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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、5,392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)
Belpointe Asset Management
476
Belpointe Asset Management
Nevada
$36.3億 +$5.65億 +18% 1.65% 88.6% 1,273 21.68% 2.8
Geneva Capital Management
477
Geneva Capital Management
Wisconsin
$35.9億 -$7.73億 -18% 5% 58.1% 139 17.27% 5.8
Avidian Wealth Enterprises
478
Avidian Wealth Enterprises
Texas
$35.9億 -$2761万 -0.8% 0.86% 71.7% 814 16.71% 2.9
YC
479
Yarbrough Capital
Tennessee
$35.8億 +$2.41億 +7% 8.56% 183% 92 16.3% 3.1
Matson Money Inc
480
Matson Money Inc
Ohio
$35.7億 -$1533万 -0.4% 0.91% 36.2% 9 0% 6.7
MIRAE ASSET SECURITIES (USA) INC.
481
MIRAE ASSET SECURITIES (USA) INC.
New York
$35.7億 -$908万 -0.3% 1.84% – 172 63.37% 0.6
Hartford Investment Management Co (HIMCO)
482
Hartford Investment Management Co (HIMCO)
Connecticut
$35.4億 +$2607万 +0.7% 4.17% 148% 503 2.39% 10.3
Argent Trust Co
483
Argent Trust Co
Tennessee
$35.4億 +$7272万 +2% 2.78% 96.9% 807 9.54% 5
Heritage Investors Management Corp
484
Heritage Investors Management Corp
Maryland
$35.2億 -$8951万 -2% 4.06% 114% 262 5.34% 8
Dynamic Advisor Solutions
485
Dynamic Advisor Solutions
Arizona
$35.2億 -$609万 -0.2% 0.77% 70.9% 1,122 15.15% 3.1
Calamos Wealth Management
486
Calamos Wealth Management
Illinois
$35.1億 +$1.93億 +6% 3.67% 119% 505 13.66% 3.2
CK
487
Cohen Klingenstein
New York
$35.1億 +$1281万 +0.4% 2.67% 99.1% 208 1.44% 9.5
Fideuram - Intesa Sanpaolo Private Banking
488
Fideuram - Intesa Sanpaolo Private Banking
$35億 +$1.73億 +5% 8.14% – 524 30.53% 0.6
Sax Wealth Advisors
489
Sax Wealth Advisors
New Jersey
$35億 +$10.5億 +43% 1.16% 64.3% 773 33.51% 1.5
Joel Isaacson & Co
490
Joel Isaacson & Co
New York
$35億 +$4542万 +1% 0.59% 79.2% 522 11.11% 4.9
Swan Global Investments
491
Swan Global Investments
Colorado
$35億 +$1.11億 +3% 2.7% 72.7% 113 18.58% 3
Meyer Handelman Company
492
Meyer Handelman Company
New York
$34.9億 -$4042万 -1% 3.94% 97.4% 284 7.04% 6.9
Smartleaf Asset Management
493
Smartleaf Asset Management
Massachusetts
$34.9億 +$4.17億 +14% 1.26% 87.1% 3,848 15.72% 1.8
Profund Advisors
494
Profund Advisors
Maryland
$34.8億 -$1.53億 -4% 3.6% 258% 1,225 14.37% 6.2
Braun Stacey Associates
495
Braun Stacey Associates
New York
$34.8億 -$4825万 -1% 4.19% 247% 124 16.94% 4.3
CoreCap Advisors
496
CoreCap Advisors
Michigan
$34.8億 +$8665万 +3% 0.21% 89.8% 3,425 15.8% 1.8
Y.D. More Investments
497
Y.D. More Investments
Israel
$34.7億 +$2.61億 +8% 3.77% 309% 574 19.34% 1.9
Level Four Advisory Services
498
Level Four Advisory Services
Texas
$34.6億 -$7977万 -2% 2.27% 102% 995 11.26% 3.8
Fisher Funds Management
499
Fisher Funds Management
New Zealand
$34.4億 -$8041万 -2% 3.6% – 182 10.99% 1.5
Simplicity Wealth
500
Simplicity Wealth
New Jersey
$34.3億 +$4.68億 +16% 0.57% 82.2% 1,176 21.77% 1.1