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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)
Foundation Wealth Management (Pennsylvania)
4126
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3億 -$3160万 -10% 0.65% – 107 10.28% 1.5
American Financial Group Inc 401(K) Retirement & Savings Plan
4127
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$2.99億 -$1479万 -5% 2.27% 22.5% 1 0% 13.3
Wealth Advisors Northwest
4128
Wealth Advisors Northwest
Oregon
$2.99億 +$610万 +2% 0.34% – 65 4.62% 1.5
Aisling Capital Management
4129
Aisling Capital Management
New York
$2.99億 -$1.72億 -37% 14.8% 490% 14 0% 3.8
Trellis Wealth Advisors
4130
Trellis Wealth Advisors
California
$2.99億 +$793万 +3% 0.03% 62.2% 116 58.62% 0.9
First Dallas Securities
4131
First Dallas Securities
Texas
$2.99億 -$357万 -1% 1.01% 160% 135 17.04% 3.4
BWA
4132
BlueChip Wealth Advisors
Georgia
$2.98億 +$3460万 +13% 1.04% 62.2% 197 17.26% 1.5
Monte Financial Group
4133
Monte Financial Group
Connecticut
$2.98億 -$1399万 -4% 3.25% 66.7% 105 8.57% 4.1
Henrickson Nauta Wealth Advisors
4134
Henrickson Nauta Wealth Advisors
Michigan
$2.98億 -$1.13億 -27% 1.45% 66.9% 126 12.7% 2.6
Campbell Capital Management
4135
Campbell Capital Management
Florida
$2.98億 +$1909万 +7% 3.57% 123% 46 36.96% 2.4
Maestria Partners
4136
Maestria Partners
Georgia
$2.98億 +$1025万 +4% 1.96% – 15 6.67% 1.2
Sage Private Wealth Group
4137
Sage Private Wealth Group
Illinois
$2.98億 +$7526万 +34% 0.28% 72.3% 138 29.71% 2
SC
4138
Sawyer & Company
Massachusetts
$2.98億 -$24.9万 -0.1% 5.26% 111% 210 9.05% 4.6
Shrier Wealth Management
4139
Shrier Wealth Management
California
$2.98億 +$114万 +0.4% 1% – 137 5.11% 0.7
VFG
4140
V2 Financial group
Illinois
$2.98億 +$2909万 +11% 2.5% 75.6% 137 12.41% 2.5
Weitzel Financial Services
4141
Weitzel Financial Services
Iowa
$2.98億 +$341万 +1% 0.71% 46.3% 56 14.29% 3.5
HCC
4142
Hatch Cove Capital
Illinois
$2.97億 +$7196万 +32% 15.6% – 32 40.63% 0.3
Lodestone Wealth Management
4143
Lodestone Wealth Management
Washington
$2.97億 +$1400万 +5% 2.05% 87.1% 821 7.67% 1.2
Citrine Capital
4144
Citrine Capital
California
$2.97億 +$2705万 +10% 4.58% – 65 15.38% 1.2
Mainsail Financial Group
4145
Mainsail Financial Group
Washington
$2.97億 +$269万 +0.9% 0.87% 61.9% 75 9.33% 2.5
RGC
4146
Rubicon Global Capital
United Kingdom
$2.97億 +$2417万 +9% 10.3% – 14 14.29% 1.3
Torrey Growth & Income Advisors
4147
Torrey Growth & Income Advisors
California
$2.97億 +$255万 +0.9% 4.39% – 121 17.36% 0.8
Marathon Wealth Advisors
4148
Marathon Wealth Advisors
Massachusetts
$2.97億 +$433万 +1% 3.21% – 77 3.9% 0.7
Fidelity D&D Bancorp
4149
Fidelity D&D Bancorp
Pennsylvania
$2.97億 +$520万 +2% 0.01% 63.8% 118 5.93% 2.5
1492 Capital Management
4150
1492 Capital Management
Wisconsin
$2.96億 -$4228万 -12% 6.16% 298% 139 15.11% 1.6