で公開中です! 詳しく見る

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、5,393本のファンド(~60%)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)
Zinnia Wealth Advisory
5026
Zinnia Wealth Advisory
Florida
$1.09億 +$1058万 +11% 2.56% – 115 22.61% 0.6
PMG Family Office
5027
PMG Family Office
Texas
$1.08億 -$39.4万 -0.4% 1.58% – 117 6.84% 0.9
Oregon Pacific Wealth Management
5028
Oregon Pacific Wealth Management
Oregon
$1.08億 +$128万 +1% 0.15% – 128 21.09% 1.1
RFL
5029
RD Finance Ltd
Cyprus
$1.08億 +$634万 +6% 1.74% – 37 56.76% 0.3
Mirabaud Asset Management
5030
Mirabaud Asset Management
United Kingdom
$1.08億 -$1262万 -10% 1.71% 136% 49 100% –
CogentBlue Wealth Advisors
5031
CogentBlue Wealth Advisors
Tennessee
$1.08億 -$6698万 -38% 0.22% – 104 50.96% 1.4
Shelter Rock Management
5032
Shelter Rock Management
New York
$1.07億 +$429万 +4% 1.45% – 42 19.05% 0.6
Lubar & Co
5033
Lubar & Co
Wisconsin
$1.07億 -$1923万 -15% 14.3% – 3 0% 9.1
Fullerton Advisors
5034
Fullerton Advisors
California
$1.07億 +$27.3万 +0.3% 0.18% – 56 7.14% 0.7
Good Harbor Advisors
5035
Good Harbor Advisors
Massachusetts
$1.07億 +$496万 +5% 1.51% – 92 9.78% 0.7
Heronetta Management
5036
Heronetta Management
New York
$1.07億 -$181万 -2% 1.44% 55.4% 15 0% 8.8
Grange Capital
5037
Grange Capital
Oregon
$1.07億 -$165万 -2% 2.34% – 55 12.73% 1.3
SG
5038
Sherry Group
Arkansas
$1.07億 +$411万 +4% 2.01% – 57 19.3% 0.6
Ballast Financial Advisors
5039
Ballast Financial Advisors
Pennsylvania
$1.06億 -$433万 -4% 0.49% – 74 8.11% 0.7
Burkett Asset Management
5040
Burkett Asset Management
$1.06億 -$91.1万 -0.9% 0.18% – 66 21.21% 0.6
SCCL
5041
Split Creek Capital LLC
Virginia
$1.06億 -$225万 -2% 0.96% – 149 20.13% 0.6
Kingsbury Capital Investment Advisors
5042
Kingsbury Capital Investment Advisors
Illinois
$1.06億 -$1221万 -10% 0.54% – 129 23.26% 1.9
PWM
5043
Puff Wealth Management
New Jersey
$1.06億 +$785万 +8% 0.94% – 83 10.84% 1.2
Stonehaven Wealth & Tax Solutions
5044
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.05億 -$1944万 -16% 0.68% – 102 27.45% 1.1
Prism Planning Partners
5045
Prism Planning Partners
Illinois
$1.05億 +$1084万 +11% 0.82% – 53 33.96% 0.5
MI
5046
Moneywise Inc
Virginia
$1.05億 -$1.63億 -61% 1.23% 60.8% 95 43.16% 3.3
Cogent Strategic Wealth
5047
Cogent Strategic Wealth
Illinois
$1.05億 +$19.9万 +0.2% 0.88% – 61 9.84% 0.6
Corecam AG
5048
Corecam AG
$1.05億 -$1212万 -10% 5.32% – 53 16.98% 0.5
Geremia Financial Services
5049
Geremia Financial Services
New Jersey
$1.05億 +$1053万 +11% 0.88% – 9 0% 0.7
Amitell Capital
5050
Amitell Capital
Singapore
$1.05億 -$456万 -4% 0.58% 188% 33 45.45% 0.6