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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、4,671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)
Enzi Wealth
2401
Enzi Wealth
Texas
$3.34億 +$1782万 +6% 0.22% 77% 84 9.52% 2.5
Bank of Stockton
2402
Bank of Stockton
California
$3.33億 -$2335万 -7% 0.07% 99.2% 128 4.69% 7.1
LLI
2403
LTS Liquid Investments
$3.33億 +$1.46億 +78% 2.29% – 10 30% 0.4
Costello Asset Management
2404
Costello Asset Management
Pennsylvania
$3.32億 -$83万 -0.2% 3.89% 81.5% 723 5.67% 2.2
Hassell Wealth Management
2405
Hassell Wealth Management
Louisiana
$3.32億 +$621万 +2% 0.92% 49.7% 29 3.45% 3
Pacifica Partners
2406
Pacifica Partners
Canada
$3.32億 +$55.9万 +0.2% 0.45% 127% 429 7.69% 4
IFS Advisors
2407
IFS Advisors
Kansas
$3.32億 +$1.23億 +59% 0.42% 54.2% 465 53.12% 1.4
Prosperitas Financial
2408
Prosperitas Financial
California
$3.32億 +$1948万 +6% 3.19% 118% 125 26.4% 1.3
Idaho Trust Bank
2409
Idaho Trust Bank
Idaho
$3.32億 -$1039万 -3% 1.71% 50.5% 100 8% 2
Technology Crossover Management VIII
2410
Technology Crossover Management VIII
California
$3.31億 -$1450万 -4% 3.6% 70% 5 0% 6.6
Burkett Financial Services
2411
Burkett Financial Services
South Carolina
$3.31億 +$1179万 +4% 1.41% 63.6% 389 35.22% 1.3
Miramontes Capital
2412
Miramontes Capital
California
$3.31億 +$998万 +3% 4.13% – 149 8.72% 0.6
Family Wealth Partners
2413
Family Wealth Partners
North Carolina
$3.31億 +$523万 +2% 0.24% 58.5% 125 28.8% 1.5
Buttonwood Financial Advisors
2414
Buttonwood Financial Advisors
Maryland
$3.31億 +$233万 +0.7% 1.64% 73.4% 112 3.57% 3.4
Tenon Financial
2415
Tenon Financial
New Jersey
$3.31億 +$1983万 +6% 0.85% – 72 18.06% 1.5
Quartz Partners
2416
Quartz Partners
New York
$3.3億 +$2480万 +8% 3.72% – 239 26.36% 1
Powers Advisory Group
2417
Powers Advisory Group
Illinois
$3.3億 +$1092万 +3% 0.36% 49.8% 133 6.02% 3.3
Henry James International Management
2418
Henry James International Management
New York
$3.3億 -$383万 -1% 0.93% 125% 91 1.1% 6.1
Flagstar Advisors
2419
Flagstar Advisors
New York
$3.3億 -$150万 -0.5% 1.69% 81.9% 190 10% 3.4
Tred Avon Family Wealth
2420
Tred Avon Family Wealth
Maryland
$3.29億 +$268万 +0.8% 2.82% – 274 9.12% 0.9
New Perspectives Inc
2421
New Perspectives Inc
Mississippi
$3.29億 +$319万 +1% 1.02% – 49 2.04% 2.8
Norman Fields Gottscho Capital Management
2422
Norman Fields Gottscho Capital Management
New York
$3.29億 -$134万 -0.4% 0.8% 96.9% 65 4.62% 6.6
TMB Capital Partners
2423
TMB Capital Partners
Arkansas
$3.29億 +$818万 +3% 1.06% – 192 13.54% 0.7
Montgomery Investment Management
2424
Montgomery Investment Management
Maryland
$3.29億 -$93.1万 -0.3% 2.76% 105% 109 4.59% 7.2
Heritage Oak Wealth Advisors
2425
Heritage Oak Wealth Advisors
Florida
$3.29億 -$1115万 -3% 1.85% – 119 41.18% 1.1