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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)
Addis & Hill
2576
Addis & Hill
Pennsylvania
$1.81億 $0 0% 0.58% 65.1% 29 0% 2.3
Ledgewood Wealth Advisors
2577
Ledgewood Wealth Advisors
New Hampshire
$1.81億 -$688万 -4% 1.43% 42.8% 79 10.13% 2.2
TI-Trust
2578
TI-Trust
Illinois
$1.81億 -$464万 -2% 2.03% 88.8% 135 2.96% 4.9
Columbia Advisory Partners
2579
Columbia Advisory Partners
Washington
$1.81億 -$11.2万 -0.1% 1.06% 69.7% 121 25.62% 1.8
Dean Jacobson Financial Services
2580
Dean Jacobson Financial Services
Texas
$1.81億 -$55.6万 -0.3% 1.01% 59.6% 23 4.35% 1.6
Gaddis Premier Wealth Advisors
2581
Gaddis Premier Wealth Advisors
Oklahoma
$1.81億 +$1643万 +10% 0.01% – 117 21.37% 0.5
WealthTrust Asset Management
2582
WealthTrust Asset Management
Florida
$1.81億 -$379万 -2% 1.1% 102% 121 20.66% 2
Canandaigua National Trust of Florida
2583
Canandaigua National Trust of Florida
New York
$1.81億 – – 1.65% – 143 – 1.2
Holcombe Financial
2584
Holcombe Financial
Georgia
$1.81億 +$370万 +2% 3.3% – 53 7.55% 1.3
WFG
2585
Wormser Freres Gestion
France
$1.81億 +$374万 +2% 6.05% 67.4% 74 14.86% 1.4
Innovative Wealth Building
2586
Innovative Wealth Building
Maryland
$1.81億 +$856万 +5% 1.06% – 92 15.22% 1.1
Dominguez Wealth Management Solutions
2587
Dominguez Wealth Management Solutions
Virginia
$1.81億 -$84.8万 -0.5% 3.02% 59.7% 79 8.86% 2.8
Nolet Wealth Management
2588
Nolet Wealth Management
Texas
$1.81億 -$53.7万 -0.3% 2.22% – 121 15.7% 0.6
CIG
2589
Cascade Investment Group
Colorado
$1.81億 +$221万 +1% 1.83% 93.2% 169 13.02% 2.4
Livet Wealth
2590
Livet Wealth
Utah
$1.8億 +$707万 +4% 0.52% – 130 14.62% 0.6
Sunrise Financial Services
2591
Sunrise Financial Services
Washington
$1.8億 +$1212万 +7% 1% – 601 23.63% 0.7
Alterna Wealth Management
2592
Alterna Wealth Management
Texas
$1.8億 +$604万 +3% 0.25% 52.9% 123 22.76% 2.5
Shotwell Rutter Baer
2593
Shotwell Rutter Baer
Michigan
$1.8億 -$222万 -1% 1.7% 45.5% 39 2.56% 2.3
Integras Partners
2594
Integras Partners
Georgia
$1.8億 -$140万 -0.8% 0.18% – 105 8.57% 1
Brian Low Financial Group
2595
Brian Low Financial Group
Louisiana
$1.79億 +$800万 +5% 1.07% – 131 19.85% 0.9
Accredited Investor Services
2596
Accredited Investor Services
Minnesota
$1.79億 +$243万 +1% 0.03% – 88 12.5% 1.3
Hamilton Lane Advisors
2597
Hamilton Lane Advisors
Pennsylvania
$1.79億 +$3070万 +21% 9.17% 167% 25 68% 1.1
Thryve Wealth Management
2598
Thryve Wealth Management
Texas
$1.79億 +$29.4万 +0.2% 0.82% – 41 9.76% 0.6
RFMS
2599
RWQ Financial Management Services
Florida
$1.79億 -$2817万 -14% 3.38% 446% 28 25% 1.8
Byrne Asset Management
2600
Byrne Asset Management
New Jersey
$1.79億 -$593万 -3% 1.34% 126% 672 19.64% 1.8