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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)
NYL Investors
2926
NYL Investors
New York
$2.5億 -$1093万 -4% 4.89% 10.8% 29 0% 6
Daily Journal Corp
2927
Daily Journal Corp
California
$2.5億 -$682万 -3% 2.48% 109% 4 0% 10.9
Walser Wealth Management
2928
Walser Wealth Management
Florida
$2.5億 +$904万 +4% 2.56% – 249 26.51% 0.5
Sard Wealth Management Group
2929
Sard Wealth Management Group
Georgia
$2.5億 +$4051万 +19% 0.88% 51.3% 68 14.71% 2
Motive Wealth Advisors
2930
Motive Wealth Advisors
Michigan
$2.49億 +$629万 +3% 0.68% 73.4% 107 14.02% 2.6
DFS
2931
Dixon Fnancial Services
California
$2.49億 +$252万 +1% 1.4% 76.6% 49 4.08% 2.6
GRWP
2932
Green Ridge Wealth Planning
New Jersey
$2.49億 +$1148万 +5% 2.58% – 99 16.16% 0.6
Postrock Partners
2933
Postrock Partners
Oregon
$2.49億 +$330万 +1% 4.41% – 83 6.02% 1.5
IVC Wealth Advisors
2934
IVC Wealth Advisors
Pennsylvania
$2.49億 -$718万 -3% 2.14% 81.9% 179 8.38% 3.7
XXI Wealth LLC
2935
XXI Wealth LLC
Illinois
$2.49億 +$3147万 +14% 4.28% – 257 17.51% 0.6
Mainsail Asset Management
2936
Mainsail Asset Management
Alabama
$2.49億 -$603万 -2% 3.82% 90.4% 219 36.99% 1.1
SM
2937
Salzhauer Michael
$2.49億 -$4332万 -15% 4.87% 98% 94 11.7% 4.3
Aletheian Wealth Advisors
2938
Aletheian Wealth Advisors
Washington
$2.49億 +$1489万 +6% 0.31% – 118 11.86% 2.8
MCF
2939
MKA Charitable Fund
California
$2.49億 +$1647万 +7% 12.3% 17.1% 1 0% 2.8
Powers Capital
2940
Powers Capital
California
$2.49億 +$500万 +2% 2.05% – 2 0% 1.8
Rockingstone Advisors
2941
Rockingstone Advisors
Massachusetts
$2.49億 -$47.9万 -0.2% 3.71% 114% 117 5.98% 2.9
AFT
2942
Alpha Family Trust
California
$2.49億 $0 0% 2.45% 215% 200 0% 2.2
Vista Investment Partners II
2943
Vista Investment Partners II
Indiana
$2.48億 -$654万 -3% 5.07% – 172 15.12% 1.2
Cobblestone Asset Management
2944
Cobblestone Asset Management
Virginia
$2.48億 +$843万 +4% 2.12% 60.6% 81 13.58% 1.5
Massachusetts Wealth Management
2945
Massachusetts Wealth Management
Massachusetts
$2.48億 -$1440万 -5% 0.93% 110% 99 4.04% 2.9
Fairfield Financial Advisors
2946
Fairfield Financial Advisors
Massachusetts
$2.48億 -$578万 -2% 1.7% – 74 14.86% 2.4
Forte Asset Management
2947
Forte Asset Management
New York
$2.48億 +$340万 +1% 1.82% 57.7% 80 8.75% 2.7
5th Street Advisors
2948
5th Street Advisors
Connecticut
$2.48億 -$1505万 -6% 0.72% 52.2% 57 8.77% 1.7
IGYL
2949
I.G.Y. Ltd
United Kingdom
$2.48億 +$242万 +1% 1.09% 80.5% 3 0% 6.5
Transcendent Capital Group
2950
Transcendent Capital Group
Oklahoma
$2.48億 -$959万 -4% 2.14% 82.3% 140 24.29% 1.8