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、6,148本のファンド(~69%)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)
Scheeler Financial
5401
Scheeler Financial
Ohio
$1.32億 – – 1.87% – 78 – 0
SCC
5402
Seal Cove Capital
California
$1.32億 +$165万 +1% 2.2% – 11 18.18% 0.6
Veratis Advisors
5403
Veratis Advisors
North Carolina
$1.32億 -$920万 -7% 0.77% – 90 13.33% 0.7
Alliance Wealth Strategies
5404
Alliance Wealth Strategies
Virginia
$1.32億 +$477万 +4% 0.73% – 67 2.99% 0.7
Journey Beyond Wealth
5405
Journey Beyond Wealth
Georgia
$1.32億 +$392万 +3% 0.07% – 35 20% 1.3
NewCorp Financial Services
5406
NewCorp Financial Services
Georgia
$1.32億 +$133万 +1% 0.7% – 59 16.95% 0.6
CDKV Holdings
5407
CDKV Holdings
Colorado
$1.32億 +$399万 +3% 1.02% – 278 0.72% 0.7
Paragon Capital Management (Utah)
5408
Paragon Capital Management (Utah)
Utah
$1.32億 -$306万 -2% 0.9% 72.3% 83 19.28% 1.9
MCFP
5409
McCarley & Cook Financial Planners
Ohio
$1.32億 +$300万 +2% 0.17% – 282 9.57% 0.7
Miller Financial Services
5410
Miller Financial Services
Michigan
$1.32億 +$763万 +6% 0.94% – 163 17.79% 1.1
Wulff, Hansen & Co
5411
Wulff, Hansen & Co
California
$1.32億 +$137万 +1% 1.52% 94.7% 115 7.83% 2.9
Guardian Capital (Pennsylvania)
5412
Guardian Capital (Pennsylvania)
Pennsylvania
$1.32億 +$953万 +8% 1.04% – 83 20.48% 0.7
Nightview Capital
5413
Nightview Capital
Texas
$1.32億 -$184万 -1% 7.27% 170% 15 20% 1.9
Professional Financial Solutions
5414
Professional Financial Solutions
Virginia
$1.31億 +$262万 +2% 0.59% – 41 4.88% 0.7
Vision Financial Markets
5415
Vision Financial Markets
Connecticut
$1.31億 +$1604万 +14% 0.45% – 438 17.35% 1.5
UAML
5416
US Asset Management LLC
Pennsylvania
$1.31億 $0 0% 2.74% 142% 112 0% 4.3
YAVAPFMC
5417
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.31億 -$1261万 -9% 1.12% 215% 42 14.29% 1
HPM
5418
Hudson Portfolio Management
New York
$1.31億 -$106万 -0.8% 1.27% – 125 10.4% 3.5
Santa Clara Valley Transportation Authority
5419
Santa Clara Valley Transportation Authority
California
$1.31億 +$204万 +2% 2.71% – 4 0% 2
AFG Fiduciary Services
5420
AFG Fiduciary Services
Massachusetts
$1.31億 +$266万 +2% 1.29% 72.4% 65 10.77% 2.9
TWM
5421
Todd Wealth Management
Florida
$1.31億 -$89.5万 -0.7% 3.85% – 116 10.34% 0.7
Asempa Wealth Advisors
5422
Asempa Wealth Advisors
Louisiana
$1.31億 -$305万 -2% 1.14% – 122 9.02% 0.7
SF
5423
Schaeffer Financial
Maryland
$1.31億 +$170万 +1% 0.89% 52.2% 31 16.13% 2.3
Legacy Solutions LLC
5424
Legacy Solutions LLC
Pennsylvania
$1.31億 +$736万 +6% 0.69% – 94 9.57% 1.4
Lord & Richards Wealth Management
5425
Lord & Richards Wealth Management
Colorado
$1.31億 +$316万 +2% 1.17% – 84 46.43% 0.9