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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)
Virginia Estate & Retirement Planning Advisors
5176
Virginia Estate & Retirement Planning Advisors
Virginia
$7908万 -$397万 -5% 2.18% – 262 42.75% 0.3
Avory & Company
5177
Avory & Company
Florida
$7891万 -$112万 -1% 5.29% 74.9% 34 5.88% 2.3
Alken Asset Management
5178
Alken Asset Management
United Kingdom
$7849万 -$1109万 -12% 1.61% 2.19% 31 3.23% 0.9
Norwood Investment Partners
5179
Norwood Investment Partners
California
$7734万 +$493万 +7% 5.1% 24.4% 17 29.41% 1.4
JAWA
5180
John A. Wolfe & Associates
Michigan
$7733万 +$473万 +7% 1.23% – 47 10.64% 0.6
Stapp Wealth Management
5181
Stapp Wealth Management
Washington
$7723万 +$70.6万 +0.9% 1.88% 54.4% 34 14.71% 1.7
OR
5182
Olympiad Research
Connecticut
$7703万 +$2898万 +60% 3.3% 187% 335 82.69% 0.1
Wellington Shields & Co
5183
Wellington Shields & Co
New York
$7597万 -$3.7億 -83% 2.19% 127% 333 87.69% 4.8
CMANY
5184
Capital Management Associates (New York)
New York
$7597万 -$175万 -2% 2.19% 215% 50 22% 3.1
Wellington Shields Capital Management
5185
Wellington Shields Capital Management
New York
$7597万 -$7.12億 -90% 2.19% 157% 337 87.54% 6.3
Spectrum Asset Management (Connecticut)
5186
Spectrum Asset Management (Connecticut)
Connecticut
$7591万 +$628万 +9% 5.59% 2.88% 5 40% 3.9
Triad Investment Management
5187
Triad Investment Management
California
$7544万 -$1525万 -17% 1.69% – 37 21.62% 3.5
Optimas Capital
5188
Optimas Capital
Hong Kong
$7525万 -$2165万 -22% 3.5% 358% 27 81.48% 0.1
BWM
5189
Blossom Wealth Management
California
$7452万 +$355万 +5% 3.37% 104% 77 6.49% 3.2
FCI
5190
Financial Counselors Inc
Kansas
$7398万 +$132万 +2% 1.39% 84.8% 13 0% 9.1
APEIRON Capital Ltd
5191
APEIRON Capital Ltd
Hong Kong
$7365万 -$8202万 -53% 23.8% 362% 14 50% 1
Harrison Street Private Wealth
5192
Harrison Street Private Wealth
Colorado
$7304万 +$206万 +3% 8.26% – 21 0% 0.5
Empower Harvest Management Services
5193
Empower Harvest Management Services
Cayman Islands
$7253万 -$31.1万 -0.4% 1.85% – 1 0% 1.8
Stronghold Wealth Management
5194
Stronghold Wealth Management
Florida
$7237万 -$234万 -3% 1.27% – 143 20.98% 0.6
XXEC Inc
5195
XXEC Inc
Oklahoma
$7181万 -$6.98億 -91% 5.93% 30.1% 26 26.92% 2.7
Fourier Capital Management
5196
Fourier Capital Management
$7073万 +$673万 +11% 16.5% – 20 80% 0.1
University of Maryland Foundation
5197
University of Maryland Foundation
Maryland
$7037万 +$1430万 +25% 1.22% 54.9% 5 20% 2.8
Lockerman Financial Group
5198
Lockerman Financial Group
California
$6973万 +$430万 +7% 0.25% 70.4% 97 15.46% 2
Sapphire Ventures
5199
Sapphire Ventures
Texas
$6952万 -$3428万 -33% 24.2% 7.75% 4 25% 3.3
Andina Capital Management
5200
Andina Capital Management
Utah
$6939万 +$743万 +12% 0.87% 38.9% 86 33.72% 1.2