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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)
LifeGuide Financial Advisors
3701
LifeGuide Financial Advisors
Pennsylvania
$3.56億 +$479万 +1% 2.75% 35.4% 49 12.24% 2.9
Crestmont Private Wealth
3702
Crestmont Private Wealth
Texas
$3.56億 -$55万 -0.2% 0.53% 59.3% 107 15.89% 2.3
BCR Wealth Strategies
3703
BCR Wealth Strategies
Alabama
$3.56億 -$9.9万 -0% 1.39% 45.1% 33 6.06% 3
Elevation Wealth Partners
3704
Elevation Wealth Partners
California
$3.56億 +$2202万 +7% 0.31% 69.9% 1,423 13.91% 1.3
Sycale Advisors
3705
Sycale Advisors
New York
$3.56億 +$2970万 +9% 5.98% 46.1% 30 30% 0.8
RC
3706
Reik & Co
New York
$3.56億 -$2839万 -7% 1.75% 47.2% 60 0% 8.6
Hamilton Capital Partners
3707
Hamilton Capital Partners
Georgia
$3.56億 +$1125万 +3% 0.31% – 34 17.65% 1
IAS
3708
Investment Advisory Services
Texas
$3.55億 +$794万 +2% 3.16% 74.9% 144 9.03% 4.1
Owl Creek Wealth Partners
3709
Owl Creek Wealth Partners
Colorado
$3.55億 +$1316万 +4% 1.15% – 1,376 10.54% 0.4
SCH
3710
Shengqi Capital (HK)
Hong Kong
$3.55億 -$1.29億 -27% 5.14% – 16 87.5% 0.2
Highview Capital Management
3711
Highview Capital Management
Illinois
$3.55億 +$753万 +2% 4.4% 138% 136 23.53% 2.2
BWIA
3712
Bryant Woods Investment Advisors
New York
$3.55億 -$475万 -1% 0.44% 74.4% 90 30% 2.7
AFP
3713
Advus Financial Partners
Florida
$3.55億 +$382万 +1% 0.34% 56.5% 148 7.43% 1.6
Rise Advisors
3714
Rise Advisors
New York
$3.55億 -$63.7万 -0.2% 0.65% 62.8% 112 15.18% 3.6
Genesis Private Wealth
3715
Genesis Private Wealth
Virginia
$3.54億 -$177万 -0.5% 0.65% – 206 19.42% 1.2
Spectrum Wealth Advisory Group
3716
Spectrum Wealth Advisory Group
California
$3.54億 +$288万 +0.8% 0.97% 76.1% 543 86.19% 2.7
Beacon Bridge Wealth Partners
3717
Beacon Bridge Wealth Partners
Pennsylvania
$3.54億 +$295万 +0.8% 1.19% 56.1% 111 9.91% 2.3
Prudent Man Investment Management
3718
Prudent Man Investment Management
Colorado
$3.54億 +$6085万 +21% 0.27% – 268 39.18% 1
GBFG
3719
Gerald Baker Financial Group
Texas
$3.54億 +$254万 +0.7% 0.92% – 129 6.98% 0.5
Somerset Trust
3720
Somerset Trust
Pennsylvania
$3.54億 +$35.3万 +0.1% 2.71% 80.5% 192 6.25% 5.4
WA
3721
Wealthstar Advisors
Texas
$3.54億 +$1087万 +3% 1.57% – 126 19.05% 1.5
Ravenswood Partners
3722
Ravenswood Partners
Virginia
$3.53億 +$4078万 +13% 0.41% – 37 10.81% 0.8
GWMT
3723
Guardian Wealth Management (Tennessee)
Tennessee
$3.53億 -$336万 -0.9% 1.21% – 31 6.45% 0.7
RIA Advisory Group
3724
RIA Advisory Group
Iowa
$3.53億 -$1.06億 -23% 4.12% – 167 27.54% 1.7
Equita Financial Network
3725
Equita Financial Network
Pennsylvania
$3.53億 -$702万 -2% 0.51% 50.5% 98 15.31% 2.1