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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)
Element Pointe Advisors
626
Element Pointe Advisors
Florida
$7.09億 +$8781万 +14% 1.47% 75.1% 97 13.4% 3.2
Crane Advisory
627
Crane Advisory
California
$7.07億 +$1064万 +2% 0.36% 38.2% 56 3.57% 2.6
Market Street Wealth Management Advisors
628
Market Street Wealth Management Advisors
Indiana
$7.03億 -$11.5万 -0% 0.64% 44% 142 19.72% 3.3
CBT
629
Central Bank & Trust
Kentucky
$7.01億 -$383万 -0.5% 2.03% 118% 187 4.28% 8.1
Affiance Financial
630
Affiance Financial
Minnesota
$7.01億 +$566万 +0.8% 0.03% 57.8% 117 10.26% 5.8
Probity Advisors
631
Probity Advisors
Texas
$7億 +$74.3万 +0.1% 0.14% 61.7% 235 5.11% 5.8
Towercrest Capital Management
632
Towercrest Capital Management
Pennsylvania
$7億 -$1748万 -2% 1.14% 42.6% 111 6.31% 6.1
LA
633
Lynch & Associates
Indiana
$6.99億 +$1.26億 +22% 2.59% 73.5% 132 5.3% 8.2
Pacific Capital Wealth Advisors
634
Pacific Capital Wealth Advisors
California
$6.98億 +$3438万 +5% 0.5% 54.1% 106 25.47% 3
Bourgeon Capital Management
635
Bourgeon Capital Management
Connecticut
$6.96億 +$1718万 +3% 1.49% 121% 122 22.13% 3.3
Scott Capital Advisors
636
Scott Capital Advisors
Oregon
$6.96億 +$5770万 +9% 0.75% 50.9% 76 15.79% 2.5
Boston Standard Wealth Management
637
Boston Standard Wealth Management
Massachusetts
$6.96億 +$654万 +0.9% 0.65% 47.1% 63 15.87% 5.4
Financial Management Network
638
Financial Management Network
California
$6.95億 -$217万 -0.3% 0.24% 62.5% 222 10.81% 3
Sloy Dahl & Holst
639
Sloy Dahl & Holst
Washington
$6.93億 -$1.18億 -15% 5.03% 132% 129 12.4% 3.2
Princeton Global Asset Management
640
Princeton Global Asset Management
New Jersey
$6.92億 -$538万 -0.8% 0.91% 110% 859 6.64% 3.5
MTC
641
Matrix Trust Company
Colorado
$6.88億 -$192万 -0.3% 0.45% 51.4% 105 8.57% 2.6
FBT
642
First Bank & Trust
South Dakota
$6.87億 +$698万 +1% 1.11% 85.6% 289 10.73% 3.9
Founders Capital Management (Connecticut)
643
Founders Capital Management (Connecticut)
Connecticut
$6.84億 +$1438万 +2% 5.05% 99.9% 83 7.23% 6.6
Bellecapital
644
Bellecapital
Switzerland
$6.83億 +$5749万 +9% 8.62% 152% 161 42.24% 2.9
Wilsey Asset Management
645
Wilsey Asset Management
California
$6.81億 +$19.1万 +0% 2.23% 66.9% 30 16.67% 3.5
Encompass Wealth Advisors
646
Encompass Wealth Advisors
Oregon
$6.76億 +$3.48億 +106% 1.21% 68.7% 122 13.93% 3.6
Essex Investment Management
647
Essex Investment Management
Massachusetts
$6.75億 -$8867万 -12% 1.67% 370% 324 12.65% 4.1
BG Investment Services
648
BG Investment Services
Guam
$6.73億 +$5.34億 +385% 2.36% – 153 67.32% 0.7
Cornerstone Management
649
Cornerstone Management
Georgia
$6.73億 -$2242万 -3% 0.09% 43.6% 68 2.94% 5.5
Allen Mooney & Barnes Investment Advisors
650
Allen Mooney & Barnes Investment Advisors
Georgia
$6.73億 +$1498万 +2% 2.98% 78.9% 161 7.45% 3.3