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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、4,673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)
Strategic Equity Management
4301
Strategic Equity Management
Arizona
$1.16億 -$1.82億 -61% 0.87% 74.9% 67 46.27% 2.4
Arrow Investment Advisors
4302
Arrow Investment Advisors
Maryland
$1.16億 +$1216万 +12% 1.06% 38.1% 84 17.86% 0.9
21 West Wealth Management
4303
21 West Wealth Management
California
$1.15億 -$183万 -2% 1.26% – 70 15.71% 1.1
Aubrey Capital Management
4304
Aubrey Capital Management
United Kingdom
$1.15億 -$4444万 -28% 11.4% 319% 56 62.5% 0.6
J. Team Financial
4305
J. Team Financial
Texas
$1.15億 +$1217万 +12% 2.85% – 114 25.44% 0.7
Ebert Capital Management
4306
Ebert Capital Management
California
$1.15億 +$855万 +8% 5.86% – 30 10% 0.6
Helium Advisors
4307
Helium Advisors
Washington
$1.15億 -$534万 -4% 3.21% – 110 10% 1.3
Value Investment Professionals
4308
Value Investment Professionals
New York
$1.15億 -$399万 -3% 0.48% – 107 14.95% 0.4
Gainline Financial Partners
4309
Gainline Financial Partners
Colorado
$1.15億 +$771万 +7% 0.34% – 60 16.67% 0.2
Members Capital Advisors Inc
4310
Members Capital Advisors Inc
Wisconsin
$1.15億 -$165万 -1% 0.54% – 7 0% 2.5
Vavra Capital Management
4311
Vavra Capital Management
Pennsylvania
$1.15億 +$45.1万 +0.4% 0.22% – 25 16% 0.6
MH & Associates Securities Management
4312
MH & Associates Securities Management
California
$1.15億 +$320万 +3% 3.68% – 103 3.88% 0.7
KAM
4313
Kazazian Asset Management
Florida
$1.15億 +$334万 +3% 0.26% – 66 34.85% 1.8
FCM
4314
Floyd Capital Management
Texas
$1.15億 -$1691万 -13% 2.12% – 1 0% 1.8
Lakehouse Capital
4315
Lakehouse Capital
Australia
$1.14億 +$2359万 +26% 23.5% 87.4% 12 0% 4.2
Valued Retirements
4316
Valued Retirements
Texas
$1.14億 +$262万 +2% 2.43% 84.6% 110 19.09% 1.8
Unified Investment Management
4317
Unified Investment Management
Georgia
$1.14億 +$535万 +5% 4.22% – 157 14.65% 1.4
Arrow Capital
4318
Arrow Capital
Australia
$1.13億 -$403万 -3% 4.85% – 34 73.53% 0.3
Briggs Wealth Management
4319
Briggs Wealth Management
Connecticut
$1.13億 +$391万 +4% 0.63% – 65 10.77% 0.6
Opus Financial Solutions
4320
Opus Financial Solutions
Illinois
$1.13億 -$1082万 -9% 1.16% – 125 24.8% 0.6
Eleva Capital
4321
Eleva Capital
France
$1.13億 -$2.3億 -67% 11.2% – 43 83.72% 0.2
IMT
4322
Investment Management Trust
Massachusetts
$1.13億 +$157万 +1% 3.31% – 82 10.98% 0.5
Redwood Family Wealth
4323
Redwood Family Wealth
Texas
$1.13億 -$94.1万 -0.8% 1.52% – 116 14.66% 0.7
JBGlobal.com
4324
JBGlobal.com
New York
$1.13億 -$135万 -1% 1.43% – 35 8.57% 0.9
Townsend Financial Planning
4325
Townsend Financial Planning
Kentucky
$1.13億 -$185万 -2% 2.16% – 31 3.23% 0.7