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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)
MPPHD
4001
Maloon Powers Pitre Higgins & Dennehy
California
$3.17億 +$2603万 +9% 3.73% – 159 13.21% 0.2
Glass Wealth Management
4002
Glass Wealth Management
Texas
$3.17億 +$1821万 +6% 3.96% – 75 13.33% 1.8
Financial Council
4003
Financial Council
Maryland
$3.17億 +$833万 +3% 0.58% 88.6% 112 7.14% 2.8
Alliance Wealth Advisors (Pennsylvania)
4004
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.17億 +$882万 +3% 0.2% 74.4% 179 6.7% 3.5
Leisure Capital Management
4005
Leisure Capital Management
California
$3.16億 -$411万 -1% 3.43% 111% 166 9.04% 5.3
Mills Wealth Advisors
4006
Mills Wealth Advisors
Texas
$3.16億 -$143万 -0.5% 1.64% 37.9% 81 9.88% 1.9
BVC
4007
Bright Valley Capital
Hong Kong
$3.16億 -$3.1億 -50% 3.84% 732% 24 70.83% 0.7
Strive Financial Group
4008
Strive Financial Group
Indiana
$3.16億 +$8586万 +37% 2.36% – 1,303 36.68% 0.4
RBA Wealth Management
4009
RBA Wealth Management
California
$3.16億 +$4329万 +16% 4.88% 91% 123 38.21% 2.2
RIS
4010
Richmond Investment Services
Wisconsin
$3.16億 -$30.4万 -0.1% 0.55% – 158 15.19% 1.3
OneAscent Wealth Management
4011
OneAscent Wealth Management
Alabama
$3.15億 -$2009万 -6% 1.03% 54.1% 182 24.18% 1.9
Beacon Wealthcare LLC
4012
Beacon Wealthcare LLC
North Carolina
$3.15億 +$332万 +1% 0.54% 47% 32 18.75% 2.8
Trinity Wealth Management
4013
Trinity Wealth Management
Pennsylvania
$3.15億 +$24.1万 +0.1% 0.78% 56.7% 94 24.47% 2.5
Townsend Asset Management
4014
Townsend Asset Management
North Carolina
$3.15億 +$349万 +1% 2.72% 88.5% 201 9.45% 4.6
LCNB Corp
4015
LCNB Corp
Ohio
$3.15億 -$1066万 -3% 1.46% 83.1% 193 12.44% 6.1
FCT
4016
Family Capital Trust
Massachusetts
$3.15億 +$791万 +3% 4.2% 39.1% 83 0% 4.9
MMA Asset Management
4017
MMA Asset Management
Pennsylvania
$3.15億 +$93.6万 +0.3% 0.55% 61.2% 202 16.83% 2.2
Shore Point Advisors
4018
Shore Point Advisors
New Jersey
$3.15億 +$2281万 +8% 1.04% 54.6% 86 11.63% 2.7
Weinberger Asset Management
4019
Weinberger Asset Management
California
$3.15億 +$315万 +1% 0.97% 89.6% 104 3.85% 3.2
Axiom Financial Strategies
4020
Axiom Financial Strategies
Indiana
$3.15億 -$426万 -1% 0.63% 59.8% 35 5.71% 1.3
Allred Capital Management
4021
Allred Capital Management
Texas
$3.15億 +$1005万 +3% 4.09% 85.2% 166 4.22% 5.4
GLWAL
4022
GER Loftin Wealth Advisors LLC
Georgia
$3.14億 – – 3.85% – 67 – 0
Theory Financial
4023
Theory Financial
Colorado
$3.14億 -$294万 -0.9% 0.8% 58.3% 106 9.43% 2.1
NAH
4024
Neumann Advisory (HK)
Hong Kong
$3.14億 -$4156万 -12% 10.1% 77.3% 6 16.67% 7
Wallace Foundation
4025
Wallace Foundation
New York
$3.14億 +$8744万 +39% 17.2% – 2 100% 0