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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)
Corps Capital Advisors
5451
Corps Capital Advisors
Texas
$1.29億 +$533万 +4% 8.16% – 102 8.82% 1.1
Cedrus Wealth Group LLC
5452
Cedrus Wealth Group LLC
Minnesota
$1.29億 +$1478万 +13% 0.1% – 55 9.09% 0.5
Orca Investment Management
5453
Orca Investment Management
Oregon
$1.29億 -$853万 -6% 3.35% 139% 62 12.9% 8.4
Integrity Wealth Partners
5454
Integrity Wealth Partners
California
$1.29億 – – 1.57% – 103 – 0.5
Tribridge Partners Financial
5455
Tribridge Partners Financial
Maryland
$1.29億 -$1.26億 -49% 0.18% – 86 38.37% 1.1
Blue Line Capital
5456
Blue Line Capital
Illinois
$1.29億 +$888万 +7% 6.56% – 96 35.42% 0.6
Pandowealth
5457
Pandowealth
Georgia
$1.29億 +$726万 +6% 0.06% – 30 50% 0.4
Argus Investors Counsel
5458
Argus Investors Counsel
New York
$1.29億 -$123万 -0.9% 2.13% 132% 115 15.65% 5.5
Platt Wealth Management
5459
Platt Wealth Management
California
$1.29億 +$416万 +3% 0.64% – 66 16.67% 0.6
Frisco Financial Planning
5460
Frisco Financial Planning
Texas
$1.29億 -$418万 -3% 3.15% – 34 14.71% 1.2
C2C Wealth Management
5461
C2C Wealth Management
Arizona
$1.28億 +$79万 +0.6% 3.62% 77.2% 97 9.28% 3.7
MSK
5462
Melissa S. Kampmann
$1.28億 -$395万 -3% 2.89% 82.1% 44 9.09% 2.5
Bristlecone Value Partners
5463
Bristlecone Value Partners
California
$1.28億 +$398万 +3% 1.59% – 78 16.67% 0.6
RWIA
5464
Roger Wittlin Investment Advisory
California
$1.28億 +$98.5万 +0.8% 0.93% 61.3% 48 14.58% 2.5
Cornerstone Financial Management
5465
Cornerstone Financial Management
Massachusetts
$1.28億 +$355万 +3% 0.09% – 2,126 33.02% 0.4
BI
5466
BluePrint Investing
California
$1.28億 -$558万 -4% 0.38% – 26 3.85% 0.8
Purewater Capital
5467
Purewater Capital
Texas
$1.28億 -$1038万 -7% 7.41% – 70 30% 0.4
Graham Capital Wealth Management
5468
Graham Capital Wealth Management
District of Columbia
$1.28億 -$119万 -0.9% 3.43% 50.6% 66 21.21% 1.7
Financial Concepts Unlimited
5469
Financial Concepts Unlimited
Maine
$1.28億 +$37.1万 +0.3% 0.58% – 44 6.82% 0.5
WWMP
5470
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$1.28億 +$396万 +3% 0.76% – 117 28.21% 0.6
DWM Financial Group
5471
DWM Financial Group
Illinois
$1.28億 +$1554万 +14% 0.41% – 68 45.59% 0.8
AK Global Asset Management
5472
AK Global Asset Management
California
$1.28億 +$961万 +8% 11.1% – 30 20% 0.6
PIA
5473
Prudent Investor Advisors
California
$1.28億 – – 0.71% – 34 – 0
Frankly Finances
5474
Frankly Finances
Florida
$1.28億 +$110万 +0.9% 1.08% – 91 1.1% 0.6
NWM Advisors
5475
NWM Advisors
California
$1.28億 +$63万 +0.5% 2.23% – 23 8.7% 0.7