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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)
RHDIC
2951
R.H. Dinel Investment Counsel
California
$1.42億 +$1131万 +9% 14.6% 55.9% 40 2.5% 10.7
LifePlan Financial
2952
LifePlan Financial
Minnesota
$1.41億 -$151万 -1% 2.3% 69.9% 95 10.53% 1.9
MCM
2953
Magnolia Capital Management
New York
$1.41億 -$367万 -3% 1.26% 85.9% 75 5.33% 4.7
Rhodes Investment Advisors
2954
Rhodes Investment Advisors
Texas
$1.41億 +$511万 +4% 4% – 141 21.99% 0.6
Western Reserve Capital Management
2955
Western Reserve Capital Management
Ohio
$1.41億 +$609万 +5% 1.32% – 54 1.85% 0.7
Tortuga Wealth Management
2956
Tortuga Wealth Management
California
$1.41億 +$901万 +7% 5.36% – 146 10.96% 0.6
Sherman Wealth Management
2957
Sherman Wealth Management
Maryland
$1.41億 +$794万 +6% 1.02% – 88 9.09% 0.7
Daytona Street Capital
2958
Daytona Street Capital
Missouri
$1.41億 +$361万 +3% 0.22% – 319 21.63% 0.6
Odyssey Capital Advisors
2959
Odyssey Capital Advisors
Pennsylvania
$1.4億 +$84.4万 +0.6% 3.13% – 104 6.73% 0.7
Partnership Wealth Management
2960
Partnership Wealth Management
Maryland
$1.4億 -$778万 -5% 1.26% 67.6% 69 5.8% 2.4
UFA
2961
Uptown Financial Advisors
Texas
$1.4億 -$1177万 -8% 0.5% – 93 22.58% 1.5
North Capital
2962
North Capital
Utah
$1.4億 +$770万 +6% 0.9% – 111 21.62% 1.2
NA
2963
Nearside Advisors
Indiana
$1.4億 – – 1.05% – 47 – 0
FF
2964
Fox Financial
Pennsylvania
$1.4億 -$369万 -3% 0.35% 78.9% 15 26.67% 2.1
Fairman Group
2965
Fairman Group
Pennsylvania
$1.4億 +$1245万 +10% 6.41% 46.8% 345 7.54% 1.9
Journey Retirement Planning & Investment Management
2966
Journey Retirement Planning & Investment Management
Idaho
$1.4億 +$1130万 +9% 4.21% – 181 20.99% 0.6
ICMP
2967
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.39億 -$383万 -3% 1.35% 39.7% 66 13.64% 2.9
ACM
2968
Appalachian Capital Management
Ohio
$1.39億 +$155万 +1% 0.37% – 48 10.42% 0.7
Legacy Advisory Services
2969
Legacy Advisory Services
Pennsylvania
$1.39億 -$272万 -2% 1.07% 59.4% 88 47.73% 1
Athena Wealth Management
2970
Athena Wealth Management
Nevada
$1.39億 +$483万 +4% 3.85% – 113 16.81% 0.6
APS Management Group
2971
APS Management Group
California
$1.39億 +$899万 +7% 3.46% – 81 16.05% 0.9
Global Trust Wealth Management
2972
Global Trust Wealth Management
Florida
$1.39億 -$621万 -4% 0.29% – 76 7.89% 0.7
Winter & Associates
2973
Winter & Associates
Minnesota
$1.39億 +$545万 +4% 0.9% – 92 19.57% 0.6
Antonelli Financial Advisors
2974
Antonelli Financial Advisors
Michigan
$1.38億 -$758万 -5% 2.22% – 53 3.77% 1.4
Nvest Wealth Strategies
2975
Nvest Wealth Strategies
Ohio
$1.38億 -$2180万 -14% 0.39% – 422 34.12% 0.5