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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、2,474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)
Flavin Financial Services
1826
Flavin Financial Services
Florida
$1.85億 +$973万 +6% 2.13% – 83 9.64% 1.3
Live Oak Investment Partners
1827
Live Oak Investment Partners
Texas
$1.85億 -$63.9万 -0.3% 1.62% – 96 7.29% 2.3
Paladin Wealth
1828
Paladin Wealth
Minnesota
$1.85億 +$1308万 +8% 0.79% – 159 17.61% 1.2
WinCap Financial
1829
WinCap Financial
Massachusetts
$1.85億 -$16.6万 -0.1% 1.47% – 93 9.68% 1.3
Hilton Head Capital Partners
1830
Hilton Head Capital Partners
South Carolina
$1.85億 -$1350万 -7% 1.26% – 935 8.66% 0.7
GEN Financial Management
1831
GEN Financial Management
Minnesota
$1.85億 +$1785万 +11% 0.32% – 59 32.2% 0.9
BAM Wealth Management
1832
BAM Wealth Management
Colorado
$1.85億 +$2499万 +16% 0.99% – 217 30.41% 0.6
PVAMC
1833
PPS&V Asset Management Consultants
Michigan
$1.85億 -$48.4万 -0.3% 1.43% 80.7% 41 7.32% 3.1
RCS Financial Planning
1834
RCS Financial Planning
Maryland
$1.85億 -$2646万 -13% 0.45% 48.2% 114 33.33% 2.2
Graphene Investments SAS
1835
Graphene Investments SAS
France
$1.85億 +$1297万 +8% 5.13% 103% 45 13.33% 2.5
Financial Planning Hawaii
1836
Financial Planning Hawaii
Hawaii
$1.85億 -$179万 -1% 3.81% – 140 13.57% 0.7
Certior Financial Group
1837
Certior Financial Group
Pennsylvania
$1.84億 +$195万 +1% 4.01% – 157 15.92% 1.2
Quadratic Capital Management
1838
Quadratic Capital Management
Connecticut
$1.84億 -$6570万 -26% 5.37% 0.6% 2 0% 5.4
Sterling Investment Management
1839
Sterling Investment Management
Arizona
$1.84億 +$199万 +1% 1.04% 45.3% 78 19.23% 3.5
Mountain Hill Investment Partners
1840
Mountain Hill Investment Partners
New Jersey
$1.84億 +$767万 +4% 1.28% – 217 32.72% 1.2
Fidato Wealth
1841
Fidato Wealth
Ohio
$1.84億 +$1300万 +8% 0.52% 61.1% 31 54.84% 1.3
GWM
1842
Global Wealth Management
New Jersey
$1.84億 -$1256万 -6% 0.57% – 48 4.17% 1.4
DQRIM
1843
Dale Q Rice Investment Management
Washington
$1.84億 -$93万 -0.5% 0.84% – 70 5.71% 1.5
WPEP
1844
Walnut Private Equity Partners
Nebraska
$1.83億 -$173万 -0.9% 1.83% 48% 15 0% 5
Washington Growth Strategies
1845
Washington Growth Strategies
District of Columbia
$1.83億 +$282万 +2% 0.05% – 64 3.13% 1.4
Pillar Financial Advisors
1846
Pillar Financial Advisors
Kentucky
$1.83億 -$836万 -4% 0.9% – 125 19.2% 1.5
Robinson Value Management
1847
Robinson Value Management
Texas
$1.83億 -$409万 -2% 1.82% 79.3% 82 14.63% 3.4
Fee-Only Financial Planning
1848
Fee-Only Financial Planning
South Carolina
$1.82億 -$427万 -2% 0.09% 72.6% 45 4.44% 3.1
Forbes Financial Planning
1849
Forbes Financial Planning
Rhode Island
$1.82億 -$412万 -2% 0.62% 52.3% 39 5.13% 2.7
Brewster Financial Planning
1850
Brewster Financial Planning
New York
$1.81億 -$64.4万 -0.4% 1.83% 44.3% 31 3.23% 2.8