
3565
Seneca Financial Advisors
New York
$3.77億 -$785万 -2% 1.41% 50.9% 69 13.04% 3.7
Orion Investment Company
3566
Orion Investment Company
Missouri
$3.77億 +$3449万 +10% 29.1% – 74 5.41% 2
Claris Advisors
3567
Claris Advisors
Missouri
$3.77億 -$585万 -2% 0.01% 68.9% 78 7.69% 2.8
FAP
3568
Financial Advisory Partners
Florida
$3.77億 -$561万 -1% 0.85% 52.9% 75 1.33% 3.3
Gallatin Point Capital
3569
Gallatin Point Capital
Connecticut
$3.77億 +$4478万 +13% 8.14% – 3 0% 1.3
Trust Company of Oklahoma
3570
Trust Company of Oklahoma
Oklahoma
$3.77億 -$1226万 -3% 3.02% 101% 152 17.11% 6
Narus Financial Partners
3571
Narus Financial Partners
Utah
$3.77億 -$1240万 -3% 2.18% 85.3% 184 10.33% 4.1
WealthBridge Investment Counsel
3572
WealthBridge Investment Counsel
Alberta, Canada
$3.77億 +$235万 +0.6% 3.93% 106% 44 0% 5.1
Kelleher Financial Advisors
3573
Kelleher Financial Advisors
New York
$3.77億 -$3.28億 -47% 2.96% 80.3% 884 51.13% 2
Harbor Advisory Corp
3574
Harbor Advisory Corp
New Hampshire
$3.77億 +$292万 +0.8% 0.13% 69.7% 83 3.61% 4.9
Capital Planning
3575
Capital Planning
Washington
$3.76億 +$3267万 +10% 2.56% 81.2% 93 15.05% 3.6