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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、3,971本のファンド(~44%)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)
Hicks Capital Management
3601
Hicks Capital Management
Ohio
$1.22億 $0 0% 0.94% – 39 0% 1
Hobbs Wealth Management
3602
Hobbs Wealth Management
Indiana
$1.22億 +$358万 +3% 0.35% – 23 8.7% 1.3
Crescent Sterling
3603
Crescent Sterling
Louisiana
$1.22億 +$1007万 +9% 5.01% 68.6% 96 15.63% 2.5
LCS
3604
Luma Capital SA
$1.22億 +$965万 +9% 0.05% – 13 7.69% 0.7
Portus Wealth Advisors
3605
Portus Wealth Advisors
North Carolina
$1.22億 +$11.4万 +0.1% 1.72% – 52 7.69% 0.9
Lotus Asset Management
3606
Lotus Asset Management
Tennessee
$1.22億 +$852万 +8% 4.89% – 49 16.33% 0.2
ETF Store
3607
ETF Store
Kansas
$1.22億 +$200万 +2% 0.22% 61% 117 9.4% 2.9
SFI Advisors
3608
SFI Advisors
New Jersey
$1.22億 +$562万 +5% 2.07% 95.9% 65 15.38% 2.4
DB Fitzpatrick & Co
3609
DB Fitzpatrick & Co
Idaho
$1.21億 -$226万 -2% 0.47% 42.7% 107 13.08% 2.8
Montgomery Financial Services
3610
Montgomery Financial Services
Maryland
$1.21億 +$638万 +6% 0.78% – 383 16.19% 0.2
ASCM
3611
Adkins Seale Capital Management
Louisiana
$1.21億 +$890万 +8% 1.94% – 242 4.55% 0.7
Hardworking Capital Advisors
3612
Hardworking Capital Advisors
California
$1.21億 -$119万 -1% 3.28% – 109 45.87% 0.5
Wall Capital Group
3613
Wall Capital Group
Arizona
$1.21億 -$99.4万 -0.8% 1.11% – 34 17.65% 2.2
North Forty Two & Co
3614
North Forty Two & Co
Oregon
$1.21億 +$331万 +3% 1.98% – 108 5.56% 1.5
Forteris Wealth Management
3615
Forteris Wealth Management
New York
$1.21億 -$128万 -1% 2.13% – 73 10.96% 0.7
Investment Insight Wealth Management
3616
Investment Insight Wealth Management
New York
$1.21億 +$551万 +5% 7.46% – 45 4.44% 0.6
MKD Wealth Coaches
3617
MKD Wealth Coaches
Michigan
$1.21億 +$387万 +3% 0.17% – 36 19.44% 3.5
3 Factor Indexing
3618
3 Factor Indexing
California
$1.21億 +$270万 +2% 0.08% – 453 10.6% 0.5
Portfolio Resources Advisor Group
3619
Portfolio Resources Advisor Group
Florida
$1.21億 +$259万 +2% 0.26% – 201 28.86% 0.4
Drum Hill Capital
3620
Drum Hill Capital
Connecticut
$1.21億 +$2280万 +23% 9.07% – 49 12.24% 1.4
AIM
3621
Axiom Investment Management
New York
$1.21億 -$2887万 -19% 1.07% – 544 50.55% 1.3
IWA
3622
Independent Wealth Advisors
North Carolina
$1.21億 +$1021万 +9% 0.5% – 83 12.05% 0.6
Twin Cities Retirement Group
3623
Twin Cities Retirement Group
Minnesota
$1.21億 +$370万 +3% 1.77% – 27 18.52% 0.6
Red Mountain Financial
3624
Red Mountain Financial
Colorado
$1.2億 +$68.4万 +0.6% 0.54% – 85 8.24% 2
GC
3625
Gruss & Co
Florida
$1.2億 +$7903万 +194% 6.57% 173% 43 23.26% 2.1