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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、4,696本のファンド(~53%)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)
Oak Asset Management
2501
Oak Asset Management
California
$3.17億 +$639万 +2% 5.11% 91.8% 117 5.98% 3.5
Left Brain Wealth Management
2502
Left Brain Wealth Management
Illinois
$3.17億 -$1429万 -4% 3.84% 376% 119 34.45% 1.2
Archer Investment Management
2503
Archer Investment Management
Texas
$3.17億 +$2467万 +8% 0.61% – 131 23.66% 0.8
Carroll Advisory Group
2504
Carroll Advisory Group
Texas
$3.17億 +$1269万 +4% 0.89% – 88 18.18% 0.6
Cambridge Financial Group (Arizona)
2505
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
2506
Glass Wealth Management
Texas
$3.17億 +$1821万 +6% 3.96% – 75 13.33% 1.8
Financial Council
2507
Financial Council
Maryland
$3.17億 +$833万 +3% 0.58% 88.6% 112 7.14% 2.8
Alliance Wealth Advisors (Pennsylvania)
2508
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.17億 +$882万 +3% 0.2% 74.4% 179 6.7% 3.5
Leisure Capital Management
2509
Leisure Capital Management
California
$3.16億 -$411万 -1% 3.43% 111% 166 9.04% 5.3
Mills Wealth Advisors
2510
Mills Wealth Advisors
Texas
$3.16億 -$143万 -0.5% 1.64% 37.9% 81 9.88% 1.9
RBA Wealth Management
2511
RBA Wealth Management
California
$3.16億 +$4329万 +16% 4.88% 91% 123 38.21% 2.2
RIS
2512
Richmond Investment Services
Wisconsin
$3.16億 -$30.4万 -0.1% 0.55% – 158 15.19% 1.3
Beacon Wealthcare LLC
2513
Beacon Wealthcare LLC
North Carolina
$3.15億 +$332万 +1% 0.54% 47% 32 18.75% 2.8
Trinity Wealth Management
2514
Trinity Wealth Management
Pennsylvania
$3.15億 +$24.1万 +0.1% 0.78% 56.7% 94 24.47% 2.5
Townsend Asset Management
2515
Townsend Asset Management
North Carolina
$3.15億 +$349万 +1% 2.72% 88.5% 201 9.45% 4.6
FCT
2516
Family Capital Trust
Massachusetts
$3.15億 +$791万 +3% 4.2% 39.1% 83 0% 4.9
MMA Asset Management
2517
MMA Asset Management
Pennsylvania
$3.15億 +$93.6万 +0.3% 0.55% 61.2% 202 16.83% 2.2
Shore Point Advisors
2518
Shore Point Advisors
New Jersey
$3.15億 +$2281万 +8% 1.04% 54.6% 86 11.63% 2.7
Weinberger Asset Management
2519
Weinberger Asset Management
California
$3.15億 +$315万 +1% 0.97% 89.6% 104 3.85% 3.2
NAH
2520
Neumann Advisory (HK)
Hong Kong
$3.14億 -$4156万 -12% 10.1% 77.3% 6 16.67% 7
FSA Investment Group
2521
FSA Investment Group
Florida
$3.14億 +$628万 +2% 1.72% – 57 43.86% 0.8
Axis Capital Holdings
2522
Axis Capital Holdings
$3.14億 +$475万 +2% 1.56% 76% 3 0% 5.7
LJHT
2523
Laurie J. Hall Trustee
$3.14億 -$775万 -2% 0.91% 105% 104 6.73% 9.9
New York University
2524
New York University
New York
$3.14億 +$1.86億 +146% 1.02% – 2 50% 0.1
Sonata Capital Group
2525
Sonata Capital Group
Washington
$3.14億 +$362万 +1% 1.97% 66.5% 133 7.52% 6