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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)
Thompson Davis & Co
3901
Thompson Davis & Co
Virginia
$1.49億 -$1809万 -11% 7.14% 179% 189 27.51% 2.4
Newport Capital Group
3902
Newport Capital Group
New Jersey
$1.49億 -$2903万 -16% 0.56% – 85 95.29% 0.2
Dalton Investments
3903
Dalton Investments
Nevada
$1.49億 +$3812万 +34% 28.5% 125% 17 23.53% 3.3
Clear Retirement Advice
3904
Clear Retirement Advice
California
$1.49億 +$296万 +2% 0.45% – 62 16.13% 0.6
Cassilly Financial Group
3905
Cassilly Financial Group
Maryland
$1.49億 +$1110万 +8% 0.24% – 83 15.66% 0.6
Heffernan Advisory
3906
Heffernan Advisory
Arizona
$1.49億 +$2936万 +25% 2.31% – 60 33.33% 0.4
RF&L Wealth Management
3907
RF&L Wealth Management
Massachusetts
$1.49億 +$103万 +0.7% 0.2% 73.8% 53 9.43% 3.2
LightSquare Wealth Management
3908
LightSquare Wealth Management
Michigan
$1.49億 +$372万 +3% 1.2% – 115 13.91% 0.4
Split Rock Private Trading & Wealth Management
3909
Split Rock Private Trading & Wealth Management
Minnesota
$1.49億 +$292万 +2% 2.37% – 53 13.21% 0.6
Fiduciary Advisors Inc
3910
Fiduciary Advisors Inc
Missouri
$1.49億 +$12.5万 +0.1% 0.8% – 174 28.16% 1.2
LiftPoint Family Wealth Advisors
3911
LiftPoint Family Wealth Advisors
New Jersey
$1.49億 +$107万 +0.7% 1.05% – 71 11.27% 0.6
RHL Group
3912
RHL Group
Michigan
$1.49億 +$2840万 +24% 3.1% – 418 45.93% 0.4
Phillip James Consulting
3913
Phillip James Consulting
Minnesota
$1.49億 -$108万 -0.7% 0.09% – 389 19.54% 0.4
Sound Financial Strategies Group
3914
Sound Financial Strategies Group
Mississippi
$1.48億 -$902万 -6% 1.03% 27.1% 128 24.22% 1.6
VUB Generali dochodkova spravcovska spolocnost
3915
VUB Generali dochodkova spravcovska spolocnost
$1.48億 +$343万 +2% 4.34% – 97 11.34% 0.7
Bingham Private Wealth
3916
Bingham Private Wealth
California
$1.48億 +$305万 +2% 2.4% – 188 13.3% 1.2
Whipplewood Advisors
3917
Whipplewood Advisors
Colorado
$1.48億 -$25.3万 -0.2% 1.25% – 649 71.19% 1.5
Renasant Bank
3918
Renasant Bank
Mississippi
$1.48億 -$732万 -5% 1.82% 72.3% 155 21.29% 3.2
Elevation Wealth Management
3919
Elevation Wealth Management
Minnesota
$1.48億 +$1444万 +11% 3.8% – 157 12.1% 0.6
Washington Capital Management
3920
Washington Capital Management
Washington
$1.48億 -$342万 -2% 1.01% 81.8% 128 19.53% 2.7
OIA
3921
Oakmont Investment Advisors
Pennsylvania
$1.48億 +$393万 +3% 0.98% – 133 27.82% 0.5
Gilpin Wealth Management
3922
Gilpin Wealth Management
Colorado
$1.48億 +$322万 +2% 1.43% – 1,484 32.48% 0.5
Essential Investment Partners
3923
Essential Investment Partners
Colorado
$1.48億 +$2323万 +19% 5.49% – 463 34.13% 0.5
Commons Capital
3924
Commons Capital
Massachusetts
$1.48億 +$480万 +3% 8.02% 166% 101 16.83% 2.2
Lionshead Wealth Management
3925
Lionshead Wealth Management
New York
$1.48億 -$631万 -4% 2.34% – 118 12.71% 1.4