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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)
IAG Wealth Partners
1776
IAG Wealth Partners
Wisconsin
$10.6億 +$5423万 +5% 0.66% 54.1% 553 12.3% 3.9
Goldstone Financial Group
1777
Goldstone Financial Group
Illinois
$10.6億 -$3022万 -3% 0.48% 60.5% 258 15.5% 2.2
Bensler
1778
Bensler
Washington
$10.6億 -$6741万 -6% 1.33% 109% 214 11.68% 2.5
Graham Holdings Company
1779
Graham Holdings Company
Virginia
$10.6億 -$2006万 -2% 0.03% 88.6% 6 0% 4
L2 Asset Management
1780
L2 Asset Management
Massachusetts
$10.6億 +$9762万 +10% 3.93% 139% 448 15.63% 2
HHM Wealth Advisors
1781
HHM Wealth Advisors
Tennessee
$10.6億 +$6619万 +7% 1.54% 70.6% 1,026 18.23% 3.2
Bedel Financial Consulting
1782
Bedel Financial Consulting
Indiana
$10.6億 -$296万 -0.3% 0.62% 97.4% 320 6.25% 4.9
Mason Street Advisors
1783
Mason Street Advisors
Wisconsin
$10.6億 -$4901万 -4% 3.48% 32.1% 15 0% 2.9
Financial Management Professionals
1784
Financial Management Professionals
Texas
$10.6億 +$628万 +0.6% 0.16% 67.3% 1,131 15.03% 4.4
Beau Ventures
1785
Beau Ventures
New York
$10.6億 +$1.42億 +15% 36.2% – 23 4.35% 0.7
Rodgers & Associates
1786
Rodgers & Associates
Pennsylvania
$10.6億 -$4235万 -4% 2.63% 56.3% 113 6.19% 3.9
Capricorn Fund Managers
1787
Capricorn Fund Managers
United Kingdom
$10.6億 -$2.09億 -16% 0.64% 173% 226 60.18% 0.5
Atlas Capital Advisors
1788
Atlas Capital Advisors
Wyoming
$10.6億 +$1.45億 +16% 0.57% – 1,207 17.65% 3.2
Allied Investment Advisors
1789
Allied Investment Advisors
Montana
$10.6億 +$2.62億 +33% 0.77% 68.4% 116 8.62% 4.1
J.V. Bruni & Co
1790
J.V. Bruni & Co
Colorado
$10.6億 -$3748万 -3% 0.83% 113% 34 8.82% 5.9
Quadcap Wealth Management
1791
Quadcap Wealth Management
Texas
$10.6億 +$2756万 +3% 1.12% 94.2% 464 13.58% 1.9
Granite Bay Wealth Management
1792
Granite Bay Wealth Management
New Hampshire
$10.6億 -$3008万 -3% 3.24% – 241 32.78% 0.8
Summit Securities Group
1793
Summit Securities Group
New York
$10.6億 +$974万 +0.9% 5.46% 149% 1,612 73.14% 0.5
Cutler Investment Counsel
1794
Cutler Investment Counsel
Oregon
$10.6億 -$706万 -0.7% 0.25% 61.8% 166 11.45% 5.4
Polymer Capital Management (HK)
1795
Polymer Capital Management (HK)
Hong Kong
$10.6億 -$9.2億 -47% 5.44% 877% 196 63.78% 0.6
Agave Capital Management
1796
Agave Capital Management
$10.6億 +$1.4億 +15% 10.3% – 16 31.25% 0.3
Buck Wealth Strategies
1797
Buck Wealth Strategies
Colorado
$10.5億 +$9857万 +10% 2.05% 48.4% 1,264 16.14% 0.4
Palisade Asset Management
1798
Palisade Asset Management
Minnesota
$10.5億 -$3163万 -3% 2.57% 72.9% 209 5.74% 8.2
Per Stirling Capital Management
1799
Per Stirling Capital Management
Texas
$10.5億 -$180万 -0.2% 0.12% 68.4% 377 17.77% 2
UAG
1800
United Advisor Group
Ohio
$10.5億 +$1.03億 +11% 2.9% 88% 612 18.63% 1.5