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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、4,019本のファンド(~45%)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)
NewCorp Financial Services
3551
NewCorp Financial Services
Georgia
$1.32億 +$133万 +1% 0.7% – 59 16.95% 0.6
CDKV Holdings
3552
CDKV Holdings
Colorado
$1.32億 +$399万 +3% 1.02% – 278 0.72% 0.7
Paragon Capital Management (Utah)
3553
Paragon Capital Management (Utah)
Utah
$1.32億 -$306万 -2% 0.9% 72.3% 83 19.28% 1.9
MCFP
3554
McCarley & Cook Financial Planners
Ohio
$1.32億 +$300万 +2% 0.17% – 282 9.57% 0.7
Miller Financial Services
3555
Miller Financial Services
Michigan
$1.32億 +$763万 +6% 0.94% – 163 17.79% 1.1
Nightview Capital
3556
Nightview Capital
Texas
$1.32億 -$184万 -1% 7.27% 170% 15 20% 1.9
Vision Financial Markets
3557
Vision Financial Markets
Connecticut
$1.31億 +$1604万 +14% 0.45% – 439 17.77% 1.4
AFG Fiduciary Services
3558
AFG Fiduciary Services
Massachusetts
$1.31億 +$266万 +2% 1.29% 72.4% 65 10.77% 2.9
TWM
3559
Todd Wealth Management
Florida
$1.31億 -$89.5万 -0.7% 3.85% – 116 10.34% 0.7
Asempa Wealth Advisors
3560
Asempa Wealth Advisors
Louisiana
$1.31億 -$305万 -2% 1.14% – 122 9.02% 0.7
SF
3561
Schaeffer Financial
Maryland
$1.31億 +$170万 +1% 0.89% 52.2% 31 16.13% 2.3
Legacy Solutions LLC
3562
Legacy Solutions LLC
Pennsylvania
$1.31億 +$736万 +6% 0.69% – 94 9.57% 1.4
Lord & Richards Wealth Management
3563
Lord & Richards Wealth Management
Colorado
$1.31億 +$316万 +2% 1.17% – 84 46.43% 0.9
Virtus Family Office
3564
Virtus Family Office
Texas
$1.31億 +$439万 +3% 4.63% 60.9% 63 3.17% 1.5
First Financial Group
3565
First Financial Group
North Carolina
$1.31億 -$748万 -5% 3.13% – 92 18.48% 1.3
Haven Capital Group
3566
Haven Capital Group
California
$1.31億 +$631万 +5% 4.34% – 41 14.63% 1.3
City Center Advisors LLC
3567
City Center Advisors LLC
Michigan
$1.31億 +$728万 +6% 1.43% – 208 29.33% 1.2
Kennon-Green & Company
3568
Kennon-Green & Company
Ohio
$1.31億 +$228万 +2% 4.84% 58.4% 43 6.98% 3
Roxbury Financial
3569
Roxbury Financial
New Jersey
$1.3億 +$389万 +3% 3.84% – 446 12.78% 1.3
Paller Financial Services
3570
Paller Financial Services
Colorado
$1.3億 -$346万 -3% 4.51% – 47 10.64% 0.6
Benchmark Financial
3571
Benchmark Financial
Delaware
$1.3億 +$748万 +6% 1.25% – 61 13.11% 0.6
Freestate Advisors
3572
Freestate Advisors
Kansas
$1.3億 -$388万 -3% 0.97% – 43 2.33% 1.9
Hudson Oak Wealth Advisory
3573
Hudson Oak Wealth Advisory
New Jersey
$1.3億 +$33.5万 +0.3% 0.1% – 55 7.27% 0.7
O'Domhnaill Enterprises
3574
O'Domhnaill Enterprises
Wyoming
$1.3億 +$472万 +4% 3.09% – 67 16.42% 0.6
Grand Central Investment Group
3575
Grand Central Investment Group
Florida
$1.3億 +$1020万 +9% 6.48% – 43 9.3% 3.3