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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)
Friedenthal Financial
3101
Friedenthal Financial
New Jersey
$2.31億 +$1412万 +7% 1.05% 105% 401 50.62% 1.6
Aull & Monroe Investment Management
3102
Aull & Monroe Investment Management
Alabama
$2.31億 -$857万 -4% 0.42% 98.3% 128 3.91% 9.2
Serenity Investment Advisors
3103
Serenity Investment Advisors
Illinois
$2.3億 -$421万 -2% 0.13% – 77 10.39% 0.7
Laurel Wealth Planning
3104
Laurel Wealth Planning
Minnesota
$2.3億 +$425万 +2% 0.01% 59.5% 72 9.72% 3.4
Ballast Asset Management
3105
Ballast Asset Management
Texas
$2.3億 -$2060万 -8% 0.21% 123% 57 14.04% 2
OmniStar Financial Group
3106
OmniStar Financial Group
North Carolina
$2.3億 +$1289万 +6% 2.01% 75.6% 152 46.05% 1.4
Tuttle Capital Management
3107
Tuttle Capital Management
Connecticut
$2.3億 +$8122万 +55% 1.41% 115% 267 61.8% 0.2
Spear Advisors
3108
Spear Advisors
New York
$2.3億 -$6177万 -21% 16.1% – 33 24.24% 0.5
Cresta Advisors
3109
Cresta Advisors
Texas
$2.29億 -$4926万 -18% 0.34% 66.8% 54 7.41% 2.9
Cooper/Haims Advisors
3110
Cooper/Haims Advisors
New York
$2.29億 -$316万 -1% 0.02% 58.8% 130 19.23% 3.6
AGP Franklin
3111
AGP Franklin
Tennessee
$2.29億 -$139万 -0.6% 6.29% – 101 17.82% 1.2
Sowa Financial Group
3112
Sowa Financial Group
Rhode Island
$2.29億 +$1470万 +7% 7.33% 100% 31 6.45% 3.6
W Advisors LLC
3113
W Advisors LLC
Tennessee
$2.29億 +$924万 +4% 4.08% 88.7% 156 3.85% 3
KWM
3114
KRM Wealth Management
Nevada
$2.29億 +$185万 +0.8% 1.08% – 47 6.38% 0.7
Trust Investment Advisors
3115
Trust Investment Advisors
Indiana
$2.29億 +$1963万 +9% 1.99% 178% 114 25.44% 4.5
Yardley Wealth Management
3116
Yardley Wealth Management
Pennsylvania
$2.29億 +$891万 +4% 1.25% – 41 12.2% 1.7
Capital Wealth Alliance
3117
Capital Wealth Alliance
Arizona
$2.29億 +$1354万 +6% 6.19% 124% 108 15.74% 2.6
Bastion Asset Management
3118
Bastion Asset Management
Canada
$2.29億 -$6580万 -22% 4.49% – 71 66.2% 0.3
TAP
3119
Tounjian Advisory Partners
Florida
$2.29億 -$496万 -2% 1.96% – 882 14.17% 0.4
Tenret Company
3120
Tenret Company
Florida
$2.29億 – – 1.6% – 39 – 3.6
Beach Point Capital Management
3121
Beach Point Capital Management
California
$2.29億 -$2935万 -11% 20.3% 84.1% 21 42.86% 1
BankPlus Wealth Management
3122
BankPlus Wealth Management
Mississippi
$2.29億 +$646万 +3% 0.99% – 128 10.16% 1.4
Smith Thornton Advisors
3123
Smith Thornton Advisors
Alabama
$2.29億 +$156万 +0.7% 0.32% – 145 7.59% 1.8
Ariadne Wealth Management
3124
Ariadne Wealth Management
California
$2.28億 +$231万 +1% 2.35% – 276 13.77% 1.4
Castleview Partners
3125
Castleview Partners
Texas
$2.28億 +$66.5万 +0.3% 1.49% 61.3% 240 17.92% 2.6