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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)
Stillwater Wealth Management Group
3476
Stillwater Wealth Management Group
Florida
$1.87億 +$710万 +4% 2.81% – 78 16.67% 1.4
Arsenal Capital Advisors
3477
Arsenal Capital Advisors
Pennsylvania
$1.87億 +$1735万 +10% 5.96% – 114 10.53% 0.6
BXM Wealth
3478
BXM Wealth
Colorado
$1.87億 +$297万 +2% 1.91% – 172 13.95% 1.1
Hidden Cove Wealth Management
3479
Hidden Cove Wealth Management
Washington
$1.87億 +$520万 +3% 3.59% – 164 28.05% 0.8
Shade Tree Advisors
3480
Shade Tree Advisors
New York
$1.87億 +$1498万 +9% 2.61% – 69 65.22% 0.5
Erickson Financial Group
3481
Erickson Financial Group
Pennsylvania
$1.87億 +$3.59万 +0% 0.77% 69.3% 25 0% 4
General Partner Inc
3482
General Partner Inc
Pennsylvania
$1.87億 +$75.1万 +0.4% 1.97% 83.1% 171 4.09% 3
GCA
3483
Gallagher Capital Advisors
Texas
$1.87億 +$1164万 +7% 9.79% – 77 15.58% 1.1
Foundation Wealth Management (Missouri)
3484
Foundation Wealth Management (Missouri)
Missouri
$1.86億 +$1720万 +10% 2.97% 74.9% 67 31.34% 1.9
CPC
3485
CFC Planning Company
Indiana
$1.86億 +$1526万 +9% 4.47% – 80 27.5% 1.2
EIM
3486
Ervin Investment Management
Washington
$1.86億 +$213万 +1% 2.84% 92.9% 47 2.13% 3.4
Granite FO LLC
3487
Granite FO LLC
New Hampshire
$1.86億 -$288万 -2% 0.91% 112% 172 0.58% 2.4
CFA
3488
Collaborative Fund Advisors
Nevada
$1.86億 +$1428万 +8% 5.13% – 240 50.83% 0.3
Alan N. Hoffman Investment Management
3489
Alan N. Hoffman Investment Management
Massachusetts
$1.86億 +$1668万 +10% 13% 114% 14 0% 4.4
Sage Advisory Services
3490
Sage Advisory Services
Texas
$1.86億 -$1757万 -9% 0.57% 37.8% 47 12.77% 3.7
Opinicus Capital
3491
Opinicus Capital
Florida
$1.86億 -$120万 -0.6% 2.62% 129% 107 10.28% 2.2
FSLI
3492
Funde Sino Life Insurance
China
$1.86億 -$1.21億 -40% 24.2% – 8 62.5% 0.2
Investment Partners Asset Management
3493
Investment Partners Asset Management
New Jersey
$1.86億 +$564万 +3% 3.26% 86.1% 178 5.06% 2.1
BWM
3494
BCO Wealth Management
New Mexico
$1.85億 +$211万 +1% 1.23% – 45 6.67% 1.5
CFP
3495
Comprehensive Financial Planning
Pennsylvania
$1.85億 -$214万 -1% 4.43% – 462 20.35% 1.3
Flavin Financial Services
3496
Flavin Financial Services
Florida
$1.85億 +$973万 +6% 2.13% – 83 9.64% 1.3
Live Oak Investment Partners
3497
Live Oak Investment Partners
Texas
$1.85億 -$63.9万 -0.3% 1.62% – 96 7.29% 2.3
Paladin Wealth
3498
Paladin Wealth
Minnesota
$1.85億 +$1308万 +8% 0.79% – 159 17.61% 1.2
WinCap Financial
3499
WinCap Financial
Massachusetts
$1.85億 -$16.6万 -0.1% 1.47% – 93 9.68% 1.3
Hilton Head Capital Partners
3500
Hilton Head Capital Partners
South Carolina
$1.85億 -$1350万 -7% 1.26% – 935 8.66% 0.7