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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)
Xena Financial Planning
5051
Xena Financial Planning
Oregon
$1.05億 +$55.2万 +0.5% 1.08% – 40 10% 0.7
Hyposwiss Advisors
5052
Hyposwiss Advisors
$1.05億 -$80.6万 -0.8% 0.21% – 104 1.92% 0.7
Reality Financial Planning Services
5053
Reality Financial Planning Services
Florida
$1.05億 +$112万 +1% 0.65% – 20 10% 0.7
Freemont Management
5054
Freemont Management
Switzerland
$1.05億 +$135万 +1% 6.64% 102% 17 23.53% 2.5
Trailhead Planners
5055
Trailhead Planners
Minnesota
$1.05億 +$121万 +1% 0.29% – 57 3.51% 0.6
CF
5056
Calder Financial
Pennsylvania
$1.05億 -$156万 -1% 0.67% – 43 2.33% 0.7
Bluebird Wealth Management
5057
Bluebird Wealth Management
Massachusetts
$1.04億 -$1117万 -10% 4.65% – 99 21.21% 0.5
Surience Private Wealth
5058
Surience Private Wealth
Washington
$1.04億 -$952万 -8% 0.47% 169% 64 62.5% 0.4
Crosspoint Capital Strategies
5059
Crosspoint Capital Strategies
California
$1.04億 – – 1.81% – 139 – 0.3
Q Fund Management (Hong Kong)
5060
Q Fund Management (Hong Kong)
$1.04億 -$552万 -5% 9.72% – 42 47.62% 0.4
Montchanin Asset Management
5061
Montchanin Asset Management
Delaware
$1.04億 +$589万 +6% 7.66% 120% 66 12.12% 2.4
Succession Financial
5062
Succession Financial
Texas
$1.04億 -$123万 -1% 2.69% – 55 21.82% 0.2
Willow Creek Capital Management
5063
Willow Creek Capital Management
Montana
$1.04億 +$72.8万 +0.7% 3.78% – 106 12.26% 0.2
T3 Companies
5064
T3 Companies
New York
$1.03億 +$970万 +10% 1.69% – 292 72.26% 0.2
UPWM
5065
UMB Private Wealth Management
Missouri
$1.03億 – – 1.91% – 1,409 – 0
Strategic Financial Group
5066
Strategic Financial Group
Michigan
$1.03億 -$112万 -1% 2.08% – 20 5% 0.5
Gritstone Asset Management
5067
Gritstone Asset Management
Maryland
$1.03億 -$84.6万 -0.8% 0.36% – 226 36.73% 0.6
Provident Living Financial Services
5068
Provident Living Financial Services
Utah
$1.03億 +$143万 +1% 2.03% – 54 9.26% 0.7
Parrish Capital
5069
Parrish Capital
Georgia
$1.03億 -$109万 -1% 2.12% – 88 5.68% 0.7
PBK
5070
Peoples Bank (Kansas)
Kansas
$1.03億 -$33.9万 -0.3% 3.28% 74.5% 101 6.93% 2.6
RCDBASW
5071
Rudd Co d/b/a Styre Wealth
Texas
$1.03億 – – 2.29% – 75 – 0
Langley Wealth Management
5072
Langley Wealth Management
Mississippi
$1.02億 -$20.9万 -0.2% 1.68% – 139 23.02% 0.2
Palladiem
5073
Palladiem
Pennsylvania
$1.02億 -$88.4万 -0.9% 0.24% – 142 9.86% 1.6
Guilbault Capital
5074
Guilbault Capital
Louisiana
$1.02億 +$244万 +2% 1.75% – 81 19.75% 0.6
Schuylkill Financial
5075
Schuylkill Financial
Pennsylvania
$1.02億 -$623万 -6% 2.19% – 72 16.67% 0.2