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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)
DCPAL
676
Div Capital Phoenix Assets Ltd
$6.48億 +$6487万 +11% 5.33% – 10 10% 0.6
Advocate Group
677
Advocate Group
Minnesota
$6.46億 -$1909万 -3% 0.96% 56.3% 128 9.38% 3.2
Madrona Financial Services
678
Madrona Financial Services
Washington
$6.46億 +$1.03億 +19% 2.16% 85.1% 176 25.57% 2.6
West Wealth Group
679
West Wealth Group
California
$6.45億 +$3332万 +5% 0.81% 79.8% 155 14.19% 2
Marino Stram & Associates
680
Marino Stram & Associates
Massachusetts
$6.44億 +$1624万 +3% 1.54% 72.2% 214 9.81% 4.2
Ironwood Financial
681
Ironwood Financial
Arizona
$6.44億 +$495万 +0.8% 0.1% 54.1% 181 6.08% 5.8
Overbrook Management Corp
682
Overbrook Management Corp
New York
$6.43億 -$1970万 -3% 2.65% 157% 74 36.49% 3.2
TruNorth Capital Management
683
TruNorth Capital Management
Michigan
$6.41億 +$1874万 +3% 0.69% – 132 13.64% 1.8
GenWealth Group
684
GenWealth Group
New Jersey
$6.41億 -$50万 -0.1% 0.89% 73.9% 92 7.61% 4.9
ABLE Financial Group
685
ABLE Financial Group
Arizona
$6.4億 +$4405万 +7% 0.52% 64.2% 241 16.18% 2
Chemistry Wealth Management
686
Chemistry Wealth Management
New York
$6.39億 +$1344万 +2% 1.91% 77.1% 212 2.83% 3
Oliver Luxxe Assets
687
Oliver Luxxe Assets
New Jersey
$6.38億 -$4213万 -6% 1.43% 137% 210 12.86% 3.2
Martel Wealth Advisors
688
Martel Wealth Advisors
Washington
$6.38億 +$194万 +0.3% 0.79% 43.4% 65 16.92% 4.6
Blue Zone Wealth Advisors
689
Blue Zone Wealth Advisors
California
$6.36億 +$6316万 +11% 4.91% 91.1% 135 12.59% 2.9
VisionPoint Advisory Group
690
VisionPoint Advisory Group
Texas
$6.36億 +$2301万 +4% 1% 79.3% 517 18.57% 1.5
Spinnaker Investment Group
691
Spinnaker Investment Group
California
$6.35億 +$1056万 +2% 1.7% 56.9% 193 15.54% 1.9
ALM First Financial Advisors
692
ALM First Financial Advisors
Texas
$6.33億 +$3942万 +7% 2.75% 50.5% 31 38.71% 2
Sunburst Financial Group
693
Sunburst Financial Group
Alabama
$6.31億 +$1411万 +2% 0.24% 55.7% 140 7.14% 3.6
MAM
694
Milestone Asset Management
Pennsylvania
$6.31億 -$703万 -1% 3.51% 64.4% 280 21.43% 1.6
RAM Investment Partners
695
RAM Investment Partners
Washington
$6.31億 +$564万 +0.9% 2.14% 61.9% 146 15.07% 1.9
Great Point Wealth Advisors
696
Great Point Wealth Advisors
Massachusetts
$6.3億 +$1044万 +2% 0.6% – 73 10.96% 4.1
Dudley & Shanley
697
Dudley & Shanley
Florida
$6.29億 -$3313万 -5% 0.33% 67.9% 38 7.89% 4.7
TLWM Financial
698
TLWM Financial
Texas
$6.28億 +$1259万 +2% 1.16% 53.9% 76 6.58% 4.1
Three Arch Wealth Management
699
Three Arch Wealth Management
California
$6.27億 -$2461万 -4% 1.68% – 71 7.04% 0.7
Helen Stephens Group
700
Helen Stephens Group
Texas
$6.27億 +$3849万 +7% 0.23% 53.4% 144 15.28% 2.4