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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)
Paller Financial Services
6301
Paller Financial Services
Colorado
$1.3億 -$346万 -3% 4.51% – 47 10.64% 0.6
Troutman Wealth Management
6302
Troutman Wealth Management
Pennsylvania
$1.3億 +$30.8万 +0.2% 1.83% – 38 0% 0.7
Benchmark Financial
6303
Benchmark Financial
Delaware
$1.3億 +$748万 +6% 1.25% – 61 13.11% 0.6
Greenline Wealth Management
6304
Greenline Wealth Management
Florida
$1.3億 +$846万 +7% 0.2% – 158 29.75% 0.5
Farley Capital
6305
Farley Capital
New York
$1.3億 +$272万 +2% 9.31% 116% 16 18.75% 6.7
Walsh & Associates
6306
Walsh & Associates
Florida
$1.3億 +$769万 +6% 0.73% – 265 9.06% 0.7
Freestate Advisors
6307
Freestate Advisors
Kansas
$1.3億 -$388万 -3% 0.97% – 43 2.33% 1.9
Hudson Oak Wealth Advisory
6308
Hudson Oak Wealth Advisory
New Jersey
$1.3億 +$33.5万 +0.3% 0.1% – 55 7.27% 0.7
North Horizon Holdings
6309
North Horizon Holdings
$1.3億 +$313万 +2% 17.3% – 2 100% 0
O'Domhnaill Enterprises
6310
O'Domhnaill Enterprises
Wyoming
$1.3億 +$472万 +4% 3.09% – 67 16.42% 0.6
Aldebaran Financial
6311
Aldebaran Financial
$1.3億 +$666万 +5% 5.88% 115% 90 12.22% 5.7
Grand Central Investment Group
6312
Grand Central Investment Group
Florida
$1.3億 +$1020万 +9% 6.48% – 43 9.3% 3.3
M Wealth Management LLC
6313
M Wealth Management LLC
California
$1.3億 +$238万 +2% 0.76% – 61 6.56% 1.3
EFT
6314
Envision Financial Transparency
North Carolina
$1.3億 +$1248万 +11% 0.11% – 94 73.4% 0.2
Ramiah Investment Group
6315
Ramiah Investment Group
Wisconsin
$1.3億 -$132万 -1% 0.38% 62.2% 91 29.67% 2.3
Greenhaven Road Investment Management
6316
Greenhaven Road Investment Management
Connecticut
$1.3億 -$2446万 -16% 3.9% 55.2% 19 10.53% 2.4
EDMP Inc
6317
EDMP Inc
Florida
$1.3億 +$531万 +4% 1.73% 78% 75 8% 4.3
KW Wealth Management
6318
KW Wealth Management
California
$1.3億 – – 4.06% – 79 – 0.9
Pragma Gestao de Patrimonio
6319
Pragma Gestao de Patrimonio
Brazil
$1.29億 +$293万 +2% 2.39% 83.4% 21 23.81% 1.6
Tandem Investment Partners
6320
Tandem Investment Partners
New Jersey
$1.29億 -$33.7万 -0.3% 1.56% – 77 2.6% 1.5
Ativo Capital Management
6321
Ativo Capital Management
Illinois
$1.29億 -$121万 -0.9% 0.18% 63.2% 61 18.03% 2.1
Corps Capital Advisors
6322
Corps Capital Advisors
Texas
$1.29億 +$533万 +4% 8.16% – 102 8.82% 1.1
Cedrus Wealth Group LLC
6323
Cedrus Wealth Group LLC
Minnesota
$1.29億 +$1478万 +13% 0.1% – 55 9.09% 0.5
Orca Investment Management
6324
Orca Investment Management
Oregon
$1.29億 -$853万 -6% 3.35% 139% 62 12.9% 8.4
Ankerstar Wealth
6325
Ankerstar Wealth
Texas
$1.29億 +$994万 +8% 4.14% – 1,127 18.28% 0.6