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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、4,647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)
UPWM
4376
UMB Private Wealth Management
Missouri
$1.03億 – – 1.91% – 1,409 – 0
Strategic Financial Group
4377
Strategic Financial Group
Michigan
$1.03億 -$112万 -1% 2.08% – 20 5% 0.5
Gritstone Asset Management
4378
Gritstone Asset Management
Maryland
$1.03億 -$84.6万 -0.8% 0.36% – 226 36.73% 0.6
Provident Living Financial Services
4379
Provident Living Financial Services
Utah
$1.03億 +$143万 +1% 2.03% – 54 9.26% 0.7
Willow Creek Capital Management
4380
Willow Creek Capital Management
Montana
$1.03億 -$23.3万 -0.2% 0.55% – 101 1.98% 0.2
Parrish Capital
4381
Parrish Capital
Georgia
$1.03億 -$109万 -1% 2.12% – 88 5.68% 0.7
PBK
4382
Peoples Bank (Kansas)
Kansas
$1.03億 -$33.9万 -0.3% 3.28% 74.5% 101 6.93% 2.6
RCDBASW
4383
Rudd Co d/b/a Styre Wealth
Texas
$1.03億 – – 2.29% – 75 – 0
Langley Wealth Management
4384
Langley Wealth Management
Mississippi
$1.02億 -$20.9万 -0.2% 1.68% – 139 23.02% 0.2
Guilbault Capital
4385
Guilbault Capital
Louisiana
$1.02億 +$244万 +2% 1.75% – 81 19.75% 0.6
Schuylkill Financial
4386
Schuylkill Financial
Pennsylvania
$1.02億 -$623万 -6% 2.19% – 72 16.67% 0.2
IWMO
4387
Integrated Wealth Management (Ohio)
Ohio
$1.02億 +$690万 +7% 1.93% – 104 17.31% 0.5
Financial Network Wealth Advisors
4388
Financial Network Wealth Advisors
Utah
$1.01億 +$273万 +3% 1.88% 57.7% 973 18.5% 1.4
Englebert Financial Advisers
4389
Englebert Financial Advisers
Pennsylvania
$1.01億 -$47.8万 -0.5% 0.58% – 80 41.25% 0.5
Katamaran Capital
4390
Katamaran Capital
United Kingdom
$1.01億 -$2447万 -19% 0.1% – 49 57.14% 0.6
Aspen Private Advisors
4391
Aspen Private Advisors
South Dakota
$1.01億 +$121万 +1% 0.33% – 17 58.82% 0.1
KFP
4392
Kroeger Financial Partners
California
$1.01億 -$260万 -3% 1.07% – 143 11.19% 0.2
Chiron Capital Management
4393
Chiron Capital Management
Florida
$1.01億 -$1090万 -10% 4.32% – 144 18.75% 2.2
Sulzberger Capital Advisors
4394
Sulzberger Capital Advisors
Florida
$1.01億 -$191万 -2% 2.6% – 59 15.25% 1.3
Transce3nd
4395
Transce3nd
Texas
$1億 +$8901万 +785% 1.64% – 533 69.61% 0.5
AIP
4396
Alapocas Investment Partners
Massachusetts
$1億 -$222万 -2% 4.65% 58.3% 25 4% 3.4
Sage Investment Counsel
4397
Sage Investment Counsel
Tennessee
$1億 +$33.8万 +0.3% 0.9% – 138 18.12% 1.4
Villanova Investment Management
4398
Villanova Investment Management
Pennsylvania
$1億 -$523万 -5% 2.15% – 62 20.97% 1.6
Ulrich Consultants & Investment Group
4399
Ulrich Consultants & Investment Group
New Mexico
$1億 – – 1.07% – 47 – 1.6
CSP Financial Group
4400
CSP Financial Group
Arizona
$9926万 -$1808万 -15% 0.36% – 25 12% 0.4