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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、2,412本のファンド(~27%)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)
Cullen Investment Group
526
Cullen Investment Group
Louisiana
$8.57億 +$3087万 +4% 4.06% 102% 185 5.41% 2.3
Fiduciary Financial Group
527
Fiduciary Financial Group
California
$8.57億 -$2581万 -3% 1.8% – 414 14.73% 1.4
Premier Path Wealth Partners
528
Premier Path Wealth Partners
New Jersey
$8.56億 -$1323万 -2% 2.68% 98.8% 412 11.65% 2.2
Affinity Capital Advisors
529
Affinity Capital Advisors
California
$8.56億 +$4625万 +6% 1.72% 72.7% 245 22.04% 2.9
Harbor Group
530
Harbor Group
New Hampshire
$8.49億 -$233万 -0.3% 2.78% 43% 123 8.13% 2.8
Dillon & Associates
531
Dillon & Associates
Michigan
$8.49億 +$3150万 +4% 5.39% 117% 82 6.1% 8.2
Cypress Wealth Services
532
Cypress Wealth Services
California
$8.48億 +$3262万 +4% 2.23% 82.7% 456 9.21% 2.6
Breakwater Capital Group
533
Breakwater Capital Group
New Jersey
$8.44億 +$1079万 +1% 0.29% 67.4% 408 11.52% 2.3
AA Financial Advisors
534
AA Financial Advisors
Ohio
$8.4億 +$868万 +1% 0.76% 68.8% 261 15.71% 1.5
Professional Advisory Services
535
Professional Advisory Services
Florida
$8.37億 +$118万 +0.1% 1.6% 69.3% 96 9.38% 5.7
Arvest Investments
536
Arvest Investments
Arkansas
$8.35億 +$821万 +1% 1.08% 50% 233 14.16% 1.8
Capital Advantage
537
Capital Advantage
California
$8.34億 +$1447万 +2% 0.6% 49.2% 166 14.46% 2.7
Sharkey, Howes & Javer
538
Sharkey, Howes & Javer
Colorado
$8.3億 +$163万 +0.2% 0.11% 60.2% 165 4.85% 3.7
White Lighthouse Investment Management
539
White Lighthouse Investment Management
Massachusetts
$8.29億 +$2687万 +3% 0.62% 62% 157 9.55% 5.5
First Hawaiian Bank
540
First Hawaiian Bank
Hawaii
$8.26億 +$3626万 +5% 0.47% 72.7% 99 12.12% 7.9
WoodTrust Financial
541
WoodTrust Financial
Wisconsin
$8.25億 -$1675万 -2% 0.85% 80.3% 190 11.05% 3.2
SIA
542
Schear Investment Advisers
Ohio
$8.21億 +$5.22億 +174% 0.44% 241% 272 79.41% 0.7
Tempo Wealth
543
Tempo Wealth
Ohio
$8.21億 +$1.46億 +22% 0.44% – 258 13.18% 0.6
Asio Capital
544
Asio Capital
Kentucky
$8.16億 +$3476万 +4% 1.8% 98% 137 24.82% 2.6
Riversedge Advisors
545
Riversedge Advisors
Delaware
$8.13億 +$5393万 +7% 2.68% 71.3% 400 29% 1.3
Cordoba Advisory Partners
546
Cordoba Advisory Partners
New York
$8.13億 +$3.41億 +72% 3.28% – 156 9.62% 0.6
Pembroke Management
547
Pembroke Management
Quebec, Canada
$8.09億 +$3483万 +5% 1.91% 105% 116 16.38% 1.9
Trifecta Capital Advisors
548
Trifecta Capital Advisors
Illinois
$8.08億 +$3161万 +4% 5.51% 149% 499 38.08% 2.3
Cornerstone Planning Group
549
Cornerstone Planning Group
New Jersey
$8.08億 +$1355万 +2% 0.39% 60% 1,868 90.58% 2.8
Summit Financial Wealth Advisors
550
Summit Financial Wealth Advisors
Louisiana
$8.07億 +$2495万 +3% 2.84% 71.4% 239 10.88% 3.9