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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)
Mainsail Asset Management
1376
Mainsail Asset Management
Alabama
$2.49億 -$603万 -2% 3.82% 90.4% 219 36.99% 1.1
Aletheian Wealth Advisors
1377
Aletheian Wealth Advisors
Washington
$2.49億 +$1489万 +6% 0.31% – 118 11.86% 2.8
Rockingstone Advisors
1378
Rockingstone Advisors
Massachusetts
$2.49億 -$47.9万 -0.2% 3.71% 114% 117 5.98% 2.9
Vista Investment Partners II
1379
Vista Investment Partners II
Indiana
$2.48億 -$654万 -3% 5.07% – 172 15.12% 1.2
Cobblestone Asset Management
1380
Cobblestone Asset Management
Virginia
$2.48億 +$843万 +4% 2.12% 60.6% 81 13.58% 1.5
Massachusetts Wealth Management
1381
Massachusetts Wealth Management
Massachusetts
$2.48億 -$1440万 -5% 0.93% 110% 99 4.04% 2.9
Fairfield Financial Advisors
1382
Fairfield Financial Advisors
Massachusetts
$2.48億 -$578万 -2% 1.7% – 74 14.86% 2.4
Forte Asset Management
1383
Forte Asset Management
New York
$2.48億 +$340万 +1% 1.82% 57.7% 80 8.75% 2.7
IGYL
1384
I.G.Y. Ltd
United Kingdom
$2.48億 +$242万 +1% 1.09% 80.5% 3 0% 6.5
InvesTrust
1385
InvesTrust
Oklahoma
$2.47億 -$1260万 -5% 1.11% – 95 4.21% 1.7
Kaufman Rossin Wealth
1386
Kaufman Rossin Wealth
Florida
$2.47億 +$3605万 +17% 2% – 187 43.85% 0.7
Wealthcare Capital Partners
1387
Wealthcare Capital Partners
Pennsylvania
$2.47億 +$508万 +2% 0.32% – 185 12.43% 1.3
CCM
1388
Capstone Capital Management
$2.47億 +$2351万 +11% 11.6% – 230 65.22% 0.2
Mitchell Sinkler & Starr
1389
Mitchell Sinkler & Starr
Pennsylvania
$2.47億 +$667万 +3% 4.36% 85.6% 160 6.25% 5.4
Sound Stewardship
1390
Sound Stewardship
Kansas
$2.46億 +$369万 +2% 1.15% 45.9% 81 16.05% 2.4
PFS Partners
1391
PFS Partners
New Jersey
$2.46億 -$89.6万 -0.4% 0.97% 65.2% 624 6.73% 2.7
Fortune 45 LLC
1392
Fortune 45 LLC
Louisiana
$2.46億 +$1200万 +5% 0.83% 85.2% 38 13.16% 2.8
Heritage Wealth Architects
1393
Heritage Wealth Architects
Minnesota
$2.46億 -$517万 -2% 0.14% – 74 10.81% 1.1
Victrix Investment Advisors
1394
Victrix Investment Advisors
Florida
$2.46億 +$733万 +3% 3.91% – 78 8.97% 1.4
Murphy Middleton Hinkle & Parker
1395
Murphy Middleton Hinkle & Parker
Georgia
$2.46億 -$55.2万 -0.2% 0.18% 66.8% 146 6.16% 2.4
BostonPremier Wealth
1396
BostonPremier Wealth
Massachusetts
$2.45億 +$961万 +4% 0.71% – 86 9.3% 1.3
APSI
1397
Asset Planning Services Inc
Louisiana
$2.45億 +$928万 +4% 6.38% 138% 36 0% 6.3
Ring Mountain Capital
1398
Ring Mountain Capital
California
$2.45億 +$655万 +3% 3.8% – 119 15.13% 1.3
Sentinel Advisory Group
1399
Sentinel Advisory Group
Wisconsin
$2.45億 -$5.5万 -0% 0.74% – 62 9.68% 0.5
Deane Retirement Strategies
1400
Deane Retirement Strategies
Louisiana
$2.44億 +$790万 +3% 4.15% 73.4% 64 35.94% 1.3