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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)
TWM
4751
Todd Wealth Management
Florida
$1.31億 -$89.5万 -0.7% 3.85% – 116 10.34% 0.7
Asempa Wealth Advisors
4752
Asempa Wealth Advisors
Louisiana
$1.31億 -$305万 -2% 1.14% – 122 9.02% 0.7
SF
4753
Schaeffer Financial
Maryland
$1.31億 +$170万 +1% 0.89% 52.2% 31 16.13% 2.3
Legacy Solutions LLC
4754
Legacy Solutions LLC
Pennsylvania
$1.31億 +$736万 +6% 0.69% – 94 9.57% 1.4
Lord & Richards Wealth Management
4755
Lord & Richards Wealth Management
Colorado
$1.31億 +$316万 +2% 1.17% – 84 46.43% 0.9
Virtus Family Office
4756
Virtus Family Office
Texas
$1.31億 +$439万 +3% 4.63% 60.9% 63 3.17% 1.5
First Financial Group
4757
First Financial Group
North Carolina
$1.31億 -$748万 -5% 3.13% – 92 18.48% 1.3
Haven Capital Group
4758
Haven Capital Group
California
$1.31億 +$631万 +5% 4.34% – 41 14.63% 1.3
City Center Advisors LLC
4759
City Center Advisors LLC
Michigan
$1.31億 +$728万 +6% 1.43% – 208 29.33% 1.2
Kennon-Green & Company
4760
Kennon-Green & Company
Ohio
$1.31億 +$228万 +2% 4.84% 58.4% 43 6.98% 3
JHP Wealth Management
4761
JHP Wealth Management
Colorado
$1.3億 +$840万 +7% 0% – 43 18.6% 0.6
Roxbury Financial
4762
Roxbury Financial
New Jersey
$1.3億 +$389万 +3% 3.84% – 446 12.78% 1.3
Paller Financial Services
4763
Paller Financial Services
Colorado
$1.3億 -$346万 -3% 4.51% – 47 10.64% 0.6
Troutman Wealth Management
4764
Troutman Wealth Management
Pennsylvania
$1.3億 +$30.8万 +0.2% 1.83% – 38 0% 0.7
Benchmark Financial
4765
Benchmark Financial
Delaware
$1.3億 +$748万 +6% 1.25% – 61 13.11% 0.6
Greenline Wealth Management
4766
Greenline Wealth Management
Florida
$1.3億 +$846万 +7% 0.2% – 158 29.75% 0.5
Farley Capital
4767
Farley Capital
New York
$1.3億 +$272万 +2% 9.31% 116% 16 18.75% 6.7
Walsh & Associates
4768
Walsh & Associates
Florida
$1.3億 +$769万 +6% 0.73% – 265 9.06% 0.7
Freestate Advisors
4769
Freestate Advisors
Kansas
$1.3億 -$388万 -3% 0.97% – 43 2.33% 1.9
Hudson Oak Wealth Advisory
4770
Hudson Oak Wealth Advisory
New Jersey
$1.3億 +$33.5万 +0.3% 0.1% – 55 7.27% 0.7
O'Domhnaill Enterprises
4771
O'Domhnaill Enterprises
Wyoming
$1.3億 +$472万 +4% 3.09% – 67 16.42% 0.6
Aldebaran Financial
4772
Aldebaran Financial
$1.3億 +$666万 +5% 5.88% 115% 90 12.22% 5.7
Grand Central Investment Group
4773
Grand Central Investment Group
Florida
$1.3億 +$1020万 +9% 6.48% – 43 9.3% 3.3
M Wealth Management LLC
4774
M Wealth Management LLC
California
$1.3億 +$238万 +2% 0.76% – 61 6.56% 1.3
Ramiah Investment Group
4775
Ramiah Investment Group
Wisconsin
$1.3億 -$132万 -1% 0.38% 62.2% 91 29.67% 2.3