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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)
Pillar Financial Advisors
3526
Pillar Financial Advisors
Kentucky
$1.83億 -$836万 -4% 0.9% – 125 19.2% 1.5
Robinson Value Management
3527
Robinson Value Management
Texas
$1.83億 -$409万 -2% 1.82% 79.3% 82 14.63% 3.4
DecisionMap Wealth Management
3528
DecisionMap Wealth Management
Virginia
$1.83億 +$390万 +2% 2.33% – 147 6.8% 1.4
Fee-Only Financial Planning
3529
Fee-Only Financial Planning
South Carolina
$1.82億 -$427万 -2% 0.09% 72.6% 45 4.44% 3.1
Forbes Financial Planning
3530
Forbes Financial Planning
Rhode Island
$1.82億 -$412万 -2% 0.62% 52.3% 39 5.13% 2.7
Hudson Canyon Capital Management
3531
Hudson Canyon Capital Management
New York
$1.82億 -$471万 -3% 5.82% 182% 52 5.77% 3.4
Ridgepath Capital Management
3532
Ridgepath Capital Management
Tennessee
$1.82億 -$4438万 -20% 0.45% 73.5% 62 17.74% 1.7
GA
3533
Gagnon Advisors
New York
$1.82億 +$2480万 +16% 22.9% 214% 26 19.23% 4.7
Innealta Capital
3534
Innealta Capital
Texas
$1.82億 -$540万 -3% 0.16% 69.8% 101 34.65% 2.5
TLW Wealth Management
3535
TLW Wealth Management
Florida
$1.82億 +$513万 +3% 3.75% 98.3% 23 13.04% 4.3
Andrews Lucia Wealth Management
3536
Andrews Lucia Wealth Management
California
$1.82億 -$946万 -5% 0.33% 64% 40 17.5% 3
BNB Wealth Management
3537
BNB Wealth Management
Maryland
$1.82億 -$131万 -0.7% 0.25% – 100 12% 0.7
Brewster Financial Planning
3538
Brewster Financial Planning
New York
$1.81億 -$64.4万 -0.4% 1.83% 44.3% 31 3.23% 2.8
Addis & Hill
3539
Addis & Hill
Pennsylvania
$1.81億 $0 0% 0.58% 65.1% 29 0% 2.3
Ledgewood Wealth Advisors
3540
Ledgewood Wealth Advisors
New Hampshire
$1.81億 -$688万 -4% 1.43% 42.8% 79 10.13% 2.2
TI-Trust
3541
TI-Trust
Illinois
$1.81億 -$464万 -2% 2.03% 88.8% 135 2.96% 4.9
W.H. Cornerstone Investments
3542
W.H. Cornerstone Investments
Massachusetts
$1.81億 +$440万 +2% 1.68% 58.2% 144 7.64% 2.1
Columbia Advisory Partners
3543
Columbia Advisory Partners
Washington
$1.81億 -$11.2万 -0.1% 1.06% 69.7% 121 25.62% 1.8
Dean Jacobson Financial Services
3544
Dean Jacobson Financial Services
Texas
$1.81億 -$55.6万 -0.3% 1.01% 59.6% 23 4.35% 1.6
Gaddis Premier Wealth Advisors
3545
Gaddis Premier Wealth Advisors
Oklahoma
$1.81億 +$1643万 +10% 0.01% – 117 21.37% 0.5
WealthTrust Asset Management
3546
WealthTrust Asset Management
Florida
$1.81億 -$379万 -2% 1.1% 102% 121 20.66% 2
Canandaigua National Trust of Florida
3547
Canandaigua National Trust of Florida
New York
$1.81億 – – 1.65% – 143 – 1.2
Madrid Financial Services
3548
Madrid Financial Services
California
$1.81億 -$813万 -4% 1.65% – 29 24.14% 1
Holcombe Financial
3549
Holcombe Financial
Georgia
$1.81億 +$370万 +2% 3.3% – 53 7.55% 1.3
WFG
3550
Wormser Freres Gestion
France
$1.81億 +$374万 +2% 6.05% 67.4% 74 14.86% 1.4