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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)
Chung Wu Investment Group
4076
Chung Wu Investment Group
Texas
$1.37億 -$1551万 -10% 2.83% – 330 27.27% 0.9
Koenig Investment Advisory
4077
Koenig Investment Advisory
Oregon
$1.37億 +$785万 +6% 2.68% – 38 2.63% 0.7
Roan Capital Partners
4078
Roan Capital Partners
Tennessee
$1.37億 +$1596万 +13% 0.54% – 81 7.41% 0.4
ICG Advisors
4079
ICG Advisors
California
$1.36億 +$1.06億 +354% 1.37% – 7 28.57% 0.5
TABR Capital Management
4080
TABR Capital Management
California
$1.36億 +$1905万 +16% 0.27% – 82 62.2% 0.6
Targeted Financial Services
4081
Targeted Financial Services
Florida
$1.36億 +$90.6万 +0.7% 0.53% – 67 11.94% 0.6
Summit Financial Consulting
4082
Summit Financial Consulting
Michigan
$1.36億 -$1106万 -8% 1.6% – 53 16.98% 1
Lynch Investment Planning
4083
Lynch Investment Planning
Pennsylvania
$1.36億 +$617万 +5% 0.91% – 232 75.86% 0.2
Seelaus Asset Management
4084
Seelaus Asset Management
New Jersey
$1.36億 -$608万 -4% 3.88% 134% 216 17.59% 3.3
Eagle Wealth Advisors
4085
Eagle Wealth Advisors
Connecticut
$1.36億 +$510万 +4% 4.65% – 103 3.88% 0.6
Avail Investment Partners
4086
Avail Investment Partners
Pennsylvania
$1.36億 +$625万 +5% 3.5% – 225 20.44% 0.4
Industrial Alliance Investment Management
4087
Industrial Alliance Investment Management
Quebec, Canada
$1.36億 -$7640万 -36% 0.18% 88.8% 8 0% 3.4
Donalies Financial Planning
4088
Donalies Financial Planning
District of Columbia
$1.36億 +$36.6万 +0.3% 0.81% – 82 9.76% 0.7
CrossGen Wealth
4089
CrossGen Wealth
North Carolina
$1.36億 +$729万 +6% 7.07% – 231 19.91% 0.7
ALS
4090
Andrew L. Share
$1.36億 -$5760万 -30% 5.83% 3.31% 52 63.46% 0.8
SeedSafe Financial
4091
SeedSafe Financial
Texas
$1.36億 -$325万 -2% 1.31% – 42 14.29% 0.6
Finward Bancorp
4092
Finward Bancorp
Indiana
$1.36億 +$377万 +3% 3.04% – 109 7.34% 1.6
Providence Financial Advisors
4093
Providence Financial Advisors
Kansas
$1.36億 -$4025万 -23% 1.22% – 62 14.52% 0.8
Farnam Financial
4094
Farnam Financial
Arizona
$1.35億 -$166万 -1% 0.11% – 62 20.97% 1.3
Broussard Financial Group
4095
Broussard Financial Group
Louisiana
$1.35億 +$1056万 +8% 2.95% – 45 37.78% 0.5
Approach Retirement Advisors
4096
Approach Retirement Advisors
Alabama
$1.35億 -$231万 -2% 0.81% – 85 9.41% 0.7
Capital CS Group
4097
Capital CS Group
California
$1.35億 +$846万 +7% 3.77% 27.8% 113 58.41% 1
SR
4098
Summer Road
Florida
$1.35億 -$2584万 -16% 16.7% 214% 26 30.77% 1.7
Littlejohn Financial Services
4099
Littlejohn Financial Services
Oregon
$1.35億 -$249万 -2% 1.91% – 82 28.05% 0.9
Dala Group
4100
Dala Group
Illinois
$1.35億 +$1365万 +11% 1.7% – 72 6.94% 0.7