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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)
Tower Trust & Investment Company
3626
Tower Trust & Investment Company
Iowa
$1.74億 +$945万 +6% 5.41% – 260 21.54% 1.3
Shum Financial Group
3627
Shum Financial Group
California
$1.74億 +$826万 +5% 3.2% – 113 8.85% 1.5
Networth Advisors
3628
Networth Advisors
Pennsylvania
$1.74億 +$198万 +1% 0.76% – 416 12.98% 0.6
Evolution Wealth Management
3629
Evolution Wealth Management
Florida
$1.74億 +$383万 +2% 0.46% – 1,074 26.72% 0.8
Ridgeline Wealth Planning
3630
Ridgeline Wealth Planning
Ohio
$1.74億 +$1606万 +10% 0.19% – 55 5.45% 1.3
Income Insurance Ltd
3631
Income Insurance Ltd
$1.74億 +$600万 +4% 6.03% – 194 11.86% 0.7
Grantvest Financial Group
3632
Grantvest Financial Group
New Jersey
$1.74億 +$117万 +0.7% 0.13% – 200 10.5% 1.2
Wright Wealth
3633
Wright Wealth
Georgia
$1.74億 +$706万 +4% 0.97% – 57 15.79% 0.7
Kestrel Investment Management
3634
Kestrel Investment Management
California
$1.73億 -$1030万 -6% 4.97% 99.8% 43 16.28% 1.9
Vannoy Advisory Group
3635
Vannoy Advisory Group
Texas
$1.73億 -$375万 -2% 1.13% 52.5% 30 6.67% 2.5
AMAL
3636
Asset Management Advisors LLC
Oklahoma
$1.73億 -$770万 -4% 1.73% 125% 17 0% 5.8
6SA
3637
6th Street Advisors
Alabama
$1.73億 -$101万 -0.6% 0.35% – 66 15.15% 0.4
Invariant Investment Management
3638
Invariant Investment Management
Pennsylvania
$1.73億 +$242万 +1% 1.01% – 75 17.33% 0.7
AIFAIM
3639
American Institute for Advanced Investment Management
Arizona
$1.73億 -$23.9万 -0.1% 0.72% 79.1% 161 3.11% 3.8
Sageworth Trust Company of South Dakota
3640
Sageworth Trust Company of South Dakota
South Dakota
$1.73億 +$1069万 +7% 0.03% 75.6% 62 11.29% 3.1
Sterling Manor Financial
3641
Sterling Manor Financial
New York
$1.73億 – – 1.46% – 37 – 2.1
Family Legacy Financial Solutions
3642
Family Legacy Financial Solutions
North Carolina
$1.73億 +$873万 +5% 2.77% – 68 29.41% 1
Ellerson Group
3643
Ellerson Group
Maryland
$1.73億 +$336万 +2% 12.1% 178% 72 22.22% 2.2
Guided Capital Wealth Management
3644
Guided Capital Wealth Management
Texas
$1.72億 +$142万 +0.8% 2.62% – 38 10.53% 1.2
AGH Wealth Advisors
3645
AGH Wealth Advisors
Kansas
$1.72億 +$1394万 +9% 3.83% – 139 16.55% 1.3
Atala Financial
3646
Atala Financial
California
$1.72億 +$786万 +5% 1.88% – 129 12.4% 1.4
Cannon Advisors
3647
Cannon Advisors
North Carolina
$1.72億 +$797万 +5% 0.08% – 127 41.73% 0.9
Gimbal Financial
3648
Gimbal Financial
Indiana
$1.72億 +$957万 +6% 8.15% – 71 39.44% 1.4
Stonekeep Investments
3649
Stonekeep Investments
New Mexico
$1.72億 +$23.3万 +0.1% 1.47% – 83 8.43% 1.6
Processus Wealth & Capital Management
3650
Processus Wealth & Capital Management
Tennessee
$1.72億 +$314万 +2% 6.63% 160% 36 2.78% 2.4