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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)
DAM
4851
Directional Asset Management
Illinois
$1.24億 +$566万 +5% 1.16% – 105 24.76% 0.6
Artesa Financial Group
4852
Artesa Financial Group
Texas
$1.24億 +$688万 +6% 0.84% – 69 17.39% 0.6
PIS
4853
POM Investment Strategies
North Carolina
$1.24億 +$3564万 +40% 1.58% 67.9% 425 22.82% 0.9
Curtis Wealth Management
4854
Curtis Wealth Management
Nevada
$1.24億 +$580万 +5% 0.08% – 65 24.62% 0.6
Waycross Investment Management
4855
Waycross Investment Management
Washington
$1.24億 -$755万 -6% 0.31% 49.6% 61 8.2% 1.9
Auctus Advisors
4856
Auctus Advisors
North Carolina
$1.24億 +$479万 +4% 4.96% – 34 11.76% 0.7
Accuvest Global Advisors
4857
Accuvest Global Advisors
Utah
$1.24億 +$730万 +6% 13% 163% 91 45.05% 1.3
Milestones Private Investment Advisors
4858
Milestones Private Investment Advisors
New York
$1.23億 -$223万 -2% 0.06% – 78 7.69% 1.2
Stephen J. Garry & Associates
4859
Stephen J. Garry & Associates
New York
$1.23億 -$1388万 -10% 0.12% 67.2% 56 12.5% 2.1
Wolfstich Capital
4860
Wolfstich Capital
Massachusetts
$1.23億 -$632万 -5% 1.99% – 24 33.33% 0.8
Shuttleworth & Co
4861
Shuttleworth & Co
Ohio
$1.23億 -$208万 -2% 1.16% – 51 1.96% 1
Financial Management Inc
4862
Financial Management Inc
Arkansas
$1.23億 +$93.7万 +0.8% 1.9% – 53 24.53% 0.6
Smith Asset Management
4863
Smith Asset Management
Florida
$1.23億 -$438万 -3% 3.63% – 75 9.33% 1.5
TandemGrowth Financial Advisors
4864
TandemGrowth Financial Advisors
Georgia
$1.23億 +$21.1万 +0.2% 1.26% – 28 10.71% 0.7
PC
4865
Payne Capital
Oregon
$1.23億 +$254万 +2% 2.39% – 60 10% 0.8
Torrey-Payne Wealth Management
4866
Torrey-Payne Wealth Management
California
$1.23億 +$92.2万 +0.8% 0.01% – 41 7.32% 0.7
Gallacher Capital Management
4867
Gallacher Capital Management
Colorado
$1.22億 -$5598万 -31% 3.26% 82.8% 298 43.62% 2.1
Conquis Financial
4868
Conquis Financial
California
$1.22億 -$191万 -2% 0.42% – 105 50.48% 0.8
Hanseatic Management Services
4869
Hanseatic Management Services
New Mexico
$1.22億 -$1387万 -10% 1.73% – 113 46.02% 0.8
Hicks Capital Management
4870
Hicks Capital Management
Ohio
$1.22億 $0 0% 0.94% – 39 0% 1
Wealth Advisory Team
4871
Wealth Advisory Team
Kentucky
$1.22億 -$106万 -0.9% 0.97% – 41 9.76% 1.1
Hobbs Wealth Management
4872
Hobbs Wealth Management
Indiana
$1.22億 +$358万 +3% 0.35% – 23 8.7% 1.3
Crescent Sterling
4873
Crescent Sterling
Louisiana
$1.22億 +$1007万 +9% 5.01% 68.6% 96 15.63% 2.5
LCS
4874
Luma Capital SA
$1.22億 +$965万 +9% 0.05% – 13 7.69% 0.7
Portus Wealth Advisors
4875
Portus Wealth Advisors
North Carolina
$1.22億 +$11.4万 +0.1% 1.72% – 52 7.69% 0.9