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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)
McRae Capital Management
801
McRae Capital Management
New Jersey
$5.4億 +$3177万 +6% 7.01% 78.2% 118 8.47% 6.3
Voisard Asset Management Group
802
Voisard Asset Management Group
Michigan
$5.38億 +$970万 +2% 0.49% 50.5% 119 11.76% 1.8
Spirit of America Management Corp
803
Spirit of America Management Corp
New York
$5.37億 +$611万 +1% 4.53% 113% 309 1.94% 6.3
Ballast Inc
804
Ballast Inc
Kentucky
$5.36億 +$627万 +1% 0.45% 71.3% 171 10.53% 4.2
Silverlake Wealth Management
805
Silverlake Wealth Management
Vermont
$5.36億 +$813万 +2% 1.62% 73.3% 420 11.43% 2.5
RS Crum Inc
806
RS Crum Inc
California
$5.34億 +$105万 +0.2% 0.1% 54.2% 106 6.6% 3.3
NVWM LLC
807
NVWM LLC
Pennsylvania
$5.33億 +$3687万 +7% 3.32% 119% 837 12.31% 3.2
55 North Private Wealth
808
55 North Private Wealth
Florida
$5.32億 +$2422万 +5% 1.28% – 350 23.71% 0.5
New Hampshire Trust
809
New Hampshire Trust
New Hampshire
$5.32億 +$186万 +0.4% 3.55% 88.5% 182 9.34% 3
Manitou Investment Management
810
Manitou Investment Management
Ontario, Canada
$5.32億 -$620万 -1% 5.29% 69.3% 52 11.54% 4
Castle Rock Wealth Management
811
Castle Rock Wealth Management
California
$5.31億 +$2176万 +4% 2.91% 115% 287 12.89% 3.4
Roof Eidam Maycock Peralta (REMP)
812
Roof Eidam Maycock Peralta (REMP)
California
$5.31億 +$2322万 +5% 0.97% 62.3% 136 7.35% 5.2
Cherry Tree Wealth Management
813
Cherry Tree Wealth Management
Minnesota
$5.31億 -$69.9万 -0.1% 0.92% 38.9% 606 6.11% 2.7
Valicenti Advisory Services
814
Valicenti Advisory Services
New York
$5.31億 +$81.6万 +0.2% 2.35% 134% 86 9.3% 5.8
TGY2IT
815
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$5.3億 +$1964万 +4% 0.73% – 147 74.83% 0.3
Kirr Marbach & Co
816
Kirr Marbach & Co
Indiana
$5.3億 -$6426万 -11% 6.67% 121% 61 13.11% 4.7
Bright Rock Capital Management
817
Bright Rock Capital Management
Massachusetts
$5.29億 +$3004万 +6% 6.08% 53.1% 80 18.75% 5.3
Beacon Financial Advisory
818
Beacon Financial Advisory
Ohio
$5.29億 +$2049万 +4% 1.37% 76.8% 448 12.95% 2.8
MPS Loria Financial Planners
819
MPS Loria Financial Planners
Illinois
$5.27億 +$9209万 +21% 2.39% 80% 93 8.6% 5.4
Highline Wealth Partners
820
Highline Wealth Partners
California
$5.27億 +$3364万 +7% 3.19% 93.8% 1,552 15.01% 1.5
RS
821
Retirement Solution
Washington
$5.26億 +$1426万 +3% 2.1% 74.8% 83 13.25% 1.7
Weaver Capital Management
822
Weaver Capital Management
Georgia
$5.25億 +$7145万 +16% 1.72% 79.4% 196 18.88% 1.9
Newman Dignan & Sheerar Inc
823
Newman Dignan & Sheerar Inc
Rhode Island
$5.25億 +$216万 +0.4% 1.89% 82.6% 203 14.29% 6.4
Fulcrum Capital
824
Fulcrum Capital
Washington
$5.25億 +$3199万 +6% 5.88% 102% 106 7.55% 4.1
Bender Robert & Associates
825
Bender Robert & Associates
California
$5.25億 +$4339万 +9% 9.61% 146% 49 26.53% 1.5