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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、7,143本のファンド(~80%)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)
Lauterbach Financial Advisors
4776
Lauterbach Financial Advisors
Texas
$2.35億 +$206万 +0.9% 0.9% 76.5% 92 9.78% 3.1
Cairn Investment Group
4777
Cairn Investment Group
Washington
$2.35億 +$776万 +3% 2.19% 67.4% 67 4.48% 4.4
Symphony Financial Services
4778
Symphony Financial Services
Ohio
$2.34億 +$1183万 +5% 0.3% – 114 12.28% 1.6
NEXTBio Capital Management
4779
NEXTBio Capital Management
California
$2.34億 +$1698万 +8% 3.46% – 27 25.93% 0.6
Signature Wealth Management Partners
4780
Signature Wealth Management Partners
New Jersey
$2.34億 +$1985万 +9% 5.21% 97.9% 132 13.64% 3.4
Whalen Wealth Management
4781
Whalen Wealth Management
Nevada
$2.34億 +$1207万 +5% 2.34% 90.2% 258 45.74% 0.8
Alhambra Investment Management
4782
Alhambra Investment Management
Florida
$2.34億 +$518万 +2% 1.71% 67.7% 195 12.31% 3.9
CCC
4783
Chelsea Counsel Company
California
$2.34億 -$185万 -0.8% 3.61% 122% 240 7.08% 4.1
GBI
4784
GP Brinson Investments
Illinois
$2.34億 -$1083万 -4% 0.1% 51.2% 14 7.14% 4.8
tru Independence
4785
tru Independence
Oregon
$2.34億 +$524万 +2% 0.88% 67.4% 117 14.53% 3
H&H Retirement Design & Management
4786
H&H Retirement Design & Management
Nevada
$2.34億 +$1374万 +6% 3.63% 37% 126 29.37% 2.1
Northern Capital Management (Washington)
4787
Northern Capital Management (Washington)
Washington
$2.34億 -$70.5万 -0.3% 2.18% 90.9% 58 8.62% 3.1
ShawSpring Partners
4788
ShawSpring Partners
Massachusetts
$2.34億 +$172万 +0.7% 16.8% 23.4% 12 8.33% 0.7
Flower City Capital
4789
Flower City Capital
New York
$2.34億 +$649万 +3% 1.13% 69.5% 50 14% 3
CA
4790
Continental Advisors
Utah
$2.33億 -$337万 -1% 1.83% 73.6% 55 14.55% 5.3
Bernzott Capital Advisors
4791
Bernzott Capital Advisors
California
$2.33億 -$1641万 -7% 3.79% 46.2% 112 68.75% 1
Carolina Wealth Management
4792
Carolina Wealth Management
North Carolina
$2.33億 +$1586万 +7% 0.55% – 129 21.71% 0.2
Carl P. Sherr & Co
4793
Carl P. Sherr & Co
Massachusetts
$2.33億 -$544万 -2% 1.53% 78.6% 137 5.84% 3.9
LMHBHCT
4794
Leona M. & Harry B. Helmsley Charitable Trust
New York
$2.33億 +$1806万 +8% 1.76% – 2 0% 0.6
Attessa Capital
4795
Attessa Capital
Arizona
$2.33億 +$1014万 +5% 0.36% – 54 14.81% 1.1
Cohen Investment Advisors
4796
Cohen Investment Advisors
New Hampshire
$2.33億 +$985万 +4% 6.37% 90.6% 84 7.14% 4.9
Banyan Capital Management
4797
Banyan Capital Management
Georgia
$2.33億 +$255万 +1% 0.4% 44.4% 55 12.73% 2.7
Steinberganna Wealth Management
4798
Steinberganna Wealth Management
New York
$2.33億 -$1340万 -5% 1.76% – 148 12.16% 0.8
LeClair Wealth Partners
4799
LeClair Wealth Partners
Ohio
$2.33億 +$3955万 +20% 2.09% – 146 13.01% 0.3
Fortune Financial Advisors
4800
Fortune Financial Advisors
Kansas
$2.32億 -$127万 -0.5% 1.6% 82.8% 167 6.59% 1.8