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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)
Beacon Advisors Holdings
3301
Beacon Advisors Holdings
Texas
$2.07億 +$284万 +1% 0.02% – 38 2.63% 0.7
Stanich Group
3302
Stanich Group
New York
$2.07億 +$4833万 +30% 0.12% – 64 18.75% 1.1
InTrack Investment Management
3303
InTrack Investment Management
Vermont
$2.07億 +$527万 +3% 3.26% 99.2% 115 12.17% 2.9
Sherrill & Hutchins Financial Advisory
3304
Sherrill & Hutchins Financial Advisory
Georgia
$2.07億 -$244万 -1% 1.44% 41.6% 20 5% 1.5
Rachor Investment Advisory Services
3305
Rachor Investment Advisory Services
Michigan
$2.07億 +$349万 +2% 1.31% – 232 15.52% 0.6
Cassia Capital Partners
3306
Cassia Capital Partners
North Carolina
$2.07億 +$27.8万 +0.1% 1.04% 59.9% 73 10.96% 3.1
Momentous Wealth Management
3307
Momentous Wealth Management
Washington
$2.06億 +$1127万 +6% 0.47% – 55 21.82% 1.3
Delta Capital Management
3308
Delta Capital Management
New Jersey
$2.06億 -$1101万 -5% 0.05% 129% 112 9.82% 6.1
IFS
3309
Intelligent Financial Strategies
Minnesota
$2.06億 -$177万 -0.9% 0.61% 63.5% 79 26.58% 3.1
Riverchase Wealth Management
3310
Riverchase Wealth Management
Texas
$2.06億 -$861万 -4% 0.59% – 85 14.12% 1.3
Instrumental Wealth
3311
Instrumental Wealth
Florida
$2.06億 +$846万 +4% 0.75% 38.2% 92 6.52% 1.7
Hurley Capital
3312
Hurley Capital
New York
$2.06億 +$1269万 +7% 1.2% – 723 14.8% 1.1
Cyr Financial
3313
Cyr Financial
Illinois
$2.06億 +$1376万 +7% 0.26% – 63 9.52% 1.6
All-Stars Investment
3314
All-Stars Investment
Hong Kong
$2.05億 +$618万 +3% 5.9% 30.1% 11 18.18% 1.1
Fortress Financial Group
3315
Fortress Financial Group
Minnesota
$2.05億 +$510万 +3% 0.21% – 81 6.17% 1.4
Washburn Capital Management
3316
Washburn Capital Management
Florida
$2.05億 +$221万 +1% 0.42% 123% 61 16.39% 3.3
Baron Financial Group
3317
Baron Financial Group
New Jersey
$2.05億 -$422万 -2% 1.67% 55.5% 58 5.17% 4.3
Entrust Financial
3318
Entrust Financial
Pennsylvania
$2.05億 +$5107万 +33% 0.45% – 538 21.56% 0.6
BCK Partners
3319
BCK Partners
New York
$2.05億 -$219万 -1% 2.43% 46% 28 3.57% 4.5
Allen Wealth Management
3320
Allen Wealth Management
North Carolina
$2.05億 -$17.6万 -0.1% 3.09% 60.3% 61 16.39% 2.3
Loudon Investment Management
3321
Loudon Investment Management
New Hampshire
$2.05億 +$125万 +0.6% 3.29% 72.5% 98 8.16% 6.3
Hardin Capital Partners
3322
Hardin Capital Partners
South Carolina
$2.05億 -$1065万 -5% 5.71% – 156 15.38% 1.6
Clarity Asset Management
3323
Clarity Asset Management
Iowa
$2.05億 +$71.1万 +0.3% 0.02% 51.8% 69 10.14% 1.4
AtlasMark Financial
3324
AtlasMark Financial
Texas
$2.04億 +$138万 +0.7% 0.65% – 50 16% 4.5
Stephens Group
3325
Stephens Group
Arkansas
$2.04億 -$193万 -0.9% 1.28% 45% 4 0% 3.5