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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、2,269本のファンド(~25%)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)
PFW Advisors
1101
PFW Advisors
Georgia
$3.37億 -$626万 -2% 0.21% – 135 17.78% 4.7
Investment Research & Advisory Group
1102
Investment Research & Advisory Group
Georgia
$3.37億 +$1269万 +4% 5.35% 105% 352 16.76% 2.8
Nicollet Investment Management
1103
Nicollet Investment Management
Minnesota
$3.36億 +$1220万 +4% 8.91% 104% 81 9.88% 5.2
HF Advisory Group
1104
HF Advisory Group
Maryland
$3.36億 +$1230万 +4% 2.33% 73.2% 175 4.57% 3
Core Wealth Management
1105
Core Wealth Management
Florida
$3.36億 -$2009万 -6% 1.42% 44.5% 44 31.82% 2.5
Wilkerson Advisory Group
1106
Wilkerson Advisory Group
Missouri
$3.35億 +$971万 +3% 1.11% – 678 13.72% 0.6
Shayne & Jacobs LLC
1107
Shayne & Jacobs LLC
Tennessee
$3.35億 -$224万 -0.7% 0.42% 79.4% 103 4.85% 4.4
Roth Financial Partners
1108
Roth Financial Partners
Texas
$3.35億 -$157万 -0.5% 0.14% 61% 37 10.81% 3.7
Hutchens & Kramer Investment Management Group
1109
Hutchens & Kramer Investment Management Group
Indiana
$3.35億 -$3855万 -10% 0.61% 83% 175 19.43% 2.3
Glynn Capital Management
1110
Glynn Capital Management
California
$3.34億 -$2940万 -8% 9.15% 252% 46 19.57% 2.8
Enzi Wealth
1111
Enzi Wealth
Texas
$3.34億 +$1782万 +6% 0.22% 77% 84 9.52% 2.5
Bank of Stockton
1112
Bank of Stockton
California
$3.33億 -$2335万 -7% 0.07% 99.2% 128 4.69% 7.1
Hassell Wealth Management
1113
Hassell Wealth Management
Louisiana
$3.32億 +$621万 +2% 0.92% 49.7% 29 3.45% 3
Pacifica Partners
1114
Pacifica Partners
Canada
$3.32億 +$55.9万 +0.2% 0.45% 127% 429 7.69% 4
IFS Advisors
1115
IFS Advisors
Kansas
$3.32億 +$1.23億 +59% 0.42% 54.2% 465 53.12% 1.4
Burkett Financial Services
1116
Burkett Financial Services
South Carolina
$3.31億 +$1179万 +4% 1.41% 63.6% 389 35.22% 1.3
Miramontes Capital
1117
Miramontes Capital
California
$3.31億 +$998万 +3% 4.13% – 149 8.72% 0.6
Family Wealth Partners
1118
Family Wealth Partners
North Carolina
$3.31億 +$523万 +2% 0.24% 58.5% 125 28.8% 1.5
Buttonwood Financial Advisors
1119
Buttonwood Financial Advisors
Maryland
$3.31億 +$233万 +0.7% 1.64% 73.4% 112 3.57% 3.4
Tenon Financial
1120
Tenon Financial
New Jersey
$3.31億 +$1983万 +6% 0.85% – 72 18.06% 1.5
Powers Advisory Group
1121
Powers Advisory Group
Illinois
$3.3億 +$1092万 +3% 0.36% 49.8% 133 6.02% 3.3
Henry James International Management
1122
Henry James International Management
New York
$3.3億 -$383万 -1% 0.93% 125% 91 1.1% 6.1
Flagstar Advisors
1123
Flagstar Advisors
New York
$3.3億 -$150万 -0.5% 1.69% 81.9% 190 10% 3.4
Tred Avon Family Wealth
1124
Tred Avon Family Wealth
Maryland
$3.29億 +$268万 +0.8% 2.82% – 274 9.12% 0.9
New Perspectives Inc
1125
New Perspectives Inc
Mississippi
$3.29億 +$319万 +1% 1.02% – 49 2.04% 2.8