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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)
Purus Wealth Management
1126
Purus Wealth Management
California
$3.66億 +$304万 +0.8% 4.14% 174% 183 13.66% 3
Gill Capital Partners
1127
Gill Capital Partners
Colorado
$3.66億 -$1175万 -3% 0.28% 59% 703 78.52% 4.1
Barrett & Company
1128
Barrett & Company
Rhode Island
$3.66億 +$851万 +2% 1.91% 83.6% 727 10.45% 3
Essential Planning
1129
Essential Planning
New Hampshire
$3.65億 +$1159万 +3% 0.82% 40.9% 90 5.56% 2.7
Planned Solutions
1130
Planned Solutions
California
$3.65億 +$1618万 +5% 1.59% 68.3% 164 10.37% 2.8
Impact Capital Partners
1131
Impact Capital Partners
Colorado
$3.65億 -$188万 -0.5% 3.47% – 297 14.81% 1.4
HT Partners
1132
HT Partners
Connecticut
$3.64億 +$329万 +0.9% 1.14% 71.1% 56 5.36% 6
CCM
1133
Consolidated Capital Management
California
$3.64億 -$1088万 -3% 0.9% 166% 74 4.05% 2.7
Verger Capital Management
1134
Verger Capital Management
North Carolina
$3.63億 +$2172万 +6% 1.13% 58.3% 14 21.43% 8.1
Family Legacy Inc
1135
Family Legacy Inc
South Carolina
$3.63億 -$1194万 -3% 2.48% 89% 128 6.25% 6.2
Global Financial Private Client
1136
Global Financial Private Client
Florida
$3.62億 -$639万 -2% 2.2% 100% 253 9.49% 4.3
PhiloSmith Capital
1137
PhiloSmith Capital
Connecticut
$3.62億 -$663万 -2% 1.14% 47% 23 4.35% 7.8
Kercheville Advisors
1138
Kercheville Advisors
Texas
$3.61億 +$3294万 +10% 5.57% 261% 125 18.4% 2.6
Grandview Asset Management
1139
Grandview Asset Management
Pennsylvania
$3.61億 -$4154万 -10% 6.77% 200% 156 21.79% 2.6
Range Financial Group
1140
Range Financial Group
Oregon
$3.61億 -$503万 -1% 2.6% 195% 240 27.92% 1.9
Lawson Kroeker Investment Management
1141
Lawson Kroeker Investment Management
Nebraska
$3.6億 -$55万 -0.2% 4.19% 69.7% 61 6.56% 6.9
LifeWealth Investments
1142
LifeWealth Investments
Florida
$3.6億 -$1461万 -4% 1.06% – 150 16.67% 1.2
Gunderson Capital Management
1143
Gunderson Capital Management
South Carolina
$3.59億 -$1146万 -3% 2.54% 961% 78 64.1% 0.6
Key Client Fiduciary Advisors
1144
Key Client Fiduciary Advisors
New Jersey
$3.58億 +$1147万 +3% 2.41% 107% 246 12.6% 2.6
Gold Investment Management
1145
Gold Investment Management
Alberta, Canada
$3.58億 -$1100万 -3% 1.14% 117% 202 1.98% 2.6
WT Wealth Management
1146
WT Wealth Management
Arizona
$3.57億 -$392万 -1% 1.33% 72% 174 37.36% 2.3
Elevated Financial Group
1147
Elevated Financial Group
Indiana
$3.57億 -$781万 -2% 0.59% – 142 29.58% 0.6
Arkfeld Wealth Strategies
1148
Arkfeld Wealth Strategies
Nebraska
$3.57億 +$2217万 +7% 4.6% 90.8% 127 11.02% 3.5
TSA Wealth Management
1149
TSA Wealth Management
Texas
$3.56億 +$276万 +0.8% 0.15% 62.4% 132 15.91% 1.4
SIIL
1150
Sinvest Investments II Ltd
$3.56億 +$5853万 +20% 13.5% – 2 50% 0.4