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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)
Lord & Richards Wealth Management
4151
Lord & Richards Wealth Management
Colorado
$1.31億 +$316万 +2% 1.17% – 84 46.43% 0.9
Virtus Family Office
4152
Virtus Family Office
Texas
$1.31億 +$439万 +3% 4.63% 60.9% 63 3.17% 1.5
First Financial Group
4153
First Financial Group
North Carolina
$1.31億 -$748万 -5% 3.13% – 92 18.48% 1.3
Haven Capital Group
4154
Haven Capital Group
California
$1.31億 +$631万 +5% 4.34% – 41 14.63% 1.3
City Center Advisors LLC
4155
City Center Advisors LLC
Michigan
$1.31億 +$728万 +6% 1.43% – 208 29.33% 1.2
Kennon-Green & Company
4156
Kennon-Green & Company
Ohio
$1.31億 +$228万 +2% 4.84% 58.4% 43 6.98% 3
JHP Wealth Management
4157
JHP Wealth Management
Colorado
$1.3億 +$840万 +7% 0% – 43 18.6% 0.6
Roxbury Financial
4158
Roxbury Financial
New Jersey
$1.3億 +$389万 +3% 3.84% – 446 12.78% 1.3
B
4159
Bayban
Minnesota
$1.3億 $0 0% 1.2% – 595 0% 0.7
Paller Financial Services
4160
Paller Financial Services
Colorado
$1.3億 -$346万 -3% 4.51% – 47 10.64% 0.6
Benchmark Financial
4161
Benchmark Financial
Delaware
$1.3億 +$748万 +6% 1.25% – 61 13.11% 0.6
Freestate Advisors
4162
Freestate Advisors
Kansas
$1.3億 -$388万 -3% 0.97% – 43 2.33% 1.9
Hudson Oak Wealth Advisory
4163
Hudson Oak Wealth Advisory
New Jersey
$1.3億 +$33.5万 +0.3% 0.1% – 55 7.27% 0.7
O'Domhnaill Enterprises
4164
O'Domhnaill Enterprises
Wyoming
$1.3億 +$472万 +4% 3.09% – 67 16.42% 0.6
Aldebaran Financial
4165
Aldebaran Financial
$1.3億 +$666万 +5% 5.88% 115% 90 12.22% 5.7
Grand Central Investment Group
4166
Grand Central Investment Group
Florida
$1.3億 +$1020万 +9% 6.48% – 43 9.3% 3.3
M Wealth Management LLC
4167
M Wealth Management LLC
California
$1.3億 +$238万 +2% 0.76% – 61 6.56% 1.3
Ramiah Investment Group
4168
Ramiah Investment Group
Wisconsin
$1.3億 -$132万 -1% 0.38% 62.2% 91 29.67% 2.3
EDMP Inc
4169
EDMP Inc
Florida
$1.3億 +$531万 +4% 1.73% 78% 75 8% 4.3
KW Wealth Management
4170
KW Wealth Management
California
$1.3億 – – 4.06% – 79 – 0.9
Tandem Investment Partners
4171
Tandem Investment Partners
New Jersey
$1.29億 -$33.7万 -0.3% 1.56% – 77 2.6% 1.5
Ativo Capital Management
4172
Ativo Capital Management
Illinois
$1.29億 -$121万 -0.9% 0.18% 63.2% 61 18.03% 2.1
Corps Capital Advisors
4173
Corps Capital Advisors
Texas
$1.29億 +$533万 +4% 8.16% – 102 8.82% 1.1
Orca Investment Management
4174
Orca Investment Management
Oregon
$1.29億 -$853万 -6% 3.35% 139% 62 12.9% 8.4
Integrity Wealth Partners
4175
Integrity Wealth Partners
California
$1.29億 – – 1.57% – 103 – 0.5