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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、4,643本のファンド(~52%)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)
Seafarer Capital Partners
2226
Seafarer Capital Partners
California
$3.69億 -$6527万 -15% 3.86% 61.3% 9 0% 3.8
FSA
2227
Financial Services Advisory
Maryland
$3.68億 -$3091万 -8% 0.76% 82.5% 92 43.48% 1.2
PCA Investment Advisory Services
2228
PCA Investment Advisory Services
Ohio
$3.68億 +$1000万 +3% 0.87% 71.4% 61 4.92% 2.5
Cabot-Wellington
2229
Cabot-Wellington
Massachusetts
$3.68億 -$1190万 -3% 0.76% 73.1% 5 0% 6.1
Quantum Financial Planning Services
2230
Quantum Financial Planning Services
Washington
$3.67億 +$4452万 +14% 0.54% – 60 13.33% 1.2
ITIM
2231
Indiana Trust & Investment Management
Indiana
$3.67億 +$107万 +0.3% 1.65% 114% 485 7.01% 4.1
25 LLC
2232
25 LLC
Missouri
$3.67億 +$170万 +0.5% 0.96% 48.7% 83 12.05% 2.2
Southern Financial Group
2233
Southern Financial Group
Alabama
$3.66億 -$2555万 -7% 4.08% – 96 8.33% 0.7
Purus Wealth Management
2234
Purus Wealth Management
California
$3.66億 +$304万 +0.8% 4.14% 174% 183 13.66% 3
Gill Capital Partners
2235
Gill Capital Partners
Colorado
$3.66億 -$1175万 -3% 0.28% 59% 703 78.52% 4.1
Barrett & Company
2236
Barrett & Company
Rhode Island
$3.66億 +$851万 +2% 1.91% 83.6% 727 10.45% 3
Essential Planning
2237
Essential Planning
New Hampshire
$3.65億 +$1159万 +3% 0.82% 40.9% 90 5.56% 2.7
Planned Solutions
2238
Planned Solutions
California
$3.65億 +$1618万 +5% 1.59% 68.3% 164 10.37% 2.8
Sterling Financial Planning
2239
Sterling Financial Planning
New Jersey
$3.65億 -$287万 -0.8% 1.31% 59.3% 127 5.51% 4.1
Impact Capital Partners
2240
Impact Capital Partners
Colorado
$3.65億 -$188万 -0.5% 3.47% – 297 14.81% 1.4
HT Partners
2241
HT Partners
Connecticut
$3.64億 +$329万 +0.9% 1.14% 71.1% 56 5.36% 6
CCM
2242
Consolidated Capital Management
California
$3.64億 -$1088万 -3% 0.9% 166% 74 4.05% 2.7
Firetrail Investments
2243
Firetrail Investments
Australia
$3.64億 +$887万 +2% 1.88% 139% 34 5.88% 1.5
Centerpoint Advisors
2244
Centerpoint Advisors
Massachusetts
$3.63億 +$1110万 +3% 1.38% 82.6% 507 34.12% 3.9
Verger Capital Management
2245
Verger Capital Management
North Carolina
$3.63億 +$2172万 +6% 1.13% 58.3% 14 21.43% 8.1
Family Legacy Inc
2246
Family Legacy Inc
South Carolina
$3.63億 -$1194万 -3% 2.48% 89% 128 6.25% 6.2
Wright Investors Service
2247
Wright Investors Service
Connecticut
$3.63億 -$287万 -0.8% 4.41% 161% 167 23.95% 4.6
HA
2248
Hamel Associates
New Jersey
$3.63億 -$4.55万 -0% 2.91% 59.4% 94 7.45% 6.4
Global Financial Private Client
2249
Global Financial Private Client
Florida
$3.62億 -$639万 -2% 2.2% 100% 253 9.49% 4.3
PhiloSmith Capital
2250
PhiloSmith Capital
Connecticut
$3.62億 -$663万 -2% 1.14% 47% 23 4.35% 7.8