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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、4,696本のファンド(~53%)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)
Peachtree Investment Partners
2526
Peachtree Investment Partners
Florida
$3.13億 +$142万 +0.5% 6.62% 111% 148 12.84% 3.9
Financial Symmetry
2527
Financial Symmetry
North Carolina
$3.13億 +$1333万 +4% 0.55% 68.4% 72 13.89% 1.8
Firethorn Wealth Partners
2528
Firethorn Wealth Partners
Georgia
$3.13億 +$282万 +0.9% 1.09% 75.1% 208 9.13% 2.9
Powell Investment Advisors
2529
Powell Investment Advisors
Florida
$3.13億 -$402万 -1% 0.24% 82.4% 175 6.86% 3.6
AJ Advisors
2530
AJ Advisors
Tennessee
$3.12億 -$945万 -3% 0.68% 64.6% 37 18.92% 3
PI
2531
Pachira Investments
California
$3.12億 +$4719万 +18% 0.78% 82.3% 85 11.76% 2.7
SoundView Advisors
2532
SoundView Advisors
Washington
$3.12億 +$512万 +2% 0.52% – 32 3.13% 1.1
MKT Advisors
2533
MKT Advisors
California
$3.12億 -$1019万 -3% 0.68% 55.5% 160 11.25% 3.3
Malaga Cove Capital
2534
Malaga Cove Capital
California
$3.11億 -$276万 -0.9% 2.05% 97.3% 198 14.14% 3
GKV Capital Management
2535
GKV Capital Management
California
$3.11億 +$93.9万 +0.3% 1.95% – 85 5.88% 1.5
Kennedy Investment Group
2536
Kennedy Investment Group
New Jersey
$3.11億 +$1615万 +5% 1.91% 95.4% 157 12.74% 2.4
StoneCrest Wealth Management
2537
StoneCrest Wealth Management
Arizona
$3.11億 -$215万 -0.7% 0.57% 168% 78 8.97% 1.6
GGM Financials
2538
GGM Financials
Ohio
$3.11億 +$4697万 +18% 0.66% – 300 15.67% 1
American Assets Inc
2539
American Assets Inc
California
$3.1億 -$2189万 -7% 8.49% 49.9% 19 36.84% 4
Zullo Investment Group
2540
Zullo Investment Group
Pennsylvania
$3.1億 +$1661万 +6% 7.44% 143% 163 7.98% 3.6
Legacy Bridge
2541
Legacy Bridge
Iowa
$3.1億 -$1416万 -4% 0.92% 236% 334 5.39% 4.6
Blue Water Asset Management
2542
Blue Water Asset Management
Michigan
$3.09億 -$45.5万 -0.1% 0.85% – 115 7.83% 0.7
BCU Wealth Advisors
2543
BCU Wealth Advisors
Illinois
$3.09億 +$826万 +3% 0.42% 57.7% 66 7.58% 1.9
BKM Wealth Management
2544
BKM Wealth Management
Wisconsin
$3.09億 +$2697万 +10% 1.8% 69.6% 159 10.06% 2.1
First Citizens Asset Management
2545
First Citizens Asset Management
North Carolina
$3.09億 -$383万 -1% 0.44% 48.4% 33 12.12% 2.8
CNBT
2546
Cornerstone National Bank & Trust
Illinois
$3.09億 +$1315万 +4% 0.11% 38.5% 241 12.86% 2.3
Maltin Wealth Management
2547
Maltin Wealth Management
New Jersey
$3.08億 +$937万 +3% 1% 58.2% 160 14.38% 3.4
Excalibur Management
2548
Excalibur Management
Massachusetts
$3.08億 +$480万 +2% 2.83% 93% 178 8.43% 6.6
Investmark Advisory Group
2549
Investmark Advisory Group
Connecticut
$3.08億 +$4487万 +17% 1.66% 73.8% 174 16.67% 2.6
ACT Advisors
2550
ACT Advisors
North Carolina
$3.08億 +$700万 +2% 0.71% 75.4% 97 24.74% 1.8