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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)
Golden Bell Financial Planning
4101
Golden Bell Financial Planning
Georgia
$1.35億 -$101万 -0.7% 1.92% – 41 2.44% 1.5
Core Wealth Advisors (Indiana)
4102
Core Wealth Advisors (Indiana)
Indiana
$1.35億 -$84.9万 -0.6% 0.91% – 36 13.89% 0.6
Quest 10 Wealth Builders
4103
Quest 10 Wealth Builders
Virginia
$1.35億 +$606万 +5% 1.14% – 817 6.61% 1.4
Total Wealth Planning & Management
4104
Total Wealth Planning & Management
Florida
$1.35億 -$1326万 -9% 2.29% – 238 26.05% 1.2
BLVD Private Wealth
4105
BLVD Private Wealth
Kentucky
$1.34億 -$11.9万 -0.1% 1.96% – 76 11.84% 0.9
CPR Investments
4106
CPR Investments
Michigan
$1.34億 +$446万 +3% 2.3% 84% 74 39.19% 0.8
Capital Today Evergreen Fund
4107
Capital Today Evergreen Fund
Cayman Islands
$1.34億 +$481万 +4% 3.82% 0.74% 3 0% 3.3
Elevated Private Wealth
4108
Elevated Private Wealth
Wisconsin
$1.34億 +$2860万 +27% 12.4% – 91 28.57% 0.6
Sherman Asset Management
4109
Sherman Asset Management
California
$1.34億 +$537万 +4% 1.48% – 140 25% 1.5
Birchwood Financial Partners
4110
Birchwood Financial Partners
Minnesota
$1.34億 +$1195万 +10% 0.9% – 704 51.42% 0.4
Trace Wealth Advisors
4111
Trace Wealth Advisors
California
$1.34億 -$1872万 -12% 0.35% – 75 28% 1.4
Peapod Lane Capital
4112
Peapod Lane Capital
New York
$1.34億 -$1412万 -10% 1.66% – 63 9.52% 1.2
Hingham Institution for Savings
4113
Hingham Institution for Savings
Massachusetts
$1.34億 -$25.4万 -0.2% 0.15% – 15 0% 0.7
Strategic Wealth Advisors
4114
Strategic Wealth Advisors
Arizona
$1.34億 +$1693万 +14% 0.65% – 260 80.38% 0.8
Kraematon Investment Advisors
4115
Kraematon Investment Advisors
Massachusetts
$1.34億 -$42.2万 -0.3% 0.58% 89.8% 109 6.42% 2.8
Waystone Advisors
4116
Waystone Advisors
Washington
$1.34億 -$45.1万 -0.3% 2.91% – 110 0% 0.6
Harbor Asset Planning
4117
Harbor Asset Planning
Massachusetts
$1.33億 +$29.5万 +0.2% 0.18% – 423 3.55% 1.2
Clearview Wealth Management
4118
Clearview Wealth Management
California
$1.33億 -$2221万 -14% 1.42% – 66 13.64% 0.5
Eagle Harbor Asset Management
4119
Eagle Harbor Asset Management
Washington
$1.33億 +$598万 +5% 1.02% 76.2% 158 25.32% 2.7
Axos Invest
4120
Axos Invest
Nevada
$1.33億 -$368万 -3% 0.19% – 22 13.64% 1.5
SIM
4121
Summitas Investment Management
Texas
$1.33億 -$189万 -1% 1.83% – 10 0% 0.8
SBI Holdings USA
4122
SBI Holdings USA
California
$1.33億 +$3154万 +31% 31.2% – 1 0% 0.8
Poinciana Advisors Group
4123
Poinciana Advisors Group
Florida
$1.32億 -$227万 -2% 1.01% – 125 16% 1.2
RM Financial Services
4124
RM Financial Services
Maine
$1.32億 -$209万 -2% 0.91% – 81 6.17% 0.7
LWM Advisors
4125
LWM Advisors
California
$1.32億 -$163万 -1% 0.87% – 40 20% 1.2