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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)
Financial Solutions Advisory Group
2201
Financial Solutions Advisory Group
Illinois
$7.88億 -$288万 -0.4% 0.84% – 195 11.79% 0.4
Independent Solutions Wealth Management
2202
Independent Solutions Wealth Management
New York
$7.88億 +$1709万 +2% 3.73% 125% 201 6.97% 3.7
Human Investing
2203
Human Investing
Oregon
$7.87億 +$1601万 +2% 0.16% 56.9% 113 12.39% 3.8
Colonial Trust
2204
Colonial Trust
South Carolina
$7.86億 -$336万 -0.4% 2.19% 83.6% 1,203 11.06% 2.7
Hughes Financial Services
2205
Hughes Financial Services
Virginia
$7.86億 +$3173万 +4% 0.74% – 2,152 21.61% 0.9
Westside Investment Management
2206
Westside Investment Management
California
$7.85億 +$2358万 +3% 2.93% 126% 1,478 5.55% 3.8
NG
2207
Northstar Group
New York
$7.84億 +$738万 +0.9% 1.64% 68.4% 178 7.87% 6.1
Financial Advisory Corporation
2208
Financial Advisory Corporation
Michigan
$7.84億 +$2981万 +4% 0.76% – 58 6.9% 1.5
Quantum Capital Management (New Jersey)
2209
Quantum Capital Management (New Jersey)
New Jersey
$7.84億 -$1376万 -2% 3.41% 29.9% 38 13.16% 5.6
Gratus Wealth Advisors
2210
Gratus Wealth Advisors
Virginia
$7.83億 -$232万 -0.3% 0.76% 65.2% 145 11.03% 2.1
Once Capital Management
2211
Once Capital Management
New York
$7.83億 -$4.36億 -36% 3.55% 627% 25 16% 2.7
Brooklands Fund Management
2212
Brooklands Fund Management
United Kingdom
$7.82億 +$6.54億 +511% 5.6% – 84 71.43% 0.2
Emerald Advisors
2213
Emerald Advisors
Washington
$7.81億 -$1460万 -2% 0.81% 71.8% 133 18.05% 3.6
Loftus Peak
2214
Loftus Peak
Australia
$7.81億 +$4647万 +6% 1.96% – 28 14.29% 0.2
TFO Wealth Partners
2215
TFO Wealth Partners
Ohio
$7.78億 -$1.41億 -15% 1.18% 68.9% 112 47.32% 0.9
Chatham Capital Group
2216
Chatham Capital Group
Georgia
$7.77億 -$575万 -0.7% 0.51% 97% 209 7.18% 6.3
Northwest Wealth Management
2217
Northwest Wealth Management
Iowa
$7.77億 +$1915万 +3% 0.39% 68.2% 304 18.75% 3.2
John G. Ullman & Associates
2218
John G. Ullman & Associates
New York
$7.77億 -$4725万 -6% 1.09% 162% 195 12.31% 4.9
Toyota Motor Corp
2219
Toyota Motor Corp
Japan
$7.77億 -$12.1億 -61% 32.2% 34.7% 2 50% 5
Canal Capital Management
2220
Canal Capital Management
Virginia
$7.77億 -$4157万 -5% 2.15% 69.5% 239 17.15% 3.9
Summit Asset Management
2221
Summit Asset Management
Tennessee
$7.77億 -$387万 -0.5% 0.08% 53.4% 192 9.38% 6.5
Laffer Tengler Investments
2222
Laffer Tengler Investments
Tennessee
$7.77億 -$503万 -0.6% 1.27% 104% 190 25.79% 2.8
Prevail Innovative Wealth Advisors
2223
Prevail Innovative Wealth Advisors
Kansas
$7.76億 +$1.05億 +16% 3.71% 31.3% 306 42.48% 0.7
Kelman-Lazarov Inc
2224
Kelman-Lazarov Inc
Tennessee
$7.76億 +$1273万 +2% 0.29% 51.6% 164 9.76% 4.4
St. Denis J. Villere & Co
2225
St. Denis J. Villere & Co
Louisiana
$7.75億 -$6246万 -7% 1.02% 44.3% 90 7.78% 4.6