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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)
JC
4876
JCSD Capital
California
$1.22億 +$5292万 +77% 0.36% – 28 50% 1.1
Lotus Asset Management
4877
Lotus Asset Management
Tennessee
$1.22億 +$852万 +8% 4.89% – 49 16.33% 0.2
ETF Store
4878
ETF Store
Kansas
$1.22億 +$200万 +2% 0.22% 61% 117 9.4% 2.9
SFI Advisors
4879
SFI Advisors
New Jersey
$1.22億 +$562万 +5% 2.07% 95.9% 65 15.38% 2.4
DB Fitzpatrick & Co
4880
DB Fitzpatrick & Co
Idaho
$1.21億 -$226万 -2% 0.47% 42.7% 107 13.08% 2.8
Montgomery Financial Services
4881
Montgomery Financial Services
Maryland
$1.21億 +$638万 +6% 0.78% – 383 16.19% 0.2
ASCM
4882
Adkins Seale Capital Management
Louisiana
$1.21億 +$890万 +8% 1.94% – 242 4.55% 0.7
Hardworking Capital Advisors
4883
Hardworking Capital Advisors
California
$1.21億 -$119万 -1% 3.28% – 109 45.87% 0.5
Wall Capital Group
4884
Wall Capital Group
Arizona
$1.21億 -$99.4万 -0.8% 1.11% – 34 17.65% 2.2
North Forty Two & Co
4885
North Forty Two & Co
Oregon
$1.21億 +$331万 +3% 1.98% – 108 5.56% 1.5
Forteris Wealth Management
4886
Forteris Wealth Management
New York
$1.21億 -$128万 -1% 2.13% – 73 10.96% 0.7
Investment Insight Wealth Management
4887
Investment Insight Wealth Management
New York
$1.21億 +$551万 +5% 7.46% – 45 4.44% 0.6
MKD Wealth Coaches
4888
MKD Wealth Coaches
Michigan
$1.21億 +$387万 +3% 0.17% – 36 19.44% 3.5
3 Factor Indexing
4889
3 Factor Indexing
California
$1.21億 +$270万 +2% 0.08% – 453 10.6% 0.5
Portfolio Resources Advisor Group
4890
Portfolio Resources Advisor Group
Florida
$1.21億 +$259万 +2% 0.26% – 201 28.86% 0.4
Drum Hill Capital
4891
Drum Hill Capital
Connecticut
$1.21億 +$2280万 +23% 9.07% – 49 12.24% 1.4
AIM
4892
Axiom Investment Management
New York
$1.21億 -$2887万 -19% 1.07% – 544 50.55% 1.3
IWA
4893
Independent Wealth Advisors
North Carolina
$1.21億 +$1021万 +9% 0.5% – 83 12.05% 0.6
SA
4894
Stonebridge Advisors
Connecticut
$1.21億 +$3767万 +45% 6.88% 0.03% 4 25% 1.5
Twin Cities Retirement Group
4895
Twin Cities Retirement Group
Minnesota
$1.21億 +$370万 +3% 1.77% – 27 18.52% 0.6
Blom & Howell Financial Planning
4896
Blom & Howell Financial Planning
California
$1.2億 +$17.1万 +0.1% 0.79% – 71 15.49% 0.7
Red Mountain Financial
4897
Red Mountain Financial
Colorado
$1.2億 +$68.4万 +0.6% 0.54% – 85 8.24% 2
Finhabits Advisors
4898
Finhabits Advisors
New York
$1.2億 +$91.7万 +0.8% 1.88% – 15 0% 0.8
GC
4899
Gruss & Co
Florida
$1.2億 +$7903万 +194% 6.57% 173% 43 23.26% 2.1
BankChampaign National Association
4900
BankChampaign National Association
Illinois
$1.2億 -$1048万 -8% 0.38% – 227 22.91% 0.5