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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)
Turner Capital Investments
4926
Turner Capital Investments
Texas
$1.18億 – – 0.63% – 6 – 0
Minot DeBlois Advisors
4927
Minot DeBlois Advisors
Massachusetts
$1.18億 +$106万 +0.9% 3.03% – 246 6.5% 1.4
Larry Mathis Financial Planning
4928
Larry Mathis Financial Planning
Arizona
$1.18億 -$1376万 -10% 0.54% – 157 30.57% 0.6
CG
4929
Curat Global
New Hampshire
$1.17億 -$491万 -4% 3.14% – 260 5% 1.4
Invested Advisors
4930
Invested Advisors
Pennsylvania
$1.17億 +$417万 +4% 1.36% – 169 14.2% 0.7
ORBA Wealth Advisors
4931
ORBA Wealth Advisors
Illinois
$1.17億 +$18.8万 +0.2% 2.58% 70.5% 86 6.98% 1.6
MS
4932
Monetary Solutions
Ohio
$1.17億 +$97.7万 +0.8% 0.1% – 644 39.6% 0.4
Linden Rose Investment
4933
Linden Rose Investment
Texas
$1.17億 -$1172万 -9% 4.1% – 9 22.22% 0.4
IFC & Insurance Marketing
4934
IFC & Insurance Marketing
California
$1.17億 +$339万 +3% 0.56% – 90 16.67% 0.6
Figure 8 Investment Strategies
4935
Figure 8 Investment Strategies
Idaho
$1.17億 -$156万 -1% 1.71% – 59 6.78% 1.4
Red Tree Management
4936
Red Tree Management
California
$1.17億 -$3057万 -21% 7% – 3 0% 1.8
E&R Wealth Management
4937
E&R Wealth Management
South Carolina
$1.17億 -$128万 -1% 1.95% – 12 0% 0.8
One River Asset Management
4938
One River Asset Management
Connecticut
$1.17億 -$1.93億 -62% 2.18% 27% 269 40.52% 0.8
OFC Financial Planning
4939
OFC Financial Planning
New Jersey
$1.16億 +$382万 +3% 4.6% – 57 5.26% 1.6
WealthCare Asset Management
4940
WealthCare Asset Management
Missouri
$1.16億 -$1.24億 -52% 5.79% – 90 47.78% 0.4
FCM
4941
Fell Capital Management
California
$1.16億 -$239万 -2% 0.74% – 99 8.08% 0.7
Shepherd Street Advisors
4942
Shepherd Street Advisors
California
$1.16億 +$232万 +2% 3.1% – 88 5.68% 0.7
truNorth Financial Services
4943
truNorth Financial Services
Pennsylvania
$1.16億 +$455万 +4% 1.21% – 63 11.11% 0.6
Catherine Avery Investment Management
4944
Catherine Avery Investment Management
Florida
$1.16億 -$1.13億 -49% 4.72% – 174 5.75% 1.1
Retireful LLC
4945
Retireful LLC
Michigan
$1.16億 +$864万 +8% 13.2% 437% 125 66.4% 0.4
Cannae Holdings
4946
Cannae Holdings
Nevada
$1.16億 -$1760万 -13% 13.1% 88.5% 2 0% 2.6
ACA
4947
Alpha Capital Advisors
Maine
$1.16億 +$1.99万 +0% 0.65% – 34 0% 0.7
MLP3 LLC
4948
MLP3 LLC
New Jersey
$1.16億 +$1306万 +13% 0.05% – 110 18.18% 0.6
Advisory Advocates
4949
Advisory Advocates
Michigan
$1.16億 -$83.7万 -0.7% 0.32% – 200 13% 0.6
RBDF
4950
Robert B. Daugherty Foundation
Nebraska
$1.16億 -$2866万 -20% 19.8% – 1 0% 0.8