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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)
Strategic Wealth Advisors
5376
Strategic Wealth Advisors
Arizona
$1.34億 +$1693万 +14% 0.65% – 260 80.38% 0.8
Kraematon Investment Advisors
5377
Kraematon Investment Advisors
Massachusetts
$1.34億 -$42.2万 -0.3% 0.58% 89.8% 109 6.42% 2.8
Waystone Advisors
5378
Waystone Advisors
Washington
$1.34億 -$45.1万 -0.3% 2.91% – 110 0% 0.6
RD Lewis Holdings
5379
RD Lewis Holdings
Florida
$1.34億 -$164万 -1% 1.07% – 90 4.44% 1.5
Epacria Capital Partners
5380
Epacria Capital Partners
Colorado
$1.34億 +$398万 +3% 0.86% 86.1% 25 4% 3.1
Harbor Asset Planning
5381
Harbor Asset Planning
Massachusetts
$1.33億 +$29.5万 +0.2% 0.18% – 423 3.55% 1.2
Clearview Wealth Management
5382
Clearview Wealth Management
California
$1.33億 -$2221万 -14% 1.42% – 66 13.64% 0.5
Eagle Harbor Asset Management
5383
Eagle Harbor Asset Management
Washington
$1.33億 +$598万 +5% 1.02% 76.2% 158 25.32% 2.7
Point Break Capital Management
5384
Point Break Capital Management
Florida
$1.33億 +$4141万 +45% 8.88% – 27 40.74% 0.8
Yorkville Advisors Global
5385
Yorkville Advisors Global
New Jersey
$1.33億 +$4682万 +54% 5.16% – 53 50.94% 0.3
Axos Invest
5386
Axos Invest
Nevada
$1.33億 -$368万 -3% 0.19% – 22 13.64% 1.5
Barnett & Company
5387
Barnett & Company
Tennessee
$1.33億 -$239万 -2% 6.07% 77% 92 23.91% 4.1
SIM
5388
Summitas Investment Management
Texas
$1.33億 -$189万 -1% 1.83% – 10 0% 0.8
SBI Holdings USA
5389
SBI Holdings USA
California
$1.33億 +$3154万 +31% 31.2% – 1 0% 0.8
Ruggiero Investments
5390
Ruggiero Investments
Florida
$1.33億 +$1384万 +12% 4.99% – 101 22.77% 0.5
Poinciana Advisors Group
5391
Poinciana Advisors Group
Florida
$1.32億 -$227万 -2% 1.01% – 125 16% 1.2
RM Financial Services
5392
RM Financial Services
Maine
$1.32億 -$209万 -2% 0.91% – 81 6.17% 0.7
LWM Advisors
5393
LWM Advisors
California
$1.32億 -$163万 -1% 0.87% – 40 20% 1.2
Pacific Capital Partners
5394
Pacific Capital Partners
$1.32億 +$1691万 +15% 1.98% 61.4% 45 20% 0.4
Tannin Capital
5395
Tannin Capital
North Carolina
$1.32億 -$1971万 -13% 1.65% – 182 21.43% 0.6
E6 Portfolios
5396
E6 Portfolios
Utah
$1.32億 +$724万 +6% 1.68% – 102 17.65% 0.6
James Reed Financial Services
5397
James Reed Financial Services
Ohio
$1.32億 +$136万 +1% 0.24% – 19 5.26% 2.7
Summerhill Capital Management
5398
Summerhill Capital Management
Ontario, Canada
$1.32億 +$705万 +6% 1.07% – 18 5.56% 2
Kitching Partners
5399
Kitching Partners
Pennsylvania
$1.32億 +$1587万 +14% 1.16% 45.8% 43 16.28% 1.7
Global Strategic Management
5400
Global Strategic Management
Puerto Rico
$1.32億 +$260万 +2% 17.1% – 33 33.33% 3.8