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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)
Bluestem Financial Advisors
2676
Bluestem Financial Advisors
Illinois
$2.86億 +$82.5万 +0.3% 2.03% 42.2% 34 0% 4.9
McNaughton Wealth Management
2677
McNaughton Wealth Management
California
$2.86億 +$460万 +2% 0.19% 55.6% 78 7.69% 4
Juno Financial Group
2678
Juno Financial Group
Virginia
$2.86億 +$409万 +1% 0.56% – 75 6.67% 0.7
Boyd Wealth Management
2679
Boyd Wealth Management
California
$2.86億 +$2155万 +8% 0.36% 56.8% 63 26.98% 2.7
Chris Bulman
2680
Chris Bulman
California
$2.85億 +$1152万 +4% 1.07% – 179 13.41% 1.3
Montz Harcus Wealth Management
2681
Montz Harcus Wealth Management
Louisiana
$2.85億 +$425万 +2% 2.01% 84.1% 103 8.74% 2.8
Agate Pass Investment Management
2682
Agate Pass Investment Management
Washington
$2.85億 +$1372万 +5% 2.55% 76% 119 15.13% 3.3
Flagship Private Wealth
2683
Flagship Private Wealth
Massachusetts
$2.85億 +$177万 +0.6% 0.33% 70.2% 119 8.4% 3.5
Foronjy Financial
2684
Foronjy Financial
California
$2.85億 +$1241万 +5% 0.44% – 119 14.29% 1
Advantage Trust Company
2685
Advantage Trust Company
Kansas
$2.85億 +$30.2万 +0.1% 0.57% 77.6% 197 2.03% 1.6
Solstein Capital
2686
Solstein Capital
California
$2.84億 -$760万 -3% 4.27% 102% 435 67.82% 3.7
Selby Wealth Management
2687
Selby Wealth Management
California
$2.84億 +$220万 +0.8% 0.9% – 88 7.95% 0.7
Towerpoint Wealth
2688
Towerpoint Wealth
California
$2.84億 -$484万 -2% 0.43% 67.7% 120 10.83% 3.9
Trueblood Wealth Management
2689
Trueblood Wealth Management
Ohio
$2.84億 -$237万 -0.8% 0.94% 89.9% 272 7.72% 2.2
ShariaPortfolio
2690
ShariaPortfolio
Florida
$2.84億 +$149万 +0.5% 1.74% 254% 47 29.79% 1.2
Bayshore Asset Management
2691
Bayshore Asset Management
Florida
$2.84億 +$428万 +2% 0.03% 66.1% 56 23.21% 3
First Financial Corp
2692
First Financial Corp
Indiana
$2.84億 -$496万 -2% 1.5% 95.3% 310 7.42% 8.7
Altman Advisors
2693
Altman Advisors
Illinois
$2.84億 +$539万 +2% 5.1% 143% 96 11.46% 3
MBE Wealth Management
2694
MBE Wealth Management
Wisconsin
$2.84億 -$53.3万 -0.2% 0.65% 66.5% 180 8.89% 2.6
NavPoint Financial
2695
NavPoint Financial
Minnesota
$2.83億 +$1344万 +5% 1.39% 58.5% 76 3.95% 2
Keener Financial Planning
2696
Keener Financial Planning
Texas
$2.83億 +$342万 +1% 0.15% 70.5% 67 13.43% 2.2
VU
2697
Valence8 US
Massachusetts
$2.83億 -$1755万 -6% 0.07% 76.6% 15 6.67% 2.4
Red Spruce Capital
2698
Red Spruce Capital
Pennsylvania
$2.83億 -$390万 -1% 0.64% 98.4% 96 4.17% 4.2
Hillcrest Wealth Advisors
2699
Hillcrest Wealth Advisors
New Jersey
$2.82億 +$301万 +1% 1.45% 58.7% 57 5.26% 5.3
Sentry LLC
2700
Sentry LLC
Tennessee
$2.82億 -$7511万 -21% 1.35% 52.6% 135 5.19% 2.8