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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)
Sightline Wealth Advisors
3226
Sightline Wealth Advisors
Connecticut
$2.15億 -$5814万 -21% 1.42% 48.5% 98 33.67% 3.3
Dutch Asset Corp
3227
Dutch Asset Corp
New York
$2.15億 +$1398万 +7% 1.57% – 131 25.19% 0.6
Andrews Advisory Associates
3228
Andrews Advisory Associates
Hawaii
$2.15億 +$685万 +3% 1.25% – 88 6.82% 0.7
Babb Wealth Advisors
3229
Babb Wealth Advisors
Arizona
$2.15億 +$736万 +4% 1.43% – 22 18.18% 1.3
Constitution Capital
3230
Constitution Capital
Connecticut
$2.15億 +$2004万 +10% 6.09% 91.1% 63 3.17% 4.1
CWC Advisors
3231
CWC Advisors
Oregon
$2.15億 -$1044万 -5% 2.22% – 160 5.63% 1.5
Point Nemo Capital
3232
Point Nemo Capital
Texas
$2.15億 +$1733万 +9% 5.16% – 202 38.12% 0.3
4Thought Financial Group
3233
4Thought Financial Group
New York
$2.15億 +$192万 +0.9% 1.41% 40.8% 109 5.5% 3.7
Primoris Wealth Advisors
3234
Primoris Wealth Advisors
Florida
$2.15億 -$456万 -2% 3.56% 206% 149 31.54% 2
Stegner Investment Associates
3235
Stegner Investment Associates
Kentucky
$2.15億 +$424万 +2% 1.56% 84.8% 31 6.45% 4
Old Peak Finance
3236
Old Peak Finance
North Carolina
$2.14億 +$785万 +4% 2.11% – 108 12.96% 0.6
Silver Grove Financial Group
3237
Silver Grove Financial Group
New York
$2.14億 +$2948万 +16% 1.24% – 2,738 15.19% 0.3
Clay Northam Wealth Management
3238
Clay Northam Wealth Management
California
$2.14億 +$1098万 +5% 5.78% 125% 114 8.77% 2.9
Ballast Rock Private Wealth
3239
Ballast Rock Private Wealth
South Carolina
$2.14億 -$230万 -1% 0.61% – 211 13.27% 0.6
Clark Financial Services Group
3240
Clark Financial Services Group
Missouri
$2.14億 +$238万 +1% 2.45% 116% 101 11.88% 2.5
Keyes Stange & Wooten Wealth Management
3241
Keyes Stange & Wooten Wealth Management
Florida
$2.14億 -$3650万 -15% 0.2% 61.3% 78 14.1% 2
VCM
3242
Viewpoint Capital Management
Washington
$2.14億 +$1775万 +9% 0.4% 127% 141 18.44% 3.4
PUREfi Wealth
3243
PUREfi Wealth
Massachusetts
$2.14億 +$3193万 +18% 0.99% – 250 25.6% 1
MF
3244
Meridian Financial
Massachusetts
$2.14億 +$573万 +3% 0.3% 58.5% 158 10.13% 2.9
Birch Financial Group
3245
Birch Financial Group
New Hampshire
$2.14億 +$1923万 +10% 0.92% – 1,042 85.89% 0.2
Fortitude Financial
3246
Fortitude Financial
Washington
$2.13億 +$1.02億 +92% 1.19% – 43 34.88% 0.7
Schulz Wealth
3247
Schulz Wealth
Texas
$2.13億 +$1962万 +10% 1.61% – 79 12.66% 1.9
Birch Capital Management
3248
Birch Capital Management
Texas
$2.13億 +$854万 +4% 6.3% 62% 85 10.59% 4.6
Financial Harvest
3249
Financial Harvest
Florida
$2.13億 -$2882万 -12% 1.02% – 72 19.44% 1
Greater Midwest Financial Group
3250
Greater Midwest Financial Group
Minnesota
$2.13億 +$1238万 +6% 4.66% 157% 73 16.44% 1.6