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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)
Red Crane Wealth Management
2126
Red Crane Wealth Management
California
$1.43億 +$740万 +5% 1.85% – 82 8.54% 1.4
SIMA Wealth Partners
2127
SIMA Wealth Partners
Virginia
$1.43億 +$221万 +2% 0.55% – 138 5.8% 2
Slocum, Gordon & Co
2128
Slocum, Gordon & Co
Rhode Island
$1.43億 -$722万 -5% 2.53% 65.3% 72 11.11% 2.4
Sacks & Associates
2129
Sacks & Associates
New Jersey
$1.43億 -$499万 -3% 0.31% – 83 8.43% 0.7
RCM
2130
RMR Capital Management
California
$1.43億 -$231万 -2% 0.35% 57% 79 10.13% 2.3
NorthLanding Financial Partners
2131
NorthLanding Financial Partners
New York
$1.43億 -$186万 -1% 0.1% 54.7% 46 6.52% 3.1
Mallini Complete Financial Planning
2132
Mallini Complete Financial Planning
Florida
$1.43億 +$250万 +2% 1.23% – 73 4.11% 1.3
Marrick Wealth
2133
Marrick Wealth
California
$1.42億 +$158万 +1% 0.19% – 63 3.17% 0.6
Tenet Wealth Partners
2134
Tenet Wealth Partners
Illinois
$1.42億 +$785万 +6% 0.8% – 112 14.29% 0.2
GJL
2135
Greg Jennings, LLC
New York
$1.42億 – – 6.33% – 49 – 0
Ulland Investment Advisors
2136
Ulland Investment Advisors
Minnesota
$1.42億 +$672万 +5% 1.64% 161% 240 7.92% 3
Blueline Advisors
2137
Blueline Advisors
New Hampshire
$1.42億 -$252万 -2% 1.22% – 297 25.25% 0.6
RHDIC
2138
R.H. Dinel Investment Counsel
California
$1.42億 +$1131万 +9% 14.6% 55.9% 40 2.5% 10.7
LifePlan Financial
2139
LifePlan Financial
Minnesota
$1.41億 -$151万 -1% 2.3% 69.9% 95 10.53% 1.9
MCM
2140
Magnolia Capital Management
New York
$1.41億 -$367万 -3% 1.26% 85.9% 75 5.33% 4.7
Rhodes Investment Advisors
2141
Rhodes Investment Advisors
Texas
$1.41億 +$511万 +4% 4% – 141 21.99% 0.6
Western Reserve Capital Management
2142
Western Reserve Capital Management
Ohio
$1.41億 +$609万 +5% 1.32% – 54 1.85% 0.7
Sherman Wealth Management
2143
Sherman Wealth Management
Maryland
$1.41億 +$794万 +6% 1.02% – 88 9.09% 0.7
Daytona Street Capital
2144
Daytona Street Capital
Missouri
$1.41億 +$361万 +3% 0.22% – 319 21.63% 0.6
Partnership Wealth Management
2145
Partnership Wealth Management
Maryland
$1.4億 -$778万 -5% 1.26% 67.6% 69 5.8% 2.4
UFA
2146
Uptown Financial Advisors
Texas
$1.4億 -$1177万 -8% 0.5% – 93 22.58% 1.5
North Capital
2147
North Capital
Utah
$1.4億 +$770万 +6% 0.9% – 111 21.62% 1.2
NAL
2148
Nearside Advisors, LLC
Indiana
$1.4億 – – 1.05% – 47 – 0
Journey Retirement Planning & Investment Management
2149
Journey Retirement Planning & Investment Management
Idaho
$1.4億 +$1130万 +9% 4.21% – 181 20.99% 0.6
ICMP
2150
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.39億 -$383万 -3% 1.35% 39.7% 66 13.64% 2.9