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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、7,143本のファンド(~80%)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)
GraniteShares Advisors
5901
GraniteShares Advisors
New York
$1.52億 -$323万 -2% 0.92% 88.4% 91 2.2% 2
Perissos Private Wealth Management
5902
Perissos Private Wealth Management
Oklahoma
$1.52億 +$403万 +3% 1.35% – 90 22.22% 1.6
Womack Financial
5903
Womack Financial
Texas
$1.52億 +$95.1万 +0.6% 0.99% – 74 9.46% 1.5
Harbour Wealth Management Group
5904
Harbour Wealth Management Group
South Carolina
$1.52億 +$417万 +3% 2.62% – 89 0% 0.7
AllStreet Capital Advisors
5905
AllStreet Capital Advisors
California
$1.52億 -$160万 -1% 0.21% – 70 5.71% 0.7
CFG
5906
Chapman Financial Group
Hawaii
$1.52億 +$159万 +1% 3.84% – 272 7.72% 1.4
Nestegg Advisors
5907
Nestegg Advisors
New York
$1.52億 +$1063万 +8% 0.11% – 62 19.35% 1.3
HC
5908
Hoese & Co
Minnesota
$1.52億 -$191万 -1% 0.23% 51% 185 7.57% 2.8
Northern Financial Advisors
5909
Northern Financial Advisors
Michigan
$1.52億 +$80.5万 +0.5% 2.95% 120% 104 5.77% 2.9
Themes Management Co
5910
Themes Management Co
Connecticut
$1.52億 +$104万 +0.7% 5.04% – 146 27.4% 0.6
Adelphi Trust
5911
Adelphi Trust
Florida
$1.52億 +$124万 +0.8% 3.57% – 120 10.83% 0.6
Asset Planning Inc
5912
Asset Planning Inc
California
$1.52億 -$282万 -2% 0.58% – 337 3.86% 1.4
JRSI
5913
Jeter Robert S II
$1.51億 +$4709万 +45% 1.84% – 86 51.16% 0.3
Winnow Wealth
5914
Winnow Wealth
Texas
$1.51億 +$427万 +3% 0.45% – 153 18.3% 0.8
White & Co Financial Planning
5915
White & Co Financial Planning
Washington
$1.51億 -$1009万 -6% 3.49% – 21 4.76% 1.6
A.D. Beadell Investment Counsel
5916
A.D. Beadell Investment Counsel
Wisconsin
$1.51億 -$504万 -3% 0.02% 83.3% 109 12.84% 5
CFG
5917
Compass Financial Group
Ohio
$1.51億 +$148万 +1% 0.49% – 50 18% 0.7
JM2 Capital
5918
JM2 Capital
Oklahoma
$1.51億 +$533万 +4% 4.6% – 124 4.84% 0.7
swisspartners Advisors
5919
swisspartners Advisors
Switzerland
$1.51億 +$260万 +2% 4.69% 75.9% 23 4.35% 4
Financial Life Planners
5920
Financial Life Planners
Arizona
$1.51億 -$478万 -3% 4.28% – 337 11.28% 0.7
Overlook Investments
5921
Overlook Investments
Cayman Islands
$1.51億 -$779万 -5% 5.03% – 1 0% 0.8
KL
5922
KFG LLC
South Dakota
$1.51億 – – 0.61% – 664 – 0
Robert Bosch
5923
Robert Bosch
Germany
$1.51億 -$1496万 -9% 5.73% – 3 0% 1.3
Value Base
5924
Value Base
Israel
$1.51億 -$1184万 -7% 6.26% – 6 0% 1.7
Mount Vernon Associates
5925
Mount Vernon Associates
Maryland
$1.5億 -$301万 -2% 3.18% 136% 63 9.52% 7.8