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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)
Alpha Zero
2576
Alpha Zero
Florida
$3.03億 +$3912万 +15% 1.57% – 114 23.68% 1.2
Lynx Investment Advisory
2577
Lynx Investment Advisory
District of Columbia
$3.03億 -$241万 -0.8% 0.37% – 245 13.06% 1.3
GAMC
2578
Garner Asset Management Corp
Texas
$3.03億 -$566万 -2% 0.73% 103% 177 12.99% 5.2
Armstrong Fleming & Moore
2579
Armstrong Fleming & Moore
District of Columbia
$3.03億 +$74.2万 +0.2% 0.68% 135% 116 5.17% 1.4
Heritage Family Offices
2580
Heritage Family Offices
Arizona
$3.03億 +$4361万 +17% 2.45% – 1,024 77.05% 0.3
FIDELIS iM
2581
FIDELIS iM
Oregon
$3.02億 +$921万 +3% 0.65% 44.8% 36 27.78% 2.5
David Kennon
2582
David Kennon
Florida
$3.02億 -$29.4万 -0.1% 0.21% 52.4% 45 0% 2.8
Decker Retirement Planning
2583
Decker Retirement Planning
Utah
$3.02億 +$818万 +3% 4.27% – 497 39.03% 0.8
LAM
2584
Lountzis Asset Management
Pennsylvania
$3.02億 -$1427万 -5% 5.74% 124% 63 20.63% 3.5
Breakwater Investment Management
2585
Breakwater Investment Management
Washington
$3.02億 +$797万 +3% 1.36% – 845 37.4% 1
Acorn Creek Capital
2586
Acorn Creek Capital
Colorado
$3.02億 +$239万 +0.8% 0.7% 66.6% 96 17.71% 1.9
Providence First Trust
2587
Providence First Trust
Arizona
$3.02億 -$5605万 -16% 0.73% 68.4% 236 42.8% 2.2
LWMI
2588
Landmark Wealth Management (Illinois)
Illinois
$3.02億 -$69.3万 -0.2% 0.23% 42.4% 46 10.87% 1.9
Denver PWM
2589
Denver PWM
Colorado
$3.01億 -$432万 -1% 0.76% 48.6% 91 3.3% 3.2
Muzinich & Co
2590
Muzinich & Co
New York
$3.01億 +$859万 +3% 0.15% 13.5% 38 39.47% 9.7
Western Financial Corp
2591
Western Financial Corp
California
$3億 -$4112万 -12% 0.89% 275% 159 31.45% 1.7
Heathbridge Capital Management
2592
Heathbridge Capital Management
Ontario, Canada
$3億 +$798万 +3% 2.25% 73.6% 31 9.68% 5.1
Elevated Capital Advisors
2593
Elevated Capital Advisors
Utah
$3億 -$6330万 -17% 0.03% 50.2% 892 6.95% 1.4
First Community Trust
2594
First Community Trust
Iowa
$3億 +$7881万 +36% 3.05% 128% 360 13.61% 3.2
Kondo Wealth Advisors
2595
Kondo Wealth Advisors
California
$3億 +$101万 +0.3% 0.17% – 79 11.39% 1.4
Foundation Wealth Management (Pennsylvania)
2596
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3億 -$3160万 -10% 0.65% – 107 10.28% 1.5
Wealth Advisors Northwest
2597
Wealth Advisors Northwest
Oregon
$2.99億 +$610万 +2% 0.34% – 65 4.62% 1.5
Trellis Wealth Advisors
2598
Trellis Wealth Advisors
California
$2.99億 +$793万 +3% 0.03% 62.2% 116 58.62% 0.9
BWA
2599
BlueChip Wealth Advisors
Georgia
$2.98億 +$3460万 +13% 1.04% 62.2% 197 17.26% 1.5
Monte Financial Group
2600
Monte Financial Group
Connecticut
$2.98億 -$1399万 -4% 3.25% 66.7% 105 8.57% 4.1