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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)
Tarbox Family Office
2351
Tarbox Family Office
California
$7.11億 +$1280万 +2% 0.58% 66.4% 101 5.94% 8.3
Elgethun Capital Management
2352
Elgethun Capital Management
South Dakota
$7.11億 -$714万 -1% 1.71% 60.7% 179 3.91% 4.9
BOCHK Asset Management
2353
BOCHK Asset Management
Hong Kong
$7.1億 +$7637万 +12% 12.9% 503% 179 46.37% 0.5
Stamos Capital Partners
2354
Stamos Capital Partners
California
$7.09億 +$5669万 +9% 2.68% 44.5% 145 6.21% 3.6
Element Pointe Advisors
2355
Element Pointe Advisors
Florida
$7.09億 +$8781万 +14% 1.47% 75.1% 97 13.4% 3.2
Burling Wealth Partners
2356
Burling Wealth Partners
Illinois
$7.08億 +$2512万 +4% 3.27% – 188 7.98% 1.5
Apis Capital Advisors
2357
Apis Capital Advisors
New York
$7.08億 -$3.19億 -31% 2.56% 1,493% 64 40.63% 0.9
Cynosure Group
2358
Cynosure Group
Utah
$7.07億 +$4187万 +6% 0.75% 63% 214 51.87% 1.7
Crane Advisory
2359
Crane Advisory
California
$7.07億 +$1064万 +2% 0.36% 38.2% 56 3.57% 2.6
First Commonwealth Financial Corp
2360
First Commonwealth Financial Corp
Pennsylvania
$7.07億 -$781万 -1% 0.55% 80.1% 279 7.89% 4.2
Marshall Financial Group (Maryland)
2361
Marshall Financial Group (Maryland)
Maryland
$7.07億 +$2099万 +3% 0.87% 70.4% 331 8.46% 2.2
Astoria Portfolio Advisors
2362
Astoria Portfolio Advisors
New York
$7.06億 +$1.13億 +19% 0.15% 80.2% 440 28.18% 1.6
GCQ Funds Management
2363
GCQ Funds Management
Australia
$7.06億 -$1528万 -2% 3.88% – 18 22.22% 0.8
Abundance Wealth Counselors
2364
Abundance Wealth Counselors
Pennsylvania
$7.06億 -$2580万 -4% 1.59% 107% 183 13.11% 2.3
Retirement Income Solutions
2365
Retirement Income Solutions
Michigan
$7.06億 +$2203万 +3% 0.31% 67.6% 198 7.07% 3.9
BOAA
2366
Bank of Ann Arbor
Michigan
$7.05億 – – 2.54% – 472 – 0
Parkwoods Wealth Partners
2367
Parkwoods Wealth Partners
New York
$7.05億 +$8289万 +13% 0.63% – 182 9.34% 0.9
Vertex Planning Partners
2368
Vertex Planning Partners
Illinois
$7.05億 +$3158万 +5% 0.76% 61.6% 240 43.33% 1.4
Carrera Capital Advisors
2369
Carrera Capital Advisors
Michigan
$7.05億 +$2995万 +4% 1.81% – 233 18.45% 1.2
IIA
2370
IPG Investment Advisors
California
$7.04億 +$843万 +1% 2.39% 126% 315 29.52% 2.1
Sovereign Financial Group
2371
Sovereign Financial Group
Connecticut
$7.03億 +$4876万 +7% 0.36% 98% 435 18.39% 2.9
Market Street Wealth Management Advisors
2372
Market Street Wealth Management Advisors
Indiana
$7.03億 -$11.5万 -0% 0.64% 44% 142 19.72% 3.3
CBT
2373
Central Bank & Trust
Kentucky
$7.01億 -$383万 -0.5% 2.03% 118% 187 4.28% 8.1
Affiance Financial
2374
Affiance Financial
Minnesota
$7.01億 +$566万 +0.8% 0.03% 57.8% 117 10.26% 5.8
DSG Capital Advisors
2375
DSG Capital Advisors
Minnesota
$7億 -$414万 -0.6% 2.47% – 123 7.32% 1.5