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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、7,143本のファンド(~80%)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)
Samara Investment Management
5101
Samara Investment Management
Oregon
$2.07億 +$9858万 +91% 2.25% – 132 50.76% 0.3
Battery Global Advisors
5102
Battery Global Advisors
Massachusetts
$2.07億 +$739万 +4% 1.61% 76.5% 158 1.27% 1.9
Ponta Wealth Partners
5103
Ponta Wealth Partners
Florida
$2.07億 +$2028万 +11% 6.25% – 223 22.87% 0.5
Beacon Advisors Holdings
5104
Beacon Advisors Holdings
Texas
$2.07億 +$284万 +1% 0.02% – 38 2.63% 0.7
Stanich Group
5105
Stanich Group
New York
$2.07億 +$4833万 +30% 0.12% – 64 18.75% 1.1
InTrack Investment Management
5106
InTrack Investment Management
Vermont
$2.07億 +$527万 +3% 3.26% 99.2% 115 12.17% 2.9
Investments & Financial Planning LLC
5107
Investments & Financial Planning LLC
Kentucky
$2.07億 -$423万 -2% 1.34% 68% 41 12.2% 3.8
Westview Investment Advisors
5108
Westview Investment Advisors
Vermont
$2.07億 +$256万 +1% 2.11% – 72 8.33% 0.6
Aspen Wealth Strategies
5109
Aspen Wealth Strategies
Colorado
$2.07億 +$13.2万 +0.1% 1.26% 72.3% 92 7.61% 2.6
Sherrill & Hutchins Financial Advisory
5110
Sherrill & Hutchins Financial Advisory
Georgia
$2.07億 -$244万 -1% 1.44% 41.6% 20 5% 1.5
IF
5111
Integrity Financial
Wyoming
$2.07億 -$268万 -1% 2.35% 75.8% 324 17.9% 2.5
RFG
5112
RFP Financial Group
Georgia
$2.07億 -$1665万 -7% 2.62% 63.4% 77 27.27% 2.1
Rachor Investment Advisory Services
5113
Rachor Investment Advisory Services
Michigan
$2.07億 +$349万 +2% 1.31% – 232 15.52% 0.6
Cassia Capital Partners
5114
Cassia Capital Partners
North Carolina
$2.07億 +$27.8万 +0.1% 1.04% 59.9% 73 10.96% 3.1
NED
5115
Nancy E. Dempze
$2.07億 -$248万 -1% 2.63% 94.5% 92 6.52% 4.7
Momentous Wealth Management
5116
Momentous Wealth Management
Washington
$2.06億 +$1127万 +6% 0.47% – 55 21.82% 1.3
Delta Capital Management
5117
Delta Capital Management
New Jersey
$2.06億 -$1101万 -5% 0.05% 129% 112 9.82% 6.1
IFS
5118
Intelligent Financial Strategies
Minnesota
$2.06億 -$177万 -0.9% 0.61% 63.5% 79 26.58% 3.1
Deepwater Asset Management
5119
Deepwater Asset Management
Minnesota
$2.06億 -$1416万 -6% 2.67% 156% 43 39.53% 0.9
Riverchase Wealth Management
5120
Riverchase Wealth Management
Texas
$2.06億 -$861万 -4% 0.59% – 85 14.12% 1.3
Instrumental Wealth
5121
Instrumental Wealth
Florida
$2.06億 +$846万 +4% 0.75% 38.2% 92 6.52% 1.7
Hurley Capital
5122
Hurley Capital
New York
$2.06億 +$1269万 +7% 1.2% – 723 14.8% 1.1
Cyr Financial
5123
Cyr Financial
Illinois
$2.06億 +$1376万 +7% 0.26% – 63 9.52% 1.6
Counterweight Ventures
5124
Counterweight Ventures
North Carolina
$2.05億 +$490万 +2% 4.58% 113% 81 2.47% 2.3
All-Stars Investment
5125
All-Stars Investment
Hong Kong
$2.05億 +$618万 +3% 5.9% 30.1% 11 18.18% 1.1