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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、2,742本のファンド(~31%)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)
KL
2326
Keenan LLC
Massachusetts
$1.46億 +$397万 +3% 0.58% – 48 8.33% 0.7
Greenhouse Wealth Management
2327
Greenhouse Wealth Management
Connecticut
$1.45億 +$318万 +2% 0.93% 87.2% 56 8.93% 3.9
Platt Investment Counsel
2328
Platt Investment Counsel
Florida
$1.45億 -$396万 -3% 1.93% 62.9% 15 6.67% 2.8
Tepp RIA
2329
Tepp RIA
New Jersey
$1.45億 -$238万 -2% 0.43% – 53 11.32% 0.9
Leibman Financial Services
2330
Leibman Financial Services
Nebraska
$1.45億 -$545万 -4% 1.84% 59.2% 49 14.29% 1.6
ML
2331
MILFAM LLC
Florida
$1.45億 +$1648万 +13% 20.9% – 16 31.25% 0.3
Renaissance Capital
2332
Renaissance Capital
Connecticut
$1.45億 -$3671万 -20% 3.3% 392% 61 26.23% 0.9
Bright Futures Wealth Management
2333
Bright Futures Wealth Management
New York
$1.45億 -$1022万 -7% 0.08% – 224 20.09% 1.2
Vanguard Capital Wealth Advisors
2334
Vanguard Capital Wealth Advisors
Colorado
$1.45億 -$302万 -2% 1.23% 234% 151 27.81% 3.4
4Wealth Advisors
2335
4Wealth Advisors
Illinois
$1.45億 +$1430万 +11% 0.15% – 169 25.44% 1.2
Ares Financial Consulting
2336
Ares Financial Consulting
California
$1.45億 +$517万 +4% 0.94% – 1,148 8.28% 0.7
LC
2337
Lawood & Co
Pennsylvania
$1.45億 -$310万 -2% 0.5% – 97 5.15% 0.7
New Covenant Trust Company
2338
New Covenant Trust Company
Indiana
$1.44億 +$1182万 +9% 2.38% – 115 10.43% 1.7
DWR Wealth Management
2339
DWR Wealth Management
California
$1.44億 +$1071万 +8% 0.83% – 59 6.78% 0.7
Enhancing Capital
2340
Enhancing Capital
Pennsylvania
$1.44億 -$124万 -0.8% 2.81% – 93 8.6% 3.4
K2 Financial
2341
K2 Financial
California
$1.44億 +$247万 +2% 1.48% – 62 4.84% 1.6
Exane Asset Management
2342
Exane Asset Management
France
$1.44億 -$1.33億 -48% 1.4% 74.5% 36 66.67% 0.6
Merited Wealth
2343
Merited Wealth
Florida
$1.44億 +$268万 +2% 0.52% – 77 12.99% 0.7
Corepath Wealth Partners
2344
Corepath Wealth Partners
Arizona
$1.44億 -$1630万 -10% 0.09% 62.1% 46 30.43% 3.9
GPCM
2345
Guardsman Private Capital Management
Florida
$1.44億 +$126万 +0.9% 0.28% – 44 2.27% 0.7
Illumine Investment Management
2346
Illumine Investment Management
Washington
$1.44億 -$988万 -6% 0.84% – 107 0% 0
Fulcrum Wealth Advisors
2347
Fulcrum Wealth Advisors
Washington
$1.44億 +$1280万 +10% 3.61% – 92 25% 0.6
Semitam Bonam
2348
Semitam Bonam
New York
$1.44億 +$754万 +6% 0.86% – 52 15.38% 1.1
Rubicon Advisors
2349
Rubicon Advisors
California
$1.44億 +$635万 +5% 2.91% – 93 11.83% 0.6
Madson Wealth Advisors
2350
Madson Wealth Advisors
California
$1.44億 -$347万 -2% 1.14% – 101 11.88% 0.4