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、4,554本のファンド(~51%)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)
PhiloSmith Capital
2201
PhiloSmith Capital
Connecticut
$3.62億 -$663万 -2% 1.14% 47% 23 4.35% 7.8
Kercheville Advisors
2202
Kercheville Advisors
Texas
$3.61億 +$3294万 +10% 5.57% 261% 125 18.4% 2.6
Grandview Asset Management
2203
Grandview Asset Management
Pennsylvania
$3.61億 -$4154万 -10% 6.77% 200% 156 21.79% 2.6
Range Financial Group
2204
Range Financial Group
Oregon
$3.61億 -$503万 -1% 2.6% 195% 240 27.92% 1.9
Evexia Wealth
2205
Evexia Wealth
Wisconsin
$3.6億 -$917万 -2% 0.38% 95% 80 3.75% 2.1
Riverwater Partners
2206
Riverwater Partners
Wisconsin
$3.6億 +$2339万 +7% 0.45% 112% 224 14.29% 2.2
Lawson Kroeker Investment Management
2207
Lawson Kroeker Investment Management
Nebraska
$3.6億 -$55万 -0.2% 4.19% 69.7% 61 6.56% 6.9
Autumn Glory Partners
2208
Autumn Glory Partners
Texas
$3.6億 +$706万 +2% 1.14% 76% 219 15.98% 2.5
Greystone Financial Group
2209
Greystone Financial Group
Michigan
$3.6億 +$179万 +0.5% 5.65% 79.3% 84 25% 2.3
LifeWealth Investments
2210
LifeWealth Investments
Florida
$3.6億 -$1461万 -4% 1.06% – 150 16.67% 1.2
FRIHG
2211
Fund Resources Investment Holding Group
$3.59億 -$4.58億 -56% 12.8% – 9 55.56% 0.2
Gunderson Capital Management
2212
Gunderson Capital Management
South Carolina
$3.59億 -$1146万 -3% 2.54% 961% 78 64.1% 0.6
Rakuten Securities
2213
Rakuten Securities
Japan
$3.59億 -$7154万 -17% 0.85% 999% 1,024 17.38% 1.7
Baker Boyer National Bank
2214
Baker Boyer National Bank
Washington
$3.58億 -$568万 -2% 0.37% 49.3% 103 21.36% 4.9
Key Client Fiduciary Advisors
2215
Key Client Fiduciary Advisors
New Jersey
$3.58億 +$1147万 +3% 2.41% 107% 246 12.6% 2.6
Gold Investment Management
2216
Gold Investment Management
Alberta, Canada
$3.58億 -$1100万 -3% 1.14% 117% 202 1.98% 2.6
Bear Mountain Capital
2217
Bear Mountain Capital
Washington
$3.58億 +$1259万 +4% 0.85% 43% 245 20% 1.8
WT Wealth Management
2218
WT Wealth Management
Arizona
$3.57億 -$392万 -1% 1.33% 72% 174 37.36% 2.3
CAM
2219
CPA Asset Management
Florida
$3.57億 +$982万 +3% 0.32% 53.3% 101 18.81% 2.6
Elevated Financial Group
2220
Elevated Financial Group
Indiana
$3.57億 -$781万 -2% 0.59% – 142 29.58% 0.6
O'Brien Greene & Co
2221
O'Brien Greene & Co
Pennsylvania
$3.57億 -$573万 -2% 5.97% 90.9% 149 10.07% 4.3
Arkfeld Wealth Strategies
2222
Arkfeld Wealth Strategies
Nebraska
$3.57億 +$2217万 +7% 4.6% 90.8% 127 11.02% 3.5
TSA Wealth Management
2223
TSA Wealth Management
Texas
$3.56億 +$276万 +0.8% 0.15% 62.4% 132 15.91% 1.4
Gen-Wealth Partners
2224
Gen-Wealth Partners
Michigan
$3.56億 -$361万 -1% 0.53% – 811 17.02% 1.7
SIIL
2225
Sinvest Investments II Ltd
$3.56億 +$5853万 +20% 13.5% – 2 50% 0.4