で公開中です! 詳しく見る

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)
Robinson Smith Wealth Advisors
1976
Robinson Smith Wealth Advisors
Maine
$1.64億 -$325万 -2% 1.11% 62.6% 100 3% 2
Climber Capital
1977
Climber Capital
Switzerland
$1.64億 +$12.5万 +0.1% 0.83% – 68 8.82% 1.5
Income Research & Management
1978
Income Research & Management
Massachusetts
$1.64億 -$2089万 -11% 0.5% 1.19% 33 9.09% 1.5
BFS
1979
Burr Financial Services
California
$1.64億 +$239万 +1% 3.08% 478% 31 32.26% 1.7
KLCM
1980
KG&L Capital Management
Louisiana
$1.63億 -$480万 -3% 1.14% 91.9% 150 16.67% 3.9
Cooksen Wealth
1981
Cooksen Wealth
Texas
$1.63億 +$449万 +3% 0.08% 70.7% 45 2.22% 2.7
Zeit Capital
1982
Zeit Capital
Colorado
$1.63億 -$278万 -2% 0.47% 56.5% 53 15.09% 3.1
Cushing Capital Partners
1983
Cushing Capital Partners
Wisconsin
$1.63億 +$1784万 +12% 2.04% – 115 15.65% 1.1
Future Financial Wealth Management
1984
Future Financial Wealth Management
Ohio
$1.63億 +$256万 +2% 0.96% 65.2% 142 16.9% 3.2
Opulen Financial Group
1985
Opulen Financial Group
Virginia
$1.63億 +$396万 +2% 0.27% – 119 5.04% 1.5
TF
1986
TME Financial
California
$1.63億 +$93.4万 +0.6% 1.89% – 71 2.82% 1.5
Blue Jean Financial
1987
Blue Jean Financial
New York
$1.63億 +$1913万 +13% 6.9% – 108 66.67% 0.2
Clark & Stuart Inc
1988
Clark & Stuart Inc
Maine
$1.62億 +$310万 +2% 2.03% – 59 15.25% 1.5
Paladin Partners
1989
Paladin Partners
Wisconsin
$1.62億 +$1124万 +7% 2.39% – 218 9.63% 0.7
Reyes Financial Architecture
1990
Reyes Financial Architecture
California
$1.62億 -$1640万 -9% 2.54% – 579 50.43% 0.7
AMG Asset Management Group
1991
AMG Asset Management Group
Georgia
$1.62億 +$222万 +1% 2.34% – 113 25.66% 0.4
Hegarty Advisors
1992
Hegarty Advisors
New York
$1.62億 +$1648万 +11% 0.28% – 70 12.86% 0.6
Aureum Wealth Management
1993
Aureum Wealth Management
Florida
$1.62億 +$47.7万 +0.3% 0.13% – 65 16.92% 0.6
Kagan Cocozza Asset Management
1994
Kagan Cocozza Asset Management
New Jersey
$1.62億 +$209万 +1% 0.77% – 67 1.49% 1.6
Argyle Capital Partners
1995
Argyle Capital Partners
California
$1.62億 +$290万 +2% 3.46% – 186 10.75% 1.4
PartnerRe Asset Management
1996
PartnerRe Asset Management
Connecticut
$1.62億 +$2011万 +14% 2.62% – 3 33.33% 0.5
Exchange Bank
1997
Exchange Bank
California
$1.62億 +$95.5万 +0.6% 1.75% 75.2% 135 8.15% 2.4
Gibson Wealth Advisors
1998
Gibson Wealth Advisors
Texas
$1.62億 +$120万 +0.7% 0.57% – 32 6.25% 3.9
Center for Wealth Management Advisory
1999
Center for Wealth Management Advisory
Ohio
$1.61億 +$196万 +1% 0.07% – 77 38.96% 0.5
Mendota Financial Group
2000
Mendota Financial Group
Wisconsin
$1.61億 -$12.7万 -0.1% 1.76% 50.1% 34 8.82% 2.2