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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、4,658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)
Xena Financial Planning
4376
Xena Financial Planning
Oregon
$1.05億 +$55.2万 +0.5% 1.08% – 40 10% 0.7
Hyposwiss Advisors
4377
Hyposwiss Advisors
$1.05億 -$80.6万 -0.8% 0.21% – 104 1.92% 0.7
Reality Financial Planning Services
4378
Reality Financial Planning Services
Florida
$1.05億 +$112万 +1% 0.65% – 20 10% 0.7
Freemont Management
4379
Freemont Management
Switzerland
$1.05億 +$135万 +1% 6.64% 102% 17 23.53% 2.5
CF
4380
Calder Financial
Pennsylvania
$1.05億 -$156万 -1% 0.67% – 43 2.33% 0.7
Surience Private Wealth
4381
Surience Private Wealth
Washington
$1.04億 -$952万 -8% 0.47% 169% 64 62.5% 0.4
Q Fund Management (Hong Kong)
4382
Q Fund Management (Hong Kong)
$1.04億 -$552万 -5% 9.72% – 42 47.62% 0.4
Montchanin Asset Management
4383
Montchanin Asset Management
Delaware
$1.04億 +$589万 +6% 7.66% 120% 66 12.12% 2.4
Succession Financial
4384
Succession Financial
Texas
$1.04億 -$123万 -1% 2.69% – 55 21.82% 0.2
T3 Companies
4385
T3 Companies
New York
$1.03億 +$970万 +10% 1.69% – 292 72.26% 0.2
UPWM
4386
UMB Private Wealth Management
Missouri
$1.03億 – – 1.91% – 1,409 – 0
Strategic Financial Group
4387
Strategic Financial Group
Michigan
$1.03億 -$112万 -1% 2.08% – 20 5% 0.5
Gritstone Asset Management
4388
Gritstone Asset Management
Maryland
$1.03億 -$84.6万 -0.8% 0.36% – 226 36.73% 0.6
Provident Living Financial Services
4389
Provident Living Financial Services
Utah
$1.03億 +$143万 +1% 2.03% – 54 9.26% 0.7
Willow Creek Capital Management
4390
Willow Creek Capital Management
Montana
$1.03億 -$23.3万 -0.2% 0.55% – 101 1.98% 0.2
Parrish Capital
4391
Parrish Capital
Georgia
$1.03億 -$109万 -1% 2.12% – 88 5.68% 0.7
PBK
4392
Peoples Bank (Kansas)
Kansas
$1.03億 -$33.9万 -0.3% 3.28% 74.5% 101 6.93% 2.6
RCDBASW
4393
Rudd Co d/b/a Styre Wealth
Texas
$1.03億 – – 2.29% – 75 – 0
Langley Wealth Management
4394
Langley Wealth Management
Mississippi
$1.02億 -$20.9万 -0.2% 1.68% – 139 23.02% 0.2
Guilbault Capital
4395
Guilbault Capital
Louisiana
$1.02億 +$244万 +2% 1.75% – 81 19.75% 0.6
Schuylkill Financial
4396
Schuylkill Financial
Pennsylvania
$1.02億 -$623万 -6% 2.19% – 72 16.67% 0.2
IWMO
4397
Integrated Wealth Management (Ohio)
Ohio
$1.02億 +$690万 +7% 1.93% – 104 17.31% 0.5
Financial Network Wealth Advisors
4398
Financial Network Wealth Advisors
Utah
$1.01億 +$273万 +3% 1.88% 57.7% 973 18.5% 1.4
Englebert Financial Advisers
4399
Englebert Financial Advisers
Pennsylvania
$1.01億 -$47.8万 -0.5% 0.58% – 80 41.25% 0.5
Katamaran Capital
4400
Katamaran Capital
United Kingdom
$1.01億 -$2447万 -19% 0.1% – 49 57.14% 0.6