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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)
Meadow Creek Wealth Advisors
3676
Meadow Creek Wealth Advisors
Georgia
$1.7億 +$600万 +4% 2.57% 101% 149 16.78% 3.6
Aegis Wealth Management (Iowa)
3677
Aegis Wealth Management (Iowa)
Iowa
$1.7億 +$1460万 +9% 0.29% – 143 25.17% 0.5
Penbrook Management
3678
Penbrook Management
New York
$1.69億 +$1272万 +8% 1.85% 107% 106 8.49% 5.8
Rare Wolf Capital
3679
Rare Wolf Capital
Washington
$1.69億 +$1348万 +9% 10.4% – 127 13.39% 0.7
Community Bank of Raymore
3680
Community Bank of Raymore
Missouri
$1.69億 -$62.4万 -0.4% 3.41% 91.9% 79 11.39% 6.4
Williams & Novak
3681
Williams & Novak
California
$1.69億 +$1782万 +12% 1.18% 61.6% 163 19.02% 1.6
Planning Strategies
3682
Planning Strategies
Pennsylvania
$1.69億 +$858万 +5% 1.24% – 1,198 14.11% 0.2
Pacific Park Financial
3683
Pacific Park Financial
California
$1.69億 -$341万 -2% 0.48% – 82 7.32% 0.7
bLong Financial
3684
bLong Financial
Tennessee
$1.69億 +$1530万 +10% 8.75% – 86 11.63% 1.4
AI
3685
Axecap Investments
Ohio
$1.69億 -$1213万 -7% 0.41% – 87 27.59% 0.8
3WPFI
3686
365 WMG Private Fund I
Ohio
$1.69億 – – 0.41% – 77 – 0
MWS
3687
MFA Wealth Services
California
$1.69億 +$106万 +0.6% 0.03% – 136 3.68% 1.4
Piedmont Capital Management (North Carolina)
3688
Piedmont Capital Management (North Carolina)
North Carolina
$1.68億 +$469万 +3% 2.58% – 134 14.93% 0.6
Azarias Capital Management
3689
Azarias Capital Management
Pennsylvania
$1.68億 -$6138万 -27% 2.53% 58.2% 24 8.33% 2.8
Vann Equity Management
3690
Vann Equity Management
Texas
$1.68億 +$350万 +2% 5.18% – 189 19.05% 0.4
CSI
3691
Cross Staff Investments
New York
$1.68億 -$952万 -5% 1.32% 80.3% 136 6.62% 3.7
Gordian Advisors
3692
Gordian Advisors
Arizona
$1.68億 -$215万 -1% 0.16% 55.4% 65 7.69% 1.7
RiverTree Advisors
3693
RiverTree Advisors
Florida
$1.68億 -$148万 -0.9% 1.01% 25.4% 84 30.95% 1.7
Orca Wealth Management
3694
Orca Wealth Management
Florida
$1.68億 +$120万 +0.7% 0.64% – 89 12.36% 1.3
Vilga Financial Planning
3695
Vilga Financial Planning
New Jersey
$1.68億 +$3562万 +27% 1.72% – 105 14.29% 0.6
AdviceOne Advisory Services
3696
AdviceOne Advisory Services
Connecticut
$1.68億 -$941万 -5% 3.65% – 46 10.87% 1.3
VFS
3697
Valpey Financial Services
New Hampshire
$1.67億 -$57.2万 -0.3% 1.2% – 77 2.6% 1.2
Good Steward Wealth Advisors
3698
Good Steward Wealth Advisors
Tennessee
$1.67億 +$170万 +1% 0.3% – 72 13.89% 1.3
Davis Capital Management
3699
Davis Capital Management
Florida
$1.67億 -$166万 -1% 1.78% – 1,379 22.7% 1.5
Jordan Park Trust
3700
Jordan Park Trust
New Hampshire
$1.67億 +$2388万 +17% 16.6% – 17 11.76% 1.3