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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)
Chapman Investment Management
5501
Chapman Investment Management
California
$1.26億 +$492万 +4% 7.09% 57.3% 57 100% 0
Baer Investment Advisory
5502
Baer Investment Advisory
California
$1.26億 +$652万 +5% 8.45% – 66 36.36% 0.8
AmeriServ Wealth Advisors
5503
AmeriServ Wealth Advisors
Pennsylvania
$1.26億 -$2431万 -16% 1.81% – 55 10.91% 4
Fulcrum Equity Management
5504
Fulcrum Equity Management
Texas
$1.26億 -$1053万 -8% 0.99% 116% 166 33.73% 1.5
CenturyLink Investment Management
5505
CenturyLink Investment Management
Colorado
$1.26億 -$322万 -2% 2.37% – 3 0% 1.9
KDK Private Wealth Management
5506
KDK Private Wealth Management
Texas
$1.26億 +$506万 +4% 4.44% – 58 1.72% 1.6
Kennebec Savings Bank
5507
Kennebec Savings Bank
Maine
$1.26億 +$97.6万 +0.8% 4.29% – 284 7.39% 1.7
Barington Capital Group
5508
Barington Capital Group
New York
$1.26億 -$1667万 -12% 10.7% 62.7% 10 20% 2.3
Kelsey Financial
5509
Kelsey Financial
California
$1.25億 -$642万 -5% 0.59% – 67 8.96% 0.7
Life Planning Partners
5510
Life Planning Partners
Florida
$1.25億 -$929万 -7% 0.73% 50.3% 72 5.56% 3.7
Kane Co Wealth Management
5511
Kane Co Wealth Management
Iowa
$1.25億 -$658万 -5% 1.25% – 57 12.28% 0.7
Mann Financial Group
5512
Mann Financial Group
Minnesota
$1.25億 +$567万 +5% 0.21% – 47 27.66% 0.7
J.M. Arbour
5513
J.M. Arbour
Maine
$1.25億 +$896万 +8% 1.58% – 144 15.97% 0.6
Boyer Financial Services
5514
Boyer Financial Services
California
$1.25億 +$651万 +5% 1.87% – 64 15.63% 0.5
Signet Private Wealth
5515
Signet Private Wealth
Illinois
$1.25億 -$49.6万 -0.4% 1.73% – 146 25.34% 0.5
Alexander Randolph Advisory
5516
Alexander Randolph Advisory
Virginia
$1.25億 +$347万 +3% 2.5% 56% 42 4.76% 2.4
Connecticut Capital Management Group
5517
Connecticut Capital Management Group
Connecticut
$1.25億 +$71.7万 +0.6% 1.74% – 144 19.44% 0.6
Powerhouse Assets
5518
Powerhouse Assets
Massachusetts
$1.25億 +$192万 +2% 0.71% – 57 5.26% 0.7
Godfrey Financial Associates
5519
Godfrey Financial Associates
New York
$1.25億 -$610万 -5% 0.84% – 1,129 9.74% 0.7
DBK Financial Counsel
5520
DBK Financial Counsel
Ohio
$1.25億 +$534万 +4% 0.06% 58.1% 59 8.47% 3.2
TY
5521
Titiun Yejiel
$1.24億 +$913万 +8% 9.66% – 48 27.08% 0.6
Sawyer Falduto Asset Management
5522
Sawyer Falduto Asset Management
Illinois
$1.24億 +$171万 +1% 0.31% – 279 8.24% 0.7
William Howard & Co Financial Advisors
5523
William Howard & Co Financial Advisors
Tennessee
$1.24億 -$439万 -3% 1.57% – 56 12.5% 2.2
First Growth Capital
5524
First Growth Capital
Maryland
$1.24億 -$772万 -6% 4.12% – 147 14.29% 0.6
Infinity Wealth Counsel
5525
Infinity Wealth Counsel
Ohio
$1.24億 +$25.6万 +0.2% 0.56% – 67 7.46% 1.5