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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)
Stage Harbor Financial
3601
Stage Harbor Financial
Massachusetts
$1.76億 +$287万 +2% 0.12% 56.4% 68 11.76% 1.9
Guerra Pan Advisors
3602
Guerra Pan Advisors
New Jersey
$1.76億 -$329万 -2% 3.16% 149% 119 5.88% 3.4
Forthright Family Wealth Advisory
3603
Forthright Family Wealth Advisory
Texas
$1.76億 -$92.7万 -0.5% 0.34% 60.2% 58 5.17% 1.5
Dedeker Financial
3604
Dedeker Financial
Minnesota
$1.76億 -$25.1万 -0.1% 2.56% – 60 15% 0.6
Andera Partners
3605
Andera Partners
$1.76億 -$3078万 -15% 0.51% – 8 12.5% 0.6
Herbst Group
3606
Herbst Group
Connecticut
$1.76億 -$778万 -4% 0.31% 142% 84 36.9% 1.5
Orser Capital Management
3607
Orser Capital Management
Texas
$1.76億 -$2595万 -13% 0.8% 128% 68 19.12% 3.7
Southern Capital Services
3608
Southern Capital Services
Alabama
$1.76億 -$261万 -1% 1.15% – 31 9.68% 0.7
Sugar Maple Asset Management
3609
Sugar Maple Asset Management
Wisconsin
$1.75億 +$2033万 +13% 5.88% – 98 26.53% 1.3
Cathy Pareto & Associates
3610
Cathy Pareto & Associates
Florida
$1.75億 +$487万 +3% 1.04% – 106 11.32% 1.4
Salvus Wealth Management
3611
Salvus Wealth Management
New Jersey
$1.75億 -$310万 -2% 1.69% 108% 137 12.41% 3.2
TPC
3612
Twin Peaks Capital
$1.75億 -$2780万 -14% 5.18% – 30 50% 0.3
OMC Financial Services
3613
OMC Financial Services
New York
$1.75億 -$1.27億 -42% 8.93% – 63 53.97% 2.2
Braun-Bostich & Associates
3614
Braun-Bostich & Associates
Pennsylvania
$1.75億 -$401万 -2% 0.26% 64.5% 145 13.79% 2.2
SGH
3615
Sivik Global Healthcare
Connecticut
$1.75億 +$4335万 +33% 10.7% 83.8% 46 50% 1.8
Bannerman Wealth Management Group
3616
Bannerman Wealth Management Group
Texas
$1.75億 +$331万 +2% 0.64% – 39 10.26% 1.4
Longview Financial Advisors
3617
Longview Financial Advisors
Alabama
$1.75億 +$372万 +2% 2.78% 47.4% 48 14.58% 2.2
Marshall & Sterling Wealth Advisors
3618
Marshall & Sterling Wealth Advisors
New York
$1.75億 +$578万 +3% 0.16% – 383 15.14% 1.4
Cedar Point Capital Partners
3619
Cedar Point Capital Partners
Iowa
$1.75億 +$81.2万 +0.5% 0.16% 55.4% 82 14.63% 1.9
Arlington Capital Management
3620
Arlington Capital Management
Illinois
$1.74億 +$1359万 +8% 3.4% 146% 135 33.33% 1
Wildcat Capital Management
3621
Wildcat Capital Management
New York
$1.74億 -$5415万 -24% 23.8% 77.7% 6 66.67% 1.9
Providence Wealth Advisors
3622
Providence Wealth Advisors
Illinois
$1.74億 +$460万 +3% 3.01% 121% 89 6.74% 5.3
Hopwood Financial Services
3623
Hopwood Financial Services
Virginia
$1.74億 +$168万 +1% 0.36% – 95 8.42% 1.5
Elevate Capital Advisors
3624
Elevate Capital Advisors
Colorado
$1.74億 -$758万 -4% 1.32% – 87 31.03% 1
NDWM LLC
3625
NDWM LLC
California
$1.74億 +$406万 +2% 0.43% 50.3% 42 7.14% 1.7