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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、4,403本のファンド(~49%)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)
TA
3251
TPG Advisors
Illinois
$1.87億 +$503万 +3% 0.9% – 120 5.83% 1.7
Zynergy Retirement Planning
3252
Zynergy Retirement Planning
New Jersey
$1.87億 +$282万 +2% 2.51% – 26 3.85% 2.2
BF
3253
Baring Financial
Washington
$1.87億 +$544万 +3% 2.4% – 92 15.22% 1.3
LeConte Wealth Management
3254
LeConte Wealth Management
Tennessee
$1.87億 +$360万 +2% 1.73% – 212 22.64% 0.8
Farrell Financial
3255
Farrell Financial
New York
$1.87億 +$198万 +1% 0.91% 57.8% 84 4.76% 2.1
Stillwater Wealth Management Group
3256
Stillwater Wealth Management Group
Florida
$1.87億 +$710万 +4% 2.81% – 78 16.67% 1.4
Arsenal Capital Advisors
3257
Arsenal Capital Advisors
Pennsylvania
$1.87億 +$1735万 +10% 5.96% – 114 10.53% 0.6
BXM Wealth
3258
BXM Wealth
Colorado
$1.87億 +$297万 +2% 1.91% – 172 13.95% 1.1
Hidden Cove Wealth Management
3259
Hidden Cove Wealth Management
Washington
$1.87億 +$520万 +3% 3.59% – 164 28.05% 0.8
Shade Tree Advisors
3260
Shade Tree Advisors
New York
$1.87億 +$1498万 +9% 2.61% – 69 65.22% 0.5
Erickson Financial Group
3261
Erickson Financial Group
Pennsylvania
$1.87億 +$3.59万 +0% 0.77% 69.3% 25 0% 4
General Partner Inc
3262
General Partner Inc
Pennsylvania
$1.87億 +$75.1万 +0.4% 1.97% 83.1% 171 4.09% 3
GCA
3263
Gallagher Capital Advisors
Texas
$1.87億 +$1164万 +7% 9.79% – 77 15.58% 1.1
Foundation Wealth Management (Missouri)
3264
Foundation Wealth Management (Missouri)
Missouri
$1.86億 +$1720万 +10% 2.97% 74.9% 67 31.34% 1.9
CPC
3265
CFC Planning Company
Indiana
$1.86億 +$1526万 +9% 4.47% – 80 27.5% 1.2
EIM
3266
Ervin Investment Management
Washington
$1.86億 +$213万 +1% 2.84% 92.9% 47 2.13% 3.4
Granite FO LLC
3267
Granite FO LLC
New Hampshire
$1.86億 -$288万 -2% 0.91% 112% 172 0.58% 2.4
CFA
3268
Collaborative Fund Advisors
Nevada
$1.86億 +$1428万 +8% 5.13% – 240 50.83% 0.3
Alan N. Hoffman Investment Management
3269
Alan N. Hoffman Investment Management
Massachusetts
$1.86億 +$1668万 +10% 13% 114% 14 0% 4.4
Sage Advisory Services
3270
Sage Advisory Services
Texas
$1.86億 -$1757万 -9% 0.57% 37.8% 47 12.77% 3.7
Opinicus Capital
3271
Opinicus Capital
Florida
$1.86億 -$120万 -0.6% 2.62% 129% 107 10.28% 2.2
FSLI
3272
Funde Sino Life Insurance
China
$1.86億 -$1.21億 -40% 24.2% – 8 62.5% 0.2
Investment Partners Asset Management
3273
Investment Partners Asset Management
New Jersey
$1.86億 +$564万 +3% 3.26% 86.1% 178 5.06% 2.1
BWM
3274
BCO Wealth Management
New Mexico
$1.85億 +$211万 +1% 1.23% – 45 6.67% 1.5
CFP
3275
Comprehensive Financial Planning
Pennsylvania
$1.85億 -$214万 -1% 4.43% – 462 20.35% 1.3