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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)
Worthington Financial Partners
5601
Worthington Financial Partners
Ohio
$1.18億 -$256万 -2% 0.7% – 100 3% 0.7
Anchor Capital Management Group
5602
Anchor Capital Management Group
California
$1.18億 -$2686万 -19% 0.81% – 16 25% 1.4
Peck Wealth Management
5603
Peck Wealth Management
New York
$1.18億 -$52.9万 -0.4% 1.84% – 139 11.51% 0.9
Tsai Capital
5604
Tsai Capital
New York
$1.18億 -$1717万 -13% 3.4% 29.8% 19 26.32% 2.8
Midway Capital Research & Management
5605
Midway Capital Research & Management
Illinois
$1.18億 -$772万 -6% 2.88% – 116 58.62% 0.7
Wheels Up Wealth
5606
Wheels Up Wealth
California
$1.18億 +$14万 +0.1% 1.54% – 25 8% 0.7
WG
5607
Wealth Group
North Carolina
$1.18億 -$2.83億 -71% 2.66% – 122 38.52% 1.8
Savoir Faire Capital Management
5608
Savoir Faire Capital Management
Connecticut
$1.18億 -$4301万 -27% 10.3% 0.01% 47 19.15% 1.6
Fortress Financial Solutions
5609
Fortress Financial Solutions
Arizona
$1.18億 – – 1% – 66 – 1.2
Brandywine Financial Group
5610
Brandywine Financial Group
Tennessee
$1.18億 +$1.09億 +1,305% 0.12% – 71 74.65% 0.2
TrustWell Financial Advisors
5611
TrustWell Financial Advisors
Florida
$1.18億 -$13.5万 -0.1% 0.31% – 79 7.59% 0.6
Turner Capital Investments
5612
Turner Capital Investments
Texas
$1.18億 – – 0.63% – 6 – 0
Minot DeBlois Advisors
5613
Minot DeBlois Advisors
Massachusetts
$1.18億 +$106万 +0.9% 3.03% – 246 6.5% 1.4
Larry Mathis Financial Planning
5614
Larry Mathis Financial Planning
Arizona
$1.18億 -$1376万 -10% 0.54% – 157 30.57% 0.6
CG
5615
Curat Global
New Hampshire
$1.17億 -$491万 -4% 3.14% – 260 5% 1.4
Indie Asset Partners
5616
Indie Asset Partners
Indiana
$1.17億 +$1282万 +12% 2.72% 115% 104 25% 2.3
Invested Advisors
5617
Invested Advisors
Pennsylvania
$1.17億 +$417万 +4% 1.36% – 169 14.2% 0.7
ORBA Wealth Advisors
5618
ORBA Wealth Advisors
Illinois
$1.17億 +$18.8万 +0.2% 2.58% 70.5% 86 6.98% 1.6
FCP
5619
Fosse Capital Partners
United Kingdom
$1.17億 -$6485万 -36% 9.45% 61.1% 3 0% 3.9
MS
5620
Monetary Solutions
Ohio
$1.17億 +$97.7万 +0.8% 0.1% – 644 39.6% 0.4
Linden Rose Investment
5621
Linden Rose Investment
Texas
$1.17億 -$1172万 -9% 4.1% – 9 22.22% 0.4
IFC & Insurance Marketing
5622
IFC & Insurance Marketing
California
$1.17億 +$339万 +3% 0.56% – 90 16.67% 0.6
Figure 8 Investment Strategies
5623
Figure 8 Investment Strategies
Idaho
$1.17億 -$156万 -1% 1.71% – 59 6.78% 1.4
Red Tree Management
5624
Red Tree Management
California
$1.17億 -$3057万 -21% 7% – 3 0% 1.8
E&R Wealth Management
5625
E&R Wealth Management
South Carolina
$1.17億 -$128万 -1% 1.95% – 12 0% 0.8