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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)
Moulton Wealth Management
3926
Moulton Wealth Management
Washington
$1.48億 -$448万 -3% 0.8% 47.8% 69 13.04% 0.9
Green Alpha Advisors
3927
Green Alpha Advisors
Colorado
$1.48億 -$144万 -1% 7.35% 316% 120 14.17% 3.6
Cravens & Co Advisors
3928
Cravens & Co Advisors
Tennessee
$1.47億 -$147万 -1% 1.59% 70.4% 72 22.22% 2.3
Ipsen Advisor Group
3929
Ipsen Advisor Group
Arkansas
$1.47億 -$812万 -5% 1.01% – 107 1.87% 2.7
Tenzing Financial
3930
Tenzing Financial
Virginia
$1.47億 +$171万 +1% 0.22% – 87 13.79% 0.7
Brown University
3931
Brown University
Rhode Island
$1.47億 +$3550万 +32% 6.95% 40.1% 17 64.71% 1.1
Ball & Co Wealth Management
3932
Ball & Co Wealth Management
Tennessee
$1.47億 +$591万 +4% 1.66% – 76 67.11% 1.3
Turn8 Private Wealth
3933
Turn8 Private Wealth
$1.47億 -$297万 -2% 3.25% – 63 28.57% 1
Midwest Financial Network
3934
Midwest Financial Network
Illinois
$1.47億 +$34.6万 +0.2% 0.05% – 111 10.81% 1
Blodgett Wealth Advisors
3935
Blodgett Wealth Advisors
California
$1.47億 -$249万 -2% 8.22% 150% 74 13.51% 3.2
BCG
3936
BRIA Capital Group
Florida
$1.47億 +$1121万 +8% 4.31% – 74 8.11% 0.5
PVG Asset Management
3937
PVG Asset Management
Colorado
$1.47億 -$2653万 -15% 0.49% – 150 28% 0.9
Arnold Financial Planning
3938
Arnold Financial Planning
Iowa
$1.47億 +$1258万 +9% 1.29% – 46 13.04% 0.5
Peak Wealth Management
3939
Peak Wealth Management
New Hampshire
$1.47億 +$412万 +3% 0.25% – 69 17.39% 0.6
ALAM
3940
Asahi Life Asset Management
Japan
$1.47億 -$3035万 -17% 3.06% 133% 213 54.93% 2.2
Virtue Asset Management
3941
Virtue Asset Management
Illinois
$1.47億 +$413万 +3% 2.74% – 109 3.67% 0.9
Clear Point Advisors
3942
Clear Point Advisors
New York
$1.46億 +$3366万 +30% 1.38% 56.7% 138 37.68% 0.7
Collier Financial
3943
Collier Financial
Colorado
$1.46億 +$14.2万 +0.1% 1.55% – 155 9.68% 1.3
AF
3944
ASL Financial
California
$1.46億 +$427万 +3% 0.65% – 102 6.86% 0.7
Clarity Retirement & Wealth
3945
Clarity Retirement & Wealth
Massachusetts
$1.46億 +$111万 +0.8% 0.83% – 36 13.89% 0.6
HRC
3946
Hoertkorn Richard Charles
$1.46億 -$320万 -2% 0.33% 182% 71 4.23% 8.9
LTG Capital
3947
LTG Capital
Massachusetts
$1.46億 -$358万 -2% 4.48% 59% 25 4% 4.3
Woodside Wealth Management
3948
Woodside Wealth Management
Massachusetts
$1.46億 +$240万 +2% 0.36% – 46 8.7% 1.4
BFI Wealth Solutions
3949
BFI Wealth Solutions
Texas
$1.46億 +$1088万 +8% 0.83% – 85 4.71% 0.7
SC
3950
Simcoe Capital
Washington
$1.46億 -$1816万 -11% 3.09% – 37 8.11% 0.6