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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、4,506本のファンド(~50%)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)
Kelsey Financial
4051
Kelsey Financial
California
$1.25億 -$642万 -5% 0.59% – 67 8.96% 0.7
Life Planning Partners
4052
Life Planning Partners
Florida
$1.25億 -$929万 -7% 0.73% 50.3% 72 5.56% 3.7
Kane Co Wealth Management
4053
Kane Co Wealth Management
Iowa
$1.25億 -$658万 -5% 1.25% – 57 12.28% 0.7
Mann Financial Group
4054
Mann Financial Group
Minnesota
$1.25億 +$567万 +5% 0.21% – 47 27.66% 0.7
J.M. Arbour
4055
J.M. Arbour
Maine
$1.25億 +$896万 +8% 1.58% – 144 15.97% 0.6
Boyer Financial Services
4056
Boyer Financial Services
California
$1.25億 +$651万 +5% 1.87% – 64 15.63% 0.5
Alexander Randolph Advisory
4057
Alexander Randolph Advisory
Virginia
$1.25億 +$347万 +3% 2.5% 56% 42 4.76% 2.4
Connecticut Capital Management Group
4058
Connecticut Capital Management Group
Connecticut
$1.25億 +$71.7万 +0.6% 1.74% – 144 19.44% 0.6
Powerhouse Assets
4059
Powerhouse Assets
Massachusetts
$1.25億 +$192万 +2% 0.72% – 57 5.26% 0.7
DBK Financial Counsel
4060
DBK Financial Counsel
Ohio
$1.25億 +$534万 +4% 0.06% 58.1% 59 8.47% 3.2
Sawyer Falduto Asset Management
4061
Sawyer Falduto Asset Management
Illinois
$1.24億 +$171万 +1% 0.31% – 279 8.24% 0.7
William Howard & Co Financial Advisors
4062
William Howard & Co Financial Advisors
Tennessee
$1.24億 -$439万 -3% 1.57% – 56 12.5% 2.2
First Growth Capital
4063
First Growth Capital
Maryland
$1.24億 -$772万 -6% 4.12% – 147 14.29% 0.6
Infinity Wealth Counsel
4064
Infinity Wealth Counsel
Ohio
$1.24億 +$25.6万 +0.2% 0.56% – 67 7.46% 1.5
WW
4065
Wavvest Wealth
Illinois
$1.24億 – – 0.52% – 97 – 0
Miller Global Investments
4066
Miller Global Investments
Texas
$1.24億 +$328万 +3% 3.44% – 338 15.98% 0.6
DAM
4067
Directional Asset Management
Illinois
$1.24億 +$566万 +5% 1.16% – 105 24.76% 0.6
Artesa Financial Group
4068
Artesa Financial Group
Texas
$1.24億 +$688万 +6% 0.84% – 69 17.39% 0.6
PIS
4069
POM Investment Strategies
North Carolina
$1.24億 +$3564万 +40% 1.58% 67.9% 425 22.82% 0.9
Waycross Investment Management
4070
Waycross Investment Management
Washington
$1.24億 -$755万 -6% 0.31% 49.6% 61 8.2% 1.9
Auctus Advisors
4071
Auctus Advisors
North Carolina
$1.24億 +$479万 +4% 4.96% – 34 11.76% 0.7
Accuvest Global Advisors
4072
Accuvest Global Advisors
Utah
$1.24億 +$730万 +6% 13% 163% 91 45.05% 1.3
Milestones Private Investment Advisors
4073
Milestones Private Investment Advisors
New York
$1.23億 -$223万 -2% 0.06% – 78 7.69% 1.2
Stephen J. Garry & Associates
4074
Stephen J. Garry & Associates
New York
$1.23億 -$1388万 -10% 0.12% 67.2% 56 12.5% 2.1
Wolfstich Capital
4075
Wolfstich Capital
Massachusetts
$1.23億 -$632万 -5% 1.99% – 24 33.33% 0.8