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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)
Tortuga Wealth Management
4026
Tortuga Wealth Management
California
$1.41億 +$901万 +7% 5.36% – 146 10.96% 0.6
Sherman Wealth Management
4027
Sherman Wealth Management
Maryland
$1.41億 +$794万 +6% 1.02% – 88 9.09% 0.7
FDx Advisors
4028
FDx Advisors
Illinois
$1.41億 -$1.91億 -58% 1.1% 73.2% 186 52.15% 1.1
Daytona Street Capital
4029
Daytona Street Capital
Missouri
$1.41億 +$361万 +3% 0.22% – 319 21.63% 0.6
HBE Wealth Management
4030
HBE Wealth Management
Nebraska
$1.41億 +$130万 +0.9% 0.08% – 61 13.11% 0.7
Odyssey Capital Advisors
4031
Odyssey Capital Advisors
Pennsylvania
$1.4億 +$84.4万 +0.6% 3.13% – 104 6.73% 0.7
WealthPoint Financial
4032
WealthPoint Financial
North Carolina
$1.4億 +$306万 +2% 0.63% – 133 10.53% 0.7
Partnership Wealth Management
4033
Partnership Wealth Management
Maryland
$1.4億 -$778万 -5% 1.26% 67.6% 69 5.8% 2.4
UFA
4034
Uptown Financial Advisors
Texas
$1.4億 -$1177万 -8% 0.5% – 93 22.58% 1.5
North Capital
4035
North Capital
Utah
$1.4億 +$770万 +6% 0.9% – 111 21.62% 1.2
Perkins Capital Management
4036
Perkins Capital Management
Minnesota
$1.4億 +$705万 +5% 13.5% 389% 91 17.58% 5.2
NA
4037
Nearside Advisors
Indiana
$1.4億 – – 1.05% – 47 – 0
FF
4038
Fox Financial
Pennsylvania
$1.4億 -$369万 -3% 0.35% 78.9% 15 26.67% 2.1
Fairman Group
4039
Fairman Group
Pennsylvania
$1.4億 +$1245万 +10% 6.41% 46.8% 345 7.54% 1.9
Journey Retirement Planning & Investment Management
4040
Journey Retirement Planning & Investment Management
Idaho
$1.4億 +$1130万 +9% 4.21% – 181 20.99% 0.6
ICMP
4041
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.39億 -$383万 -3% 1.35% 39.7% 66 13.64% 2.9
ACM
4042
Appalachian Capital Management
Ohio
$1.39億 +$155万 +1% 0.37% – 48 10.42% 0.7
GS Investments
4043
GS Investments
Minnesota
$1.39億 +$95.3万 +0.7% 3.83% 108% 137 5.84% 4.5
Legacy Advisory Services
4044
Legacy Advisory Services
Pennsylvania
$1.39億 -$272万 -2% 1.07% 59.4% 88 47.73% 1
Athena Wealth Management
4045
Athena Wealth Management
Nevada
$1.39億 +$483万 +4% 3.85% – 113 16.81% 0.6
New Dimensions Wealth Management
4046
New Dimensions Wealth Management
Texas
$1.39億 +$687万 +5% 1.06% – 22 9.09% 1.4
Palatine Hill Wealth Management
4047
Palatine Hill Wealth Management
Michigan
$1.39億 +$1504万 +12% 6.51% – 57 8.77% 0.6
APS Management Group
4048
APS Management Group
California
$1.39億 +$899万 +7% 3.46% – 81 16.05% 0.9
Global Trust Wealth Management
4049
Global Trust Wealth Management
Florida
$1.39億 -$621万 -4% 0.29% – 76 7.89% 0.7
Syntax Research
4050
Syntax Research
Florida
$1.39億 +$190万 +1% 0.27% 50.7% 206 19.42% 2.2