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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)
Westchester Capital Management (New York)
1101
Westchester Capital Management (New York)
New York
$22.1億 +$1.66億 +8% 2.82% 90.3% 385 38.96% 0.6
Cyndeo Wealth Partners
1102
Cyndeo Wealth Partners
Florida
$22.1億 +$8635万 +4% 2.5% 93% 592 17.74% 2.1
Greenwood Gearhart
1103
Greenwood Gearhart
Arkansas
$22.1億 +$5867万 +3% 0.56% 79% 180 15.56% 3.5
Foster & Motley
1104
Foster & Motley
Ohio
$22.1億 +$3398万 +2% 1.63% 76.5% 427 8.67% 5.6
Marathon Asset Management (UK)
1105
Marathon Asset Management (UK)
United Kingdom
$22億 -$2.62億 -11% 4.22% 94.3% 79 10.13% 4.8
Plante Moran Financial Advisors
1106
Plante Moran Financial Advisors
Michigan
$22億 +$4628万 +2% 0.69% 69.2% 1,661 59.48% 5.7
Aprio Wealth Management
1107
Aprio Wealth Management
Georgia
$22億 +$1.71億 +8% 0.06% 66.1% 680 12.65% 1.8
Highland Capital Management (Tennessee)
1108
Highland Capital Management (Tennessee)
Tennessee
$21.9億 +$1922万 +0.9% 4.54% 160% 498 34.14% 5
Soltis Investment Advisors
1109
Soltis Investment Advisors
Utah
$21.9億 +$3.93億 +22% 3.8% 95.1% 800 22.75% 2
Integrated Advisors Network
1110
Integrated Advisors Network
Texas
$21.9億 +$1215万 +0.6% 1.95% 107% 739 15.97% 3.7
Indivisible Partners
1111
Indivisible Partners
Florida
$21.8億 +$4.15億 +23% 0.8% – 808 28.71% 0.5
CenterBook Partners
1112
CenterBook Partners
Connecticut
$21.8億 +$1.45億 +7% 7.39% 59.2% 1,071 55.46% 0.6
NXG Investment Management
1113
NXG Investment Management
Texas
$21.8億 -$5418万 -2% 3.94% 121% 78 12.82% 3.3
Money Concepts Capital
1114
Money Concepts Capital
Florida
$21.7億 +$1630万 +0.8% 1.52% 84.1% 681 15.42% 2.6
Traynor Capital Management
1115
Traynor Capital Management
Pennsylvania
$21.7億 -$1180万 -0.5% 2.67% 244% 401 26.43% 3.4
Midland Wealth Advisors
1116
Midland Wealth Advisors
Illinois
$21.6億 +$3664万 +2% 1.56% 47.8% 172 14.53% 2.1
Diversified Enterprises
1117
Diversified Enterprises
Delaware
$21.6億 +$9341万 +5% 0.13% – 461 11.06% 1.3
Tectonic Advisors
1118
Tectonic Advisors
Texas
$21.6億 +$7870万 +4% 1.62% 44.9% 303 13.2% 3.1
Trek Financial
1119
Trek Financial
Arizona
$21.6億 +$1.44億 +7% 3.32% 152% 589 27.33% 2.1
DNCA Finance
1120
DNCA Finance
France
$21.5億 +$8220万 +4% 3.82% – 122 14.75% 1.3
Fulcrum Asset Management
1121
Fulcrum Asset Management
United Kingdom
$21.4億 +$11.4億 +114% 5.76% – 1,516 49.74% 0.3
Sigma Investment Counselors
1122
Sigma Investment Counselors
Michigan
$21.4億 +$8581万 +4% 0.12% 59.4% 235 14.47% 6.2
Univest Financial
1123
Univest Financial
Pennsylvania
$21.3億 +$9719万 +5% 3.46% 96.9% 290 8.62% 3.5
Certuity
1124
Certuity
Florida
$21.3億 +$9976万 +5% 0.02% 197% 748 14.57% 2.1
Ninety One North America
1125
Ninety One North America
New York
$21.3億 -$826万 -0.4% 3.97% 70.6% 119 20.17% 2.5