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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)
OTL
1751
Oak Thistle LLC
New York
$10.9億 +$5100万 +5% 5.49% 58.3% 689 64.3% 0.3
Victory Financial Group
1752
Victory Financial Group
Texas
$10.9億 +$1.32億 +14% 0.96% – 476 23.95% 1
Synergy Asset Management
1753
Synergy Asset Management
Washington
$10.9億 +$2441万 +2% 4.94% 113% 350 41.14% 1.1
Southern Farm Bureau Life Insurance
1754
Southern Farm Bureau Life Insurance
Mississippi
$10.8億 +$3887万 +4% 0.87% 52.3% 18 27.78% 3.5
TCM
1755
Tao Capital Management
California
$10.8億 -$8.56億 -44% 8.49% 286% 7 28.57% 4.4
NTV Asset Management
1756
NTV Asset Management
West Virginia
$10.8億 +$6076万 +6% 3.26% 110% 345 12.17% 6.2
Global Endowment Management
1757
Global Endowment Management
North Carolina
$10.8億 +$9456万 +10% 0.85% 53.3% 76 11.84% 3.6
Schneider Downs Wealth Management Advisors
1758
Schneider Downs Wealth Management Advisors
Pennsylvania
$10.8億 +$1271万 +1% 0.06% 61.5% 188 9.57% 3.9
Rational Advisors
1759
Rational Advisors
New York
$10.8億 -$1337万 -1% 1.68% 39.2% 212 21.7% 1.9
LWANC
1760
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.8億 +$4209万 +4% 2.46% 71.1% 737 72.86% 1.5
Center for Financial Planning
1761
Center for Financial Planning
Michigan
$10.8億 +$579万 +0.5% 0.44% 64.4% 873 28.06% 3.3
Twin Focus Capital Partners
1762
Twin Focus Capital Partners
Massachusetts
$10.8億 +$9248万 +9% 7.99% 112% 179 13.97% 4.8
NWF Advisory Services
1763
NWF Advisory Services
California
$10.7億 +$1046万 +1% 0.89% 120% 483 14.7% 1.8
Jag Capital Management
1764
Jag Capital Management
Missouri
$10.7億 +$506万 +0.5% 9.06% 269% 167 17.37% 3.7
Discerene Group
1765
Discerene Group
Connecticut
$10.7億 +$1.84億 +21% 6.2% 37.1% 14 14.29% 3.9
Planning Center Inc
1766
Planning Center Inc
Illinois
$10.7億 +$1303万 +1% 0.84% 42.4% 90 12.22% 2.9
Portland Global Advisors
1767
Portland Global Advisors
Maine
$10.7億 +$2018万 +2% 0.1% 48.8% 159 8.81% 6.6
Coastline Trust
1768
Coastline Trust
Rhode Island
$10.7億 -$5571万 -5% 4.83% 106% 410 16.34% 5.9
Leuthold Group
1769
Leuthold Group
Minnesota
$10.7億 +$7682万 +8% 4.52% 138% 271 23.62% 1.8
Baldwin Investment Management
1770
Baldwin Investment Management
Pennsylvania
$10.7億 +$3631万 +4% 0.98% 76.7% 254 13.39% 5.3
Intrua Financial
1771
Intrua Financial
Texas
$10.7億 -$2162万 -2% 0.89% 77.4% 510 9.8% 2.9
Graves Light Lenhart Wealth
1772
Graves Light Lenhart Wealth
Virginia
$10.7億 -$337万 -0.3% 0.97% 47.7% 208 8.17% 5.3
Oak Harvest Investment Services
1773
Oak Harvest Investment Services
Texas
$10.7億 -$366万 -0.3% 2.15% 120% 190 24.74% 2.4
Catalyst Financial Partners
1774
Catalyst Financial Partners
Massachusetts
$10.7億 +$5918万 +6% 2.11% 110% 455 14.95% 2
Ranger Investment Management
1775
Ranger Investment Management
Texas
$10.7億 -$5.15億 -33% 5.45% 105% 96 25% 2.5