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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)
Core Wealth Advisors (Indiana)
4701
Core Wealth Advisors (Indiana)
Indiana
$1.35億 -$84.9万 -0.6% 0.91% – 36 13.89% 0.6
Quest 10 Wealth Builders
4702
Quest 10 Wealth Builders
Virginia
$1.35億 +$606万 +5% 1.14% – 817 6.61% 1.4
Total Wealth Planning & Management
4703
Total Wealth Planning & Management
Florida
$1.35億 -$1326万 -9% 2.29% – 238 26.05% 1.2
BLVD Private Wealth
4704
BLVD Private Wealth
Kentucky
$1.34億 -$11.9万 -0.1% 1.96% – 76 11.84% 0.9
CPR Investments
4705
CPR Investments
Michigan
$1.34億 +$446万 +3% 2.3% 84% 74 39.19% 0.8
Capital Today Evergreen Fund
4706
Capital Today Evergreen Fund
Cayman Islands
$1.34億 +$481万 +4% 3.82% 0.74% 3 0% 3.3
Elevated Private Wealth
4707
Elevated Private Wealth
Wisconsin
$1.34億 +$2860万 +27% 12.4% – 91 28.57% 0.6
Sherman Asset Management
4708
Sherman Asset Management
California
$1.34億 +$537万 +4% 1.48% – 140 25% 1.5
Birchwood Financial Partners
4709
Birchwood Financial Partners
Minnesota
$1.34億 +$1195万 +10% 0.9% – 704 51.42% 0.4
Trace Wealth Advisors
4710
Trace Wealth Advisors
California
$1.34億 -$1872万 -12% 0.35% – 75 28% 1.4
B
4711
Bayban
Minnesota
$1.34億 +$376万 +3% 0.13% – 618 18.77% 0.7
Peapod Lane Capital
4712
Peapod Lane Capital
New York
$1.34億 -$1412万 -10% 1.66% – 63 9.52% 1.2
Hingham Institution for Savings
4713
Hingham Institution for Savings
Massachusetts
$1.34億 -$25.4万 -0.2% 0.15% – 15 0% 0.7
Strategic Wealth Advisors
4714
Strategic Wealth Advisors
Arizona
$1.34億 +$1693万 +14% 0.65% – 260 80.38% 0.8
Kraematon Investment Advisors
4715
Kraematon Investment Advisors
Massachusetts
$1.34億 -$42.2万 -0.3% 0.58% 89.8% 109 6.42% 2.8
Waystone Advisors
4716
Waystone Advisors
Washington
$1.34億 -$45.1万 -0.3% 2.91% – 110 0% 0.6
Harbor Asset Planning
4717
Harbor Asset Planning
Massachusetts
$1.33億 +$29.5万 +0.2% 0.18% – 423 3.55% 1.2
Clearview Wealth Management
4718
Clearview Wealth Management
California
$1.33億 -$2221万 -14% 1.42% – 66 13.64% 0.5
Eagle Harbor Asset Management
4719
Eagle Harbor Asset Management
Washington
$1.33億 +$598万 +5% 1.02% 76.2% 158 25.32% 2.7
Axos Invest
4720
Axos Invest
Nevada
$1.33億 -$368万 -3% 0.19% – 22 13.64% 1.5
SIM
4721
Summitas Investment Management
Texas
$1.33億 -$189万 -1% 1.83% – 10 0% 0.8
SBI Holdings USA
4722
SBI Holdings USA
California
$1.33億 +$3154万 +31% 31.2% – 1 0% 0.8
Ruggiero Investments
4723
Ruggiero Investments
Florida
$1.33億 +$1384万 +12% 4.99% – 101 22.77% 0.5
Poinciana Advisors Group
4724
Poinciana Advisors Group
Florida
$1.32億 -$227万 -2% 1.01% – 125 16% 1.2
RM Financial Services
4725
RM Financial Services
Maine
$1.32億 -$209万 -2% 0.91% – 81 6.17% 0.7