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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、4,686本のファンド(~52%)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)
Chapman Investment Management
4201
Chapman Investment Management
California
$1.26億 +$492万 +4% 7.09% 57.3% 57 100% 0
Baer Investment Advisory
4202
Baer Investment Advisory
California
$1.26億 +$652万 +5% 8.45% – 66 36.36% 0.8
AmeriServ Wealth Advisors
4203
AmeriServ Wealth Advisors
Pennsylvania
$1.26億 -$2431万 -16% 1.81% – 55 10.91% 4
Fulcrum Equity Management
4204
Fulcrum Equity Management
Texas
$1.26億 -$1053万 -8% 0.99% 116% 166 33.73% 1.5
CenturyLink Investment Management
4205
CenturyLink Investment Management
Colorado
$1.26億 -$322万 -2% 2.37% – 3 0% 1.9
KDK Private Wealth Management
4206
KDK Private Wealth Management
Texas
$1.26億 +$506万 +4% 4.44% – 58 1.72% 1.6
Kennebec Savings Bank
4207
Kennebec Savings Bank
Maine
$1.26億 +$97.6万 +0.8% 4.29% – 284 7.39% 1.7
Kelsey Financial
4208
Kelsey Financial
California
$1.25億 -$642万 -5% 0.59% – 67 8.96% 0.7
Life Planning Partners
4209
Life Planning Partners
Florida
$1.25億 -$929万 -7% 0.73% 50.3% 72 5.56% 3.7
Kane Co Wealth Management
4210
Kane Co Wealth Management
Iowa
$1.25億 -$658万 -5% 1.25% – 57 12.28% 0.7
Mann Financial Group
4211
Mann Financial Group
Minnesota
$1.25億 +$567万 +5% 0.21% – 47 27.66% 0.7
J.M. Arbour
4212
J.M. Arbour
Maine
$1.25億 +$896万 +8% 1.58% – 144 15.97% 0.6
Boyer Financial Services
4213
Boyer Financial Services
California
$1.25億 +$651万 +5% 1.87% – 64 15.63% 0.5
Alexander Randolph Advisory
4214
Alexander Randolph Advisory
Virginia
$1.25億 +$347万 +3% 2.5% 56% 42 4.76% 2.4
Connecticut Capital Management Group
4215
Connecticut Capital Management Group
Connecticut
$1.25億 +$71.7万 +0.6% 1.74% – 144 19.44% 0.6
Powerhouse Assets
4216
Powerhouse Assets
Massachusetts
$1.25億 +$192万 +2% 0.72% – 57 5.26% 0.7
DBK Financial Counsel
4217
DBK Financial Counsel
Ohio
$1.25億 +$534万 +4% 0.06% 58.1% 59 8.47% 3.2
TY
4218
Titiun Yejiel
$1.24億 +$913万 +8% 9.66% – 48 27.08% 0.6
Sawyer Falduto Asset Management
4219
Sawyer Falduto Asset Management
Illinois
$1.24億 +$171万 +1% 0.31% – 279 8.24% 0.7
William Howard & Co Financial Advisors
4220
William Howard & Co Financial Advisors
Tennessee
$1.24億 -$439万 -3% 1.57% – 56 12.5% 2.2
First Growth Capital
4221
First Growth Capital
Maryland
$1.24億 -$772万 -6% 4.12% – 147 14.29% 0.6
Infinity Wealth Counsel
4222
Infinity Wealth Counsel
Ohio
$1.24億 +$25.6万 +0.2% 0.56% – 67 7.46% 1.5
WW
4223
Wavvest Wealth
Illinois
$1.24億 – – 0.52% – 97 – 0
Miller Global Investments
4224
Miller Global Investments
Texas
$1.24億 +$328万 +3% 3.44% – 338 15.98% 0.6
DAM
4225
Directional Asset Management
Illinois
$1.24億 +$566万 +5% 1.16% – 105 24.76% 0.6