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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)
Winter & Associates
4051
Winter & Associates
Minnesota
$1.39億 +$545万 +4% 0.9% – 92 19.57% 0.6
Antonelli Financial Advisors
4052
Antonelli Financial Advisors
Michigan
$1.38億 -$758万 -5% 2.22% – 53 3.77% 1.4
Nvest Wealth Strategies
4053
Nvest Wealth Strategies
Ohio
$1.38億 -$2180万 -14% 0.39% – 422 34.12% 0.5
ClientFirst Wealth Management
4054
ClientFirst Wealth Management
Arkansas
$1.38億 +$1645万 +14% 16.1% – 54 5.56% 3.1
AG Asset Advisory
4055
AG Asset Advisory
California
$1.38億 +$1437万 +12% 13% – 29 3.45% 1.4
Smith Partners Wealth Management
4056
Smith Partners Wealth Management
North Carolina
$1.38億 +$1208万 +10% 0.55% – 80 25% 0.6
Ferguson Johnson Wealth Management
4057
Ferguson Johnson Wealth Management
Maryland
$1.38億 +$61.2万 +0.4% 2.07% – 40 7.5% 0.7
MFG Wealth Management
4058
MFG Wealth Management
Indiana
$1.38億 -$209万 -1% 1.65% – 69 18.84% 1
Box Hill Private Wealth
4059
Box Hill Private Wealth
Arizona
$1.38億 +$1287万 +10% 1.57% – 79 20.25% 0.6
Dynamic Financial Group
4060
Dynamic Financial Group
Iowa
$1.38億 +$511万 +4% 0.95% – 80 7.5% 1.3
Innovative Advisory Group
4061
Innovative Advisory Group
Massachusetts
$1.37億 +$555万 +4% 5.85% – 37 29.73% 1.2
TL
4062
TowerView LLC
New York
$1.37億 -$1520万 -10% 3.71% 16.3% 17 5.88% 6.2
Eagle Bay Advisors
4063
Eagle Bay Advisors
New York
$1.37億 +$367万 +3% 1.57% 85% 159 20.13% 2.6
Luts & Greenleigh Group
4064
Luts & Greenleigh Group
Maryland
$1.37億 +$501万 +4% 6.72% – 107 7.48% 2.4
MY Wealth Management
4065
MY Wealth Management
Maryland
$1.37億 -$499万 -4% 1.03% 41.2% 47 10.64% 2
VIS
4066
Vertex Investment Solutions
$1.37億 -$1121万 -8% 3.13% – 30 30% 0.6
Challenger Wealth Management
4067
Challenger Wealth Management
California
$1.37億 +$113万 +0.8% 3.16% – 66 6.06% 1.6
Robocap Asset Management
4068
Robocap Asset Management
United Kingdom
$1.37億 +$1287万 +10% 3.63% 274% 24 12.5% 2
Aventus Investment Advisors
4069
Aventus Investment Advisors
Florida
$1.37億 +$37.7万 +0.3% 0.96% – 181 17.68% 0.9
Aegon USA Investment Management
4070
Aegon USA Investment Management
Iowa
$1.37億 -$288万 -2% 0.27% 44.9% 47 14.89% 2.1
Titan Investment Management
4071
Titan Investment Management
Indiana
$1.37億 +$175万 +1% 3.84% – 52 50% 0.5
TT Capital Management
4072
TT Capital Management
California
$1.37億 +$842万 +7% 2.49% – 91 19.78% 1
AA
4073
Alpha Advisors
Virginia
$1.37億 +$368万 +3% 2.88% – 53 9.43% 1.4
Financial Planning Fort Collins
4074
Financial Planning Fort Collins
Colorado
$1.37億 +$468万 +4% 2.35% – 34 2.94% 0.7
OF
4075
Outfitter Financial
Maine
$1.37億 -$593万 -4% 0.65% 97.6% 80 7.5% 3.6