で公開中です! 詳しく見る

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、2,475本のファンド(~28%)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)
Rodgers & Associates
426
Rodgers & Associates
Pennsylvania
$10.6億 -$4235万 -4% 2.63% 56.3% 113 6.19% 3.9
Allied Investment Advisors
427
Allied Investment Advisors
Montana
$10.6億 +$2.62億 +33% 0.77% 68.4% 116 8.62% 4.1
Legacy Advisors
428
Legacy Advisors
Pennsylvania
$10.5億 -$2036万 -2% 0.86% – 364 20.05% 3.4
New England Private Wealth Advisors
429
New England Private Wealth Advisors
Massachusetts
$10.5億 +$1275万 +1% 1.47% 55.8% 209 3.83% 4.4
Patriot Financial Group Insurance Agency
430
Patriot Financial Group Insurance Agency
Massachusetts
$10.5億 +$7138万 +7% 1.83% 97.3% 535 14.95% 4
Abner Herrman & Brock
431
Abner Herrman & Brock
New Jersey
$10.4億 -$1029万 -1% 4.58% 156% 128 18.75% 3.2
Isthmus Partners
432
Isthmus Partners
Wisconsin
$10.4億 +$762万 +0.7% 2.64% 73.7% 242 12.4% 3.1
Tetrad Corporation
433
Tetrad Corporation
Nebraska
$10.4億 -$783万 -0.7% 0.74% 45.6% 3 0% 13.3
Pine Grove Financial Group
434
Pine Grove Financial Group
Minnesota
$10.3億 +$4263万 +4% 0.25% – 242 17.36% 0.6
Eagle Strategies
435
Eagle Strategies
New York
$10.3億 +$2455万 +2% 0.96% 77.7% 284 9.86% 2.4
Columbus Macro
436
Columbus Macro
Pennsylvania
$10.3億 +$14.8万 +0% 1.8% 48.7% 222 13.06% 3.6
TIM
437
Total Investment Management
Arizona
$10.3億 +$7853万 +8% 0.71% 44.4% 99 12.12% 3
KMG Fiduciary Partners
438
KMG Fiduciary Partners
Ohio
$10.2億 -$5276万 -5% 4.87% 114% 211 21.8% 5
Embree Financial Group
439
Embree Financial Group
Illinois
$10.2億 +$2429万 +2% 2.99% 87.6% 309 16.83% 1.8
ABC Arbitrage
440
ABC Arbitrage
France
$10.2億 +$9380万 +10% 0.29% – 541 53.6% 0.3
SWL
441
STACKSTONE WEALTH, LLC
Iowa
$10.1億 – – 1.1% – 323 – 0
Ascent Wealth Partners
442
Ascent Wealth Partners
New York
$10.1億 +$1278万 +1% 1.91% 105% 219 11.42% 4
Insight Wealth Strategies
443
Insight Wealth Strategies
California
$10.1億 -$1354万 -1% 0.3% 83.5% 206 16.99% 2.7
HBW Advisory Services
444
HBW Advisory Services
California
$10.1億 -$9565万 -9% 0.38% 68.6% 492 16.46% 2.6
Archford Capital Strategies
445
Archford Capital Strategies
Illinois
$10.1億 +$2155万 +2% 2.79% 87.4% 402 20.4% 4.1
Novem Group
446
Novem Group
New York
$10.1億 +$1931万 +2% 0.15% – 479 14.41% 1.2
Van Cleef Asset Management
447
Van Cleef Asset Management
Ohio
$10.1億 +$2625万 +3% 7.15% 104% 122 4.1% 8.1
TritonPoint Wealth
448
TritonPoint Wealth
Maryland
$10.1億 -$1051万 -1% 2.59% 92.7% 299 8.03% 2.1
DiNuzzo Private Wealth
449
DiNuzzo Private Wealth
Pennsylvania
$10.1億 -$469万 -0.5% 1.5% 42.7% 1,395 5.38% 2.4
Grove Bank & Trust
450
Grove Bank & Trust
Florida
$10.1億 -$263万 -0.3% 1.52% 80.5% 959 10.43% 3.4