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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、4,149本のファンド(~46%)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)
Whipplewood Advisors
3476
Whipplewood Advisors
Colorado
$1.48億 -$25.3万 -0.2% 1.25% – 649 71.19% 1.5
Elevation Wealth Management
3477
Elevation Wealth Management
Minnesota
$1.48億 +$1444万 +11% 3.8% – 157 12.1% 0.6
Washington Capital Management
3478
Washington Capital Management
Washington
$1.48億 -$342万 -2% 1.01% 81.8% 128 19.53% 2.7
OIA
3479
Oakmont Investment Advisors
Pennsylvania
$1.48億 +$393万 +3% 0.98% – 133 27.82% 0.5
Gilpin Wealth Management
3480
Gilpin Wealth Management
Colorado
$1.48億 +$322万 +2% 1.43% – 1,484 32.48% 0.5
Essential Investment Partners
3481
Essential Investment Partners
Colorado
$1.48億 +$2323万 +19% 5.49% – 463 34.13% 0.5
Lionshead Wealth Management
3482
Lionshead Wealth Management
New York
$1.48億 -$631万 -4% 2.34% – 118 12.71% 1.4
Moulton Wealth Management
3483
Moulton Wealth Management
Washington
$1.48億 -$448万 -3% 0.8% 47.8% 69 13.04% 0.9
Green Alpha Advisors
3484
Green Alpha Advisors
Colorado
$1.48億 -$144万 -1% 7.35% 316% 120 14.17% 3.6
Cravens & Co Advisors
3485
Cravens & Co Advisors
Tennessee
$1.47億 -$147万 -1% 1.59% 70.4% 72 22.22% 2.3
Ipsen Advisor Group
3486
Ipsen Advisor Group
Arkansas
$1.47億 -$812万 -5% 1.01% – 107 1.87% 2.7
Tenzing Financial
3487
Tenzing Financial
Virginia
$1.47億 +$171万 +1% 0.22% – 87 13.79% 0.7
Midwest Financial Network
3488
Midwest Financial Network
Illinois
$1.47億 +$34.6万 +0.2% 0.05% – 111 10.81% 1
Blodgett Wealth Advisors
3489
Blodgett Wealth Advisors
California
$1.47億 -$249万 -2% 8.22% 150% 74 13.51% 3.2
BCG
3490
BRIA Capital Group
Florida
$1.47億 +$1121万 +8% 4.31% – 74 8.11% 0.5
PVG Asset Management
3491
PVG Asset Management
Colorado
$1.47億 -$2653万 -15% 0.49% – 150 28% 0.9
Arnold Financial Planning
3492
Arnold Financial Planning
Iowa
$1.47億 +$1258万 +9% 1.29% – 46 13.04% 0.5
Peak Wealth Management
3493
Peak Wealth Management
New Hampshire
$1.47億 +$412万 +3% 0.25% – 69 17.39% 0.6
Virtue Asset Management
3494
Virtue Asset Management
Illinois
$1.47億 +$413万 +3% 2.74% – 109 3.67% 0.9
Clear Point Advisors
3495
Clear Point Advisors
New York
$1.46億 +$3366万 +30% 1.38% 56.7% 138 37.68% 0.7
AF
3496
ASL Financial
California
$1.46億 +$427万 +3% 0.65% – 102 6.86% 0.7
Clarity Retirement & Wealth
3497
Clarity Retirement & Wealth
Massachusetts
$1.46億 +$111万 +0.8% 0.83% – 36 13.89% 0.6
HRC
3498
Hoertkorn Richard Charles
$1.46億 -$320万 -2% 0.33% 182% 71 4.23% 8.9
LTG Capital
3499
LTG Capital
Massachusetts
$1.46億 -$358万 -2% 4.48% 59% 25 4% 4.3
Woodside Wealth Management
3500
Woodside Wealth Management
Massachusetts
$1.46億 +$240万 +2% 0.36% – 46 8.7% 1.4