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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)
SummerHaven Investment Management
3576
SummerHaven Investment Management
Connecticut
$1.79億 -$772万 -4% 4.81% 150% 323 78.33% 0.7
Capstone Capital
3577
Capstone Capital
Nevada
$1.79億 +$363万 +2% 0.32% 62.8% 27 11.11% 2
Refined Wealth Management
3578
Refined Wealth Management
Utah
$1.79億 +$1290万 +8% 6.91% 99.4% 50 6% 2.6
Astra Wealth Partners
3579
Astra Wealth Partners
New Jersey
$1.79億 -$952万 -5% 1.53% – 120 24.17% 1.1
Cox Capital Management
3580
Cox Capital Management
Massachusetts
$1.79億 -$114万 -0.6% 2.04% 106% 84 15.48% 3.2
Fjell Capital
3581
Fjell Capital
North Dakota
$1.78億 +$3182万 +22% 1.17% – 86 25.58% 1.1
M.E. Allison & Co
3582
M.E. Allison & Co
Texas
$1.78億 +$458万 +3% 1.12% – 201 7.46% 1.4
Accelerate Investment Advisors
3583
Accelerate Investment Advisors
California
$1.78億 +$414万 +2% 0.49% – 161 16.15% 1.3
Welch Financial Planning
3584
Welch Financial Planning
Colorado
$1.78億 +$657万 +4% 0.36% – 85 21.18% 0.5
Hartmann Taylor Wealth Management
3585
Hartmann Taylor Wealth Management
Texas
$1.78億 +$2714万 +18% 0.95% – 64 20.31% 1.2
Strong Retirement Solutions
3586
Strong Retirement Solutions
Washington
$1.78億 +$1106万 +7% 5.18% – 87 9.2% 0.7
Ariston Services Group
3587
Ariston Services Group
California
$1.78億 -$344万 -2% 2.65% 71.7% 73 5.48% 0.2
DeLarme Wealth Management
3588
DeLarme Wealth Management
California
$1.78億 +$531万 +3% 0.72% – 76 17.11% 0.6
Valley Brook Capital Group
3589
Valley Brook Capital Group
Pennsylvania
$1.78億 +$131万 +0.7% 3.86% 122% 123 6.5% 4
GK Wealth Management
3590
GK Wealth Management
Nevada
$1.78億 -$1283万 -7% 1.33% – 1,634 86.05% 0
Patrick M. Sweeney & Associates
3591
Patrick M. Sweeney & Associates
Illinois
$1.77億 +$328万 +2% 2.84% 90.4% 181 7.18% 2.2
Wilkins Miller Wealth Management
3592
Wilkins Miller Wealth Management
Alabama
$1.77億 -$476万 -3% 0.2% – 99 8.08% 1.5
CWD
3593
Clarity Wealth Development
Oregon
$1.77億 -$310万 -2% 0.86% – 60 18.33% 1.2
Thor Investment Management
3594
Thor Investment Management
Ohio
$1.77億 +$106万 +0.6% 3.95% 122% 61 24.59% 1.9
Five Pine Wealth Management
3595
Five Pine Wealth Management
Idaho
$1.77億 +$11万 +0.1% 1.05% – 55 16.36% 1.4
Prentiss Smith & Co
3596
Prentiss Smith & Co
Vermont
$1.77億 -$561万 -3% 0.33% 67.4% 71 7.04% 6.3
Ridgeline Wealth
3597
Ridgeline Wealth
Arizona
$1.76億 +$548万 +3% 0.75% – 63 7.94% 1.3
Richardson Financial Services
3598
Richardson Financial Services
Massachusetts
$1.76億 +$2,417 +0% 1.87% 77.4% 647 14.37% 1.8
Aurora Investment Managers
3599
Aurora Investment Managers
Florida
$1.76億 +$1278万 +8% 12.2% 74.4% 53 3.77% 1.9
Brookmont Capital Management
3600
Brookmont Capital Management
Texas
$1.76億 -$1042万 -6% 5.59% 32.2% 66 10.61% 6.2