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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、4,149本のファンド(~46%)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)
Financial Designs
3001
Financial Designs
California
$1.94億 +$765万 +4% 1.84% 49% 42 9.52% 1.4
Quantum Financial Partners
3002
Quantum Financial Partners
Kansas
$1.94億 -$150万 -0.8% 1.53% – 169 19.53% 0.2
Lakewood Asset Management
3003
Lakewood Asset Management
Illinois
$1.94億 +$1171万 +6% 1.65% 69.3% 114 9.65% 2.9
IMG Wealth Management
3004
IMG Wealth Management
Florida
$1.94億 +$1438万 +8% 1.16% – 665 11.88% 1
NWM
3005
Navigoe Wealth Management
California
$1.94億 +$260万 +1% 0.4% – 1,240 69.6% 0.9
Bayshore Capital Advisors
3006
Bayshore Capital Advisors
Florida
$1.94億 -$2044万 -10% 5.86% – 48 18.75% 0.6
Invera Wealth Advisors
3007
Invera Wealth Advisors
Oregon
$1.94億 +$726万 +4% 1.03% 102% 136 3.68% 1.3
Adirondack Capital Advisors
3008
Adirondack Capital Advisors
New York
$1.94億 +$722万 +4% 0.48% – 45 0% 0.7
Rydar Equities
3009
Rydar Equities
Texas
$1.94億 +$1596万 +9% 4.43% – 441 75.96% 0.2
Integrity Wealth Advisors
3010
Integrity Wealth Advisors
California
$1.93億 – – 2.29% – 77 – 1.1
Ehrlich Financial Group
3011
Ehrlich Financial Group
California
$1.93億 -$111万 -0.6% 0.29% 56.2% 132 18.94% 1.6
MAM
3012
Maytree Asset Management
Hong Kong
$1.93億 +$3920万 +25% 1.1% 441% 48 68.75% 0.4
Ables Iannone Moore & Associates
3013
Ables Iannone Moore & Associates
Georgia
$1.93億 +$519万 +3% 4.97% 116% 66 10.61% 2.2
Rayburn West Financial Services
3014
Rayburn West Financial Services
Tennessee
$1.93億 +$1137万 +6% 3.93% – 87 10.34% 0.7
Stone Loft Wealth Management
3015
Stone Loft Wealth Management
Pennsylvania
$1.93億 +$1698万 +10% 1% – 31 6.45% 0.7
Upper Left Wealth Management
3016
Upper Left Wealth Management
Florida
$1.93億 +$1225万 +7% 2.4% 52.7% 79 21.52% 3.2
Martin Capital Advisors
3017
Martin Capital Advisors
Texas
$1.93億 +$192万 +1% 3.66% 140% 78 5.13% 3.7
SA
3018
Sunesis Advisors
Kansas
$1.93億 -$4926万 -20% 1.67% – 71 81.69% 2.6
Clark Wealth Partners
3019
Clark Wealth Partners
Illinois
$1.93億 +$1545万 +9% 0.78% – 1,076 48.61% 0.7
ROI Financial Advisors
3020
ROI Financial Advisors
Oregon
$1.93億 -$73万 -0.4% 2.39% 165% 74 8.11% 2
MBWA
3021
Marin Bay Wealth Advisors
California
$1.92億 +$621万 +3% 4.4% – 138 11.59% 0.6
Northern Lights Advisors
3022
Northern Lights Advisors
Washington
$1.92億 +$817万 +4% 3.64% – 80 17.5% 0.6
Hibernia Wealth Partners
3023
Hibernia Wealth Partners
Louisiana
$1.92億 +$716万 +4% 1.14% 40.6% 95 23.16% 1.5
BluePath Capital Management
3024
BluePath Capital Management
Georgia
$1.92億 +$911万 +5% 1.44% 106% 140 17.14% 1.4
Lavelle Capital
3025
Lavelle Capital
California
$1.91億 -$4075万 -18% 0.41% – 88 19.32% 0.5