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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、4,078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)
Blueline Advisors
3501
Blueline Advisors
New Hampshire
$1.42億 -$252万 -2% 1.22% – 297 25.25% 0.6
NorthAvenue LLC
3502
NorthAvenue LLC
Ohio
$1.42億 +$220万 +2% 0.72% – 316 14.87% 0.7
PM
3503
Parametrica Management
Hong Kong
$1.42億 +$1417万 +11% 2.07% 543% 35 60% 1
Richwood Investment Advisors
3504
Richwood Investment Advisors
Ohio
$1.42億 -$56.2万 -0.4% 0.6% 71.9% 112 8.93% 3.8
RHDIC
3505
R.H. Dinel Investment Counsel
California
$1.42億 +$1131万 +9% 14.6% 55.9% 40 2.5% 10.7
LifePlan Financial
3506
LifePlan Financial
Minnesota
$1.41億 -$151万 -1% 2.3% 69.9% 95 10.53% 1.9
MCM
3507
Magnolia Capital Management
New York
$1.41億 -$367万 -3% 1.26% 85.9% 75 5.33% 4.7
Rhodes Investment Advisors
3508
Rhodes Investment Advisors
Texas
$1.41億 +$511万 +4% 4% – 141 21.99% 0.6
Western Reserve Capital Management
3509
Western Reserve Capital Management
Ohio
$1.41億 +$609万 +5% 1.32% – 54 1.85% 0.7
Tortuga Wealth Management
3510
Tortuga Wealth Management
California
$1.41億 +$901万 +7% 5.36% – 146 10.96% 0.6
Sherman Wealth Management
3511
Sherman Wealth Management
Maryland
$1.41億 +$794万 +6% 1.02% – 88 9.09% 0.7
Daytona Street Capital
3512
Daytona Street Capital
Missouri
$1.41億 +$361万 +3% 0.22% – 319 21.63% 0.6
Odyssey Capital Advisors
3513
Odyssey Capital Advisors
Pennsylvania
$1.4億 +$84.4万 +0.6% 3.13% – 104 6.73% 0.7
WealthPoint Financial
3514
WealthPoint Financial
North Carolina
$1.4億 +$306万 +2% 0.63% – 133 10.53% 0.7
Partnership Wealth Management
3515
Partnership Wealth Management
Maryland
$1.4億 -$778万 -5% 1.26% 67.6% 69 5.8% 2.4
UFA
3516
Uptown Financial Advisors
Texas
$1.4億 -$1177万 -8% 0.5% – 93 22.58% 1.5
North Capital
3517
North Capital
Utah
$1.4億 +$770万 +6% 0.9% – 111 21.62% 1.2
Perkins Capital Management
3518
Perkins Capital Management
Minnesota
$1.4億 +$705万 +5% 13.5% 389% 91 17.58% 5.2
NA
3519
Nearside Advisors
Indiana
$1.4億 – – 1.05% – 47 – 0
FF
3520
Fox Financial
Pennsylvania
$1.4億 -$369万 -3% 0.35% 78.9% 15 26.67% 2.1
Fairman Group
3521
Fairman Group
Pennsylvania
$1.4億 +$1245万 +10% 6.41% 46.8% 345 7.54% 1.9
Journey Retirement Planning & Investment Management
3522
Journey Retirement Planning & Investment Management
Idaho
$1.4億 +$1130万 +9% 4.21% – 181 20.99% 0.6
ICMP
3523
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.39億 -$383万 -3% 1.35% 39.7% 66 13.64% 2.9
ACM
3524
Appalachian Capital Management
Ohio
$1.39億 +$155万 +1% 0.37% – 48 10.42% 0.7
Legacy Advisory Services
3525
Legacy Advisory Services
Pennsylvania
$1.39億 -$272万 -2% 1.07% 59.4% 88 47.73% 1