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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)
Align Financial
3276
Align Financial
Minnesota
$2.1億 +$835万 +4% 0.09% – 663 47.21% 0.4
LECAP Asset Management
3277
LECAP Asset Management
United Kingdom
$2.1億 -$2334万 -10% 0.68% 35.6% 391 68.29% 0.2
Catalys Pacific
3278
Catalys Pacific
Japan
$2.1億 -$1971万 -9% 8.55% 189% 2 0% 2.8
LifeSteps Financial
3279
LifeSteps Financial
California
$2.1億 -$494万 -2% 2.24% 98.4% 792 85.86% 3.9
Treasure Coast Financial Planning
3280
Treasure Coast Financial Planning
Florida
$2.1億 +$457万 +2% 0.26% 35.5% 49 10.2% 2.9
WPA
3281
Wealth Preservation Advisors
Tennessee
$2.1億 +$3414万 +19% 5.32% – 127 37.01% 0.9
Finivi Inc
3282
Finivi Inc
Massachusetts
$2.1億 +$1459万 +7% 1.68% 144% 120 14.17% 2.4
Salus Financial Advisors
3283
Salus Financial Advisors
Colorado
$2.1億 +$669万 +3% 0.86% – 44 13.64% 1.3
PIM
3284
Pullen Investment Management
Florida
$2.09億 -$676万 -3% 0.18% – 106 12.26% 1.7
Harrington Investments
3285
Harrington Investments
California
$2.09億 +$275万 +1% 4.45% 109% 84 7.14% 6.8
McCarthy Asset Management
3286
McCarthy Asset Management
California
$2.09億 -$190万 -0.9% 0.08% – 30 10% 4
SBK Financial
3287
SBK Financial
Virginia
$2.09億 +$5732万 +38% 0.71% – 211 13.74% 1.7
Wealth Intelligence
3288
Wealth Intelligence
Georgia
$2.09億 -$643万 -3% 2.41% – 60 1.67% 0.7
Birchbrook
3289
Birchbrook
Maine
$2.09億 -$428万 -2% 0.38% 49.1% 308 5.19% 2.2
Cornerstone Wealth
3290
Cornerstone Wealth
Tennessee
$2.09億 +$1099万 +6% 0.91% – 108 10.19% 0.4
FOCUS Wealth Advisors
3291
FOCUS Wealth Advisors
Texas
$2.09億 -$705万 -3% 0.11% 68.7% 63 4.76% 3.3
Hara Capital
3292
Hara Capital
Washington
$2.09億 +$1900万 +10% 10.4% 65.4% 311 7.72% 1.9
Spring Capital Management
3293
Spring Capital Management
Texas
$2.08億 +$311万 +2% 1.02% 73.6% 57 5.26% 2.7
Carson Advisory
3294
Carson Advisory
Georgia
$2.08億 -$953万 -4% 1.34% 70.9% 210 9.52% 3
FWG Investments
3295
FWG Investments
Kentucky
$2.08億 +$1908万 +10% 1.63% 67.5% 125 12% 1.3
Taylor & Morgan Wealth Management
3296
Taylor & Morgan Wealth Management
Michigan
$2.08億 +$515万 +3% 1.09% 85.9% 91 4.4% 2.9
Brown Shipley & Co
3297
Brown Shipley & Co
United Kingdom
$2.08億 +$1469万 +8% 9.99% 125% 78 5.13% 2.6
Bucket List Wealth Management
3298
Bucket List Wealth Management
Florida
$2.08億 +$475万 +2% 0.28% – 64 3.13% 0.6
MLTEF
3299
Metatron Long Term Equity Fund
$2.07億 -$1278万 -6% 4.43% – 70 21.43% 0.2
Kessler Investment Group
3300
Kessler Investment Group
Indiana
$2.07億 -$2696万 -12% 6.52% 251% 85 8.24% 2.6