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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)
Kintegral Advisory
1576
Kintegral Advisory
New York
$12.7億 +$3490万 +3% 5.15% 143% 238 3.78% 5.9
Heartwood Wealth Advisors
1577
Heartwood Wealth Advisors
Virginia
$12.7億 -$2145万 -2% 1.39% 59.4% 232 6.03% 3.2
HCR Wealth Advisors
1578
HCR Wealth Advisors
California
$12.7億 +$1.49億 +13% 3.52% 107% 276 9.42% 4.4
Avestar Capital
1579
Avestar Capital
New York
$12.7億 -$5.3億 -30% 4.32% 112% 623 29.37% 2.5
HSG Holding
1580
HSG Holding
Hong Kong
$12.6億 +$2289万 +2% 4.27% 6.36% 21 9.52% 3.7
Caldwell Trust
1581
Caldwell Trust
Florida
$12.6億 +$2769万 +2% 2.66% 97.5% 844 7.58% 4.6
WGI DM
1582
WGI DM
Massachusetts
$12.6億 +$1.06億 +9% 4.1% – 7 0% 1.1
RKL Wealth Management
1583
RKL Wealth Management
Pennsylvania
$12.6億 +$750万 +0.6% 0.36% 76.8% 196 4.59% 5.5
Dundas Partners
1584
Dundas Partners
United Kingdom
$12.6億 -$1.22億 -9% 2.91% 102% 31 6.45% 5.7
Brigade Capital Management
1585
Brigade Capital Management
New York
$12.6億 +$7.25億 +136% 125% 234% 27 37.04% 0.4
Linden Thomas Advisory Services
1586
Linden Thomas Advisory Services
North Carolina
$12.6億 +$1922万 +2% 3.74% 149% 569 7.73% 2.5
Royal Fund Management
1587
Royal Fund Management
Florida
$12.6億 +$5538万 +5% 2.22% 103% 311 14.47% 3.5
Cooper Financial Group
1588
Cooper Financial Group
California
$12.6億 +$4936万 +4% 2.08% 87.2% 484 13.84% 2.8
Northside Capital Management
1589
Northside Capital Management
Oregon
$12.5億 +$3220万 +3% 1.84% 99.6% 195 10.77% 4
Rockbridge Investment Management
1590
Rockbridge Investment Management
New York
$12.5億 +$1760万 +1% 0.99% 43% 150 6.67% 4.3
Spartan Wealth Advisory Services LLC
1591
Spartan Wealth Advisory Services LLC
Michigan
$12.5億 +$2629万 +2% 4.73% – 340 14.71% 0.4
Wealth Alliance
1592
Wealth Alliance
New York
$12.5億 +$5220万 +4% 2.41% 86.9% 621 16.1% 3.3
Wilkinson Global Asset Management
1593
Wilkinson Global Asset Management
New York
$12.5億 -$1159万 -0.9% 4.65% 96.8% 64 4.69% 4.1
Allen Capital Group
1594
Allen Capital Group
Nebraska
$12.5億 +$1888万 +2% 1.2% 62.8% 338 12.13% 2.3
Octavia Wealth Advisors
1595
Octavia Wealth Advisors
Ohio
$12.5億 +$8838万 +8% 1.03% 76.4% 267 16.1% 3.2
TCOT
1596
Trust Company of Toledo
Ohio
$12.5億 +$4411万 +4% 4.5% 109% 890 14.61% 3.2
Woodstock Corp
1597
Woodstock Corp
Massachusetts
$12.4億 +$4048万 +3% 5.42% 115% 169 8.88% 8.7
Blueprint Investment Partners
1598
Blueprint Investment Partners
North Carolina
$12.4億 +$4451万 +4% 0.8% 91.9% 186 23.66% 1.4
Shepherd Financial Partners
1599
Shepherd Financial Partners
Massachusetts
$12.4億 +$2690万 +2% 1.89% 88.4% 273 13.92% 4.2
Baskin Financial Services
1600
Baskin Financial Services
Ontario, Canada
$12.4億 -$2966万 -2% 1.76% 69.1% 58 6.9% 5.8