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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)
Nelson Capital Management
1901
Nelson Capital Management
California
$9.7億 +$6248万 +7% 7.18% 141% 124 8.87% 6
Family Management
1902
Family Management
New York
$9.7億 -$171万 -0.2% 2.08% 76% 367 21.8% 2.3
FSM Wealth Advisors
1903
FSM Wealth Advisors
Ohio
$9.7億 +$3341万 +4% 0.25% 68.4% 375 14.13% 2
FountainVest China Capital Partners GP3
1904
FountainVest China Capital Partners GP3
Cayman Islands
$9.7億 -$2.78億 -22% 21% 96.7% 2 0% 4.6
Barlow Wealth Partners
1905
Barlow Wealth Partners
Kentucky
$9.7億 +$4457万 +5% 4.71% 101% 158 9.49% 2
Westerkirk Capital
1906
Westerkirk Capital
$9.7億 -$7061万 -7% 3.12% – 217 4.61% 1
Hartline Investment Corp
1907
Hartline Investment Corp
Illinois
$9.7億 -$1.79億 -16% 3.79% 222% 123 24.39% 3.6
AO
1908
Allen Operations
New York
$9.7億 +$2.47億 +34% 9.91% 248% 34 5.88% 5.9
AP
1909
Archon Partners
New Jersey
$9.7億 +$3080万 +3% 4.95% 99.5% 39 10.26% 5.7
Parthenon LLC
1910
Parthenon LLC
Kentucky
$9.7億 +$536万 +0.6% 4.36% 93.3% 135 5.93% 8.7
RMG Wealth Management
1911
RMG Wealth Management
Wisconsin
$9.7億 -$260万 -0.3% 0.33% – 676 35.95% 0.7
KWMG
1912
King Wealth Management Group
Florida
$9.7億 +$5235万 +6% 5.87% 103% 183 7.65% 6.1
Bath Savings Trust
1913
Bath Savings Trust
Maine
$9.7億 +$71.1万 +0.1% 3.36% 57.8% 185 8.11% 7
ICICI Prudential Asset Management
1914
ICICI Prudential Asset Management
India
$9.6億 +$5163万 +6% 6.35% 79.3% 165 9.09% 3.3
Strategic Planning Group
1915
Strategic Planning Group
Utah
$9.6億 +$4682万 +5% 3.73% 162% 88 25% 1.4
Financial Partners Group (Kansas)
1916
Financial Partners Group (Kansas)
Kansas
$9.6億 -$2146万 -2% 0.68% 76.7% 266 11.65% 3.2
Partners Wealth Management
1917
Partners Wealth Management
California
$9.6億 +$8.59億 +842% 7.07% – 484 78.72% 0.3
Roble Belko & Company
1918
Roble Belko & Company
Pennsylvania
$9.6億 +$3601万 +4% 0.24% 58.4% 532 11.47% 4.4
Fort Sheridan Advisors
1919
Fort Sheridan Advisors
Illinois
$9.6億 +$3305万 +4% 5.85% 126% 310 8.06% 3.8
Makena Capital Management
1920
Makena Capital Management
California
$9.6億 +$886万 +0.9% 1.46% 85.5% 29 17.24% 2.1
Stockman Wealth Management
1921
Stockman Wealth Management
Montana
$9.6億 -$731万 -0.8% 0.2% 77.5% 182 4.4% 5.6
St Louis Trust
1922
St Louis Trust
Missouri
$9.6億 +$8487万 +10% 0.83% 77.2% 133 12.78% 5.2
Evolution Wealth Advisors
1923
Evolution Wealth Advisors
Florida
$9.6億 +$1.05億 +12% 3.61% 96% 207 18.84% 2.8
Revolve Wealth Partners
1924
Revolve Wealth Partners
New Jersey
$9.6億 -$641万 -0.7% 0.96% 67.4% 369 17.07% 2.2
WDA
1925
Wendell David Associates
New Hampshire
$9.6億 +$1162万 +1% 5.98% 58.7% 156 3.85% 9.3