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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)
SJBenen ADVISORY
3726
SJBenen ADVISORY
North Carolina
$1.65億 -$1145万 -6% 7.65% – 37 18.92% 0.6
BAWM
3727
Bennett Associates Wealth Management
Pennsylvania
$1.65億 +$331万 +2% 0.61% 51% 62 29.03% 1.4
Ahara Advisors
3728
Ahara Advisors
New Jersey
$1.65億 +$1704万 +12% 6.28% – 61 9.84% 0.6
Nabity-Jensen Investment Management
3729
Nabity-Jensen Investment Management
Nebraska
$1.65億 +$174万 +1% 1.81% 85.3% 71 2.82% 2.4
PIA
3730
Prakash Investment Advisors
Massachusetts
$1.65億 -$927万 -5% 1.22% – 106 14.15% 0.9
McAlvany Wealth Management
3731
McAlvany Wealth Management
Colorado
$1.65億 +$3104万 +23% 11.4% – 49 6.12% 0.6
Boyce & Associates Wealth Consulting
3732
Boyce & Associates Wealth Consulting
Texas
$1.65億 +$2047万 +14% 1.6% 58.2% 89 19.1% 2.5
LWM
3733
Lighthouse Wealth Management
Ohio
$1.65億 +$366万 +2% 1.43% – 52 13.46% 1.3
Ibex Investors
3734
Ibex Investors
Colorado
$1.65億 -$2938万 -15% 4.69% 1.71% 16 31.25% 1.4
Somnio Financial Group
3735
Somnio Financial Group
Connecticut
$1.65億 -$415万 -2% 2.09% – 14 0% 2.1
Avant Financial Advisors
3736
Avant Financial Advisors
Texas
$1.64億 +$386万 +2% 0.24% – 71 4.23% 1.6
Flagship Capital Management
3737
Flagship Capital Management
Pennsylvania
$1.64億 +$590万 +4% 5.79% – 53 7.55% 0.7
Beacon Hill Wealth Management
3738
Beacon Hill Wealth Management
$1.64億 +$1993万 +14% 1.05% – 28 17.86% 0.2
SWM
3739
SpringVest Wealth Management
Texas
$1.64億 +$486万 +3% 1.24% – 82 10.98% 1.3
Lancaster Investment Management
3740
Lancaster Investment Management
United Kingdom
$1.64億 -$172万 -1% 5.92% 0.78% 12 33.33% 0.7
Robinson Smith Wealth Advisors
3741
Robinson Smith Wealth Advisors
Maine
$1.64億 -$325万 -2% 1.11% 62.6% 100 3% 2
Climber Capital
3742
Climber Capital
Switzerland
$1.64億 +$12.5万 +0.1% 0.83% – 68 8.82% 1.5
Income Research & Management
3743
Income Research & Management
Massachusetts
$1.64億 -$2089万 -11% 0.5% 1.19% 33 9.09% 1.5
KRAVCF
3744
Karnit Road Accident Victims Compensation Fund
$1.64億 -$1243万 -7% 1.85% – 20 15% 0.6
BFS
3745
Burr Financial Services
California
$1.64億 +$239万 +1% 3.08% 478% 31 32.26% 1.7
Merkkuri Wealth Advisors
3746
Merkkuri Wealth Advisors
New York
$1.63億 +$221万 +1% 0.32% – 84 10.71% 1.8
KLCM
3747
KG&L Capital Management
Louisiana
$1.63億 -$480万 -3% 1.14% 91.9% 150 16.67% 3.9
Cooksen Wealth
3748
Cooksen Wealth
Texas
$1.63億 +$449万 +3% 0.08% 70.7% 45 2.22% 2.7
Zeit Capital
3749
Zeit Capital
Colorado
$1.63億 -$278万 -2% 0.47% 56.5% 53 15.09% 3.1
Cushing Capital Partners
3750
Cushing Capital Partners
Wisconsin
$1.63億 +$1784万 +12% 2.04% – 115 15.65% 1.1