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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)
Cardinal Capital Management Inc (North Carolina)
2076
Cardinal Capital Management Inc (North Carolina)
North Carolina
$8.61億 +$3485万 +4% 3.25% 86.4% 141 2.84% 8.8
McGlone Suttner Wealth Management
2077
McGlone Suttner Wealth Management
Wisconsin
$8.61億 +$861万 +1% 0.03% 61.6% 210 11.43% 2.6
Fagan Associates
2078
Fagan Associates
New York
$8.61億 +$4792万 +6% 6.16% 127% 142 5.63% 5.1
Concord Wealth Partners
2079
Concord Wealth Partners
Virginia
$8.6億 -$1325万 -2% 0.74% 71.1% 910 13.19% 1.2
Hunter Associates Investment Management
2080
Hunter Associates Investment Management
Pennsylvania
$8.6億 -$847万 -1% 0.04% 81.7% 310 7.1% 4.7
Kavar Capital Partners Group
2081
Kavar Capital Partners Group
Kansas
$8.6億 +$4818万 +6% 2.85% 86.8% 216 7.87% 5
Ellevest Inc
2082
Ellevest Inc
New York
$8.6億 +$1149万 +1% 1.11% 82.6% 510 18.82% 3.4
Mirador Capital Partners
2083
Mirador Capital Partners
California
$8.59億 +$4243万 +5% 8.95% 120% 240 15.83% 4.1
Castellan Group
2084
Castellan Group
Kentucky
$8.59億 -$5337万 -6% 6.58% 184% 50 22% 1.4
Adams Natural Resources Fund
2085
Adams Natural Resources Fund
Maryland
$8.57億 +$9451万 +12% 15.7% 50.6% 52 5.77% 8
Cullen Investment Group
2086
Cullen Investment Group
Louisiana
$8.57億 +$3087万 +4% 4.06% 102% 185 5.41% 2.3
Fiduciary Financial Group
2087
Fiduciary Financial Group
California
$8.57億 -$2581万 -3% 1.8% – 414 14.73% 1.4
Premier Path Wealth Partners
2088
Premier Path Wealth Partners
New Jersey
$8.56億 -$1323万 -2% 2.68% 98.8% 412 11.65% 2.2
Mattern Capital Management
2089
Mattern Capital Management
Colorado
$8.56億 -$85.9万 -0.1% 1.22% 39.8% 172 6.98% 4.1
TrueMark Investments
2090
TrueMark Investments
Illinois
$8.56億 +$5761万 +7% 1.27% 87.7% 210 23.33% 0.9
Affinity Capital Advisors
2091
Affinity Capital Advisors
California
$8.56億 +$4625万 +6% 1.72% 72.7% 245 22.04% 2.9
Mitchell McLeod Pugh & Williams
2092
Mitchell McLeod Pugh & Williams
Alabama
$8.55億 +$4058万 +5% 2.07% 99.8% 319 6.58% 6.3
Silverarc Capital Management
2093
Silverarc Capital Management
Massachusetts
$8.54億 -$1.08億 -11% 4.04% 2,371% 91 42.86% 0.9
Intellus Advisors
2094
Intellus Advisors
Florida
$8.54億 +$3026万 +4% 3.43% – 172 33.14% 1.2
Sierra Summit Advisors
2095
Sierra Summit Advisors
Nevada
$8.52億 -$4362万 -5% 0.62% 302% 231 44.59% 1.3
Hoey Investments
2096
Hoey Investments
Pennsylvania
$8.51億 +$7651万 +10% 11.9% 247% 479 7.93% 2.8
Longbow Finance
2097
Longbow Finance
Switzerland
$8.5億 +$6763万 +9% 5.89% 183% 73 36.99% 1.4
Harbor Group
2098
Harbor Group
New Hampshire
$8.49億 -$233万 -0.3% 2.78% 43% 123 8.13% 2.8
Dillon & Associates
2099
Dillon & Associates
Michigan
$8.49億 +$3150万 +4% 5.39% 117% 82 6.1% 8.2
Third View Private Wealth
2100
Third View Private Wealth
Connecticut
$8.49億 +$3447万 +4% 4.49% – 309 17.15% 0.6