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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)
MG
3326
McHugh Group
Ohio
$2.04億 +$842万 +4% 5.02% – 90 6.67% 1.4
Pacific Asset Management
3327
Pacific Asset Management
Washington
$2.04億 +$25.6万 +0.1% 0.51% – 83 15.66% 1.3
Echo Wealth Management
3328
Echo Wealth Management
Minnesota
$2.04億 +$794万 +4% 1.14% 42.9% 50 8% 3.2
Optivise Advisory Services
3329
Optivise Advisory Services
Tennessee
$2.04億 +$667万 +3% 1.85% – 253 18.18% 1.2
First City Capital Management
3330
First City Capital Management
Georgia
$2.04億 -$188万 -0.9% 2.84% 86.4% 170 8.82% 6.9
Strategent Financial
3331
Strategent Financial
Virginia
$2.03億 +$2989万 +17% 0.29% – 42 2.38% 1.5
Promethium Advisors
3332
Promethium Advisors
Maryland
$2.03億 -$488万 -2% 1.87% – 128 12.5% 1.6
Beacon Financial Strategies
3333
Beacon Financial Strategies
North Carolina
$2.03億 +$220万 +1% 0.71% 54.2% 245 17.14% 1.2
Spectrum Strategic Capital Management
3334
Spectrum Strategic Capital Management
Oregon
$2.03億 +$157万 +0.8% 5.08% 85.6% 79 8.86% 1.4
Corrado Advisors
3335
Corrado Advisors
New Jersey
$2.03億 -$1416万 -7% 0.76% 73.1% 124 12.9% 2.9
BDFS Capital
3336
BDFS Capital
Delaware
$2.03億 -$2718万 -12% 0.04% – 125 13.6% 0.6
Virginia Wealth Management Group
3337
Virginia Wealth Management Group
Virginia
$2.03億 +$204万 +1% 2.53% 49.4% 58 1.72% 3.2
Bauman Advisory Group
3338
Bauman Advisory Group
Nevada
$2.03億 +$1398万 +7% 0.36% – 98 20.41% 0.5
Bullseye Investment Management
3339
Bullseye Investment Management
Ohio
$2.03億 -$84.2万 -0.4% 0.9% 38.2% 326 79.14% 1.5
JKA
3340
Jones Kertz & Associates
Minnesota
$2.02億 -$1453万 -7% 0.97% – 67 2.99% 0.7
Tassel Capital Management
3341
Tassel Capital Management
North Carolina
$2.02億 -$1143万 -5% 1.45% – 48 10.42% 1.2
Legacy Financial Independent Advisors
3342
Legacy Financial Independent Advisors
Kentucky
$2.02億 -$1039万 -5% 2.03% – 136 14.71% 0.4
NWA
3343
Northwest Wealth Advisors
Washington
$2.02億 +$2805万 +16% 2.05% – 68 4.41% 0.7
Foresight Capital Management Advisors
3344
Foresight Capital Management Advisors
Michigan
$2.02億 -$364万 -2% 1.59% 100% 326 75.15% 0.5
Kingstone Capital Partners Texas
3345
Kingstone Capital Partners Texas
Texas
$2.02億 +$1418万 +8% 9.66% – 65 12.31% 1.3
Jericho Financial
3346
Jericho Financial
Ohio
$2.02億 +$898万 +5% 6.61% – 41 4.88% 1.7
Flywheel Private Wealth
3347
Flywheel Private Wealth
California
$2.02億 -$102万 -0.5% 1.12% – 117 11.97% 1.3
Merrion Investment Management
3348
Merrion Investment Management
New Jersey
$2.02億 -$963万 -5% 1.91% 161% 113 9.73% 3.5
Topel & Distasi Wealth Management
3349
Topel & Distasi Wealth Management
California
$2.02億 -$575万 -3% 1.4% 43.6% 59 5.08% 4.1
Guardian Wealth Advisors (Minnesota)
3350
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.01億 +$160万 +0.8% 0.77% 62.6% 73 17.81% 4.1