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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、4,666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)
American National Bank of Texas
4351
American National Bank of Texas
Texas
$1.09億 -$8.87万 -0.1% 0.16% – 57 10.53% 0.9
Aspirean Wealth
4352
Aspirean Wealth
California
$1.09億 +$157万 +1% 0.05% – 20 10% 0.7
Karras Company
4353
Karras Company
Utah
$1.09億 -$120万 -1% 0.13% – 66 9.09% 0.7
Yanni & Associates Investment Advisors
4354
Yanni & Associates Investment Advisors
Pennsylvania
$1.09億 +$65.7万 +0.6% 1.41% – 38 13.16% 0.7
Unify Financial Advisors
4355
Unify Financial Advisors
Florida
$1.09億 +$72.5万 +0.7% 1.7% – 95 14.74% 0.7
CFG Wealth Management Services
4356
CFG Wealth Management Services
Indiana
$1.09億 +$243万 +2% 2.54% – 173 64.16% 0.3
Ramsey Quantitative Systems
4357
Ramsey Quantitative Systems
Kentucky
$1.09億 -$263万 -2% 1.3% 51.1% 83 49.4% 0.3
Rosenthal Henry Capital Advisors
4358
Rosenthal Henry Capital Advisors
Indiana
$1.09億 -$545万 -5% 5.47% 80.2% 51 9.8% 3.7
Zinnia Wealth Advisory
4359
Zinnia Wealth Advisory
Florida
$1.09億 +$1058万 +11% 2.56% – 115 22.61% 0.6
PMG Family Office
4360
PMG Family Office
Texas
$1.08億 -$39.4万 -0.4% 1.58% – 117 6.84% 0.9
Oregon Pacific Wealth Management
4361
Oregon Pacific Wealth Management
Oregon
$1.08億 +$128万 +1% 0.15% – 128 21.09% 1.1
RFL
4362
RD Finance Ltd
Cyprus
$1.08億 +$634万 +6% 1.74% – 37 56.76% 0.3
CogentBlue Wealth Advisors
4363
CogentBlue Wealth Advisors
Tennessee
$1.08億 -$6698万 -38% 0.22% – 104 50.96% 1.4
Shelter Rock Management
4364
Shelter Rock Management
New York
$1.07億 +$429万 +4% 1.45% – 42 19.05% 0.6
Lubar & Co
4365
Lubar & Co
Wisconsin
$1.07億 -$1923万 -15% 14.3% – 3 0% 9.1
Fullerton Advisors
4366
Fullerton Advisors
California
$1.07億 +$27.3万 +0.3% 0.18% – 56 7.14% 0.7
Good Harbor Advisors
4367
Good Harbor Advisors
Massachusetts
$1.07億 +$496万 +5% 1.51% – 92 9.78% 0.7
Grange Capital
4368
Grange Capital
Oregon
$1.07億 -$165万 -2% 2.34% – 55 12.73% 1.3
SG
4369
Sherry Group
Arkansas
$1.07億 +$411万 +4% 2.01% – 57 19.3% 0.6
Ballast Financial Advisors
4370
Ballast Financial Advisors
Pennsylvania
$1.06億 -$433万 -4% 0.49% – 74 8.11% 0.7
Burkett Asset Management
4371
Burkett Asset Management
$1.06億 -$91.1万 -0.9% 0.18% – 66 21.21% 0.6
SCCL
4372
Split Creek Capital LLC
Virginia
$1.06億 -$225万 -2% 0.96% – 149 20.13% 0.6
Kingsbury Capital Investment Advisors
4373
Kingsbury Capital Investment Advisors
Illinois
$1.06億 -$1221万 -10% 0.54% – 129 23.26% 1.9
PWM
4374
Puff Wealth Management
New Jersey
$1.06億 +$785万 +8% 0.94% – 83 10.84% 1.2
Stonehaven Wealth & Tax Solutions
4375
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.05億 -$1944万 -16% 0.68% – 102 27.45% 1.1