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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)
Legacy Advisors
1801
Legacy Advisors
Pennsylvania
$10.5億 -$2036万 -2% 0.86% – 364 20.05% 3.4
New England Private Wealth Advisors
1802
New England Private Wealth Advisors
Massachusetts
$10.5億 +$1275万 +1% 1.47% 55.8% 209 3.83% 4.4
Fortis Capital Management
1803
Fortis Capital Management
Washington
$10.5億 +$1.53億 +17% 10% 111% 312 26.28% 1.7
YCG LLC
1804
YCG LLC
Texas
$10.5億 -$8956万 -8% 1.66% 29.4% 44 13.64% 6.4
Patriot Financial Group Insurance Agency
1805
Patriot Financial Group Insurance Agency
Massachusetts
$10.5億 +$7138万 +7% 1.83% 97.3% 535 14.95% 4
Abner Herrman & Brock
1806
Abner Herrman & Brock
New Jersey
$10.4億 -$1029万 -1% 4.58% 156% 128 18.75% 3.2
180 Wealth Advisors
1807
180 Wealth Advisors
Washington
$10.4億 +$4500万 +5% 8.93% 165% 523 10.52% 3.9
Isthmus Partners
1808
Isthmus Partners
Wisconsin
$10.4億 +$762万 +0.7% 2.64% 73.7% 242 12.4% 3.1
Nan Fung Trinity
1809
Nan Fung Trinity
Hong Kong
$10.4億 +$2907万 +3% 3.21% 81.5% 64 28.13% 0.9
AIC
1810
AWM Investment Company
New York
$10.4億 -$1.11億 -10% 6.97% 742% 112 11.61% 2.9
Caitong International Asset Management
1811
Caitong International Asset Management
Hong Kong
$10.4億 +$3.12億 +43% 7.93% – 3,861 36.75% 0.5
Harbour Trust & Investment Management
1812
Harbour Trust & Investment Management
Indiana
$10.4億 +$160万 +0.2% 4.5% 116% 165 9.09% 2.4
Rock Creek Group
1813
Rock Creek Group
District of Columbia
$10.4億 +$4491万 +5% 1.07% 38.5% 66 22.73% 1.8
Red Cedar Investment Management
1814
Red Cedar Investment Management
Michigan
$10.4億 -$1756万 -2% 1.26% 88.8% 98 12.24% 3
Tetrad Corporation
1815
Tetrad Corporation
Nebraska
$10.4億 -$783万 -0.7% 0.74% 45.6% 3 0% 13.3
Quantum Financial Advisors
1816
Quantum Financial Advisors
California
$10.4億 +$2593万 +3% 0.48% 68% 281 16.73% 2
CKW Financial Group
1817
CKW Financial Group
Hawaii
$10.3億 +$1612万 +2% 0.54% 70.3% 346 42.2% 5.3
Hohimer Wealth Management
1818
Hohimer Wealth Management
Washington
$10.3億 +$3123万 +3% 3.58% 111% 431 18.79% 2
Maridea Wealth Management
1819
Maridea Wealth Management
New York
$10.3億 +$1.09億 +12% 1.01% – 647 24.88% 0.8
Pine Grove Financial Group
1820
Pine Grove Financial Group
Minnesota
$10.3億 +$4263万 +4% 0.25% – 242 17.36% 0.6
Compass Rose Asset Management
1821
Compass Rose Asset Management
New York
$10.3億 -$25.2億 -71% 10.9% 43.7% 46 76.09% 0.2
Eagle Strategies
1822
Eagle Strategies
New York
$10.3億 +$2455万 +2% 0.96% 77.7% 284 9.86% 2.4
BDWCC
1823
B&D White Capital Company
Texas
$10.3億 +$2581万 +3% 3.01% 44.2% 102 31.37% 1.6
Cheviot Value Management
1824
Cheviot Value Management
California
$10.3億 +$4600万 +5% 5.58% 87% 541 20.7% 1.8
Souders Financial Advisors
1825
Souders Financial Advisors
Ohio
$10.3億 +$3440万 +3% 0.02% 59.8% 234 9.83% 3.1