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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)
Fullerton Advisors
5726
Fullerton Advisors
California
$1.07億 +$27.3万 +0.3% 0.18% – 56 7.14% 0.7
Good Harbor Advisors
5727
Good Harbor Advisors
Massachusetts
$1.07億 +$496万 +5% 1.51% – 92 9.78% 0.7
Heronetta Management
5728
Heronetta Management
New York
$1.07億 -$181万 -2% 1.44% 55.4% 15 0% 8.8
American Wealth Advisors
5729
American Wealth Advisors
Georgia
$1.07億 +$44.9万 +0.4% 0.51% – 43 4.65% 1
Grange Capital
5730
Grange Capital
Oregon
$1.07億 -$165万 -2% 2.34% – 55 12.73% 1.3
SG
5731
Sherry Group
Arkansas
$1.07億 +$411万 +4% 2.01% – 57 19.3% 0.6
Ballast Financial Advisors
5732
Ballast Financial Advisors
Pennsylvania
$1.06億 -$433万 -4% 0.49% – 74 8.11% 0.7
Burkett Asset Management
5733
Burkett Asset Management
$1.06億 -$91.1万 -0.9% 0.18% – 66 21.21% 0.6
SCCL
5734
Split Creek Capital LLC
Virginia
$1.06億 -$225万 -2% 0.96% – 149 20.13% 0.6
Kingsbury Capital Investment Advisors
5735
Kingsbury Capital Investment Advisors
Illinois
$1.06億 -$1221万 -10% 0.54% – 129 23.26% 1.9
PWM
5736
Puff Wealth Management
New Jersey
$1.06億 +$785万 +8% 0.94% – 83 10.84% 1.2
Stonehaven Wealth & Tax Solutions
5737
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.05億 -$1944万 -16% 0.68% – 102 27.45% 1.1
Prism Planning Partners
5738
Prism Planning Partners
Illinois
$1.05億 +$1084万 +11% 0.82% – 53 33.96% 0.5
Willow Financial
5739
Willow Financial
Arkansas
$1.05億 – – 2.21% – 63 – 0.3
MI
5740
Moneywise Inc
Virginia
$1.05億 -$1.63億 -61% 1.23% 60.8% 95 43.16% 3.3
Cogent Strategic Wealth
5741
Cogent Strategic Wealth
Illinois
$1.05億 +$19.9万 +0.2% 0.88% – 61 9.84% 0.6
SPWM Advisors
5742
SPWM Advisors
Michigan
$1.05億 -$322万 -3% 2.05% – 96 13.54% 0.6
Corecam AG
5743
Corecam AG
$1.05億 -$1212万 -10% 5.32% – 53 16.98% 0.5
Geremia Financial Services
5744
Geremia Financial Services
New Jersey
$1.05億 +$1053万 +11% 0.88% – 9 0% 0.7
Amitell Capital
5745
Amitell Capital
Singapore
$1.05億 -$456万 -4% 0.58% 188% 33 45.45% 0.6
Xena Financial Planning
5746
Xena Financial Planning
Oregon
$1.05億 +$55.2万 +0.5% 1.08% – 40 10% 0.7
Hyposwiss Advisors
5747
Hyposwiss Advisors
$1.05億 -$80.6万 -0.8% 0.21% – 104 1.92% 0.7
Reality Financial Planning Services
5748
Reality Financial Planning Services
Florida
$1.05億 +$112万 +1% 0.65% – 20 10% 0.7
Freemont Management
5749
Freemont Management
Switzerland
$1.05億 +$135万 +1% 6.64% 102% 17 23.53% 2.5
Trailhead Planners
5750
Trailhead Planners
Minnesota
$1.05億 +$121万 +1% 0.29% – 57 3.51% 0.6