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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)
Gryphon Financial Partners
1676
Gryphon Financial Partners
Ohio
$11.6億 +$2666万 +2% 4.44% 111% 412 12.62% 3.1
Capital Impact Advisors
1677
Capital Impact Advisors
Massachusetts
$11.6億 -$6.24億 -35% 7.74% – 35 31.43% 0.8
CF
1678
Clarity Financial
Texas
$11.6億 -$1874万 -2% 2.85% 65.8% 148 17.57% 2.2
Berkshire Money Management
1679
Berkshire Money Management
Massachusetts
$11.6億 +$6373万 +6% 0.24% 61.8% 148 62.84% 1.5
Counterpoint Mutual Funds
1680
Counterpoint Mutual Funds
California
$11.6億 +$1.47億 +15% 3.06% 74.3% 505 77.62% 0.2
Accurate Wealth Management
1681
Accurate Wealth Management
Florida
$11.6億 +$1.09億 +10% 2.71% 101% 638 15.67% 1.9
Jacobs & Co
1682
Jacobs & Co
California
$11.6億 -$910万 -0.8% 3.46% 105% 139 8.63% 7.9
Occidental Asset Management
1683
Occidental Asset Management
California
$11.6億 +$1.49億 +15% 4.76% 97.4% 397 21.91% 3.1
AltraVue Capital
1684
AltraVue Capital
Washington
$11.6億 -$2.32億 -17% 11.2% 175% 27 11.11% 4.4
BDP
1685
Brehaut David Pascal
$11.5億 +$9095万 +9% 8.56% – 1 0% 0.8
Private Capital Advisors
1686
Private Capital Advisors
Connecticut
$11.5億 +$1169万 +1% 3.12% 132% 85 18.82% 5.8
Canandaigua National Bank & Trust
1687
Canandaigua National Bank & Trust
New York
$11.5億 -$3387万 -3% 1.31% – 325 10.77% 6.2
Discipline Wealth Solutions
1688
Discipline Wealth Solutions
South Carolina
$11.5億 +$551万 +0.5% 0.69% 45.9% 207 10.14% 1.2
Lodestar Private Asset Management
1689
Lodestar Private Asset Management
California
$11.5億 -$579万 -0.5% 0.26% 64.4% 244 9.84% 3
AH
1690
Allen Holding
New York
$11.5億 +$1.37億 +13% 17.8% 185% 10 0% 7.9
Trust Company
1691
Trust Company
Kansas
$11.5億 +$4111万 +4% 0.6% 40.6% 946 7.4% 2.7
Vista Capital Partners
1692
Vista Capital Partners
Oregon
$11.5億 +$321万 +0.3% 0.29% 69.3% 188 14.36% 4
Marks Group Wealth Management
1693
Marks Group Wealth Management
Minnesota
$11.4億 -$327万 -0.3% 2.06% 71.4% 379 13.46% 3.3
Asset Advisors Investment Management
1694
Asset Advisors Investment Management
Georgia
$11.4億 +$5413万 +5% 3.18% 67.5% 109 7.34% 5.4
Great Lakes Retirement
1695
Great Lakes Retirement
Ohio
$11.4億 +$1711万 +2% 2.25% 118% 234 12.82% 2.8
Carret Asset Management
1696
Carret Asset Management
New York
$11.4億 -$46.5万 -0% 2.51% 106% 320 7.19% 8
BFSG LLC
1697
BFSG LLC
California
$11.4億 +$1449万 +1% 1.53% 90.7% 960 24.38% 2.2
Viking Fund Management
1698
Viking Fund Management
North Dakota
$11.4億 +$2616万 +2% 0.75% 105% 155 14.84% 4.8
Wealth Management Nebraska
1699
Wealth Management Nebraska
Nebraska
$11.4億 +$2024万 +2% 1.26% – 113 9.73% 1.2
Delta Asset Management
1700
Delta Asset Management
Tennessee
$11.4億 -$1655万 -1% 3.92% 66.5% 605 2.98% 5