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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)
PFW Advisors
1201
PFW Advisors
Georgia
$3.37億 -$626万 -2% 0.21% – 135 17.78% 4.7
L.K. Benson & Company
1202
L.K. Benson & Company
Maryland
$3.37億 +$516万 +2% 3.61% – 125 13.6% 1.4
Investment Research & Advisory Group
1203
Investment Research & Advisory Group
Georgia
$3.37億 +$1269万 +4% 5.35% 105% 352 16.76% 2.8
Nicollet Investment Management
1204
Nicollet Investment Management
Minnesota
$3.36億 +$1220万 +4% 8.91% 104% 81 9.88% 5.2
HF Advisory Group
1205
HF Advisory Group
Maryland
$3.36億 +$1230万 +4% 2.33% 73.2% 175 4.57% 3
Core Wealth Management
1206
Core Wealth Management
Florida
$3.36億 -$2009万 -6% 1.42% 44.5% 44 31.82% 2.5
Wilkerson Advisory Group
1207
Wilkerson Advisory Group
Missouri
$3.35億 +$971万 +3% 1.11% – 678 13.72% 0.6
Shayne & Jacobs LLC
1208
Shayne & Jacobs LLC
Tennessee
$3.35億 -$224万 -0.7% 0.42% 79.4% 103 4.85% 4.4
Roth Financial Partners
1209
Roth Financial Partners
Texas
$3.35億 -$157万 -0.5% 0.14% 61% 37 10.81% 3.7
Hutchens & Kramer Investment Management Group
1210
Hutchens & Kramer Investment Management Group
Indiana
$3.35億 -$3855万 -10% 0.61% 83% 175 19.43% 2.3
Glynn Capital Management
1211
Glynn Capital Management
California
$3.34億 -$2940万 -8% 9.15% 252% 46 19.57% 2.8
Enzi Wealth
1212
Enzi Wealth
Texas
$3.34億 +$1782万 +6% 0.22% 77% 84 9.52% 2.5
Bank of Stockton
1213
Bank of Stockton
California
$3.33億 -$2335万 -7% 0.07% 99.2% 128 4.69% 7.1
LLI
1214
LTS Liquid Investments
$3.33億 +$1.46億 +78% 2.29% – 10 30% 0.4
Hassell Wealth Management
1215
Hassell Wealth Management
Louisiana
$3.32億 +$621万 +2% 0.92% 49.7% 29 3.45% 3
Pacifica Partners
1216
Pacifica Partners
Canada
$3.32億 +$55.9万 +0.2% 0.45% 127% 429 7.69% 4
IFS Advisors
1217
IFS Advisors
Kansas
$3.32億 +$1.23億 +59% 0.42% 54.2% 465 53.12% 1.4
Burkett Financial Services
1218
Burkett Financial Services
South Carolina
$3.31億 +$1179万 +4% 1.41% 63.6% 389 35.22% 1.3
Miramontes Capital
1219
Miramontes Capital
California
$3.31億 +$998万 +3% 4.13% – 149 8.72% 0.6
Family Wealth Partners
1220
Family Wealth Partners
North Carolina
$3.31億 +$523万 +2% 0.24% 58.5% 125 28.8% 1.5
Buttonwood Financial Advisors
1221
Buttonwood Financial Advisors
Maryland
$3.31億 +$233万 +0.7% 1.64% 73.4% 112 3.57% 3.4
Tenon Financial
1222
Tenon Financial
New Jersey
$3.31億 +$1983万 +6% 0.85% – 72 18.06% 1.5
Powers Advisory Group
1223
Powers Advisory Group
Illinois
$3.3億 +$1092万 +3% 0.36% 49.8% 133 6.02% 3.3
Henry James International Management
1224
Henry James International Management
New York
$3.3億 -$383万 -1% 0.93% 125% 91 1.1% 6.1
Flagstar Advisors
1225
Flagstar Advisors
New York
$3.3億 -$150万 -0.5% 1.69% 81.9% 190 10% 3.4