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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)
Provident Wealth Management
2701
Provident Wealth Management
Tennessee
$2.82億 -$1.06億 -27% 1.02% 61.1% 165 27.27% 3
Values Added Financial
2702
Values Added Financial
District of Columbia
$2.82億 +$518万 +2% 0.41% 65.9% 151 7.95% 2.2
Pacifica Capital Investments
2703
Pacifica Capital Investments
Texas
$2.82億 -$1090万 -4% 5.2% 69.8% 16 6.25% 7.4
O'Connor Financial Group
2704
O'Connor Financial Group
Illinois
$2.82億 -$75.4万 -0.3% 0.94% 48.4% 73 12.33% 2.1
ANB Bank
2705
ANB Bank
Colorado
$2.82億 +$1349万 +5% 1.31% – 138 18.84% 1.3
SFG Wealth Management
2706
SFG Wealth Management
Maryland
$2.81億 +$307万 +1% 0.23% 86.3% 118 16.95% 2.1
ICW Investment Advisors
2707
ICW Investment Advisors
Arizona
$2.81億 -$471万 -2% 1.1% 58.6% 146 3.42% 5.3
BIA
2708
Bigelow Investment Advisors
Maine
$2.81億 +$458万 +2% 1.12% 75.7% 159 4.4% 5.4
Warburton Capital Management
2709
Warburton Capital Management
Oklahoma
$2.81億 +$3494万 +14% 1.44% – 82 21.95% 1.2
EntreWealth
2710
EntreWealth
Texas
$2.81億 +$1061万 +4% 0.92% – 156 13.46% 0.9
R.W. Roge & Company
2711
R.W. Roge & Company
New York
$2.8億 +$4131万 +17% 1.58% 76.3% 73 13.7% 3.4
Onyx Financial Advisors
2712
Onyx Financial Advisors
Idaho
$2.8億 +$271万 +1% 0.01% 57.8% 23 21.74% 2.1
Plan A Wealth
2713
Plan A Wealth
Nebraska
$2.8億 +$4504万 +19% 1.31% – 210 10.95% 1.1
Cumberland Advisors
2714
Cumberland Advisors
Florida
$2.8億 -$396万 -1% 0.31% 80.7% 50 6% 5.7
Vivid Wealth Management
2715
Vivid Wealth Management
Iowa
$2.8億 -$434万 -2% 1.86% 107% 74 2.7% 1.6
Mine & Arao Wealth Creation & Management
2716
Mine & Arao Wealth Creation & Management
California
$2.8億 +$389万 +1% 2.81% 105% 81 6.17% 5.6
Hubbell Strickland Wealth Management
2717
Hubbell Strickland Wealth Management
Louisiana
$2.8億 +$262万 +0.9% 1.13% 64.8% 88 1.14% 4.6
Southern Michigan Bank & Trust
2718
Southern Michigan Bank & Trust
Michigan
$2.8億 -$157万 -0.6% 0.26% – 451 12.86% 0.5
Quad-Cities Investment Group
2719
Quad-Cities Investment Group
Iowa
$2.8億 +$148万 +0.5% 0.58% 67.3% 222 9.91% 4.2
Searcy Financial Services
2720
Searcy Financial Services
Kansas
$2.8億 -$1852万 -6% 0.96% 60.2% 28 14.29% 3.5
Invenio Wealth Partners
2721
Invenio Wealth Partners
Florida
$2.8億 +$41.1万 +0.1% 0.15% 55.5% 94 12.77% 2.1
Midwest Capital Advisors
2722
Midwest Capital Advisors
Michigan
$2.8億 +$3333万 +14% 1.2% – 239 14.64% 1.2
Financial Guidance Group
2723
Financial Guidance Group
Florida
$2.79億 +$1215万 +5% 1.47% 58.7% 94 3.19% 2.9
TL Private Wealth
2724
TL Private Wealth
Texas
$2.79億 +$670万 +2% 0.02% 50.6% 58 12.07% 3.9
Carmel Capital Partners
2725
Carmel Capital Partners
California
$2.79億 -$2396万 -8% 2.41% 65.9% 172 35.47% 1.8