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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)
Slocum, Gordon & Co
6076
Slocum, Gordon & Co
Rhode Island
$1.43億 -$722万 -5% 2.53% 65.3% 72 11.11% 2.4
Sacks & Associates
6077
Sacks & Associates
New Jersey
$1.43億 -$499万 -3% 0.31% – 83 8.43% 0.7
Momentum Wealth Planning
6078
Momentum Wealth Planning
Florida
$1.43億 +$641万 +5% 0.89% – 55 49.09% 0.6
Fundamenta Capital
6079
Fundamenta Capital
$1.43億 -$2931万 -17% 2.94% – 16 37.5% 0.3
Avise Financial Cooperative
6080
Avise Financial Cooperative
California
$1.43億 +$205万 +1% 0.66% – 125 16% 0.6
Vested Financial Planning
6081
Vested Financial Planning
California
$1.43億 -$587万 -4% 0.65% – 36 36.11% 1.2
RCM
6082
RMR Capital Management
California
$1.43億 -$231万 -2% 0.35% 57% 79 10.13% 2.3
Cannon Capital Management
6083
Cannon Capital Management
Utah
$1.43億 +$2514万 +21% 1.73% – 31 9.68% 0.7
NorthLanding Financial Partners
6084
NorthLanding Financial Partners
New York
$1.43億 -$186万 -1% 0.1% 54.7% 46 6.52% 3.1
Mallini Complete Financial Planning
6085
Mallini Complete Financial Planning
Florida
$1.43億 +$250万 +2% 1.23% – 73 4.11% 1.3
Marvin & Palmer Associates
6086
Marvin & Palmer Associates
Delaware
$1.43億 -$1631万 -10% 4.1% 415% 38 47.37% 0.5
Spectrum Advisors
6087
Spectrum Advisors
Texas
$1.43億 +$123万 +0.9% 0.24% – 57 10.53% 0.5
Sidoxia Capital Management
6088
Sidoxia Capital Management
California
$1.42億 +$605万 +4% 2.14% – 91 8.79% 0.5
Sound Portfolio Advisors
6089
Sound Portfolio Advisors
Connecticut
$1.42億 +$154万 +1% 0.51% – 49 4.08% 0.6
Marrick Wealth
6090
Marrick Wealth
California
$1.42億 +$158万 +1% 0.19% – 63 3.17% 0.6
Gilbert Capital Group
6091
Gilbert Capital Group
Maine
$1.42億 -$38.6万 -0.3% 0.86% – 63 15.87% 0.9
Tenet Wealth Partners
6092
Tenet Wealth Partners
Illinois
$1.42億 +$785万 +6% 0.8% – 112 14.29% 0.2
GJ
6093
Greg Jennings
New York
$1.42億 – – 6.33% – 49 – 0
Ulland Investment Advisors
6094
Ulland Investment Advisors
Minnesota
$1.42億 +$672万 +5% 1.64% 161% 240 7.92% 3
Alessandra Capital Management
6095
Alessandra Capital Management
California
$1.42億 +$91.3万 +0.6% 1.1% – 142 25.35% 0.6
AC
6096
Agman Capital
Nebraska
$1.42億 -$1644万 -10% 12.3% – 21 19.05% 0.6
Somerset Group
6097
Somerset Group
Minnesota
$1.42億 -$29.9万 -0.2% 2.02% 95.6% 60 5% 7.9
S Harris Financial Group
6098
S Harris Financial Group
Texas
$1.42億 +$1294万 +10% 1.06% – 135 17.78% 0.6
SPAL
6099
StoneRidge PMG Advisors, LLC
Pennsylvania
$1.42億 – – 3.15% – 147 – 0
Blueline Advisors
6100
Blueline Advisors
New Hampshire
$1.42億 -$252万 -2% 1.22% – 297 25.25% 0.6