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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、6,148本のファンド(~69%)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)
Farnam Financial
5351
Farnam Financial
Arizona
$1.35億 -$166万 -1% 0.11% – 62 20.97% 1.3
Broussard Financial Group
5352
Broussard Financial Group
Louisiana
$1.35億 +$1056万 +8% 2.95% – 45 37.78% 0.5
Approach Retirement Advisors
5353
Approach Retirement Advisors
Alabama
$1.35億 -$231万 -2% 0.81% – 85 9.41% 0.7
Capital CS Group
5354
Capital CS Group
California
$1.35億 +$846万 +7% 3.77% 27.8% 113 58.41% 1
SR
5355
Summer Road
Florida
$1.35億 -$2584万 -16% 16.7% 214% 26 30.77% 1.7
Littlejohn Financial Services
5356
Littlejohn Financial Services
Oregon
$1.35億 -$249万 -2% 1.91% – 82 28.05% 0.9
LI
5357
Latash Investments
Alaska
$1.35億 -$138万 -1% 3.31% 111% 21 9.52% 5
Dala Group
5358
Dala Group
Illinois
$1.35億 +$1365万 +11% 1.7% – 72 6.94% 0.7
Golden Bell Financial Planning
5359
Golden Bell Financial Planning
Georgia
$1.35億 -$101万 -0.7% 1.92% – 41 2.44% 1.5
Core Wealth Advisors (Indiana)
5360
Core Wealth Advisors (Indiana)
Indiana
$1.35億 -$84.9万 -0.6% 0.91% – 36 13.89% 0.6
Quest 10 Wealth Builders
5361
Quest 10 Wealth Builders
Virginia
$1.35億 +$606万 +5% 1.14% – 817 6.61% 1.4
Severin Investments
5362
Severin Investments
Missouri
$1.35億 +$197万 +1% 1.53% – 189 18.52% 1.1
Total Wealth Planning & Management
5363
Total Wealth Planning & Management
Florida
$1.35億 -$1326万 -9% 2.29% – 238 26.05% 1.2
BLVD Private Wealth
5364
BLVD Private Wealth
Kentucky
$1.34億 -$11.9万 -0.1% 1.96% – 76 11.84% 0.9
CPR Investments
5365
CPR Investments
Michigan
$1.34億 +$446万 +3% 2.3% 84% 74 39.19% 0.8
Capital Today Evergreen Fund
5366
Capital Today Evergreen Fund
Cayman Islands
$1.34億 +$481万 +4% 3.82% 0.74% 3 0% 3.3
Elevated Private Wealth
5367
Elevated Private Wealth
Wisconsin
$1.34億 +$2860万 +27% 12.4% – 91 28.57% 0.6
Sherman Asset Management
5368
Sherman Asset Management
California
$1.34億 +$537万 +4% 1.48% – 140 25% 1.5
Birchwood Financial Partners
5369
Birchwood Financial Partners
Minnesota
$1.34億 +$1195万 +10% 0.9% – 704 51.42% 0.4
Trace Wealth Advisors
5370
Trace Wealth Advisors
California
$1.34億 -$1872万 -12% 0.35% – 75 28% 1.4
B
5371
Bayban
Minnesota
$1.34億 +$376万 +3% 0.13% – 618 18.77% 0.7
Peapod Lane Capital
5372
Peapod Lane Capital
New York
$1.34億 -$1412万 -10% 1.66% – 63 9.52% 1.2
Hingham Institution for Savings
5373
Hingham Institution for Savings
Massachusetts
$1.34億 -$25.4万 -0.2% 0.15% – 15 0% 0.7
Hershey Financial Advisers
5374
Hershey Financial Advisers
Pennsylvania
$1.34億 -$525万 -4% 5.58% – 118 54.24% 0.8
McCartney Wealth Management
5375
McCartney Wealth Management
Missouri
$1.34億 +$209万 +2% 1.02% – 68 7.35% 0.7