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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)
Regal Investment Advisors
1176
Regal Investment Advisors
Michigan
$20億 +$7072万 +4% 1.2% 71.6% 692 12.57% 3.1
Johnson Financial Group LLC (Colorado)
1177
Johnson Financial Group LLC (Colorado)
Colorado
$20億 +$1.39億 +7% 1.61% 66.9% 289 53.98% 1.8
Jordan Park Group
1178
Jordan Park Group
California
$20億 +$2322万 +1% 0.18% 47.8% 70 8.57% 2.9
Fragasso Financial Advisors
1179
Fragasso Financial Advisors
Pennsylvania
$19.9億 +$1.13億 +6% 1.24% 73.7% 402 16.67% 3.6
Wesleyan Assurance Society
1180
Wesleyan Assurance Society
United Kingdom
$19.9億 +$701万 +0.4% 3.3% 114% 110 1.82% 5.8
Fifth Third Securities
1181
Fifth Third Securities
Ohio
$19.8億 +$2.31億 +13% 0.82% 62.7% 448 25.89% 2.2
Turtle Creek Wealth Advisors
1182
Turtle Creek Wealth Advisors
Texas
$19.8億 +$8735万 +5% 3.77% 112% 555 16.22% 1.1
JFS Wealth Advisors
1183
JFS Wealth Advisors
Pennsylvania
$19.8億 -$2527万 -1% 0.54% 60% 2,340 10.38% 4.3
Woodley Farra Manion Portfolio Management
1184
Woodley Farra Manion Portfolio Management
Indiana
$19.8億 -$9629万 -5% 0.06% 70.2% 139 9.35% 4.5
Leeward Investments
1185
Leeward Investments
Massachusetts
$19.8億 -$2.22億 -10% 4.09% 88% 143 4.9% 3.4
Ruffer LLP
1186
Ruffer LLP
United Kingdom
$19.8億 -$8.53億 -30% 6.65% 123% 224 35.71% 1.3
Willis Investment Counsel
1187
Willis Investment Counsel
Georgia
$19.7億 -$1.29億 -6% 5.09% 65.3% 132 8.33% 5.5
PFG Advisors
1188
PFG Advisors
Arizona
$19.6億 -$1911万 -1% 0.16% 82.7% 848 16.98% 2.7
McKinley Carter Wealth Services
1189
McKinley Carter Wealth Services
West Virginia
$19.6億 +$2421万 +1% 0.05% 63.2% 333 5.71% 5.2
Symmetry Partners
1190
Symmetry Partners
Connecticut
$19.6億 -$379万 -0.2% 0.64% 61.4% 405 38.77% 1.6
Roffman Miller Associates
1191
Roffman Miller Associates
Pennsylvania
$19.5億 +$3801万 +2% 3.24% 83.5% 92 5.43% 7.8
Atwood & Palmer
1192
Atwood & Palmer
Missouri
$19.5億 +$7255万 +4% 2.52% 90% 522 9.77% 5.5
Triglav Skladi
1193
Triglav Skladi
Slovenia
$19.4億 +$4453万 +2% 5.4% – 210 20% 1
Aquamarine Financial
1194
Aquamarine Financial
$19.4億 +$1.32億 +7% 1.01% – 21 42.86% 0.6
Texas Capital Bank Wealth Management Services
1195
Texas Capital Bank Wealth Management Services
Texas
$19.4億 +$7481万 +4% 4.02% 94.9% 375 10.93% 2.2
Rebalance
1196
Rebalance
California
$19.4億 +$3389万 +2% 1.09% 47.6% 105 6.67% 2.8
Segment Wealth Management
1197
Segment Wealth Management
Texas
$19.4億 +$1286万 +0.7% 1.75% 108% 328 8.84% 4.7
Moody Lynn & Lieberson
1198
Moody Lynn & Lieberson
Massachusetts
$19.3億 +$3165万 +2% 3.94% 142% 278 9.71% 5.5
China Universal Asset Management Company
1199
China Universal Asset Management Company
China
$19.2億 +$2.46億 +15% 6.16% 292% 549 11.84% 2.4
Easterly Investment Partners
1200
Easterly Investment Partners
Massachusetts
$19.2億 -$4991万 -3% 2.65% 64.1% 265 25.66% 2