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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、4,675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)
Bell & Brown Wealth Advisors
2476
Bell & Brown Wealth Advisors
California
$3.2億 -$1036万 -3% 4.67% 125% 74 4.05% 6.2
Tiller Private Wealth
2477
Tiller Private Wealth
Pennsylvania
$3.2億 +$34.9万 +0.1% 0.94% 60.2% 72 5.56% 3.5
Viewpoint Investment Partners
2478
Viewpoint Investment Partners
Alberta, Canada
$3.19億 +$2977万 +10% 0.47% 38.4% 150 20.67% 0.7
Maryland Capital Advisors
2479
Maryland Capital Advisors
Maryland
$3.19億 +$731万 +2% 0.06% – 1,088 7.63% 1.1
Samalin Investment Counsel
2480
Samalin Investment Counsel
New York
$3.19億 -$66.6万 -0.2% 0.71% 68.3% 359 14.21% 3.3
William Mack & Associates
2481
William Mack & Associates
Michigan
$3.19億 +$3555万 +13% 1.26% – 876 87.33% 0.1
Carlton Hofferkamp & Jenks Wealth Management
2482
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.19億 +$896万 +3% 1.26% 63.9% 147 2.72% 6.5
Defender Capital
2483
Defender Capital
North Carolina
$3.19億 +$1118万 +4% 7.68% 101% 39 7.69% 0.6
Advisortrust Partners
2484
Advisortrust Partners
North Carolina
$3.18億 +$2581万 +9% 0.6% – 223 17.94% 0.6
Genesee Capital Advisors
2485
Genesee Capital Advisors
New York
$3.18億 +$17万 +0.1% 0.92% 107% 197 19.8% 2
Nepsis Inc
2486
Nepsis Inc
Minnesota
$3.17億 +$2263万 +8% 8.98% 131% 29 6.9% 4.6
TrustBank
2487
TrustBank
Illinois
$3.17億 +$2283万 +8% 0.52% – 193 12.44% 0.6
Oak Asset Management
2488
Oak Asset Management
California
$3.17億 +$639万 +2% 5.11% 91.8% 117 5.98% 3.5
Left Brain Wealth Management
2489
Left Brain Wealth Management
Illinois
$3.17億 -$1429万 -4% 3.84% 376% 119 34.45% 1.2
Archer Investment Management
2490
Archer Investment Management
Texas
$3.17億 +$2467万 +8% 0.61% – 131 23.66% 0.8
Carroll Advisory Group
2491
Carroll Advisory Group
Texas
$3.17億 +$1269万 +4% 0.89% – 88 18.18% 0.6
Cambridge Financial Group (Arizona)
2492
Cambridge Financial Group (Arizona)
Arizona
$3.17億 -$54.6万 -0.2% 0.76% 69.5% 155 1.29% 2.2
Glass Wealth Management
2493
Glass Wealth Management
Texas
$3.17億 +$1821万 +6% 3.96% – 75 13.33% 1.8
Financial Council
2494
Financial Council
Maryland
$3.17億 +$833万 +3% 0.58% 88.6% 112 7.14% 2.8
Alliance Wealth Advisors (Pennsylvania)
2495
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.17億 +$882万 +3% 0.2% 74.4% 179 6.7% 3.5
Leisure Capital Management
2496
Leisure Capital Management
California
$3.16億 -$411万 -1% 3.43% 111% 166 9.04% 5.3
Mills Wealth Advisors
2497
Mills Wealth Advisors
Texas
$3.16億 -$143万 -0.5% 1.64% 37.9% 81 9.88% 1.9
RBA Wealth Management
2498
RBA Wealth Management
California
$3.16億 +$4329万 +16% 4.88% 91% 123 38.21% 2.2
RIS
2499
Richmond Investment Services
Wisconsin
$3.16億 -$30.4万 -0.1% 0.55% – 158 15.19% 1.3
Beacon Wealthcare LLC
2500
Beacon Wealthcare LLC
North Carolina
$3.15億 +$332万 +1% 0.54% 47% 32 18.75% 2.8