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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)
Unique Wealth
2051
Unique Wealth
Florida
$8.77億 +$1914万 +2% 0.37% 68.5% 225 17.78% 1.6
Arbor Investment Advisors
2052
Arbor Investment Advisors
North Carolina
$8.77億 -$653万 -0.7% 0.33% 48.5% 153 19.61% 4.9
Freedom Together Foundation
2053
Freedom Together Foundation
New York
$8.75億 +$821万 +0.9% 0.98% 69.7% 2 0% 1.8
Tran Capital Management
2054
Tran Capital Management
California
$8.73億 +$416万 +0.5% 6.44% 173% 72 15.28% 3.1
Thompson Investment Management
2055
Thompson Investment Management
Wisconsin
$8.73億 +$101万 +0.1% 3.06% 100% 522 8.24% 4.3
Brio Consultants
2056
Brio Consultants
California
$8.72億 +$1884万 +2% 0.17% 46.9% 182 13.19% 3
Alley Investment Management Company
2057
Alley Investment Management Company
Illinois
$8.71億 +$1527万 +2% 2.72% 63.2% 89 3.37% 3.7
Warwick Investment Management
2058
Warwick Investment Management
Texas
$8.71億 -$1986万 -2% 0.15% 69.9% 158 11.39% 2.1
Financial Enhancement Group
2059
Financial Enhancement Group
Indiana
$8.71億 +$3205万 +4% 0.75% 62.2% 147 12.24% 3.4
Physician Wealth Advisors
2060
Physician Wealth Advisors
Utah
$8.69億 +$3199万 +4% 1.02% 79.9% 2,648 19.86% 1.3
Parkway Wealth Management
2061
Parkway Wealth Management
Texas
$8.69億 +$263万 +0.3% 0.25% – 162 20.37% 0.6
Newbridge Financial Services Group
2062
Newbridge Financial Services Group
Florida
$8.68億 +$5965万 +7% 5.71% 189% 1,412 19.97% 2.1
Sargent Investment Group
2063
Sargent Investment Group
Maryland
$8.67億 +$3542万 +4% 7.49% 135% 303 15.84% 2.5
HCP
2064
Holt Capital Partners
Texas
$8.66億 +$1646万 +2% 0.73% 75.1% 169 4.73% 7.5
Security National Bank
2065
Security National Bank
Nebraska
$8.65億 +$2707万 +3% 2.33% 125% 488 22.75% 2.2
BlueSky Wealth Advisors
2066
BlueSky Wealth Advisors
North Carolina
$8.65億 +$119万 +0.1% 1.25% 45.9% 118 12.71% 2.7
Rice Partnership
2067
Rice Partnership
Hawaii
$8.64億 +$3998万 +5% 2.51% 135% 192 16.15% 3.7
Oslo Pensjonsforsikring
2068
Oslo Pensjonsforsikring
$8.63億 -$596万 -0.7% 5.46% 79% 481 13.51% 1.9
PA
2069
Prairie Advisory
Kansas
$8.63億 +$4.37億 +102% 0.34% – 183 12.57% 0.2
J.P. Marvel Investment Advisors
2070
J.P. Marvel Investment Advisors
Massachusetts
$8.63億 -$796万 -0.9% 3.44% 195% 66 4.55% 7.5
Lineweaver Wealth Advisors
2071
Lineweaver Wealth Advisors
Ohio
$8.63億 +$1769万 +2% 0.83% 68.4% 194 12.37% 2.9
Peterson Wealth Advisors
2072
Peterson Wealth Advisors
Utah
$8.62億 +$1573万 +2% 0.68% 50.9% 123 8.13% 3.8
Eubel Brady & Suttman Asset Management
2073
Eubel Brady & Suttman Asset Management
Ohio
$8.62億 +$2009万 +2% 1.79% 49% 127 11.81% 4.1
Berman McAleer
2074
Berman McAleer
Maryland
$8.62億 -$188万 -0.2% 0.35% – 189 13.76% 0.8
CANC
2075
Culbertson A N & Co
Virginia
$8.61億 +$252万 +0.3% 0.85% 87.5% 142 5.63% 7.9