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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、4,142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)
GPCM
3526
Guardsman Private Capital Management
Florida
$1.44億 +$126万 +0.9% 0.28% – 44 2.27% 0.7
Prosperity Advisers
3527
Prosperity Advisers
Pennsylvania
$1.44億 +$581万 +4% 0.32% – 48 12.5% 0.6
Illumine Investment Management
3528
Illumine Investment Management
Washington
$1.44億 -$988万 -6% 0.84% – 107 0% 0
Fulcrum Wealth Advisors
3529
Fulcrum Wealth Advisors
Washington
$1.44億 +$1280万 +10% 3.61% – 92 25% 0.6
Semitam Bonam
3530
Semitam Bonam
New York
$1.44億 +$754万 +6% 0.86% – 52 15.38% 1.1
Rubicon Advisors
3531
Rubicon Advisors
California
$1.44億 +$635万 +5% 2.91% – 93 11.83% 0.6
Madson Wealth Advisors
3532
Madson Wealth Advisors
California
$1.44億 -$347万 -2% 1.14% – 101 11.88% 0.4
DMC Group
3533
DMC Group
Alabama
$1.43億 -$251万 -2% 5.73% 116% 137 17.52% 2.8
Hofer & Associates
3534
Hofer & Associates
California
$1.43億 -$6350万 -31% 1.85% 61.7% 130 86.15% 0.8
Red Crane Wealth Management
3535
Red Crane Wealth Management
California
$1.43億 +$740万 +5% 1.85% – 82 8.54% 1.4
SIMA Wealth Partners
3536
SIMA Wealth Partners
Virginia
$1.43億 +$221万 +2% 0.55% – 138 5.8% 2
Slocum, Gordon & Co
3537
Slocum, Gordon & Co
Rhode Island
$1.43億 -$722万 -5% 2.53% 65.3% 72 11.11% 2.4
Sacks & Associates
3538
Sacks & Associates
New Jersey
$1.43億 -$499万 -3% 0.31% – 83 8.43% 0.7
Fundamenta Capital
3539
Fundamenta Capital
$1.43億 -$2931万 -17% 2.94% – 16 37.5% 0.3
Vested Financial Planning
3540
Vested Financial Planning
California
$1.43億 -$587万 -4% 0.65% – 36 36.11% 1.2
RCM
3541
RMR Capital Management
California
$1.43億 -$231万 -2% 0.35% 57% 79 10.13% 2.3
Cannon Capital Management
3542
Cannon Capital Management
Utah
$1.43億 +$2514万 +21% 1.73% – 31 9.68% 0.7
NorthLanding Financial Partners
3543
NorthLanding Financial Partners
New York
$1.43億 -$186万 -1% 0.1% 54.7% 46 6.52% 3.1
Mallini Complete Financial Planning
3544
Mallini Complete Financial Planning
Florida
$1.43億 +$250万 +2% 1.23% – 73 4.11% 1.3
Spectrum Advisors
3545
Spectrum Advisors
Texas
$1.43億 +$123万 +0.9% 0.24% – 57 10.53% 0.5
Sidoxia Capital Management
3546
Sidoxia Capital Management
California
$1.42億 +$605万 +4% 2.14% – 91 8.79% 0.5
Marrick Wealth
3547
Marrick Wealth
California
$1.42億 +$158万 +1% 0.19% – 63 3.17% 0.6
Gilbert Capital Group
3548
Gilbert Capital Group
Maine
$1.42億 -$38.6万 -0.3% 0.86% – 63 15.87% 0.9
Tenet Wealth Partners
3549
Tenet Wealth Partners
Illinois
$1.42億 +$785万 +6% 0.8% – 112 14.29% 0.2
GJ
3550
Greg Jennings
New York
$1.42億 – – 6.33% – 49 – 0