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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)
Collaborative Wealth Management
3051
Collaborative Wealth Management
Florida
$2.38億 -$90.9万 -0.4% 0.47% 46.6% 183 12.57% 3.3
EV
3052
EJMK Ventures
Illinois
$2.37億 +$1698万 +8% 1.75% – 185 18.38% 0.6
Ardent Capital Management
3053
Ardent Capital Management
Ohio
$2.37億 -$346万 -1% 3.06% 87.2% 49 38.78% 3
Ironwood Wealth Management (West Virginia)
3054
Ironwood Wealth Management (West Virginia)
West Virginia
$2.37億 +$52.1万 +0.2% 0.08% 38.1% 29 27.59% 3.4
Smallwood Wealth Investment Management
3055
Smallwood Wealth Investment Management
New Jersey
$2.37億 +$794万 +3% 2.38% 78% 709 39.92% 1.3
GPM Growth Investors
3056
GPM Growth Investors
Michigan
$2.37億 -$278万 -1% 3.19% – 44 4.55% 3.7
AIFS
3057
A&I Financial Services
Colorado
$2.37億 +$690万 +3% 1.12% – 83 16.87% 1.9
HS Management Partners
3058
HS Management Partners
New York
$2.36億 -$5465万 -19% 2.02% 36.2% 25 16% 4.1
Braeburn Wealth Management
3059
Braeburn Wealth Management
Michigan
$2.36億 +$340万 +1% 2.45% – 122 38.52% 0.5
Trail Ridge Investment Advisors
3060
Trail Ridge Investment Advisors
Colorado
$2.36億 -$43.1万 -0.2% 1.5% 83.9% 100 11% 3.4
Signature Resources Capital Management
3061
Signature Resources Capital Management
California
$2.36億 -$1738万 -7% 0.81% 67.8% 1,001 37.46% 1.2
CWMGP
3062
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.36億 -$4751万 -17% 1.51% 85.4% 108 38.89% 2.4
PFG Private Wealth Management
3063
PFG Private Wealth Management
Florida
$2.36億 +$531万 +2% 0.44% 52.6% 84 25% 1.7
SPAS
3064
Spectrum Planning & Advisory Services
California
$2.36億 +$1263万 +6% 0.69% – 142 18.31% 1.7
BlueDoor Private Wealth
3065
BlueDoor Private Wealth
Massachusetts
$2.36億 -$175万 -0.7% 1.16% – 171 8.77% 0.7
RCS
3066
R2 Capital Strategies
Nebraska
$2.36億 +$1499万 +7% 3.82% – 118 5.93% 0.2
FG
3067
Franchise GP
$2.36億 +$2040万 +9% 7.66% – 48 31.25% 0.5
LCM Capital Management
3068
LCM Capital Management
Illinois
$2.35億 +$536万 +2% 4.98% 128% 136 13.24% 3.5
PTM Wealth Management
3069
PTM Wealth Management
United States
$2.35億 +$1325万 +6% 1.19% – 63 4.76% 1.2
Lauterbach Financial Advisors
3070
Lauterbach Financial Advisors
Texas
$2.35億 +$206万 +0.9% 0.9% 76.5% 92 9.78% 3.1
Cairn Investment Group
3071
Cairn Investment Group
Washington
$2.35億 +$776万 +3% 2.19% 67.4% 67 4.48% 4.4
Signature Wealth Management Partners
3072
Signature Wealth Management Partners
New Jersey
$2.34億 +$1985万 +9% 5.21% 97.9% 132 13.64% 3.4
Whalen Wealth Management
3073
Whalen Wealth Management
Nevada
$2.34億 +$1207万 +5% 2.34% 90.2% 258 45.74% 0.8
Alhambra Investment Management
3074
Alhambra Investment Management
Florida
$2.34億 +$518万 +2% 1.71% 67.7% 195 12.31% 3.9
GBI
3075
GP Brinson Investments
Illinois
$2.34億 -$1083万 -4% 0.1% 51.2% 14 7.14% 4.8