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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、2,490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)
Meritas Wealth Management
1401
Meritas Wealth Management
California
$2.78億 +$2154万 +8% 2.14% 69.4% 74 16.22% 2.3
Mitchell & Pahl Private Wealth
1402
Mitchell & Pahl Private Wealth
Oklahoma
$2.77億 +$499万 +2% 2% 82.3% 149 1.34% 5
Dupree Financial Group
1403
Dupree Financial Group
Kentucky
$2.77億 +$1031万 +4% 4.82% 75.8% 90 22.22% 1.7
Bell Asset Management
1404
Bell Asset Management
Australia
$2.77億 -$9777万 -26% 5.19% 45.3% 75 25.33% 2.5
HIC
1405
Harbor Island Capital
Massachusetts
$2.76億 -$9910万 -26% 8.68% 218% 16 0% 7.3
Investors Asset Management of Georgia
1406
Investors Asset Management of Georgia
Georgia
$2.76億 -$1140万 -4% 1.5% 118% 199 4.52% 6.7
Christensen King & Associates Investment Services
1407
Christensen King & Associates Investment Services
Washington
$2.76億 +$2446万 +10% 0.11% 57.9% 124 15.32% 2.1
Iridian Asset Management
1408
Iridian Asset Management
Connecticut
$2.75億 -$1615万 -6% 0.12% 88.4% 44 13.64% 4.2
DLK Investment Management
1409
DLK Investment Management
California
$2.75億 +$3962万 +17% 4.71% 80.4% 130 50% 1.6
Clarus Wealth Advisors
1410
Clarus Wealth Advisors
Arizona
$2.75億 +$1520万 +6% 1.76% 89.7% 96 20.83% 3.1
Burford Brothers
1411
Burford Brothers
Texas
$2.75億 +$202万 +0.7% 2.76% 97.4% 199 15.08% 2
Financial Planning Navigators
1412
Financial Planning Navigators
Minnesota
$2.74億 +$717万 +3% 0.34% – 81 24.69% 0.5
Integrated Capital Management (Michigan)
1413
Integrated Capital Management (Michigan)
Michigan
$2.74億 -$362万 -1% 0.86% – 62 12.9% 1.5
B.A. Schrock Wealth Management, Inc.
1414
B.A. Schrock Wealth Management, Inc.
Ohio
$2.74億 – – 0.35% – 132 – 0
Kellett Wealth Advisors
1415
Kellett Wealth Advisors
Ohio
$2.73億 +$5851万 +27% 1.65% 76.3% 114 21.93% 2.1
FA
1416
FF Advisors
California
$2.73億 +$618万 +2% 0.88% 59.7% 132 12.12% 1.9
MB, Levis & Associates
1417
MB, Levis & Associates
Pennsylvania
$2.73億 +$142万 +0.5% 1.55% 43.1% 259 5.79% 2.9
Unique Wealth Strategies
1418
Unique Wealth Strategies
Illinois
$2.73億 -$238万 -0.9% 0.21% 96.9% 227 3.96% 1.3
Peirce Capital Management
1419
Peirce Capital Management
Texas
$2.72億 -$58.2万 -0.2% 0.22% 56.6% 48 8.33% 2
ARWA LLC
1420
ARWA LLC
Texas
$2.72億 +$3087万 +13% 0.56% – 164 26.83% 0.5
SLA
1421
Silver Lake Advisory
Utah
$2.72億 -$827万 -3% 0.28% 76.7% 111 7.21% 5.1
Ridgewood Investments
1422
Ridgewood Investments
New Jersey
$2.71億 +$416万 +2% 0.04% – 221 7.69% 3.8
Reliant Investment Management
1423
Reliant Investment Management
Tennessee
$2.71億 -$990万 -4% 2.52% 129% 57 7.02% 4.1
True Blue Financial
1424
True Blue Financial
Michigan
$2.7億 +$3351万 +14% 1.83% – 65 16.92% 0.6
Verisail Partners
1425
Verisail Partners
Georgia
$2.7億 +$31.8万 +0.1% 1.43% – 30 16.67% 1.2