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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)
WFA
2801
WMG Financial Advisors
Tennessee
$2.65億 $0 0% 0% 73.8% 105 0% 2.7
Exeter Financial
2802
Exeter Financial
Arizona
$2.65億 +$385万 +1% 2.83% 59.1% 106 10.38% 6.1
Yoder Wealth Management
2803
Yoder Wealth Management
California
$2.65億 +$918万 +4% 1.62% 69.3% 138 8.7% 2.4
Cambridge Capital Management
2804
Cambridge Capital Management
Illinois
$2.65億 +$158万 +0.6% 1.32% 55.9% 48 6.25% 2.2
Cherokee Insurance
2805
Cherokee Insurance
Michigan
$2.64億 +$528万 +2% 3.48% – 132 8.33% 1.5
Greenfield Savings Bank
2806
Greenfield Savings Bank
Massachusetts
$2.64億 +$73.9万 +0.3% 2.77% 108% 153 7.19% 3.4
Horizon Advisory Services
2807
Horizon Advisory Services
New York
$2.64億 +$2676万 +11% 1.54% – 54 14.81% 1.4
Aspect Partners
2808
Aspect Partners
Virginia
$2.64億 -$369万 -1% 1.02% 66.7% 698 5.16% 2
Vestia Personal Wealth Advisors
2809
Vestia Personal Wealth Advisors
Indiana
$2.64億 +$819万 +3% 0.26% – 122 16.39% 1.7
Snow Phipps Group
2810
Snow Phipps Group
New York
$2.64億 -$6175万 -19% 12.9% 58% 2 0% 6.5
HMS Capital Management
2811
HMS Capital Management
Tennessee
$2.64億 -$330万 -1% 0.73% 140% 135 18.52% 3.2
HMV Wealth Advisors
2812
HMV Wealth Advisors
Louisiana
$2.64億 +$686万 +3% 0.28% – 95 9.47% 1.4
VMS Asset Management
2813
VMS Asset Management
$2.64億 -$5140万 -16% 2.01% – 48 64.58% 0.2
Ceera Investments
2814
Ceera Investments
Texas
$2.64億 +$2762万 +12% 6.27% 56.1% 109 15.6% 2.2
Altus Wealth Management
2815
Altus Wealth Management
Kentucky
$2.63億 +$365万 +1% 0.51% 73% 27 3.7% 4.6
WD Rutherford
2816
WD Rutherford
Oregon
$2.63億 -$1289万 -5% 3.76% 189% 83 15.66% 3
SCM
2817
Sage Capital Management
New Jersey
$2.63億 +$710万 +3% 0.64% 94.3% 181 15.47% 2.1
Lloyd Advisory Services
2818
Lloyd Advisory Services
Georgia
$2.63億 +$511万 +2% 0.35% 51.1% 869 13.46% 0.5
New England Professional Planning Group
2819
New England Professional Planning Group
Rhode Island
$2.63億 -$481万 -2% 0.88% 64.1% 51 5.88% 5
N10 Assets
2820
N10 Assets
Connecticut
$2.63億 +$3176万 +14% 0.04% – 36 11.11% 0.2
Eagle Wealth Strategies
2821
Eagle Wealth Strategies
New Jersey
$2.63億 +$133万 +0.5% 1.22% 85% 121 6.61% 1.9
Retirement Planning Company of New England
2822
Retirement Planning Company of New England
Rhode Island
$2.63億 -$1485万 -5% 0.54% 125% 268 7.46% 3.3
Fogel Capital Management
2823
Fogel Capital Management
Florida
$2.63億 +$1418万 +6% 3.63% 122% 61 9.84% 1.7
Carolina Wealth Advisors
2824
Carolina Wealth Advisors
South Carolina
$2.63億 +$761万 +3% 0.57% 62% 405 39.26% 2.1
MWA
2825
Miller Wealth Advisors
Colorado
$2.63億 +$2612万 +11% 13.6% 147% 129 10.85% 2.7