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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、2,845本のファンド(~32%)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)
HT Partners
1326
HT Partners
Connecticut
$3.64億 +$329万 +0.9% 1.14% 71.1% 56 5.36% 6
CCM
1327
Consolidated Capital Management
California
$3.64億 -$1088万 -3% 0.9% 166% 74 4.05% 2.7
Verger Capital Management
1328
Verger Capital Management
North Carolina
$3.63億 +$2172万 +6% 1.13% 58.3% 14 21.43% 8.1
Family Legacy Inc
1329
Family Legacy Inc
South Carolina
$3.63億 -$1194万 -3% 2.48% 89% 128 6.25% 6.2
Global Financial Private Client
1330
Global Financial Private Client
Florida
$3.62億 -$639万 -2% 2.2% 100% 253 9.49% 4.3
PhiloSmith Capital
1331
PhiloSmith Capital
Connecticut
$3.62億 -$663万 -2% 1.14% 47% 23 4.35% 7.8
Kercheville Advisors
1332
Kercheville Advisors
Texas
$3.61億 +$3294万 +10% 5.57% 261% 125 18.4% 2.6
Grandview Asset Management
1333
Grandview Asset Management
Pennsylvania
$3.61億 -$4154万 -10% 6.77% 200% 156 21.79% 2.6
Range Financial Group
1334
Range Financial Group
Oregon
$3.61億 -$503万 -1% 2.6% 195% 240 27.92% 1.9
Lawson Kroeker Investment Management
1335
Lawson Kroeker Investment Management
Nebraska
$3.6億 -$55万 -0.2% 4.19% 69.7% 61 6.56% 6.9
Autumn Glory Partners
1336
Autumn Glory Partners
Texas
$3.6億 +$706万 +2% 1.14% 76% 219 15.98% 2.5
Greystone Financial Group
1337
Greystone Financial Group
Michigan
$3.6億 +$179万 +0.5% 5.65% 79.3% 84 25% 2.3
LifeWealth Investments
1338
LifeWealth Investments
Florida
$3.6億 -$1461万 -4% 1.06% – 150 16.67% 1.2
Gunderson Capital Management
1339
Gunderson Capital Management
South Carolina
$3.59億 -$1146万 -3% 2.54% 961% 78 64.1% 0.6
Key Client Fiduciary Advisors
1340
Key Client Fiduciary Advisors
New Jersey
$3.58億 +$1147万 +3% 2.41% 107% 246 12.6% 2.6
Gold Investment Management
1341
Gold Investment Management
Alberta, Canada
$3.58億 -$1100万 -3% 1.14% 117% 202 1.98% 2.6
WT Wealth Management
1342
WT Wealth Management
Arizona
$3.57億 -$392万 -1% 1.33% 72% 174 37.36% 2.3
CAM
1343
CPA Asset Management
Florida
$3.57億 +$982万 +3% 0.32% 53.3% 101 18.81% 2.6
Elevated Financial Group
1344
Elevated Financial Group
Indiana
$3.57億 -$781万 -2% 0.59% – 142 29.58% 0.6
Arkfeld Wealth Strategies
1345
Arkfeld Wealth Strategies
Nebraska
$3.57億 +$2217万 +7% 4.6% 90.8% 127 11.02% 3.5
TSA Wealth Management
1346
TSA Wealth Management
Texas
$3.56億 +$276万 +0.8% 0.15% 62.4% 132 15.91% 1.4
SIIL
1347
Sinvest Investments II Ltd
$3.56億 +$5853万 +20% 13.5% – 2 50% 0.4
LifeGuide Financial Advisors
1348
LifeGuide Financial Advisors
Pennsylvania
$3.56億 +$479万 +1% 2.75% 35.4% 49 12.24% 2.9
Elevation Wealth Partners
1349
Elevation Wealth Partners
California
$3.56億 +$2202万 +7% 0.31% 69.9% 1,423 13.91% 1.3
RC
1350
Reik & Co
New York
$3.56億 -$2839万 -7% 1.75% 47.2% 60 0% 8.6