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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)
Bullseye Asset Management
5251
Bullseye Asset Management
Colorado
$1.94億 -$243万 -1% 11.1% 115% 63 17.46% 3.3
Financial Designs
5252
Financial Designs
California
$1.94億 +$765万 +4% 1.84% 49% 42 9.52% 1.4
Quantum Financial Partners
5253
Quantum Financial Partners
Kansas
$1.94億 -$150万 -0.8% 1.53% – 169 19.53% 0.2
Lakewood Asset Management
5254
Lakewood Asset Management
Illinois
$1.94億 +$1171万 +6% 1.65% 69.3% 114 9.65% 2.9
IMG Wealth Management
5255
IMG Wealth Management
Florida
$1.94億 +$1438万 +8% 1.16% – 665 11.88% 1
NWM
5256
Navigoe Wealth Management
California
$1.94億 +$260万 +1% 0.4% – 1,240 69.6% 0.9
Bayshore Capital Advisors
5257
Bayshore Capital Advisors
Florida
$1.94億 -$2044万 -10% 5.86% – 48 18.75% 0.6
Invera Wealth Advisors
5258
Invera Wealth Advisors
Oregon
$1.94億 +$726万 +4% 1.03% 102% 136 3.68% 1.3
Adirondack Capital Advisors
5259
Adirondack Capital Advisors
New York
$1.94億 +$722万 +4% 0.48% – 45 0% 0.7
Inman Jager Wealth Management
5260
Inman Jager Wealth Management
Mississippi
$1.94億 +$569万 +3% 4.23% – 93 7.53% 1.5
Rydar Equities
5261
Rydar Equities
Texas
$1.94億 +$1596万 +9% 4.43% – 441 75.96% 0.2
Integrity Wealth Advisors
5262
Integrity Wealth Advisors
California
$1.93億 – – 2.29% – 77 – 1.1
Nierenberg Investment Management Company
5263
Nierenberg Investment Management Company
Washington
$1.93億 -$802万 -4% 0.41% 127% 39 23.08% 1.8
Aurora Investment Counsel
5264
Aurora Investment Counsel
Georgia
$1.93億 -$100万 -0.5% 0.33% 36.6% 134 26.12% 1.1
Ehrlich Financial Group
5265
Ehrlich Financial Group
California
$1.93億 -$111万 -0.6% 0.29% 56.2% 132 18.94% 1.6
MAM
5266
Maytree Asset Management
Hong Kong
$1.93億 +$3920万 +25% 1.1% 441% 48 68.75% 0.4
Traction Financial Partners
5267
Traction Financial Partners
Wyoming
$1.93億 +$473万 +3% 1.49% 56.7% 70 15.71% 1.9
Ables Iannone Moore & Associates
5268
Ables Iannone Moore & Associates
Georgia
$1.93億 +$519万 +3% 4.97% 116% 66 10.61% 2.2
Rayburn West Financial Services
5269
Rayburn West Financial Services
Tennessee
$1.93億 +$1137万 +6% 3.93% – 87 10.34% 0.7
Stone Loft Wealth Management
5270
Stone Loft Wealth Management
Pennsylvania
$1.93億 +$1698万 +10% 1% – 31 6.45% 0.7
Upper Left Wealth Management
5271
Upper Left Wealth Management
Florida
$1.93億 +$1225万 +7% 2.4% 52.7% 79 21.52% 3.2
Martin Capital Advisors
5272
Martin Capital Advisors
Texas
$1.93億 +$192万 +1% 3.66% 140% 78 5.13% 3.7
LPCM
5273
Lynwood Price Capital Management
Texas
$1.93億 -$1441万 -7% 1.5% – 14 14.29% 1
Paragon Financial Partners
5274
Paragon Financial Partners
California
$1.93億 +$535万 +3% 3.51% 105% 82 6.1% 3.8
SA
5275
Sunesis Advisors
Kansas
$1.93億 -$4926万 -20% 1.67% – 71 81.69% 2.6