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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)
St. Johns Investment Management
2826
St. Johns Investment Management
Florida
$2.63億 -$169万 -0.6% 2.41% 91.9% 203 2.46% 6.8
Private Wealth Group
2827
Private Wealth Group
Florida
$2.63億 +$371万 +1% 0.31% 52.9% 79 12.66% 3.6
Lunt Capital Management
2828
Lunt Capital Management
Utah
$2.63億 -$1005万 -4% 2.85% 36.9% 96 13.54% 2.3
FAG
2829
Fortitude Advisory Group
Washington
$2.62億 +$74万 +0.3% 1.54% 142% 256 11.72% 2.8
Smith Shellnut Wilson
2830
Smith Shellnut Wilson
Mississippi
$2.62億 -$552万 -2% 0.26% 98.6% 167 10.78% 4.9
Robbins Farley
2831
Robbins Farley
New Hampshire
$2.62億 +$183万 +0.7% 0.69% 106% 162 5.56% 3.2
Level Wealth Management
2832
Level Wealth Management
North Carolina
$2.62億 +$1248万 +5% 0.61% – 91 25.27% 1.1
WA
2833
Win Advisors
Florida
$2.62億 -$1846万 -7% 9.98% 266% 131 83.21% 0.2
Five Oceans Advisors
2834
Five Oceans Advisors
California
$2.62億 -$4931万 -16% 1.5% 85.3% 211 16.11% 3
Emprise Bank
2835
Emprise Bank
Kansas
$2.62億 -$985万 -4% 1.3% – 114 11.4% 2
Aviso Wealth Management
2836
Aviso Wealth Management
Washington
$2.61億 -$3228万 -11% 4.24% 153% 145 5.52% 2.2
JCFM
2837
JBR Co Financial Management
Oklahoma
$2.61億 -$1281万 -5% 1.14% 126% 133 5.26% 2
Family Capital Management
2838
Family Capital Management
Michigan
$2.61億 +$287万 +1% 0.92% 78.7% 121 9.09% 2.2
Cherry Creek Investment Advisors
2839
Cherry Creek Investment Advisors
Colorado
$2.61億 +$668万 +3% 5.64% 151% 132 6.82% 2.9
626 Financial
2840
626 Financial
Michigan
$2.61億 +$391万 +2% 1.95% 81.1% 135 9.63% 3.4
Hillman Company
2841
Hillman Company
Pennsylvania
$2.61億 -$2194万 -8% 9.11% 118% 15 6.67% 2
Guardian Financial Partners
2842
Guardian Financial Partners
California
$2.61億 +$371万 +1% 0.03% 53.9% 80 18.75% 2
CSA
2843
Cottage Street Advisors
Massachusetts
$2.61億 +$200万 +0.8% 1.26% 95.8% 160 14.38% 2.9
Midwest Financial Partners Investments
2844
Midwest Financial Partners Investments
Minnesota
$2.6億 +$1931万 +8% 1.9% – 85 11.76% 0.6
Family Office Research
2845
Family Office Research
Maryland
$2.6億 -$657万 -2% 0.93% – 94 19.15% 1.2
Jim Saulnier & Associates
2846
Jim Saulnier & Associates
Colorado
$2.59億 +$1080万 +4% 0.1% – 161 13.66% 1.4
Howard Bailey Securities
2847
Howard Bailey Securities
Indiana
$2.59億 -$751万 -3% 0.46% – 123 21.95% 1.4
NBZ Investment Advisors
2848
NBZ Investment Advisors
Tennessee
$2.59億 +$245万 +1% 0.76% – 93 13.98% 1.2
Verity Asset Management
2849
Verity Asset Management
North Carolina
$2.59億 -$547万 -2% 1.9% 87% 245 20.41% 3.1
William John Sempolinski
2850
William John Sempolinski
Massachusetts
$2.59億 +$1120万 +5% 5.33% – 112 12.5% 0.6