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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)
Grange Capital
2351
Grange Capital
Oregon
$1.07億 -$165万 -2% 2.34% – 55 12.73% 1.3
SG
2352
Sherry Group
Arkansas
$1.07億 +$411万 +4% 2.01% – 57 19.3% 0.6
Burkett Asset Management
2353
Burkett Asset Management
$1.06億 -$91.1万 -0.9% 0.18% – 66 21.21% 0.6
Kingsbury Capital Investment Advisors
2354
Kingsbury Capital Investment Advisors
Illinois
$1.06億 -$1221万 -10% 0.54% – 129 23.26% 1.9
PWM
2355
Puff Wealth Management
New Jersey
$1.06億 +$785万 +8% 0.94% – 83 10.84% 1.2
Stonehaven Wealth & Tax Solutions
2356
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.05億 -$1944万 -16% 0.68% – 102 27.45% 1.1
Cogent Strategic Wealth
2357
Cogent Strategic Wealth
Illinois
$1.05億 +$19.9万 +0.2% 0.88% – 61 9.84% 0.6
Geremia Financial Services
2358
Geremia Financial Services
New Jersey
$1.05億 +$1053万 +11% 0.88% – 9 0% 0.7
Xena Financial Planning
2359
Xena Financial Planning
Oregon
$1.05億 +$55.2万 +0.5% 1.08% – 40 10% 0.7
CF
2360
Calder Financial
Pennsylvania
$1.05億 -$156万 -1% 0.67% – 43 2.33% 0.7
Surience Private Wealth
2361
Surience Private Wealth
Washington
$1.04億 -$952万 -8% 0.47% 169% 64 62.5% 0.4
Q Fund Management (Hong Kong)
2362
Q Fund Management (Hong Kong)
$1.04億 -$552万 -5% 9.72% – 42 47.62% 0.4
Succession Financial
2363
Succession Financial
Texas
$1.04億 -$123万 -1% 2.69% – 55 21.82% 0.2
T3 Companies
2364
T3 Companies
New York
$1.03億 +$970万 +10% 1.69% – 292 72.26% 0.2
UPWML
2365
UMB Private Wealth Management, LLC
Missouri
$1.03億 – – 1.91% – 1,409 – 0
Strategic Financial Group
2366
Strategic Financial Group
Michigan
$1.03億 -$112万 -1% 2.08% – 20 5% 0.5
Willow Creek Capital Management
2367
Willow Creek Capital Management
Montana
$1.03億 -$23.3万 -0.2% 0.55% – 101 1.98% 0.2
Parrish Capital
2368
Parrish Capital
Georgia
$1.03億 -$109万 -1% 2.12% – 88 5.68% 0.7
PBK
2369
Peoples Bank (Kansas)
Kansas
$1.03億 -$33.9万 -0.3% 3.28% 74.5% 101 6.93% 2.6
Schuylkill Financial
2370
Schuylkill Financial
Pennsylvania
$1.02億 -$623万 -6% 2.19% – 72 16.67% 0.2
IWMO
2371
Integrated Wealth Management (Ohio)
Ohio
$1.02億 +$690万 +7% 1.93% – 104 17.31% 0.5
Englebert Financial Advisers
2372
Englebert Financial Advisers
Pennsylvania
$1.01億 -$47.8万 -0.5% 0.58% – 80 41.25% 0.5
KFP
2373
Kroeger Financial Partners
California
$1.01億 -$260万 -3% 1.07% – 143 11.19% 0.2
Chiron Capital Management
2374
Chiron Capital Management
Florida
$1.01億 -$1090万 -10% 4.32% – 144 18.75% 2.2
Sulzberger Capital Advisors
2375
Sulzberger Capital Advisors
Florida
$1.01億 -$191万 -2% 2.6% – 59 15.25% 1.3