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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)
Verde Servicos Internacionais
2626
Verde Servicos Internacionais
Brazil
$2.94億 +$2068万 +8% 1.92% 130% 58 56.9% 0.6
Beacon Financial Planning
2627
Beacon Financial Planning
Massachusetts
$2.94億 -$99万 -0.3% 0.95% 74.3% 86 2.33% 1.8
Bourne Lent Asset Management
2628
Bourne Lent Asset Management
New York
$2.93億 +$364万 +1% 6.78% 95.1% 67 8.96% 8
American Capital Advisory
2629
American Capital Advisory
Idaho
$2.93億 +$1818万 +7% 1.42% 69% 1,231 10.15% 1.4
Sharper & Granite
2630
Sharper & Granite
California
$2.93億 -$3002万 -9% 0.62% 50.8% 109 1.83% 3.2
TCFG Investment Advisors
2631
TCFG Investment Advisors
California
$2.93億 -$417万 -1% 2.99% – 317 14.83% 0.4
TKG Advisors
2632
TKG Advisors
Indiana
$2.92億 +$458万 +2% 3.89% 116% 108 23.15% 2.1
Endowment Wealth Management
2633
Endowment Wealth Management
Wisconsin
$2.92億 +$3369万 +13% 0.76% 70.7% 192 7.81% 2.3
Fluent Financial
2634
Fluent Financial
Texas
$2.92億 +$1199万 +4% 1.06% 46.9% 69 50.72% 2.1
Stonehearth Capital Management
2635
Stonehearth Capital Management
Massachusetts
$2.92億 -$113万 -0.4% 0.42% 87.5% 98 10.2% 3.7
Eagle Capital Management (Louisiana)
2636
Eagle Capital Management (Louisiana)
Louisiana
$2.92億 -$99.1万 -0.3% 2.48% 103% 54 14.81% 4.5
Vertrix Wealth Management
2637
Vertrix Wealth Management
Michigan
$2.92億 -$533万 -2% 1.2% – 108 12.96% 0.4
Jackson Creek Investment Advisors
2638
Jackson Creek Investment Advisors
Colorado
$2.92億 -$1016万 -3% 2.05% 245% 386 39.9% 0.8
Kaydan Wealth Management
2639
Kaydan Wealth Management
Michigan
$2.91億 -$3676万 -11% 0.5% 58% 122 10.66% 3.2
AAFMAA Wealth Management & Trust
2640
AAFMAA Wealth Management & Trust
North Carolina
$2.91億 +$457万 +2% 0.15% 62.3% 100 11% 2
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
2641
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$2.91億 -$949万 -3% 4.42% 215% 217 12.44% 1.9
Eagle Bluffs Wealth Management
2642
Eagle Bluffs Wealth Management
Missouri
$2.91億 -$840万 -3% 4.31% 95.5% 88 5.68% 3.3
Steadview Capital Management
2643
Steadview Capital Management
United Kingdom
$2.91億 -$4172万 -13% 2.66% 839% 14 35.71% 1.7
Delap Wealth Advisory
2644
Delap Wealth Advisory
Oregon
$2.91億 -$535万 -2% 0.96% 73% 93 17.2% 2.6
Colorado Capital Management
2645
Colorado Capital Management
Colorado
$2.91億 -$254万 -0.9% 0.1% 60.4% 105 8.57% 5.6
Buska Wealth Management
2646
Buska Wealth Management
Wisconsin
$2.91億 +$1322万 +5% 0.24% – 83 12.05% 1.7
Luken Investment Analytics
2647
Luken Investment Analytics
Tennessee
$2.9億 +$429万 +1% 0.02% 51% 171 3.51% 3.5
Valued Wealth Advisors
2648
Valued Wealth Advisors
Utah
$2.9億 +$1485万 +5% 0.19% 62% 973 10.07% 1.7
Thomas Story & Son
2649
Thomas Story & Son
Indiana
$2.9億 +$710万 +3% 2.8% 101% 55 7.27% 7.6
WIA
2650
Wetzel Investment Advisors
Indiana
$2.9億 +$122万 +0.4% 0.73% 72.2% 143 9.79% 2.1