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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、5,393本のファンド(~60%)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)
Rubicon Advisors
4576
Rubicon Advisors
California
$1.44億 +$635万 +5% 2.91% – 93 11.83% 0.6
Madson Wealth Advisors
4577
Madson Wealth Advisors
California
$1.44億 -$347万 -2% 1.14% – 101 11.88% 0.4
Fountainhead AM
4578
Fountainhead AM
New Jersey
$1.43億 +$893万 +7% 5.02% 80.4% 229 56.33% 2.4
DMC Group
4579
DMC Group
Alabama
$1.43億 -$251万 -2% 5.73% 116% 137 17.52% 2.8
Red Crane Wealth Management
4580
Red Crane Wealth Management
California
$1.43億 +$740万 +5% 1.85% – 82 8.54% 1.4
Hofer & Associates
4581
Hofer & Associates
California
$1.43億 -$6350万 -31% 1.85% 61.7% 130 86.15% 0.8
SIMA Wealth Partners
4582
SIMA Wealth Partners
Virginia
$1.43億 +$221万 +2% 0.55% – 138 5.8% 2
Slocum, Gordon & Co
4583
Slocum, Gordon & Co
Rhode Island
$1.43億 -$722万 -5% 2.53% 65.3% 72 11.11% 2.4
Sacks & Associates
4584
Sacks & Associates
New Jersey
$1.43億 -$499万 -3% 0.31% – 83 8.43% 0.7
Fundamenta Capital
4585
Fundamenta Capital
$1.43億 -$2931万 -17% 2.94% – 16 37.5% 0.3
Avise Financial Cooperative
4586
Avise Financial Cooperative
California
$1.43億 +$205万 +1% 0.66% – 125 16% 0.6
Vested Financial Planning
4587
Vested Financial Planning
California
$1.43億 -$587万 -4% 0.65% – 36 36.11% 1.2
RCM
4588
RMR Capital Management
California
$1.43億 -$231万 -2% 0.35% 57% 79 10.13% 2.3
Cannon Capital Management
4589
Cannon Capital Management
Utah
$1.43億 +$2514万 +21% 1.73% – 31 9.68% 0.7
NorthLanding Financial Partners
4590
NorthLanding Financial Partners
New York
$1.43億 -$186万 -1% 0.1% 54.7% 46 6.52% 3.1
Mallini Complete Financial Planning
4591
Mallini Complete Financial Planning
Florida
$1.43億 +$250万 +2% 1.23% – 73 4.11% 1.3
Marvin & Palmer Associates
4592
Marvin & Palmer Associates
Delaware
$1.43億 -$1631万 -10% 4.1% 415% 38 47.37% 0.5
Spectrum Advisors
4593
Spectrum Advisors
Texas
$1.43億 +$123万 +0.9% 0.24% – 57 10.53% 0.5
Sidoxia Capital Management
4594
Sidoxia Capital Management
California
$1.42億 +$605万 +4% 2.14% – 91 8.79% 0.5
Sound Portfolio Advisors
4595
Sound Portfolio Advisors
Connecticut
$1.42億 +$154万 +1% 0.51% – 49 4.08% 0.6
Marrick Wealth
4596
Marrick Wealth
California
$1.42億 +$158万 +1% 0.19% – 63 3.17% 0.6
Gilbert Capital Group
4597
Gilbert Capital Group
Maine
$1.42億 -$38.6万 -0.3% 0.86% – 63 15.87% 0.9
Tenet Wealth Partners
4598
Tenet Wealth Partners
Illinois
$1.42億 +$785万 +6% 0.8% – 112 14.29% 0.2
GJ
4599
Greg Jennings
New York
$1.42億 – – 6.33% – 49 – 0
Ulland Investment Advisors
4600
Ulland Investment Advisors
Minnesota
$1.42億 +$672万 +5% 1.64% 161% 240 7.92% 3