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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)
Collar Capital Management
3701
Collar Capital Management
Wisconsin
$1.67億 -$240万 -1% 4.32% – 75 12% 1.4
Avantra Family Wealth
3702
Avantra Family Wealth
Pennsylvania
$1.67億 +$1037万 +7% 4.77% – 178 16.29% 1.1
SMP
3703
Santa Monica Partners
Florida
$1.67億 -$1838万 -10% 7.02% 102% 13 0% 6.6
GreatBanc Trust
3704
GreatBanc Trust
Illinois
$1.67億 +$575万 +4% 0.36% – 71 8.45% 0.9
Macroview Investment Management
3705
Macroview Investment Management
Maryland
$1.67億 +$487万 +3% 1.92% 76.6% 112 10.71% 4.7
Alpha Wealth Funds
3706
Alpha Wealth Funds
Utah
$1.67億 -$1657万 -9% 0.16% – 76 60.53% 0.7
BRWM
3707
Blue Rock Wealth Management
North Carolina
$1.67億 -$1289万 -7% 3.02% – 120 18.33% 1.3
Silvia McColl Wealth Management
3708
Silvia McColl Wealth Management
California
$1.67億 +$31.4万 +0.2% 1.73% 82.7% 125 8% 3
Westco Advisory Services
3709
Westco Advisory Services
New York
$1.66億 +$77.5万 +0.5% 2.85% – 103 8.74% 0.7
Hickory Point Bank & Trust
3710
Hickory Point Bank & Trust
Illinois
$1.66億 +$140万 +0.8% 1.53% – 485 12.99% 0.8
Lifetime Wealth Management
3711
Lifetime Wealth Management
Texas
$1.66億 -$516万 -3% 4.08% – 93 8.6% 0.7
Cottonwood Capital Advisors
3712
Cottonwood Capital Advisors
Utah
$1.66億 +$17.6万 +0.1% 1.42% 79% 91 4.4% 3.9
MidAtlantic Capital Management
3713
MidAtlantic Capital Management
Virginia
$1.66億 +$514万 +3% 0.37% 61.2% 251 65.74% 0.8
LDIC Inc
3714
LDIC Inc
$1.66億 +$639万 +4% 4.54% – 25 24% 0.3
Cogent Private Wealth
3715
Cogent Private Wealth
Florida
$1.66億 +$586万 +4% 0.18% – 131 15.27% 0.6
Albert D. Mason Inc
3716
Albert D. Mason Inc
Massachusetts
$1.66億 -$1019万 -6% 1.89% 83.4% 147 10.2% 5.8
Seven Hills Financial
3717
Seven Hills Financial
Florida
$1.66億 – – 1.69% – 109 – 0
MJPC
3718
Michael J. Porro & Co
New Jersey
$1.66億 -$1010万 -6% 2.02% – 150 18% 0.6
MA
3719
McBroom & Associates
Nevada
$1.65億 -$3341万 -17% 2.7% 148% 38 15.79% 3.2
JDH Wealth Management
3720
JDH Wealth Management
California
$1.65億 +$109万 +0.7% 0.08% – 64 12.5% 1.4
Macco Financial Group
3721
Macco Financial Group
Wisconsin
$1.65億 +$1148万 +7% 0.71% – 25 12% 0.6
Mascagni Wealth Management
3722
Mascagni Wealth Management
Mississippi
$1.65億 +$436万 +3% 2.34% – 148 9.46% 1.3
Nautilus Advisors
3723
Nautilus Advisors
California
$1.65億 -$433万 -3% 1.5% – 186 11.29% 1.3
Navigate Wealth Management
3724
Navigate Wealth Management
Alabama
$1.65億 +$387万 +2% 0.22% – 87 16.09% 0.4
FIG Financial Advisory Services
3725
FIG Financial Advisory Services
Oklahoma
$1.65億 -$551万 -3% 0.91% – 107 71.96% 0.4