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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)
True Link Financial Advisors
1276
True Link Financial Advisors
California
$17.4億 +$949万 +0.5% 1.77% 27.3% 112 17.86% 1.9
Charles Schwab Trust
1277
Charles Schwab Trust
Nevada
$17.3億 -$5850万 -3% 0.31% 52.7% 189 11.11% 3.8
Howard Capital Management Group
1278
Howard Capital Management Group
California
$17.3億 +$9460万 +6% 6.04% 114% 157 12.74% 3.5
PIMG
1279
Patriot Investment Management Group
Tennessee
$17.3億 +$443万 +0.3% 1.08% 52.9% 246 6.5% 5.4
Fulton Breakefield Broenniman
1280
Fulton Breakefield Broenniman
Maryland
$17.3億 +$3002万 +2% 1.15% 76% 216 8.33% 4.6
Boston Common Asset Management
1281
Boston Common Asset Management
Massachusetts
$17.2億 +$3775万 +2% 2.21% 61.6% 194 10.82% 5.1
Compass Capital Management
1282
Compass Capital Management
Minnesota
$17.2億 +$5849万 +4% 5.87% 65.5% 119 24.37% 3
RMR Wealth Builders
1283
RMR Wealth Builders
New Jersey
$17.2億 +$1.06億 +7% 2.13% 91.7% 337 14.24% 3.1
Spyglass Capital Management
1284
Spyglass Capital Management
California
$17.1億 -$1.35億 -7% 5.53% 131% 26 7.69% 2
E.S. Barr & Co
1285
E.S. Barr & Co
Kentucky
$17.1億 -$7149万 -4% 1.58% 72.1% 116 4.31% 6.7
TIAA Trust, National Association
1286
TIAA Trust, National Association
North Carolina
$17.1億 +$2048万 +1% 0.17% 61.1% 365 8.22% 2.7
MONECO Advisors
1287
MONECO Advisors
Connecticut
$17.1億 +$7581万 +5% 1.14% 77.7% 637 13.5% 2.9
PWMAG
1288
Pinnacle Wealth Management Advisory Group
New Jersey
$17.1億 +$3170万 +2% 1.83% 90.7% 607 14.33% 3.7
Sava Infond
1289
Sava Infond
Slovenia
$17.1億 +$2.99億 +21% 4.74% – 253 8.7% 1.4
General American Investors
1290
General American Investors
New York
$17.1億 +$1897万 +1% 2.44% 137% 80 17.5% 6
Lee, Danner & Bass
1291
Lee, Danner & Bass
Tennessee
$17.1億 -$2637万 -2% 1.66% – 252 2.78% 7.7
SC
1292
SRB Corp
Massachusetts
$17.1億 -$1.53億 -8% 4.28% 101% 24 8.33% 4.4
Golden State Equity Partners
1293
Golden State Equity Partners
California
$17億 +$16.7億 +4,487% 2.32% – 2,281 84.13% 0.3
BFO
1294
Boston Family Office
Massachusetts
$17億 +$4997万 +3% 5.49% 69.7% 326 7.36% 7.1
Maple Capital Management
1295
Maple Capital Management
Vermont
$17億 +$1187万 +0.7% 4.15% 114% 137 10.95% 5.7
First American Trust
1296
First American Trust
California
$17億 +$3605万 +2% 2.72% 92.8% 329 13.07% 3.6
Provenance Wealth Advisors
1297
Provenance Wealth Advisors
Florida
$16.9億 +$6.45億 +61% 0.99% 64.3% 2,610 77.09% 0.4
Sage Mountain Advisors
1298
Sage Mountain Advisors
Georgia
$16.9億 +$6718万 +4% 0.64% 67% 322 16.15% 3.3
Morningstar Investment Management
1299
Morningstar Investment Management
Illinois
$16.9億 +$6639万 +4% 3.99% 57.4% 349 22.06% 1.3
Lyell Wealth Management
1300
Lyell Wealth Management
California
$16.9億 +$5750万 +4% 4.18% 144% 237 3.8% 4.4