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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)
Innovative Wealth Building
3551
Innovative Wealth Building
Maryland
$1.81億 +$856万 +5% 1.06% – 92 15.22% 1.1
Dominguez Wealth Management Solutions
3552
Dominguez Wealth Management Solutions
Virginia
$1.81億 -$84.8万 -0.5% 3.02% 59.7% 79 8.86% 2.8
Nolet Wealth Management
3553
Nolet Wealth Management
Texas
$1.81億 -$53.7万 -0.3% 2.22% – 121 15.7% 0.6
CIG
3554
Cascade Investment Group
Colorado
$1.81億 +$221万 +1% 1.83% 93.2% 169 13.02% 2.4
Livet Wealth
3555
Livet Wealth
Utah
$1.8億 +$707万 +4% 0.52% – 130 14.62% 0.6
Sunrise Financial Services
3556
Sunrise Financial Services
Washington
$1.8億 +$1212万 +7% 1% – 601 23.63% 0.7
Alterna Wealth Management
3557
Alterna Wealth Management
Texas
$1.8億 +$604万 +3% 0.25% 52.9% 123 22.76% 2.5
Sanchez Gaunt Capital Management
3558
Sanchez Gaunt Capital Management
Nevada
$1.8億 +$100万 +0.6% 1.55% – 209 17.7% 0.4
Shotwell Rutter Baer
3559
Shotwell Rutter Baer
Michigan
$1.8億 -$222万 -1% 1.7% 45.5% 39 2.56% 2.3
Melfa Wealth Management
3560
Melfa Wealth Management
Massachusetts
$1.8億 -$558万 -3% 2.33% 49.9% 204 6.37% 2.7
Daviman Financial
3561
Daviman Financial
Indiana
$1.8億 -$128万 -0.7% 1.04% – 105 18.1% 0.6
SwitchPoint Financial Planning
3562
SwitchPoint Financial Planning
Utah
$1.8億 +$665万 +4% 0.08% – 81 24.69% 1.3
Integras Partners
3563
Integras Partners
Georgia
$1.8億 -$140万 -0.8% 0.18% – 105 8.57% 1
Regeneron Pharmaceuticals
3564
Regeneron Pharmaceuticals
New York
$1.8億 +$241万 +1% 6.28% – 3 0% 1.3
Brian Low Financial Group
3565
Brian Low Financial Group
Louisiana
$1.79億 +$800万 +5% 1.07% – 131 19.85% 0.9
Accredited Investor Services
3566
Accredited Investor Services
Minnesota
$1.79億 +$243万 +1% 0.03% – 88 12.5% 1.3
Hamilton Lane Advisors
3567
Hamilton Lane Advisors
Pennsylvania
$1.79億 +$3070万 +21% 9.17% 167% 25 68% 1.1
Blackston Financial Advisory Group
3568
Blackston Financial Advisory Group
Florida
$1.79億 +$185万 +1% 2.34% 79.8% 117 11.11% 1.9
Thryve Wealth Management
3569
Thryve Wealth Management
Texas
$1.79億 +$29.4万 +0.2% 0.82% – 41 9.76% 0.6
RFMS
3570
RWQ Financial Management Services
Florida
$1.79億 -$2817万 -14% 3.38% 446% 28 25% 1.8
Byrne Asset Management
3571
Byrne Asset Management
New Jersey
$1.79億 -$593万 -3% 1.34% 126% 672 19.64% 1.8
Transmarket Holdings
3572
Transmarket Holdings
Illinois
$1.79億 +$4280万 +31% 4.03% – 74 87.84% 0.1
Grey Rock Energy Management
3573
Grey Rock Energy Management
Texas
$1.79億 -$6463万 -27% 1.59% – 1 0% 1.8
Fort Henry Capital
3574
Fort Henry Capital
West Virginia
$1.79億 -$255万 -1% 2.28% 39.3% 18 5.56% 4.4
Cascade Investment Advisors
3575
Cascade Investment Advisors
Oregon
$1.79億 -$435万 -2% 1.37% 79.1% 116 4.31% 4.7