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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)
Affinity Investment Advisors
4826
Affinity Investment Advisors
California
$2.3億 +$3260万 +17% 4.58% 208% 142 7.04% 3.7
Tuttle Capital Management
4827
Tuttle Capital Management
Connecticut
$2.3億 +$8122万 +55% 1.41% 115% 267 61.8% 0.2
Spear Advisors
4828
Spear Advisors
New York
$2.3億 -$6177万 -21% 16.1% – 33 24.24% 0.5
LC
4829
Lalia Capital
New York
$2.3億 +$2376万 +12% 0.72% – 17 17.65% 0.5
Cresta Advisors
4830
Cresta Advisors
Texas
$2.29億 -$4926万 -18% 0.34% 66.8% 54 7.41% 2.9
Cooper/Haims Advisors
4831
Cooper/Haims Advisors
New York
$2.29億 -$316万 -1% 0.02% 58.8% 130 19.23% 3.6
AGP Franklin
4832
AGP Franklin
Tennessee
$2.29億 -$139万 -0.6% 6.29% – 101 17.82% 1.2
Sowa Financial Group
4833
Sowa Financial Group
Rhode Island
$2.29億 +$1470万 +7% 7.33% 100% 31 6.45% 3.6
Adalta Capital Management
4834
Adalta Capital Management
New York
$2.29億 +$140万 +0.6% 2.1% 89.2% 112 11.61% 4.2
W Advisors LLC
4835
W Advisors LLC
Tennessee
$2.29億 +$924万 +4% 4.08% 88.7% 156 3.85% 3
KWM
4836
KRM Wealth Management
Nevada
$2.29億 +$185万 +0.8% 1.08% – 47 6.38% 0.7
Trust Investment Advisors
4837
Trust Investment Advisors
Indiana
$2.29億 +$1963万 +9% 1.99% 178% 114 25.44% 4.5
Yardley Wealth Management
4838
Yardley Wealth Management
Pennsylvania
$2.29億 +$891万 +4% 1.25% – 41 12.2% 1.7
Capital Wealth Alliance
4839
Capital Wealth Alliance
Arizona
$2.29億 +$1354万 +6% 6.19% 124% 108 15.74% 2.6
Bastion Asset Management
4840
Bastion Asset Management
Canada
$2.29億 -$6580万 -22% 4.49% – 71 66.2% 0.3
11.2 Capital Management
4841
11.2 Capital Management
Nevada
$2.29億 +$2435万 +12% 17.2% – 1 0% 0.8
WA1
4842
Wimmer Associates 1
California
$2.29億 +$766万 +3% 5.47% 92.7% 117 5.98% 7.5
TAP
4843
Tounjian Advisory Partners
Florida
$2.29億 -$496万 -2% 1.96% – 882 14.17% 0.4
Tenret Company
4844
Tenret Company
Florida
$2.29億 – – 1.6% – 39 – 3.6
Beach Point Capital Management
4845
Beach Point Capital Management
California
$2.29億 -$2935万 -11% 20.3% 84.1% 21 42.86% 1
BankPlus Wealth Management
4846
BankPlus Wealth Management
Mississippi
$2.29億 +$646万 +3% 0.99% – 128 10.16% 1.4
Smith Thornton Advisors
4847
Smith Thornton Advisors
Alabama
$2.29億 +$156万 +0.7% 0.32% – 145 7.59% 1.8
Ariadne Wealth Management
4848
Ariadne Wealth Management
California
$2.28億 +$231万 +1% 2.35% – 276 13.77% 1.4
Castleview Partners
4849
Castleview Partners
Texas
$2.28億 +$66.5万 +0.3% 1.49% 61.3% 240 17.92% 2.6
Legacy Capital Wealth Management
4850
Legacy Capital Wealth Management
Texas
$2.28億 +$1008万 +5% 1.45% – 90 22.22% 1