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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、4,243本のファンド(~47%)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)
Clarity Retirement & Wealth
3576
Clarity Retirement & Wealth
Massachusetts
$1.46億 +$111万 +0.8% 0.83% – 36 13.89% 0.6
HRC
3577
Hoertkorn Richard Charles
$1.46億 -$320万 -2% 0.33% 182% 71 4.23% 8.9
LTG Capital
3578
LTG Capital
Massachusetts
$1.46億 -$358万 -2% 4.48% 59% 25 4% 4.3
Woodside Wealth Management
3579
Woodside Wealth Management
Massachusetts
$1.46億 +$240万 +2% 0.36% – 46 8.7% 1.4
BFI Wealth Solutions
3580
BFI Wealth Solutions
Texas
$1.46億 +$1088万 +8% 0.83% – 85 4.71% 0.7
South Shore Capital Advisors
3581
South Shore Capital Advisors
Massachusetts
$1.46億 -$354万 -2% 2.7% – 187 33.69% 1.6
PR
3582
PSP Research
Pennsylvania
$1.46億 -$4205万 -22% 0.09% – 76 43.42% 0.6
Bridgelight Financial Advisors
3583
Bridgelight Financial Advisors
Connecticut
$1.46億 -$22.5万 -0.2% 1.27% – 49 6.12% 0.6
Post Resch Tallon Group
3584
Post Resch Tallon Group
New York
$1.46億 +$107万 +0.7% 0.71% – 151 17.22% 1.2
Delta Wealth Advisors
3585
Delta Wealth Advisors
Indiana
$1.46億 +$560万 +4% 0.51% – 48 4.17% 1.8
Piscataqua Savings Bank
3586
Piscataqua Savings Bank
New Hampshire
$1.46億 -$261万 -2% 3.17% 96.8% 416 2.4% 4
KL
3587
Keenan LLC
Massachusetts
$1.46億 +$397万 +3% 0.58% – 48 8.33% 0.7
Greenhouse Wealth Management
3588
Greenhouse Wealth Management
Connecticut
$1.45億 +$318万 +2% 0.93% 87.2% 56 8.93% 3.9
Blake Schutter Theil Wealth Advisors
3589
Blake Schutter Theil Wealth Advisors
Ohio
$1.45億 -$246万 -2% 0.66% – 114 7.89% 1.6
Platt Investment Counsel
3590
Platt Investment Counsel
Florida
$1.45億 -$396万 -3% 1.93% 62.9% 15 6.67% 2.8
Tepp RIA
3591
Tepp RIA
New Jersey
$1.45億 -$238万 -2% 0.43% – 53 11.32% 0.9
Leibman Financial Services
3592
Leibman Financial Services
Nebraska
$1.45億 -$545万 -4% 1.84% 59.2% 49 14.29% 1.6
Lesa Sroufe & Co
3593
Lesa Sroufe & Co
Washington
$1.45億 +$447万 +3% 7.38% – 71 11.27% 5.5
ML
3594
MILFAM LLC
Florida
$1.45億 +$1648万 +13% 20.9% – 16 31.25% 0.3
Renaissance Capital
3595
Renaissance Capital
Connecticut
$1.45億 -$3671万 -20% 3.3% 392% 61 26.23% 0.9
Bright Futures Wealth Management
3596
Bright Futures Wealth Management
New York
$1.45億 -$1022万 -7% 0.08% – 224 20.09% 1.2
Vanguard Capital Wealth Advisors
3597
Vanguard Capital Wealth Advisors
Colorado
$1.45億 -$302万 -2% 1.23% 234% 151 27.81% 3.4
4Wealth Advisors
3598
4Wealth Advisors
Illinois
$1.45億 +$1430万 +11% 0.15% – 169 25.44% 1.2
Ares Financial Consulting
3599
Ares Financial Consulting
California
$1.45億 +$517万 +4% 0.94% – 1,148 8.28% 0.7
LC
3600
Lawood & Co
Pennsylvania
$1.45億 -$310万 -2% 0.5% – 97 5.15% 0.7