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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)
GEN Financial Management
3501
GEN Financial Management
Minnesota
$1.85億 +$1785万 +11% 0.32% – 59 32.2% 0.9
Cincinnati Casualty Company
3502
Cincinnati Casualty Company
Ohio
$1.85億 -$365万 -2% 3.38% 68.7% 24 0% 9.5
BAM Wealth Management
3503
BAM Wealth Management
Colorado
$1.85億 +$2499万 +16% 0.99% – 217 30.41% 0.6
PVAMC
3504
PPS&V Asset Management Consultants
Michigan
$1.85億 -$48.4万 -0.3% 1.43% 80.7% 41 7.32% 3.1
RCS Financial Planning
3505
RCS Financial Planning
Maryland
$1.85億 -$2646万 -13% 0.45% 48.2% 114 33.33% 2.2
Graphene Investments SAS
3506
Graphene Investments SAS
France
$1.85億 +$1297万 +8% 5.13% 103% 45 13.33% 2.5
Dougherty Wealth Advisers
3507
Dougherty Wealth Advisers
Minnesota
$1.85億 +$216万 +1% 0.94% 76.1% 146 29.45% 3.8
Financial Planning Hawaii
3508
Financial Planning Hawaii
Hawaii
$1.85億 -$179万 -1% 3.81% – 140 13.57% 0.7
Pacific Wealth Strategies Group
3509
Pacific Wealth Strategies Group
California
$1.85億 +$1059万 +6% 2.85% 85.3% 60 8.33% 4.4
MIM
3510
Meixler Investment Management
Arizona
$1.85億 +$346万 +2% 0.29% 60.8% 110 24.55% 2
Certior Financial Group
3511
Certior Financial Group
Pennsylvania
$1.84億 +$195万 +1% 4.01% – 157 15.92% 1.2
WPG Advisers
3512
WPG Advisers
Maryland
$1.84億 +$1433万 +8% 4.19% – 1,657 9.84% 1.4
Quadratic Capital Management
3513
Quadratic Capital Management
Connecticut
$1.84億 -$6570万 -26% 5.37% 0.6% 2 0% 5.4
Redwood Financial Network
3514
Redwood Financial Network
Ohio
$1.84億 +$399万 +2% 2.16% 82.2% 210 15.71% 2.4
Sterling Investment Management
3515
Sterling Investment Management
Arizona
$1.84億 +$199万 +1% 1.04% 45.3% 78 19.23% 3.5
Mountain Hill Investment Partners
3516
Mountain Hill Investment Partners
New Jersey
$1.84億 +$767万 +4% 1.28% – 217 32.72% 1.2
Fidato Wealth
3517
Fidato Wealth
Ohio
$1.84億 +$1300万 +8% 0.52% 61.1% 31 54.84% 1.3
Reicon Wealth Advisors
3518
Reicon Wealth Advisors
Georgia
$1.84億 +$2169万 +13% 0.39% – 105 16.19% 0.5
GWM
3519
Global Wealth Management
New Jersey
$1.84億 -$1256万 -6% 0.57% – 48 4.17% 1.4
Rochester Wealth Strategies
3520
Rochester Wealth Strategies
Michigan
$1.84億 +$285万 +2% 0.24% – 29 20.69% 1.1
DQRIM
3521
Dale Q Rice Investment Management
Washington
$1.84億 -$93万 -0.5% 0.84% – 70 5.71% 1.5
WPEP
3522
Walnut Private Equity Partners
Nebraska
$1.83億 -$173万 -0.9% 1.83% 48% 15 0% 5
Taylor Financial Group
3523
Taylor Financial Group
Virginia
$1.83億 +$115万 +0.6% 0.12% 79% 105 10.48% 2.5
Kuhn & Co Investment Counsel
3524
Kuhn & Co Investment Counsel
Illinois
$1.83億 +$1001万 +6% 1.47% 88.7% 164 10.98% 2
Washington Growth Strategies
3525
Washington Growth Strategies
District of Columbia
$1.83億 +$282万 +2% 0.05% – 64 3.13% 1.4