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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)
Granite Islands Private Wealth
1926
Granite Islands Private Wealth
Connecticut
$1.7億 +$3524万 +26% 5.24% – 94 25.53% 0.6
Capstone Wealth Management Group (Oregon)
1927
Capstone Wealth Management Group (Oregon)
Oregon
$1.7億 +$406万 +2% 2.78% – 129 9.3% 1.3
Sarver Vrooman Wealth Advisors
1928
Sarver Vrooman Wealth Advisors
Missouri
$1.7億 +$221万 +1% 1.38% – 152 11.18% 1.3
Pensionfund DSM Netherlands
1929
Pensionfund DSM Netherlands
Netherlands
$1.7億 -$2438万 -13% 7.06% 36.9% 76 5.26% 8.5
Apex Wealth Management
1930
Apex Wealth Management
New Hampshire
$1.7億 +$617万 +4% 0.97% – 70 24.29% 1.1
Credit Capital Investments
1931
Credit Capital Investments
New Jersey
$1.7億 -$477万 -3% 1.01% 500% 51 37.25% 1.8
Mainstream Capital Management
1932
Mainstream Capital Management
California
$1.7億 +$379万 +2% 3.07% – 304 71.05% 0.5
Hemming & Wealth Management
1933
Hemming & Wealth Management
Michigan
$1.7億 +$555万 +3% 1.17% – 16 0% 0.7
Penbrook Management
1934
Penbrook Management
New York
$1.69億 +$1272万 +8% 1.85% 107% 106 8.49% 5.8
Rare Wolf Capital
1935
Rare Wolf Capital
Washington
$1.69億 +$1348万 +9% 10.4% – 127 13.39% 0.7
Community Bank of Raymore
1936
Community Bank of Raymore
Missouri
$1.69億 -$62.4万 -0.4% 3.41% 91.9% 79 11.39% 6.4
Williams & Novak
1937
Williams & Novak
California
$1.69億 +$1782万 +12% 1.18% 61.6% 163 19.02% 1.6
Planning Strategies
1938
Planning Strategies
Pennsylvania
$1.69億 +$858万 +5% 1.24% – 1,198 14.11% 0.2
Pacific Park Financial
1939
Pacific Park Financial
California
$1.69億 -$341万 -2% 0.48% – 82 7.32% 0.7
AI
1940
Axecap Investments
Ohio
$1.69億 -$1213万 -7% 0.41% – 87 27.59% 0.8
3WPFIPFL
1941
365 WMG Private Fund I: Primus Fund LLC
Ohio
$1.69億 – – 0.41% – 77 – 0
MWS
1942
MFA Wealth Services
California
$1.69億 +$106万 +0.6% 0.03% – 136 3.68% 1.4
Piedmont Capital Management (North Carolina)
1943
Piedmont Capital Management (North Carolina)
North Carolina
$1.68億 +$469万 +3% 2.58% – 134 14.93% 0.6
Azarias Capital Management
1944
Azarias Capital Management
Pennsylvania
$1.68億 -$6138万 -27% 2.53% 58.2% 24 8.33% 2.8
Vann Equity Management
1945
Vann Equity Management
Texas
$1.68億 +$350万 +2% 5.18% – 189 19.05% 0.4
CSI
1946
Cross Staff Investments
New York
$1.68億 -$952万 -5% 1.32% 80.3% 136 6.62% 3.7
RiverTree Advisors
1947
RiverTree Advisors
Florida
$1.68億 -$148万 -0.9% 1.01% 25.4% 84 30.95% 1.7
Orca Wealth Management
1948
Orca Wealth Management
Florida
$1.68億 +$120万 +0.7% 0.64% – 89 12.36% 1.3
Vilga Financial Planning
1949
Vilga Financial Planning
New Jersey
$1.68億 +$3562万 +27% 1.72% – 105 14.29% 0.6
AdviceOne Advisory Services
1950
AdviceOne Advisory Services
Connecticut
$1.68億 -$941万 -5% 3.65% – 46 10.87% 1.3