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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)
ClientFirst Wealth Management
4651
ClientFirst Wealth Management
Arkansas
$1.38億 +$1645万 +14% 16.1% – 54 5.56% 3.1
AG Asset Advisory
4652
AG Asset Advisory
California
$1.38億 +$1437万 +12% 13% – 29 3.45% 1.4
Smith Partners Wealth Management
4653
Smith Partners Wealth Management
North Carolina
$1.38億 +$1208万 +10% 0.55% – 80 25% 0.6
Travelers Companies
4654
Travelers Companies
Minnesota
$1.38億 -$387万 -3% 2.92% 55.3% 2 0% 1.5
Ferguson Johnson Wealth Management
4655
Ferguson Johnson Wealth Management
Maryland
$1.38億 +$61.2万 +0.4% 2.07% – 40 7.5% 0.7
MFG Wealth Management
4656
MFG Wealth Management
Indiana
$1.38億 -$209万 -1% 1.65% – 69 18.84% 1
Box Hill Private Wealth
4657
Box Hill Private Wealth
Arizona
$1.38億 +$1287万 +10% 1.57% – 79 20.25% 0.6
Dynamic Financial Group
4658
Dynamic Financial Group
Iowa
$1.38億 +$511万 +4% 0.95% – 80 7.5% 1.3
Innovative Advisory Group
4659
Innovative Advisory Group
Massachusetts
$1.37億 +$555万 +4% 5.85% – 37 29.73% 1.2
TL
4660
TowerView LLC
New York
$1.37億 -$1520万 -10% 3.71% 16.3% 17 5.88% 6.2
Eagle Bay Advisors
4661
Eagle Bay Advisors
New York
$1.37億 +$367万 +3% 1.57% 85% 159 20.13% 2.6
Luts & Greenleigh Group
4662
Luts & Greenleigh Group
Maryland
$1.37億 +$501万 +4% 6.72% – 107 7.48% 2.4
MY Wealth Management
4663
MY Wealth Management
Maryland
$1.37億 -$499万 -4% 1.03% 41.2% 47 10.64% 2
VIS
4664
Vertex Investment Solutions
$1.37億 -$1121万 -8% 3.13% – 30 30% 0.6
Challenger Wealth Management
4665
Challenger Wealth Management
California
$1.37億 +$113万 +0.8% 3.16% – 66 6.06% 1.6
Robocap Asset Management
4666
Robocap Asset Management
United Kingdom
$1.37億 +$1287万 +10% 3.63% 274% 24 12.5% 2
Aventus Investment Advisors
4667
Aventus Investment Advisors
Florida
$1.37億 +$37.7万 +0.3% 0.96% – 181 17.68% 0.9
Aegon USA Investment Management
4668
Aegon USA Investment Management
Iowa
$1.37億 -$288万 -2% 0.27% 44.9% 47 14.89% 2.1
Titan Investment Management
4669
Titan Investment Management
Indiana
$1.37億 +$175万 +1% 3.84% – 52 50% 0.5
TT Capital Management
4670
TT Capital Management
California
$1.37億 +$842万 +7% 2.49% – 91 19.78% 1
AA
4671
Alpha Advisors
Virginia
$1.37億 +$368万 +3% 2.88% – 53 9.43% 1.4
Financial Planning Fort Collins
4672
Financial Planning Fort Collins
Colorado
$1.37億 +$468万 +4% 2.35% – 34 2.94% 0.7
OF
4673
Outfitter Financial
Maine
$1.37億 -$593万 -4% 0.65% 97.6% 80 7.5% 3.6
Chung Wu Investment Group
4674
Chung Wu Investment Group
Texas
$1.37億 -$1551万 -10% 2.83% – 330 27.27% 0.9
Koenig Investment Advisory
4675
Koenig Investment Advisory
Oregon
$1.37億 +$785万 +6% 2.68% – 38 2.63% 0.7