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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、2,475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)
AA Financial Advisors
551
AA Financial Advisors
Ohio
$8.4億 +$868万 +1% 0.76% 68.8% 261 15.71% 1.5
Professional Advisory Services
552
Professional Advisory Services
Florida
$8.37億 +$118万 +0.1% 1.6% 69.3% 96 9.38% 5.7
Arvest Investments
553
Arvest Investments
Arkansas
$8.35億 +$821万 +1% 1.08% 50% 233 14.16% 1.8
Capital Advantage
554
Capital Advantage
California
$8.34億 +$1447万 +2% 0.6% 49.2% 166 14.46% 2.7
Sharkey, Howes & Javer
555
Sharkey, Howes & Javer
Colorado
$8.3億 +$163万 +0.2% 0.11% 60.2% 165 4.85% 3.7
White Lighthouse Investment Management
556
White Lighthouse Investment Management
Massachusetts
$8.29億 +$2687万 +3% 0.62% 62% 157 9.55% 5.5
Morton Capital Management
557
Morton Capital Management
California
$8.28億 +$9658万 +13% 2.36% 75.4% 167 11.98% 2.7
First Hawaiian Bank
558
First Hawaiian Bank
Hawaii
$8.26億 +$3626万 +5% 0.47% 72.7% 99 12.12% 7.9
WoodTrust Financial
559
WoodTrust Financial
Wisconsin
$8.25億 -$1675万 -2% 0.85% 80.3% 190 11.05% 3.2
SIA
560
Schear Investment Advisers
Ohio
$8.21億 +$5.22億 +174% 0.44% 241% 272 79.41% 0.7
Tempo Wealth
561
Tempo Wealth
Ohio
$8.21億 +$1.46億 +22% 0.44% – 258 13.18% 0.6
Asio Capital
562
Asio Capital
Kentucky
$8.16億 +$3476万 +4% 1.8% 98% 137 24.82% 2.6
Riversedge Advisors
563
Riversedge Advisors
Delaware
$8.13億 +$5393万 +7% 2.68% 71.3% 400 29% 1.3
Cordoba Advisory Partners
564
Cordoba Advisory Partners
New York
$8.13億 +$3.41億 +72% 3.28% – 156 9.62% 0.6
Pembroke Management
565
Pembroke Management
Quebec, Canada
$8.09億 +$3483万 +5% 1.91% 105% 116 16.38% 1.9
Trifecta Capital Advisors
566
Trifecta Capital Advisors
Illinois
$8.08億 +$3161万 +4% 5.51% 149% 499 38.08% 2.3
Cornerstone Planning Group
567
Cornerstone Planning Group
New Jersey
$8.08億 +$1355万 +2% 0.39% 60% 1,868 90.58% 2.8
Summit Financial Wealth Advisors
568
Summit Financial Wealth Advisors
Louisiana
$8.07億 +$2495万 +3% 2.84% 71.4% 239 10.88% 3.9
Capital Investment Counsel (Colorado)
569
Capital Investment Counsel (Colorado)
Colorado
$8.05億 -$325万 -0.4% 0.46% 68.7% 162 8.02% 1.7
Thrive Wealth Management
570
Thrive Wealth Management
Pennsylvania
$8.05億 +$1796万 +2% 2.64% 84.1% 279 13.62% 2.7
Hudson Valley Investment Advisors
571
Hudson Valley Investment Advisors
New York
$8.02億 -$2127万 -3% 2.57% 102% 146 8.22% 7.5
Klaas Financial Asset Advisors
572
Klaas Financial Asset Advisors
Illinois
$8.01億 -$156万 -0.2% 1.19% 39.5% 62 8.06% 3.2
Lee Financial
573
Lee Financial
Texas
$8.01億 +$1776万 +2% 0.61% 75% 166 9.64% 5.2
Eagle Rock Investment Company
574
Eagle Rock Investment Company
Georgia
$7.99億 -$925万 -1% 0.73% 121% 165 10.91% 3.2
Mechanics Bank - Trust Department
575
Mechanics Bank - Trust Department
California
$7.98億 -$1009万 -1% 2.06% 76.8% 217 8.29% 6.9