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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)
Sellwood Investment Partners
2726
Sellwood Investment Partners
Oregon
$2.79億 -$429万 -2% 0.61% – 60 3.33% 1.5
Martin Capital Partners
2727
Martin Capital Partners
Oregon
$2.79億 +$714万 +3% 2.79% 42.3% 74 4.05% 4.5
Parker Financial
2728
Parker Financial
Washington
$2.79億 +$544万 +2% 0.67% 49.7% 38 5.26% 3.1
My Personal CFO LLC
2729
My Personal CFO LLC
Washington
$2.79億 +$2264万 +9% 6.78% 83.4% 96 7.29% 1.6
Keystone Global Partners
2730
Keystone Global Partners
Colorado
$2.78億 +$1391万 +5% 0.5% – 66 21.21% 1.1
WJ Interests
2731
WJ Interests
Texas
$2.78億 +$1841万 +7% 1.67% 55.2% 23 4.35% 2.4
Meritas Wealth Management
2732
Meritas Wealth Management
California
$2.78億 +$2154万 +8% 2.14% 69.4% 74 16.22% 2.3
Evolution Advisers
2733
Evolution Advisers
Virginia
$2.77億 +$540万 +2% 0.98% 44.8% 949 94.31% 3.6
Mendel Money Management
2734
Mendel Money Management
Illinois
$2.77億 +$408万 +1% 2.94% 88.8% 129 9.3% 4.8
Mitchell & Pahl Private Wealth
2735
Mitchell & Pahl Private Wealth
Oklahoma
$2.77億 +$499万 +2% 2% 82.3% 149 1.34% 5
Dupree Financial Group
2736
Dupree Financial Group
Kentucky
$2.77億 +$1031万 +4% 4.82% 75.8% 90 22.22% 1.7
Howard Wealth Management
2737
Howard Wealth Management
Connecticut
$2.77億 +$640万 +2% 2.05% 69.9% 158 6.33% 3.1
Bell Asset Management
2738
Bell Asset Management
Australia
$2.77億 -$9777万 -26% 5.19% 45.3% 75 25.33% 2.5
HIC
2739
Harbor Island Capital
Massachusetts
$2.76億 -$9910万 -26% 8.68% 218% 16 0% 7.3
MFC
2740
Mechanics Financial Corp
Ohio
$2.76億 -$311万 -1% 0.07% 82.7% 319 15.99% 2.9
Investors Asset Management of Georgia
2741
Investors Asset Management of Georgia
Georgia
$2.76億 -$1140万 -4% 1.5% 118% 199 4.52% 6.7
Christensen King & Associates Investment Services
2742
Christensen King & Associates Investment Services
Washington
$2.76億 +$2446万 +10% 0.11% 57.9% 124 15.32% 2.1
INCA Investments
2743
INCA Investments
Florida
$2.76億 -$7720万 -22% 8.93% 120% 10 0% 5.7
Henderson Brothers Financial Partners
2744
Henderson Brothers Financial Partners
Pennsylvania
$2.76億 +$6450万 +31% 0.94% – 82 14.63% 1.3
AAF Wealth Management
2745
AAF Wealth Management
Massachusetts
$2.75億 +$402万 +1% 1.48% 75.1% 64 18.75% 2.9
Iridian Asset Management
2746
Iridian Asset Management
Connecticut
$2.75億 -$1615万 -6% 0.12% 88.4% 44 13.64% 4.2
Johnson & White Wealth Management
2747
Johnson & White Wealth Management
Pennsylvania
$2.75億 +$744万 +3% 0.77% 85.1% 120 6.67% 2.1
DLK Investment Management
2748
DLK Investment Management
California
$2.75億 +$3962万 +17% 4.71% 80.4% 130 50% 1.6
Clarus Wealth Advisors
2749
Clarus Wealth Advisors
Arizona
$2.75億 +$1520万 +6% 1.76% 89.7% 96 20.83% 3.1
Burford Brothers
2750
Burford Brothers
Texas
$2.75億 +$202万 +0.7% 2.76% 97.4% 199 15.08% 2