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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)
Blueprint Financial Advisors
1951
Blueprint Financial Advisors
North Carolina
$9.36億 +$3610万 +4% 2.12% – 163 26.38% 0.7
CC
1952
Copos Capital
$9.36億 +$1.96億 +26% 2.91% – 65 43.08% 0.4
Devon Energy
1953
Devon Energy
Texas
$9.36億 -$6.57億 -41% 36.4% – 2 0% 0.4
Capital Investment Counsel Inc
1954
Capital Investment Counsel Inc
North Carolina
$9.35億 +$606万 +0.7% 5.09% 174% 279 9.68% 5.2
Arista Wealth Management
1955
Arista Wealth Management
Nevada
$9.35億 +$798万 +0.9% 0.71% 67% 299 22.41% 1.2
Griffin Asset Management
1956
Griffin Asset Management
New York
$9.34億 -$1452万 -2% 2.09% 88.9% 264 16.29% 5.3
Gladstone Capital Management
1957
Gladstone Capital Management
United Kingdom
$9.34億 -$7725万 -8% 3.76% 327% 42 14.29% 1.4
GA
1958
GFS Advisors
Texas
$9.33億 -$1509万 -2% 2.25% 109% 326 57.06% 2.4
Community Bank
1959
Community Bank
New York
$9.33億 +$692万 +0.7% 2.63% 86.3% 578 9.69% 5.3
Burton Enright Welch
1960
Burton Enright Welch
California
$9.32億 +$8093万 +10% 0.11% 66.6% 174 22.99% 2.2
KTF Investments
1961
KTF Investments
California
$9.32億 -$5707万 -6% 4.12% – 96 10.42% 0.7
Steigerwald Gordon & Koch
1962
Steigerwald Gordon & Koch
Virginia
$9.32億 -$7722万 -8% 3.88% 73.1% 808 15.72% 1.9
Greatmark Investment Partners
1963
Greatmark Investment Partners
Georgia
$9.31億 +$2478万 +3% 5.01% 72.5% 161 6.83% 6.3
River Wealth Advisors
1964
River Wealth Advisors
Pennsylvania
$9.31億 -$2498万 -3% 2.23% 90.5% 222 9.91% 6.7
Sky Investment Group
1965
Sky Investment Group
Connecticut
$9.31億 +$2.94億 +46% 4.19% 81.4% 274 54.01% 3.5
Rakuten Group
1966
Rakuten Group
Japan
$9.3億 -$4.52億 -33% 32.9% – 6 16.67% 0.5
XY Planning Network
1967
XY Planning Network
Montana
$9.29億 +$1.32億 +17% 0.13% – 396 18.18% 0.8
Perseverance Asset Management International
1968
Perseverance Asset Management International
Cayman Islands
$9.29億 -$4975万 -5% 4.05% 101% 25 40% 1.4
VCM
1969
Violich Capital Management
California
$9.27億 +$739万 +0.8% 4.52% 111% 125 12% 7.1
Compass Financial Management
1970
Compass Financial Management
Florida
$9.26億 +$9734万 +12% 3.84% – 1,819 20.18% 0.2
Catalyst Funds Management
1971
Catalyst Funds Management
Australia
$9.26億 -$8.58億 -48% 4.65% – 859 54.02% 0.4
Harvey Investment Company
1972
Harvey Investment Company
Kentucky
$9.26億 +$788万 +0.9% 1.62% 56.4% 103 6.8% 9.1
CFGSD
1973
Compass Financial Group (South Dakota)
South Dakota
$9.22億 +$5058万 +6% 0.55% 72% 127 11.81% 2.6
KFG Wealth Management
1974
KFG Wealth Management
Indiana
$9.22億 +$3606万 +4% 0.81% 55.9% 232 9.48% 2.1
CVFG LLC
1975
CVFG LLC
Indiana
$9.22億 -$3056万 -3% 0.01% – 270 14.81% 0.9