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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)
Bannerman Wealth Management Group
1901
Bannerman Wealth Management Group
Texas
$1.75億 +$331万 +2% 0.64% – 39 10.26% 1.4
Longview Financial Advisors
1902
Longview Financial Advisors
Alabama
$1.75億 +$372万 +2% 2.78% 47.4% 48 14.58% 2.2
Shum Financial Group
1903
Shum Financial Group
California
$1.74億 +$826万 +5% 3.2% – 113 8.85% 1.5
Income Insurance Ltd
1904
Income Insurance Ltd
$1.74億 +$600万 +4% 6.03% – 194 11.86% 0.7
Grantvest Financial Group
1905
Grantvest Financial Group
New Jersey
$1.74億 +$117万 +0.7% 0.13% – 200 10.5% 1.2
Vannoy Advisory Group
1906
Vannoy Advisory Group
Texas
$1.73億 -$375万 -2% 1.13% 52.5% 30 6.67% 2.5
6SA
1907
6th Street Advisors
Alabama
$1.73億 -$101万 -0.6% 0.35% – 66 15.15% 0.4
Invariant Investment Management
1908
Invariant Investment Management
Pennsylvania
$1.73億 +$242万 +1% 1.01% – 75 17.33% 0.7
Sterling Manor Financial
1909
Sterling Manor Financial
New York
$1.73億 – – 1.46% – 37 – 2.1
Family Legacy Financial Solutions
1910
Family Legacy Financial Solutions
North Carolina
$1.73億 +$873万 +5% 2.77% – 68 29.41% 1
Guided Capital Wealth Management
1911
Guided Capital Wealth Management
Texas
$1.72億 +$142万 +0.8% 2.62% – 38 10.53% 1.2
Atala Financial
1912
Atala Financial
California
$1.72億 +$786万 +5% 1.88% – 129 12.4% 1.4
Cannon Advisors
1913
Cannon Advisors
North Carolina
$1.72億 +$797万 +5% 0.08% – 127 41.73% 0.9
Gimbal Financial
1914
Gimbal Financial
Indiana
$1.72億 +$957万 +6% 8.15% – 71 39.44% 1.4
Stonekeep Investments
1915
Stonekeep Investments
New Mexico
$1.72億 +$23.3万 +0.1% 1.47% – 83 8.43% 1.6
Processus Wealth & Capital Management
1916
Processus Wealth & Capital Management
Tennessee
$1.72億 +$314万 +2% 6.63% 160% 36 2.78% 2.4
Del-Sette Capital Management
1917
Del-Sette Capital Management
New York
$1.72億 +$50.6万 +0.3% 0.41% 112% 57 26.32% 2.3
Waypoint Wealth Counsel
1918
Waypoint Wealth Counsel
Georgia
$1.72億 +$1177万 +7% 4.56% 111% 181 27.62% 1.8
MontVue Capital Management
1919
MontVue Capital Management
Virginia
$1.71億 -$250万 -1% 0.56% 76% 78 6.41% 2.2
Lakeside Advisors
1920
Lakeside Advisors
Washington
$1.71億 +$1245万 +8% 9.32% 83.7% 70 12.86% 3.7
CE
1921
Cornerstone Enterprises
Wisconsin
$1.71億 -$5090万 -23% 0.87% 85.7% 56 33.93% 1.1
TopTier Wealth Management
1922
TopTier Wealth Management
Wisconsin
$1.71億 +$556万 +3% 0.77% – 138 7.25% 0.7
Evansbrook
1923
Evansbrook
Illinois
$1.71億 +$345万 +2% 2.38% – 130 5.38% 0.7
SLT Holdings
1924
SLT Holdings
Arizona
$1.71億 +$826万 +5% 11.7% – 196 44.39% 0.8
Marathon Strategic Advisors
1925
Marathon Strategic Advisors
Pennsylvania
$1.71億 -$645万 -4% 3.56% 110% 53 11.32% 1.8