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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)
First International Bank of Israel
2951
First International Bank of Israel
$2.47億 -$1.19億 -33% 0.16% – 84 35.71% 0.7
Spice Expeditions
2952
Spice Expeditions
Connecticut
$2.47億 +$2338万 +10% 8.56% – 1 0% 0.3
InvesTrust
2953
InvesTrust
Oklahoma
$2.47億 -$1260万 -5% 1.11% – 95 4.21% 1.7
Kaufman Rossin Wealth
2954
Kaufman Rossin Wealth
Florida
$2.47億 +$3605万 +17% 2% – 187 43.85% 0.7
Wealthcare Capital Partners
2955
Wealthcare Capital Partners
Pennsylvania
$2.47億 +$508万 +2% 0.32% – 185 12.43% 1.3
CCM
2956
Capstone Capital Management
$2.47億 +$2351万 +11% 11.6% – 230 65.22% 0.2
Trademark Financial Management
2957
Trademark Financial Management
Minnesota
$2.47億 +$272万 +1% 1.26% 67.5% 111 6.31% 1.7
Mitchell Sinkler & Starr
2958
Mitchell Sinkler & Starr
Pennsylvania
$2.47億 +$667万 +3% 4.36% 85.6% 160 6.25% 5.4
MN Wealth Advisors
2959
MN Wealth Advisors
Kansas
$2.47億 +$1166万 +5% 1.86% 68.3% 151 18.54% 1.6
Harold Davidson & Associates
2960
Harold Davidson & Associates
California
$2.46億 +$1580万 +7% 6.64% – 67 14.93% 1.4
ADE LLC
2961
ADE LLC
Maryland
$2.46億 +$947万 +4% 1.51% 59.8% 100 10% 3.6
Sound Stewardship
2962
Sound Stewardship
Kansas
$2.46億 +$369万 +2% 1.15% 45.9% 81 16.05% 2.4
PFS Partners
2963
PFS Partners
New Jersey
$2.46億 -$89.6万 -0.4% 0.97% 65.2% 624 6.73% 2.7
Fortune 45 LLC
2964
Fortune 45 LLC
Louisiana
$2.46億 +$1200万 +5% 0.83% 85.2% 38 13.16% 2.8
Higgins & Schmidt Wealth Strategies
2965
Higgins & Schmidt Wealth Strategies
Colorado
$2.46億 +$371万 +2% 0.09% 65.6% 68 7.35% 1.8
Heritage Wealth Architects
2966
Heritage Wealth Architects
Minnesota
$2.46億 -$517万 -2% 0.14% – 74 10.81% 1.1
Victrix Investment Advisors
2967
Victrix Investment Advisors
Florida
$2.46億 +$733万 +3% 3.91% – 78 8.97% 1.4
Optimist Retirement Group
2968
Optimist Retirement Group
Washington
$2.46億 -$1334万 -5% 1.34% 92.2% 126 19.05% 1.8
WJ Wealth Management
2969
WJ Wealth Management
Arizona
$2.46億 -$769万 -3% 0.74% 95.6% 90 22.22% 2.5
Mad River Investors
2970
Mad River Investors
Massachusetts
$2.46億 -$2242万 -8% 2.9% 169% 32 9.38% 3.5
Murphy Middleton Hinkle & Parker
2971
Murphy Middleton Hinkle & Parker
Georgia
$2.46億 -$55.2万 -0.2% 0.18% 66.8% 146 6.16% 2.4
First Bancorp
2972
First Bancorp
Maine
$2.45億 -$796万 -3% 0.21% 80.3% 579 10.71% 1.1
Gray Private Wealth
2973
Gray Private Wealth
Massachusetts
$2.45億 +$1403万 +6% 1.26% – 67 17.91% 1.6
TFB Advisors
2974
TFB Advisors
Kansas
$2.45億 +$1836万 +8% 1.07% 85% 205 12.68% 2.1
Cooper Capital Advisors
2975
Cooper Capital Advisors
California
$2.45億 +$1474万 +6% 0.64% – 52 30.77% 0.9