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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)
EDMP Inc
4776
EDMP Inc
Florida
$1.3億 +$531万 +4% 1.73% 78% 75 8% 4.3
KW Wealth Management
4777
KW Wealth Management
California
$1.3億 – – 4.06% – 79 – 0.9
Tandem Investment Partners
4778
Tandem Investment Partners
New Jersey
$1.29億 -$33.7万 -0.3% 1.56% – 77 2.6% 1.5
Ativo Capital Management
4779
Ativo Capital Management
Illinois
$1.29億 -$121万 -0.9% 0.18% 63.2% 61 18.03% 2.1
Corps Capital Advisors
4780
Corps Capital Advisors
Texas
$1.29億 +$533万 +4% 8.16% – 102 8.82% 1.1
Cedrus Wealth Group LLC
4781
Cedrus Wealth Group LLC
Minnesota
$1.29億 +$1478万 +13% 0.1% – 55 9.09% 0.5
Orca Investment Management
4782
Orca Investment Management
Oregon
$1.29億 -$853万 -6% 3.35% 139% 62 12.9% 8.4
Integrity Wealth Partners
4783
Integrity Wealth Partners
California
$1.29億 – – 1.57% – 103 – 0.5
Tribridge Partners Financial
4784
Tribridge Partners Financial
Maryland
$1.29億 -$1.26億 -49% 0.18% – 86 38.37% 1.1
Blue Line Capital
4785
Blue Line Capital
Illinois
$1.29億 +$888万 +7% 6.56% – 96 35.42% 0.6
Pandowealth
4786
Pandowealth
Georgia
$1.29億 +$726万 +6% 0.06% – 30 50% 0.4
Argus Investors Counsel
4787
Argus Investors Counsel
New York
$1.29億 -$123万 -0.9% 2.13% 132% 115 15.65% 5.5
Platt Wealth Management
4788
Platt Wealth Management
California
$1.29億 +$416万 +3% 0.64% – 66 16.67% 0.6
Frisco Financial Planning
4789
Frisco Financial Planning
Texas
$1.29億 -$418万 -3% 3.15% – 34 14.71% 1.2
C2C Wealth Management
4790
C2C Wealth Management
Arizona
$1.28億 +$79万 +0.6% 3.62% 77.2% 97 9.28% 3.7
MSK
4791
Melissa S. Kampmann
$1.28億 -$395万 -3% 2.89% 82.1% 44 9.09% 2.5
RWIA
4792
Roger Wittlin Investment Advisory
California
$1.28億 +$98.5万 +0.8% 0.93% 61.3% 48 14.58% 2.5
Cornerstone Financial Management
4793
Cornerstone Financial Management
Massachusetts
$1.28億 +$355万 +3% 0.09% – 2,126 33.02% 0.4
BI
4794
BluePrint Investing
California
$1.28億 -$558万 -4% 0.38% – 26 3.85% 0.8
Purewater Capital
4795
Purewater Capital
Texas
$1.28億 -$1038万 -7% 7.41% – 70 30% 0.4
Graham Capital Wealth Management
4796
Graham Capital Wealth Management
District of Columbia
$1.28億 -$119万 -0.9% 3.43% 50.6% 66 21.21% 1.7
Financial Concepts Unlimited
4797
Financial Concepts Unlimited
Maine
$1.28億 +$37.1万 +0.3% 0.58% – 44 6.82% 0.5
WWMP
4798
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$1.28億 +$396万 +3% 0.76% – 117 28.21% 0.6
DWM Financial Group
4799
DWM Financial Group
Illinois
$1.28億 +$1554万 +14% 0.41% – 68 45.59% 0.8
AK Global Asset Management
4800
AK Global Asset Management
California
$1.28億 +$961万 +8% 11.1% – 30 20% 0.6