で公開中です! 詳しく見る

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)
Finley Financial
3001
Finley Financial
Nevada
$2.42億 -$644万 -3% 1.66% – 111 4.5% 1.7
Leicht Financial Planning & Wealth Management
3002
Leicht Financial Planning & Wealth Management
New Jersey
$2.42億 -$207万 -0.8% 1.03% 50.2% 17 11.76% 3.8
93 Financial Group
3003
93 Financial Group
Massachusetts
$2.42億 -$1137万 -4% 4.29% – 9 11.11% 0.8
Worth Financial Advisory Group
3004
Worth Financial Advisory Group
North Carolina
$2.42億 +$184万 +0.8% 3.06% 93.3% 207 7.25% 0.6
Junk Investment Group
3005
Junk Investment Group
Maryland
$2.41億 +$1556万 +7% 0.08% – 100 5% 0.5
Curry Webb Wealth Management
3006
Curry Webb Wealth Management
Indiana
$2.41億 $0 0% 0.95% – 67 0% 0.7
BWM
3007
Bullock Wealth Management
Indiana
$2.41億 +$1065万 +5% 2.84% 101% 649 9.24% 3.4
Old North State Wealth Management
3008
Old North State Wealth Management
North Carolina
$2.41億 +$698万 +3% 3.99% 91.5% 114 7.02% 3
Pearl Planning
3009
Pearl Planning
Michigan
$2.41億 +$2362万 +11% 1.06% – 64 14.06% 0.6
Reflection Asset Management
3010
Reflection Asset Management
South Carolina
$2.41億 +$2701万 +13% 4.53% – 165 10.3% 0.6
BCFD
3011
Boit C.F. David
$2.41億 +$335万 +1% 3.47% 84.2% 111 27.93% 3.5
FFC
3012
Frederick Financial Consultants
Maryland
$2.41億 +$513万 +2% 1.51% – 132 11.36% 1.3
Mader & Shannon Wealth Management
3013
Mader & Shannon Wealth Management
Missouri
$2.41億 +$2676万 +13% 3.28% 62.5% 26 19.23% 2.8
AIA
3014
Arcadia Investment Advisors
Idaho
$2.41億 +$369万 +2% 0.02% 56.4% 87 8.05% 5.5
Enterprise Financial Services Corp (EFSC)
3015
Enterprise Financial Services Corp (EFSC)
Missouri
$2.41億 -$414万 -2% 2.3% 112% 200 16% 6.7
Foundry Financial Group
3016
Foundry Financial Group
New Hampshire
$2.41億 +$947万 +4% 0.16% 57.4% 86 10.47% 1.7
Wingate Wealth Advisors
3017
Wingate Wealth Advisors
Massachusetts
$2.41億 +$1368万 +6% 0.19% – 133 8.27% 1.4
IRON Financial
3018
IRON Financial
Illinois
$2.41億 -$170万 -0.7% 3.86% 60.6% 173 26.01% 3.2
Matthews International Capital Management
3019
Matthews International Capital Management
California
$2.41億 -$5116万 -18% 7.1% 186% 37 27.03% 2.9
Menlo Ventures Management
3020
Menlo Ventures Management
California
$2.41億 -$1.17億 -33% 27.3% – 5 40% 0.3
Arch Global Advisors
3021
Arch Global Advisors
New York
$2.4億 +$1444万 +6% 2.07% – 65 18.46% 0.4
Define Financial
3022
Define Financial
California
$2.4億 +$2256万 +10% 0.34% – 54 16.67% 1.2
SLFPAM
3023
St. Louis Financial Planners Asset Management
Missouri
$2.4億 +$5278万 +28% 2.21% 139% 68 66.18% 0.4
Compass Financial Group (Florida)
3024
Compass Financial Group (Florida)
Florida
$2.4億 +$353万 +1% 0.25% 47.5% 51 0% 4.3
LFG Wealth Partners
3025
LFG Wealth Partners
Kentucky
$2.4億 +$2682万 +13% 4.62% – 121 31.4% 0.5