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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、4,657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)
Centerpoint Advisors
2251
Centerpoint Advisors
Massachusetts
$3.63億 +$1110万 +3% 1.38% 82.6% 507 34.12% 3.9
Verger Capital Management
2252
Verger Capital Management
North Carolina
$3.63億 +$2172万 +6% 1.13% 58.3% 14 21.43% 8.1
Family Legacy Inc
2253
Family Legacy Inc
South Carolina
$3.63億 -$1194万 -3% 2.48% 89% 128 6.25% 6.2
Wright Investors Service
2254
Wright Investors Service
Connecticut
$3.63億 -$287万 -0.8% 4.41% 161% 167 23.95% 4.6
HA
2255
Hamel Associates
New Jersey
$3.63億 -$4.55万 -0% 2.91% 59.4% 94 7.45% 6.4
Global Financial Private Client
2256
Global Financial Private Client
Florida
$3.62億 -$639万 -2% 2.2% 100% 253 9.49% 4.3
PhiloSmith Capital
2257
PhiloSmith Capital
Connecticut
$3.62億 -$663万 -2% 1.14% 47% 23 4.35% 7.8
Kercheville Advisors
2258
Kercheville Advisors
Texas
$3.61億 +$3294万 +10% 5.57% 261% 125 18.4% 2.6
Grandview Asset Management
2259
Grandview Asset Management
Pennsylvania
$3.61億 -$4154万 -10% 6.77% 200% 156 21.79% 2.6
Range Financial Group
2260
Range Financial Group
Oregon
$3.61億 -$503万 -1% 2.6% 195% 240 27.92% 1.9
Evexia Wealth
2261
Evexia Wealth
Wisconsin
$3.6億 -$917万 -2% 0.38% 95% 80 3.75% 2.1
Riverwater Partners
2262
Riverwater Partners
Wisconsin
$3.6億 +$2339万 +7% 0.45% 112% 224 14.29% 2.2
Lawson Kroeker Investment Management
2263
Lawson Kroeker Investment Management
Nebraska
$3.6億 -$55万 -0.2% 4.19% 69.7% 61 6.56% 6.9
Autumn Glory Partners
2264
Autumn Glory Partners
Texas
$3.6億 +$706万 +2% 1.14% 76% 219 15.98% 2.5
Greystone Financial Group
2265
Greystone Financial Group
Michigan
$3.6億 +$179万 +0.5% 5.65% 79.3% 84 25% 2.3
LifeWealth Investments
2266
LifeWealth Investments
Florida
$3.6億 -$1461万 -4% 1.06% – 150 16.67% 1.2
FRIHG
2267
Fund Resources Investment Holding Group
$3.59億 -$4.58億 -56% 12.8% – 9 55.56% 0.2
Gunderson Capital Management
2268
Gunderson Capital Management
South Carolina
$3.59億 -$1146万 -3% 2.54% 961% 78 64.1% 0.6
Rakuten Securities
2269
Rakuten Securities
Japan
$3.59億 -$7154万 -17% 0.85% 999% 1,024 17.38% 1.7
Baker Boyer National Bank
2270
Baker Boyer National Bank
Washington
$3.58億 -$568万 -2% 0.37% 49.3% 103 21.36% 4.9
Key Client Fiduciary Advisors
2271
Key Client Fiduciary Advisors
New Jersey
$3.58億 +$1147万 +3% 2.41% 107% 246 12.6% 2.6
Gold Investment Management
2272
Gold Investment Management
Alberta, Canada
$3.58億 -$1100万 -3% 1.14% 117% 202 1.98% 2.6
Bear Mountain Capital
2273
Bear Mountain Capital
Washington
$3.58億 +$1259万 +4% 0.85% 43% 245 20% 1.8
WT Wealth Management
2274
WT Wealth Management
Arizona
$3.57億 -$392万 -1% 1.33% 72% 174 37.36% 2.3
CAM
2275
CPA Asset Management
Florida
$3.57億 +$982万 +3% 0.32% 53.3% 101 18.81% 2.6