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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、4,149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)
Aspirean Wealth
3876
Aspirean Wealth
California
$1.09億 +$157万 +1% 0.05% – 20 10% 0.7
Karras Company
3877
Karras Company
Utah
$1.09億 -$120万 -1% 0.13% – 66 9.09% 0.7
Yanni & Associates Investment Advisors
3878
Yanni & Associates Investment Advisors
Pennsylvania
$1.09億 +$65.7万 +0.6% 1.41% – 38 13.16% 0.7
Unify Financial Advisors
3879
Unify Financial Advisors
Florida
$1.09億 +$72.5万 +0.7% 1.7% – 95 14.74% 0.7
CFG Wealth Management Services
3880
CFG Wealth Management Services
Indiana
$1.09億 +$243万 +2% 2.54% – 173 64.16% 0.3
Ramsey Quantitative Systems
3881
Ramsey Quantitative Systems
Kentucky
$1.09億 -$263万 -2% 1.3% 51.1% 83 49.4% 0.3
Rosenthal Henry Capital Advisors
3882
Rosenthal Henry Capital Advisors
Indiana
$1.09億 -$545万 -5% 5.47% 80.2% 51 9.8% 3.7
PMG Family Office
3883
PMG Family Office
Texas
$1.08億 -$39.4万 -0.4% 1.58% – 117 6.84% 0.9
Oregon Pacific Wealth Management
3884
Oregon Pacific Wealth Management
Oregon
$1.08億 +$128万 +1% 0.15% – 128 21.09% 1.1
RFL
3885
RD Finance Ltd
Cyprus
$1.08億 +$634万 +6% 1.74% – 37 56.76% 0.3
CogentBlue Wealth Advisors
3886
CogentBlue Wealth Advisors
Tennessee
$1.08億 -$6698万 -38% 0.22% – 104 50.96% 1.4
Shelter Rock Management
3887
Shelter Rock Management
New York
$1.07億 +$429万 +4% 1.45% – 42 19.05% 0.6
Lubar & Co
3888
Lubar & Co
Wisconsin
$1.07億 -$1923万 -15% 14.3% – 3 0% 9.1
Fullerton Advisors
3889
Fullerton Advisors
California
$1.07億 +$27.3万 +0.3% 0.18% – 56 7.14% 0.7
Good Harbor Advisors
3890
Good Harbor Advisors
Massachusetts
$1.07億 +$496万 +5% 1.51% – 92 9.78% 0.7
Grange Capital
3891
Grange Capital
Oregon
$1.07億 -$165万 -2% 2.34% – 55 12.73% 1.3
SG
3892
Sherry Group
Arkansas
$1.07億 +$411万 +4% 2.01% – 57 19.3% 0.6
Ballast Financial Advisors
3893
Ballast Financial Advisors
Pennsylvania
$1.06億 -$433万 -4% 0.49% – 74 8.11% 0.7
Burkett Asset Management
3894
Burkett Asset Management
$1.06億 -$91.1万 -0.9% 0.18% – 66 21.21% 0.6
SCCL
3895
Split Creek Capital LLC
Virginia
$1.06億 -$225万 -2% 0.96% – 149 20.13% 0.6
Kingsbury Capital Investment Advisors
3896
Kingsbury Capital Investment Advisors
Illinois
$1.06億 -$1221万 -10% 0.54% – 129 23.26% 1.9
PWM
3897
Puff Wealth Management
New Jersey
$1.06億 +$785万 +8% 0.94% – 83 10.84% 1.2
Stonehaven Wealth & Tax Solutions
3898
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.05億 -$1944万 -16% 0.68% – 102 27.45% 1.1
Prism Planning Partners
3899
Prism Planning Partners
Illinois
$1.05億 +$1084万 +11% 0.82% – 53 33.96% 0.5
MI
3900
Moneywise Inc
Virginia
$1.05億 -$1.63億 -61% 1.23% 60.8% 95 43.16% 3.3