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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、3,405本のファンド(~38%)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)
Zynergy Retirement Planning
2526
Zynergy Retirement Planning
New Jersey
$1.87億 +$282万 +2% 2.51% – 26 3.85% 2.2
BF
2527
Baring Financial
Washington
$1.87億 +$544万 +3% 2.4% – 92 15.22% 1.3
LeConte Wealth Management
2528
LeConte Wealth Management
Tennessee
$1.87億 +$360万 +2% 1.73% – 212 22.64% 0.8
Farrell Financial
2529
Farrell Financial
New York
$1.87億 +$198万 +1% 0.91% 57.8% 84 4.76% 2.1
Stillwater Wealth Management Group
2530
Stillwater Wealth Management Group
Florida
$1.87億 +$710万 +4% 2.81% – 78 16.67% 1.4
Hidden Cove Wealth Management
2531
Hidden Cove Wealth Management
Washington
$1.87億 +$520万 +3% 3.59% – 164 28.05% 0.8
Shade Tree Advisors
2532
Shade Tree Advisors
New York
$1.87億 +$1498万 +9% 2.61% – 69 65.22% 0.5
General Partner Inc
2533
General Partner Inc
Pennsylvania
$1.87億 +$75.1万 +0.4% 1.97% 83.1% 171 4.09% 3
GCA
2534
Gallagher Capital Advisors
Texas
$1.87億 +$1164万 +7% 9.79% – 77 15.58% 1.1
Foundation Wealth Management (Missouri)
2535
Foundation Wealth Management (Missouri)
Missouri
$1.86億 +$1720万 +10% 2.97% 74.9% 67 31.34% 1.9
CPC
2536
CFC Planning Company
Indiana
$1.86億 +$1526万 +9% 4.47% – 80 27.5% 1.2
EIM
2537
Ervin Investment Management
Washington
$1.86億 +$213万 +1% 2.84% 92.9% 47 2.13% 3.4
Granite FO LLC
2538
Granite FO LLC
New Hampshire
$1.86億 -$288万 -2% 0.91% 112% 172 0.58% 2.4
Alan N. Hoffman Investment Management
2539
Alan N. Hoffman Investment Management
Massachusetts
$1.86億 +$1668万 +10% 13% 114% 14 0% 4.4
Sage Advisory Services
2540
Sage Advisory Services
Texas
$1.86億 -$1757万 -9% 0.57% 37.8% 47 12.77% 3.7
Opinicus Capital
2541
Opinicus Capital
Florida
$1.86億 -$120万 -0.6% 2.62% 129% 107 10.28% 2.2
Investment Partners Asset Management
2542
Investment Partners Asset Management
New Jersey
$1.86億 +$564万 +3% 3.26% 86.1% 178 5.06% 2.1
BWM
2543
BCO Wealth Management
New Mexico
$1.85億 +$211万 +1% 1.23% – 45 6.67% 1.5
CFP
2544
Comprehensive Financial Planning
Pennsylvania
$1.85億 -$214万 -1% 4.43% – 462 20.35% 1.3
Flavin Financial Services
2545
Flavin Financial Services
Florida
$1.85億 +$973万 +6% 2.13% – 83 9.64% 1.3
Live Oak Investment Partners
2546
Live Oak Investment Partners
Texas
$1.85億 -$63.9万 -0.3% 1.62% – 96 7.29% 2.3
Paladin Wealth
2547
Paladin Wealth
Minnesota
$1.85億 +$1308万 +8% 0.79% – 159 17.61% 1.2
WinCap Financial
2548
WinCap Financial
Massachusetts
$1.85億 -$16.6万 -0.1% 1.47% – 93 9.68% 1.3
Hilton Head Capital Partners
2549
Hilton Head Capital Partners
South Carolina
$1.85億 -$1350万 -7% 1.26% – 935 8.66% 0.7
GEN Financial Management
2550
GEN Financial Management
Minnesota
$1.85億 +$1785万 +11% 0.32% – 59 32.2% 0.9