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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)
Crescent Grove Advisors
1651
Crescent Grove Advisors
Illinois
$11.8億 -$1293万 -1% 0.29% 64.1% 340 17.94% 3.8
Bernardo Wealth Planning
1652
Bernardo Wealth Planning
Pennsylvania
$11.8億 +$5.98億 +102% 0.63% 56.9% 153 15.03% 3.6
PCM
1653
Prime Capital Management
Hong Kong
$11.8億 -$6873万 -5% 3.52% 569% 7 0% 1.3
Heritage Trust
1654
Heritage Trust
Oklahoma
$11.8億 +$2721万 +2% 4.42% – 326 9.2% 5.4
Folger Nolan Fleming Douglas Capital Management
1655
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$11.8億 -$4120万 -3% 0.8% 77.5% 186 5.91% 8.5
Mayflower Financial Advisors
1656
Mayflower Financial Advisors
Massachusetts
$11.8億 +$2266万 +2% 1.58% 77.7% 520 11.35% 3.2
Red Door Wealth Management
1657
Red Door Wealth Management
Tennessee
$11.8億 +$8406万 +8% 5.63% 117% 343 10.2% 2.9
Knollwood Investment Advisory
1658
Knollwood Investment Advisory
Maryland
$11.8億 +$5327万 +5% 6.2% 178% 276 4.35% 2.5
Verus Financial Partners
1659
Verus Financial Partners
Virginia
$11.8億 +$791万 +0.7% 0.59% 45.7% 138 12.32% 4.3
Black Diamond Financial
1660
Black Diamond Financial
Maryland
$11.8億 +$4199万 +4% 0.01% 68.3% 209 7.66% 3.3
TRUE Private Wealth Advisors
1661
TRUE Private Wealth Advisors
Oregon
$11.8億 +$1715万 +1% 0.19% 89.2% 312 16.35% 4.3
Penn Davis McFarland
1662
Penn Davis McFarland
Texas
$11.7億 +$5159万 +5% 5.72% 100% 80 8.75% 4.8
Focused Wealth Management
1663
Focused Wealth Management
New York
$11.7億 +$2393万 +2% 0.96% 80.9% 303 31.68% 5
Voya Financial Advisors
1664
Voya Financial Advisors
Connecticut
$11.7億 +$3805万 +3% 0.62% 49.1% 212 13.21% 6.9
MASTERINVEST Kapitalanlage
1665
MASTERINVEST Kapitalanlage
$11.7億 +$830万 +0.7% 3.99% – 313 12.78% 1.1
Symetra Investment Management
1666
Symetra Investment Management
Connecticut
$11.7億 +$2692万 +2% 2.66% 38.6% 7 14.29% 1.9
KWB Wealth
1667
KWB Wealth
California
$11.7億 +$178万 +0.2% 0.38% 54.8% 187 14.44% 2.5
Forge Financial Services
1668
Forge Financial Services
Oklahoma
$11.7億 +$794万 +0.7% 1.55% – 43 20.93% 1
Versant Capital Management
1669
Versant Capital Management
Arizona
$11.7億 +$5350万 +5% 5.51% 97.3% 2,890 7.99% 4.5
Asset One Wealth Management
1670
Asset One Wealth Management
Washington
$11.7億 +$2.2億 +23% 3.52% – 446 26.91% 0.5
Wellesley Asset Management
1671
Wellesley Asset Management
New Hampshire
$11.7億 +$7003万 +6% 0% 0% 78 0% 0.9
Strategies Wealth Advisors
1672
Strategies Wealth Advisors
Michigan
$11.6億 +$4544万 +4% 0.33% 71.2% 213 12.68% 2.2
Randolph Company
1673
Randolph Company
Ohio
$11.6億 -$2399万 -2% 0.91% 127% 49 8.16% 4.6
GA
1674
GuoLine Advisory
Singapore
$11.6億 +$8808万 +8% 12.5% 112% 23 0% 2.5
JTC Employer Solutions Trustee
1675
JTC Employer Solutions Trustee
Jersey
$11.6億 -$8563万 -7% 2.01% 85.3% 315 5.08% 3.9