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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)
Maestria Partners
2601
Maestria Partners
Georgia
$2.98億 +$1025万 +4% 1.96% – 15 6.67% 1.2
Sage Private Wealth Group
2602
Sage Private Wealth Group
Illinois
$2.98億 +$7526万 +34% 0.28% 72.3% 138 29.71% 2
SC
2603
Sawyer & Company
Massachusetts
$2.98億 -$24.9万 -0.1% 5.26% 111% 210 9.05% 4.6
Shrier Wealth Management
2604
Shrier Wealth Management
California
$2.98億 +$114万 +0.4% 1% – 137 5.11% 0.7
Weitzel Financial Services
2605
Weitzel Financial Services
Iowa
$2.98億 +$341万 +1% 0.71% 46.3% 56 14.29% 3.5
HCC
2606
Hatch Cove Capital
Illinois
$2.97億 +$7196万 +32% 15.6% – 32 40.63% 0.3
Lodestone Wealth Management
2607
Lodestone Wealth Management
Washington
$2.97億 +$1400万 +5% 2.05% 87.1% 821 7.67% 1.2
Citrine Capital
2608
Citrine Capital
California
$2.97億 +$2705万 +10% 4.58% – 65 15.38% 1.2
Mainsail Financial Group
2609
Mainsail Financial Group
Washington
$2.97億 +$269万 +0.9% 0.87% 61.9% 75 9.33% 2.5
RGC
2610
Rubicon Global Capital
United Kingdom
$2.97億 +$2417万 +9% 10.3% – 14 14.29% 1.3
Torrey Growth & Income Advisors
2611
Torrey Growth & Income Advisors
California
$2.97億 +$255万 +0.9% 4.39% – 121 17.36% 0.8
Marathon Wealth Advisors
2612
Marathon Wealth Advisors
Massachusetts
$2.97億 +$433万 +1% 3.21% – 77 3.9% 0.7
Fidelity D&D Bancorp
2613
Fidelity D&D Bancorp
Pennsylvania
$2.97億 +$520万 +2% 0.01% 63.8% 118 5.93% 2.5
Advisor Resource Council
2614
Advisor Resource Council
Texas
$2.96億 -$5855万 -17% 2.52% 84.8% 310 28.71% 0.7
TradeWell Securities
2615
TradeWell Securities
Indiana
$2.96億 +$1557万 +6% 5.39% – 55 10.91% 1.3
RHS Financial
2616
RHS Financial
California
$2.96億 +$4762万 +19% 2.03% 65.6% 198 23.23% 2.2
Power Wealth Management
2617
Power Wealth Management
Georgia
$2.95億 +$450万 +2% 0.48% 41.8% 140 23.57% 1.5
Midwest Financial Group
2618
Midwest Financial Group
Kansas
$2.95億 +$1029万 +4% 0.63% 103% 144 9.72% 2.2
Investment Research Partners
2619
Investment Research Partners
Pennsylvania
$2.95億 -$16万 -0.1% 3% – 301 14.62% 0.8
CCAM
2620
Codex Capital Asset Management
Texas
$2.95億 +$616万 +2% 4.63% – 33 0% 1.8
McCarter Private Wealth Services
2621
McCarter Private Wealth Services
Massachusetts
$2.95億 +$476万 +2% 3.32% – 198 16.67% 1.2
Cisco Systems
2622
Cisco Systems
California
$2.94億 -$1.11億 -27% 4.48% 210% 7 42.86% 2
Pavaki Capital Management
2623
Pavaki Capital Management
Colorado
$2.94億 +$741万 +3% 6.28% – 171 9.94% 0.6
TTA
2624
Thor Trading Advisors
Pennsylvania
$2.94億 -$2498万 -8% 2.21% – 44 50% 0.4
Lewis Asset Management
2625
Lewis Asset Management
California
$2.94億 +$824万 +3% 3.49% 142% 239 15.06% 1.5