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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、2,671本のファンド(~30%)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)
Willow Creek Capital Management
2551
Willow Creek Capital Management
Montana
$1.03億 -$23.3万 -0.2% 0.55% – 101 1.98% 0.2
Parrish Capital
2552
Parrish Capital
Georgia
$1.03億 -$109万 -1% 2.12% – 88 5.68% 0.7
PBK
2553
Peoples Bank (Kansas)
Kansas
$1.03億 -$33.9万 -0.3% 3.28% 74.5% 101 6.93% 2.6
Schuylkill Financial
2554
Schuylkill Financial
Pennsylvania
$1.02億 -$623万 -6% 2.19% – 72 16.67% 0.2
IWMO
2555
Integrated Wealth Management (Ohio)
Ohio
$1.02億 +$690万 +7% 1.93% – 104 17.31% 0.5
Englebert Financial Advisers
2556
Englebert Financial Advisers
Pennsylvania
$1.01億 -$47.8万 -0.5% 0.58% – 80 41.25% 0.5
KFP
2557
Kroeger Financial Partners
California
$1.01億 -$260万 -3% 1.07% – 143 11.19% 0.2
Chiron Capital Management
2558
Chiron Capital Management
Florida
$1.01億 -$1090万 -10% 4.32% – 144 18.75% 2.2
Sulzberger Capital Advisors
2559
Sulzberger Capital Advisors
Florida
$1.01億 -$191万 -2% 2.6% – 59 15.25% 1.3
Transce3nd
2560
Transce3nd
Texas
$1億 +$8901万 +785% 1.64% – 533 69.61% 0.5
Sage Investment Counsel
2561
Sage Investment Counsel
Tennessee
$1億 +$33.8万 +0.3% 0.9% – 138 18.12% 1.4
Ulrich Consultants & Investment Group
2562
Ulrich Consultants & Investment Group
New Mexico
$1億 – – 1.07% – 47 – 1.6
CSP Financial Group
2563
CSP Financial Group
Arizona
$9926万 -$1808万 -15% 0.36% – 25 12% 0.4
HFG Wealth Management
2564
HFG Wealth Management
Texas
$9901万 -$43万 -0.4% 3.16% 45.9% 42 2.38% 2.3
October Effect
2565
October Effect
Virginia
$9831万 -$804万 -8% 4% – 68 14.71% 0.9
Professional Financial Management
2566
Professional Financial Management
Wisconsin
$9823万 -$37.4万 -0.4% 3.75% – 28 35.71% 0.5
August Group Capital
2567
August Group Capital
$9803万 +$702万 +8% 3.5% – 107 16.82% 0.6
Vima LLC
2568
Vima LLC
Michigan
$9792万 -$467万 -5% 1.4% – 381 10.24% 0.6
HIIL
2569
HS Investments IV Ltd
$9746万 -$1468万 -13% 4.56% – 2 0% 0.6
ACIML
2570
ASK CAPITAL INVESTMENT MANAGERS, LLC
Texas
$9708万 – – 5.39% – 28 – 0
University of Cambridge Investment Management
2571
University of Cambridge Investment Management
$9640万 +$250万 +3% 2.66% – 1 0% 0.8
DB&C Advisors
2572
DB&C Advisors
Michigan
$9627万 +$392万 +4% 5.12% – 79 7.59% 0.7
Holland Advisory Services
2573
Holland Advisory Services
Florida
$9561万 +$507万 +6% 0.6% 63% 51 5.88% 3.1
Meadowbrook Wealth Management
2574
Meadowbrook Wealth Management
New York
$9543万 +$257万 +3% 6.7% – 91 31.87% 0.7
York GP
2575
York GP
Cayman Islands
$9516万 -$3119万 -25% 24.2% – 3 0% 1.7