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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)
IFS
1726
Intelligent Financial Strategies
Minnesota
$2.06億 -$177万 -0.9% 0.61% 63.5% 79 26.58% 3.1
Instrumental Wealth
1727
Instrumental Wealth
Florida
$2.06億 +$846万 +4% 0.75% 38.2% 92 6.52% 1.7
Cyr Financial
1728
Cyr Financial
Illinois
$2.06億 +$1376万 +7% 0.26% – 63 9.52% 1.6
Fortress Financial Group
1729
Fortress Financial Group
Minnesota
$2.05億 +$510万 +3% 0.21% – 81 6.17% 1.4
Washburn Capital Management
1730
Washburn Capital Management
Florida
$2.05億 +$221万 +1% 0.42% 123% 61 16.39% 3.3
Baron Financial Group
1731
Baron Financial Group
New Jersey
$2.05億 -$422万 -2% 1.67% 55.5% 58 5.17% 4.3
BCK Partners
1732
BCK Partners
New York
$2.05億 -$219万 -1% 2.43% 46% 28 3.57% 4.5
Hardin Capital Partners
1733
Hardin Capital Partners
South Carolina
$2.05億 -$1065万 -5% 5.71% – 156 15.38% 1.6
Clarity Asset Management
1734
Clarity Asset Management
Iowa
$2.05億 +$71.1万 +0.3% 0.02% 51.8% 69 10.14% 1.4
AtlasMark Financial
1735
AtlasMark Financial
Texas
$2.04億 +$138万 +0.7% 0.65% – 50 16% 4.5
Stephens Group
1736
Stephens Group
Arkansas
$2.04億 -$193万 -0.9% 1.28% 45% 4 0% 3.5
MG
1737
McHugh Group
Ohio
$2.04億 +$842万 +4% 5.02% – 90 6.67% 1.4
Pacific Asset Management
1738
Pacific Asset Management
Washington
$2.04億 +$25.6万 +0.1% 0.51% – 83 15.66% 1.3
Echo Wealth Management
1739
Echo Wealth Management
Minnesota
$2.04億 +$794万 +4% 1.14% 42.9% 50 8% 3.2
Optivise Advisory Services
1740
Optivise Advisory Services
Tennessee
$2.04億 +$667万 +3% 1.85% – 253 18.18% 1.2
Promethium Advisors
1741
Promethium Advisors
Maryland
$2.03億 -$488万 -2% 1.87% – 128 12.5% 1.6
Beacon Financial Strategies
1742
Beacon Financial Strategies
North Carolina
$2.03億 +$220万 +1% 0.71% 54.2% 245 17.14% 1.2
Spectrum Strategic Capital Management
1743
Spectrum Strategic Capital Management
Oregon
$2.03億 +$157万 +0.8% 5.08% 85.6% 79 8.86% 1.4
BDFS Capital
1744
BDFS Capital
Delaware
$2.03億 -$2718万 -12% 0.04% – 125 13.6% 0.6
Virginia Wealth Management Group
1745
Virginia Wealth Management Group
Virginia
$2.03億 +$204万 +1% 2.53% 49.4% 58 1.72% 3.2
Tassel Capital Management
1746
Tassel Capital Management
North Carolina
$2.02億 -$1143万 -5% 1.45% – 48 10.42% 1.2
Jericho Financial
1747
Jericho Financial
Ohio
$2.02億 +$898万 +5% 6.61% – 41 4.88% 1.7
Merrion Investment Management
1748
Merrion Investment Management
New Jersey
$2.02億 -$963万 -5% 1.91% 161% 113 9.73% 3.5
Kerntke Otto McGlone Wealth Management Group
1749
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.01億 +$3588万 +22% 0.4% 64.9% 104 15.38% 3
Two West Capital Advisors
1750
Two West Capital Advisors
Kansas
$2.01億 +$13.6万 +0.1% 0.64% – 107 14.02% 1.5