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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、3,014本のファンド(~34%)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)
Ballast Inc
1026
Ballast Inc
Kentucky
$5.36億 +$627万 +1% 0.45% 71.3% 171 10.53% 4.2
Silverlake Wealth Management
1027
Silverlake Wealth Management
Vermont
$5.36億 +$813万 +2% 1.62% 73.3% 420 11.43% 2.5
Rockline Wealth Management
1028
Rockline Wealth Management
New York
$5.35億 +$1302万 +2% 6.1% 176% 114 11.4% 1.9
RS Crum Inc
1029
RS Crum Inc
California
$5.34億 +$105万 +0.2% 0.1% 54.2% 106 6.6% 3.3
NVWM LLC
1030
NVWM LLC
Pennsylvania
$5.33億 +$3687万 +7% 3.32% 119% 837 12.31% 3.2
55 North Private Wealth
1031
55 North Private Wealth
Florida
$5.32億 +$2422万 +5% 1.28% – 350 23.71% 0.5
New Hampshire Trust
1032
New Hampshire Trust
New Hampshire
$5.32億 +$186万 +0.4% 3.55% 88.5% 182 9.34% 3
Manitou Investment Management
1033
Manitou Investment Management
Ontario, Canada
$5.32億 -$620万 -1% 5.29% 69.3% 52 11.54% 4
Castle Rock Wealth Management
1034
Castle Rock Wealth Management
California
$5.31億 +$2176万 +4% 2.91% 115% 287 12.89% 3.4
Roof Eidam Maycock Peralta (REMP)
1035
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
1036
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
1037
Valicenti Advisory Services
New York
$5.31億 +$81.6万 +0.2% 2.35% 134% 86 9.3% 5.8
Frontier Asset Management
1038
Frontier Asset Management
Wyoming
$5.3億 -$2856万 -5% 0.06% 57.1% 94 18.09% 2.3
TGY2IT
1039
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$5.3億 +$1964万 +4% 0.73% – 147 74.83% 0.3
Kirr Marbach & Co
1040
Kirr Marbach & Co
Indiana
$5.3億 -$6426万 -11% 6.67% 121% 61 13.11% 4.7
Bright Rock Capital Management
1041
Bright Rock Capital Management
Massachusetts
$5.29億 +$3004万 +6% 6.08% 53.1% 80 18.75% 5.3
Beacon Financial Advisory
1042
Beacon Financial Advisory
Ohio
$5.29億 +$2049万 +4% 1.37% 76.8% 448 12.95% 2.8
Waterway Wealth Management
1043
Waterway Wealth Management
Texas
$5.28億 +$3818万 +8% 0.28% 52.2% 113 18.58% 1.2
MPS Loria Financial Planners
1044
MPS Loria Financial Planners
Illinois
$5.27億 +$9209万 +21% 2.39% 80% 93 8.6% 5.4
Brown Capital Management
1045
Brown Capital Management
Maryland
$5.27億 +$2668万 +5% 10.7% 107% 58 12.07% 3.8
Highline Wealth Partners
1046
Highline Wealth Partners
California
$5.27億 +$3364万 +7% 3.19% 93.8% 1,552 15.01% 1.5
Weaver Capital Management
1047
Weaver Capital Management
Georgia
$5.25億 +$7145万 +16% 1.72% 79.4% 196 18.88% 1.9
Newman Dignan & Sheerar Inc
1048
Newman Dignan & Sheerar Inc
Rhode Island
$5.25億 +$216万 +0.4% 1.89% 82.6% 203 14.29% 6.4
Fulcrum Capital
1049
Fulcrum Capital
Washington
$5.25億 +$3199万 +6% 5.88% 102% 106 7.55% 4.1
Bender Robert & Associates
1050
Bender Robert & Associates
California
$5.25億 +$4339万 +9% 9.61% 146% 49 26.53% 1.5