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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)
Patten & Patten
1201
Patten & Patten
Tennessee
$19.1億 +$2482万 +1% 2.94% 85.7% 365 7.4% 6.9
Evensky & Katz
1202
Evensky & Katz
Florida
$19.1億 -$2231万 -1% 0.49% 61.1% 72 4.17% 8
Verus Capital Partners
1203
Verus Capital Partners
Arizona
$19.1億 +$6634万 +4% 3.23% 158% 555 17.12% 2.8
Koshinski Asset Management
1204
Koshinski Asset Management
Illinois
$19.1億 +$3352万 +2% 0.57% 82.9% 812 9.48% 3.4
Guyasuta Investment Advisors
1205
Guyasuta Investment Advisors
Pennsylvania
$19.1億 -$2553万 -1% 3.19% 99.5% 286 9.09% 6.7
Stratos Wealth Advisors
1206
Stratos Wealth Advisors
Ohio
$19億 +$8267万 +5% 2.37% 73.7% 687 11.5% 3.4
Plato Investment Management
1207
Plato Investment Management
Australia
$19億 +$1.5億 +9% 5.2% 156% 537 19.55% 2
Everence Capital Management
1208
Everence Capital Management
Indiana
$19億 +$132万 +0.1% 3.59% 121% 909 15.73% 4.1
Foster Dykema Cabot & Partners
1209
Foster Dykema Cabot & Partners
Massachusetts
$19億 +$1.77億 +10% 2.68% 81.1% 354 9.04% 2.1
Legacy Wealth Management (Tennessee)
1210
Legacy Wealth Management (Tennessee)
Tennessee
$19億 -$1302万 -0.7% 1.48% 50.4% 34 11.76% 5.4
Accel Leaders 4 Associates
1211
Accel Leaders 4 Associates
California
$18.9億 +$8.83億 +87% 13% – 2 50% 0.9
Cerity Partners OCIO
1212
Cerity Partners OCIO
New York
$18.9億 -$8180万 -4% 2.33% – 28 10.71% 3.6
Cacti Asset Management
1213
Cacti Asset Management
Georgia
$18.9億 -$1億 -5% 1.79% 171% 79 3.8% 9.5
Simmons Bank
1214
Simmons Bank
Arkansas
$18.8億 +$1.29億 +7% 2.25% 103% 395 8.61% 6.2
Woodmont Investment Counsel
1215
Woodmont Investment Counsel
Tennessee
$18.8億 +$5052万 +3% 1.79% 75.3% 304 10.53% 6.1
Goehring & Rozencwajg Associates
1216
Goehring & Rozencwajg Associates
New York
$18.8億 +$1.42億 +8% 7.14% 126% 43 6.98% 3
NFP Retirement Inc
1217
NFP Retirement Inc
California
$18.8億 +$5595万 +3% 0.31% 51.3% 346 11.56% 3.3
Ethos Financial Group
1218
Ethos Financial Group
Pennsylvania
$18.8億 +$3.83億 +26% 0.74% 66.6% 705 41.42% 1.5
First Interstate Bank
1219
First Interstate Bank
Montana
$18.8億 -$3991万 -2% 1.42% 49.7% 202 5.45% 5.2
Private Advisory Group
1220
Private Advisory Group
Washington
$18.7億 +$2145万 +1% 0.94% 187% 375 34.93% 1.5
Grandfield & Dodd
1221
Grandfield & Dodd
New York
$18.7億 -$3297万 -2% 1.18% 80.6% 223 5.83% 7.8
Mogy Joel R Investment Counsel
1222
Mogy Joel R Investment Counsel
California
$18.7億 +$1.23億 +7% 9.27% 121% 129 6.98% 8.2
Trinity Street Asset Management
1223
Trinity Street Asset Management
United Kingdom
$18.7億 -$7387万 -4% 4% 76.9% 25 12% 2.6
LMCG Investments
1224
LMCG Investments
Massachusetts
$18.6億 -$887万 -0.5% 3.09% 135% 231 5.19% 7.5
UHLMANN PRICE SECURITIES
1225
UHLMANN PRICE SECURITIES
Illinois
$18.6億 -$8.27億 -31% 29% – 328 18.29% 1.2