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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)
Zullo Investment Group
4051
Zullo Investment Group
Pennsylvania
$3.1億 +$1661万 +6% 7.44% 143% 163 7.98% 3.6
Legacy Bridge
4052
Legacy Bridge
Iowa
$3.1億 -$1416万 -4% 0.92% 236% 334 5.39% 4.6
Windward Private Wealth Management
4053
Windward Private Wealth Management
Kansas
$3.09億 -$313万 -1% 0.96% 38.5% 43 0% 5.1
Blue Water Asset Management
4054
Blue Water Asset Management
Michigan
$3.09億 -$45.5万 -0.1% 0.85% – 115 7.83% 0.7
BCU Wealth Advisors
4055
BCU Wealth Advisors
Illinois
$3.09億 +$826万 +3% 0.42% 57.7% 66 7.58% 1.9
BKM Wealth Management
4056
BKM Wealth Management
Wisconsin
$3.09億 +$2697万 +10% 1.8% 69.6% 159 10.06% 2.1
First Citizens Asset Management
4057
First Citizens Asset Management
North Carolina
$3.09億 -$383万 -1% 0.44% 48.4% 33 12.12% 2.8
CNBT
4058
Cornerstone National Bank & Trust
Illinois
$3.09億 +$1315万 +4% 0.11% 38.5% 241 12.86% 2.3
LI
4059
LHM Inc
Utah
$3.09億 +$1578万 +5% 3.89% 82.5% 25 12% 1.7
Tanglewood Legacy Advisors
4060
Tanglewood Legacy Advisors
Texas
$3.09億 -$109万 -0.4% 1.86% 69.1% 304 8.55% 2.8
LJCM
4061
Lee Johnson Capital Management
Texas
$3.09億 -$1114万 -3% 4.89% 136% 95 41.05% 1.2
Maltin Wealth Management
4062
Maltin Wealth Management
New Jersey
$3.08億 +$937万 +3% 1% 58.2% 160 14.38% 3.4
Excalibur Management
4063
Excalibur Management
Massachusetts
$3.08億 +$480万 +2% 2.83% 93% 178 8.43% 6.6
Investmark Advisory Group
4064
Investmark Advisory Group
Connecticut
$3.08億 +$4487万 +17% 1.66% 73.8% 174 16.67% 2.6
ACT Advisors
4065
ACT Advisors
North Carolina
$3.08億 +$700万 +2% 0.71% 75.4% 97 24.74% 1.8
BE
4066
Bonness Enterprises
District of Columbia
$3.07億 -$261万 -0.8% 0.82% 98.6% 39 5.13% 11.8
Singapore Technologies Telemedia
4067
Singapore Technologies Telemedia
Singapore
$3.07億 +$1180万 +4% 4% 185% 1 0% 9.5
Patriot Financial Partners GP II
4068
Patriot Financial Partners GP II
Pennsylvania
$3.07億 -$8422万 -22% 3.9% – 12 8.33% 0.9
Armor Investment Advisors
4069
Armor Investment Advisors
North Carolina
$3.07億 -$475万 -2% 0.01% 62% 160 8.13% 5.4
Liberty One Investment Management
4070
Liberty One Investment Management
Illinois
$3.07億 -$6.93億 -69% 0.93% 48.4% 157 13.38% 4.1
Continuum Wealth Advisors
4071
Continuum Wealth Advisors
New York
$3.07億 +$1056万 +4% 2.25% 69% 88 19.32% 1.9
Everest Management Corp
4072
Everest Management Corp
California
$3.07億 +$3883万 +14% 3.91% – 114 28.95% 0.9
LifePlan Investment Advisors
4073
LifePlan Investment Advisors
North Carolina
$3.07億 +$1604万 +6% 1.29% 65.7% 139 8.63% 2
Texas Bank & Trust
4074
Texas Bank & Trust
Texas
$3.06億 +$135万 +0.4% 4.31% – 195 10.26% 1.4
Lincoln Capital Corp
4075
Lincoln Capital Corp
Rhode Island
$3.06億 -$132万 -0.4% 1.21% 82% 109 17.43% 3.4