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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、5,557本のファンド(~62%)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)
Sherman Asset Management
4851
Sherman Asset Management
California
$1.34億 +$537万 +4% 1.48% – 140 25% 1.5
Birchwood Financial Partners
4852
Birchwood Financial Partners
Minnesota
$1.34億 +$1195万 +10% 0.9% – 704 51.42% 0.4
Trace Wealth Advisors
4853
Trace Wealth Advisors
California
$1.34億 -$1872万 -12% 0.35% – 75 28% 1.4
B
4854
Bayban
Minnesota
$1.34億 +$376万 +3% 0.13% – 618 18.77% 0.7
Peapod Lane Capital
4855
Peapod Lane Capital
New York
$1.34億 -$1412万 -10% 1.66% – 63 9.52% 1.2
Hingham Institution for Savings
4856
Hingham Institution for Savings
Massachusetts
$1.34億 -$25.4万 -0.2% 0.15% – 15 0% 0.7
Strategic Wealth Advisors
4857
Strategic Wealth Advisors
Arizona
$1.34億 +$1693万 +14% 0.65% – 260 80.38% 0.8
Kraematon Investment Advisors
4858
Kraematon Investment Advisors
Massachusetts
$1.34億 -$42.2万 -0.3% 0.58% 89.8% 109 6.42% 2.8
Waystone Advisors
4859
Waystone Advisors
Washington
$1.34億 -$45.1万 -0.3% 2.91% – 110 0% 0.6
RD Lewis Holdings
4860
RD Lewis Holdings
Florida
$1.34億 -$164万 -1% 1.07% – 90 4.44% 1.5
Harbor Asset Planning
4861
Harbor Asset Planning
Massachusetts
$1.33億 +$29.5万 +0.2% 0.18% – 423 3.55% 1.2
Clearview Wealth Management
4862
Clearview Wealth Management
California
$1.33億 -$2221万 -14% 1.42% – 66 13.64% 0.5
Eagle Harbor Asset Management
4863
Eagle Harbor Asset Management
Washington
$1.33億 +$598万 +5% 1.02% 76.2% 158 25.32% 2.7
Axos Invest
4864
Axos Invest
Nevada
$1.33億 -$368万 -3% 0.19% – 22 13.64% 1.5
SIM
4865
Summitas Investment Management
Texas
$1.33億 -$189万 -1% 1.83% – 10 0% 0.8
SBI Holdings USA
4866
SBI Holdings USA
California
$1.33億 +$3154万 +31% 31.2% – 1 0% 0.8
Ruggiero Investments
4867
Ruggiero Investments
Florida
$1.33億 +$1384万 +12% 4.99% – 101 22.77% 0.5
Poinciana Advisors Group
4868
Poinciana Advisors Group
Florida
$1.32億 -$227万 -2% 1.01% – 125 16% 1.2
RM Financial Services
4869
RM Financial Services
Maine
$1.32億 -$209万 -2% 0.91% – 81 6.17% 0.7
LWM Advisors
4870
LWM Advisors
California
$1.32億 -$163万 -1% 0.87% – 40 20% 1.2
Pacific Capital Partners
4871
Pacific Capital Partners
$1.32億 +$1691万 +15% 1.98% 61.4% 45 20% 0.4
Tannin Capital
4872
Tannin Capital
North Carolina
$1.32億 -$1971万 -13% 1.65% – 182 21.43% 0.6
E6 Portfolios
4873
E6 Portfolios
Utah
$1.32億 +$724万 +6% 1.68% – 102 17.65% 0.6
James Reed Financial Services
4874
James Reed Financial Services
Ohio
$1.32億 +$136万 +1% 0.24% – 19 5.26% 2.7
Summerhill Capital Management
4875
Summerhill Capital Management
Ontario, Canada
$1.32億 +$705万 +6% 1.07% – 18 5.56% 2