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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、4,149本のファンド(~46%)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)
HFAS
3426
Hummer Financial Advisory Services
Illinois
$1.53億 +$98.4万 +0.6% 3.87% 71.8% 135 10.37% 4.2
A4 Wealth Advisors
3427
A4 Wealth Advisors
North Carolina
$1.53億 +$215万 +1% 0.13% – 95 25.26% 0.8
Stewardship Concepts Financial Services
3428
Stewardship Concepts Financial Services
Washington
$1.53億 +$405万 +3% 0.2% – 74 10.81% 0.6
Harpswell Capital Advisors
3429
Harpswell Capital Advisors
Maine
$1.52億 -$342万 -2% 1.41% – 53 32.08% 0.7
Pine Haven Investment Counsel
3430
Pine Haven Investment Counsel
Massachusetts
$1.52億 +$357万 +2% 4.73% 86.3% 118 5.08% 3.7
GraniteShares Advisors
3431
GraniteShares Advisors
New York
$1.52億 -$323万 -2% 0.92% 88.4% 91 2.2% 2
Womack Financial
3432
Womack Financial
Texas
$1.52億 +$95.1万 +0.6% 0.99% – 74 9.46% 1.5
AllStreet Capital Advisors
3433
AllStreet Capital Advisors
California
$1.52億 -$160万 -1% 0.21% – 70 5.71% 0.7
CFG
3434
Chapman Financial Group
Hawaii
$1.52億 +$159万 +1% 3.84% – 272 7.72% 1.4
Nestegg Advisors
3435
Nestegg Advisors
New York
$1.52億 +$1063万 +8% 0.11% – 62 19.35% 1.3
HC
3436
Hoese & Co
Minnesota
$1.52億 -$191万 -1% 0.23% 51% 185 7.57% 2.8
Northern Financial Advisors
3437
Northern Financial Advisors
Michigan
$1.52億 +$80.5万 +0.5% 2.95% 120% 104 5.77% 2.9
Themes Management Co
3438
Themes Management Co
Connecticut
$1.52億 +$104万 +0.7% 5.04% – 146 27.4% 0.6
Adelphi Trust
3439
Adelphi Trust
Florida
$1.52億 +$124万 +0.8% 3.57% – 120 10.83% 0.6
Asset Planning Inc
3440
Asset Planning Inc
California
$1.52億 -$282万 -2% 0.58% – 337 3.86% 1.4
JRSI
3441
Jeter Robert S II
$1.51億 +$4709万 +45% 1.84% – 86 51.16% 0.3
Winnow Wealth
3442
Winnow Wealth
Texas
$1.51億 +$427万 +3% 0.45% – 153 18.3% 0.8
White & Co Financial Planning
3443
White & Co Financial Planning
Washington
$1.51億 -$1009万 -6% 3.49% – 21 4.76% 1.6
A.D. Beadell Investment Counsel
3444
A.D. Beadell Investment Counsel
Wisconsin
$1.51億 -$504万 -3% 0.02% 83.3% 109 12.84% 5
CFG
3445
Compass Financial Group
Ohio
$1.51億 +$148万 +1% 0.49% – 50 18% 0.7
JM2 Capital
3446
JM2 Capital
Oklahoma
$1.51億 +$533万 +4% 4.6% – 124 4.84% 0.7
Overlook Investments
3447
Overlook Investments
Cayman Islands
$1.51億 -$779万 -5% 5.03% – 1 0% 0.8
KL
3448
KFG LLC
South Dakota
$1.51億 – – 0.61% – 664 – 0
Robert Bosch
3449
Robert Bosch
Germany
$1.51億 -$1496万 -9% 5.73% – 3 0% 1.3
Mount Vernon Associates
3450
Mount Vernon Associates
Maryland
$1.5億 -$301万 -2% 3.18% 136% 63 9.52% 7.8