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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、2,475本のファンド(~28%)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)
U.S. Global Investors (USGI)
451
U.S. Global Investors (USGI)
Texas
$10億 -$3490万 -3% 7.27% 151% 148 21.62% 2.7
Sendero Wealth Management
452
Sendero Wealth Management
Texas
$10億 -$257万 -0.3% 5.71% 99.2% 226 15.49% 2.3
Toth Financial Advisory
453
Toth Financial Advisory
Virginia
$10億 -$2319万 -2% 0.03% 90.4% 1,123 30.19% 3.3
Provident Investment Management
454
Provident Investment Management
Michigan
$10億 -$3050万 -3% 6.11% 90.8% 93 10.75% 4.1
JWBC
455
J.W. Burns & Co
New York
$10億 +$3830万 +4% 5.09% 95.4% 197 7.61% 7.9
Moisand Fitzgerald Tamayo
456
Moisand Fitzgerald Tamayo
Florida
$10億 -$2862万 -3% 1.4% 51.1% 699 25.75% 3.9
Jamison Private Wealth Management
457
Jamison Private Wealth Management
Georgia
$9.9億 -$284万 -0.3% 0.8% 130% 234 5.98% 2.3
Segra Capital Management
458
Segra Capital Management
Florida
$9.9億 +$4.92億 +99% 20.7% 19% 19 68.42% 0.3
Redhawk Wealth Advisors
459
Redhawk Wealth Advisors
Minnesota
$9.9億 -$2835万 -3% 1% 116% 452 19.47% 2
Foguth Wealth Management
460
Foguth Wealth Management
Michigan
$9.9億 +$1.07億 +12% 0.3% – 239 15.9% 1.4
Romano Brothers & Co
461
Romano Brothers & Co
Illinois
$9.8億 -$950万 -1% 1.37% 110% 345 8.12% 3.2
AAA
462
Adams Asset Advisors
Texas
$9.8億 +$1.03億 +12% 9.2% 66.8% 94 6.38% 5.4
Hanson & Doremus Investment Management
463
Hanson & Doremus Investment Management
Vermont
$9.8億 -$94.9万 -0.1% 0.2% 86.3% 513 9.55% 6.7
L. Roy Papp & Associates
464
L. Roy Papp & Associates
Arizona
$9.8億 +$2959万 +3% 5.58% 80.1% 200 7% 7.4
First Pacific Financial
465
First Pacific Financial
Washington
$9.8億 +$1.38億 +16% 0.85% 53.6% 559 12.52% 2.2
LVZ Inc
466
LVZ Inc
Michigan
$9.7億 -$931万 -0.9% 0.41% 52.9% 183 12.02% 3.4
Barlow Wealth Partners
467
Barlow Wealth Partners
Kentucky
$9.7億 +$4457万 +5% 4.71% 101% 158 9.49% 2
Parthenon LLC
468
Parthenon LLC
Kentucky
$9.7億 +$536万 +0.6% 4.36% 93.3% 135 5.93% 8.7
Bath Savings Trust
469
Bath Savings Trust
Maine
$9.7億 +$71.1万 +0.1% 3.36% 57.8% 185 8.11% 7
Strategic Planning Group
470
Strategic Planning Group
Utah
$9.6億 +$4682万 +5% 3.73% 162% 88 25% 1.4
Financial Partners Group (Kansas)
471
Financial Partners Group (Kansas)
Kansas
$9.6億 -$2146万 -2% 0.68% 76.7% 266 11.65% 3.2
Revolve Wealth Partners
472
Revolve Wealth Partners
New Jersey
$9.6億 -$641万 -0.7% 0.96% 67.4% 369 17.07% 2.2
Sheets Smith Wealth Management
473
Sheets Smith Wealth Management
North Carolina
$9.6億 -$4267万 -4% 0.72% 83.4% 418 10.05% 5.5
GWM
474
Gibbs Wealth Management
Georgia
$9.5億 +$1.27億 +15% 1.18% – 535 19.07% 1.2
Howard Financial Services
475
Howard Financial Services
Texas
$9.5億 +$2704万 +3% 0.71% 55.9% 250 11.2% 3