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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)
Oxler Private Wealth
3601
Oxler Private Wealth
New York
$3.72億 +$2228万 +6% 9.82% 119% 94 6.38% 4.2
Private Client Services
3602
Private Client Services
Kentucky
$3.72億 -$916万 -2% 1.1% 72% 271 29.89% 1.4
CVA
3603
Central Valley Advisors
California
$3.72億 -$1772万 -5% 1.83% 77.8% 202 24.75% 1.8
Blackhawk Capital Partners
3604
Blackhawk Capital Partners
Wisconsin
$3.72億 +$6601万 +22% 1.1% 92.9% 211 45.02% 1.5
Santori & Peters Inc
3605
Santori & Peters Inc
Pennsylvania
$3.72億 +$1727万 +5% 3.73% 103% 88 7.95% 3.8
Veracity Capital
3606
Veracity Capital
Georgia
$3.72億 +$123万 +0.3% 1.86% 149% 248 20.56% 3.1
SA
3607
SAM Advisors
California
$3.72億 +$526万 +1% 0.92% 64.3% 49 2.04% 2.8
Argos Wealth Advisors
3608
Argos Wealth Advisors
California
$3.71億 -$636万 -2% 3.56% – 238 13.45% 0.6
Regimen Wealth
3609
Regimen Wealth
Georgia
$3.71億 +$4.63万 +0% 0.85% 37.8% 86 23.26% 2.2
Comprehensive Financial Consultants Institutional
3610
Comprehensive Financial Consultants Institutional
Indiana
$3.71億 -$729万 -2% 2.04% 78% 219 15.98% 2.8
Missouri Trust & Investment Company
3611
Missouri Trust & Investment Company
Missouri
$3.71億 +$263万 +0.7% 4.1% 81.6% 149 4.7% 4.3
Stone Summit Wealth
3612
Stone Summit Wealth
Florida
$3.7億 -$2375万 -6% 0.35% 67% 145 6.21% 3.8
One Advisory Partners
3613
One Advisory Partners
Kansas
$3.7億 +$285万 +0.8% 1.25% 58.3% 79 22.78% 2.4
Rench Wealth Management
3614
Rench Wealth Management
Texas
$3.7億 -$251万 -0.7% 2.43% 121% 69 11.59% 5.5
Aspen Investment Management
3615
Aspen Investment Management
Michigan
$3.7億 -$199万 -0.5% 1.63% 92.6% 191 6.81% 6.2
Keeler & Nadler Financial Planning & Wealth Management
3616
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.7億 +$1754万 +5% 0.48% 72.1% 89 8.99% 2.8
Commonwealth Retirement Investments
3617
Commonwealth Retirement Investments
Virginia
$3.7億 +$134万 +0.4% 2.87% 96.7% 415 69.4% 2.3
Wealth Effects
3618
Wealth Effects
Massachusetts
$3.7億 -$96.4万 -0.3% 1.52% 235% 270 11.85% 2.7
Solitude Financial Services
3619
Solitude Financial Services
Virginia
$3.7億 +$829万 +2% 1.64% 62.4% 42 9.52% 3.1
Reston Wealth Management
3620
Reston Wealth Management
Virginia
$3.69億 -$208万 -0.6% 0.18% 66.4% 72 11.11% 3.7
Fosun International
3621
Fosun International
China
$3.69億 -$7740万 -17% 6.21% 37.8% 79 18.99% 1.7
Kentucky Farm Bureau Mutual Insurance
3622
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.69億 +$841万 +2% 4.5% 96.4% 70 1.43% 6.6
Seafarer Capital Partners
3623
Seafarer Capital Partners
California
$3.69億 -$6527万 -15% 3.86% 61.3% 9 0% 3.8
FSA
3624
Financial Services Advisory
Maryland
$3.68億 -$3091万 -8% 0.76% 82.5% 92 43.48% 1.2
PCA Investment Advisory Services
3625
PCA Investment Advisory Services
Ohio
$3.68億 +$1000万 +3% 0.87% 71.4% 61 4.92% 2.5