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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)
North Point Portfolio Managers
726
North Point Portfolio Managers
Ohio
$5.95億 -$1106万 -2% 1.98% 72.8% 274 74.45% 1.4
CV Advisors
727
CV Advisors
Florida
$5.94億 +$5217万 +10% 4.07% 112% 145 28.97% 0.9
Paradice Investment Management
728
Paradice Investment Management
Colorado
$5.94億 -$3290万 -5% 7.82% 72.2% 23 13.04% 4.4
Iowa State Bank
729
Iowa State Bank
Iowa
$5.92億 -$668万 -1% 2.84% 85.7% 125 12.8% 6.3
BetterWealth
730
BetterWealth
California
$5.91億 +$2566万 +5% 0.77% 63.3% 89 6.74% 2.3
HPC
731
Hobart Private Capital
North Carolina
$5.91億 +$780万 +1% 0.09% 60% 155 14.19% 1.7
Cedar Mountain Advisors
732
Cedar Mountain Advisors
Oregon
$5.9億 +$921万 +2% 0.6% 57.7% 1,238 11.07% 1.8
Gibson Capital
733
Gibson Capital
Pennsylvania
$5.89億 -$2033万 -3% 0.57% 67.2% 109 29.36% 4.3
Studio Investment Management
734
Studio Investment Management
Illinois
$5.89億 -$271万 -0.5% 0.35% 51.3% 185 4.32% 3.4
Marotta Asset Management
735
Marotta Asset Management
Virginia
$5.89億 -$1199万 -2% 0.85% 51% 104 3.85% 5
MFA Wealth Advisors
736
MFA Wealth Advisors
Pennsylvania
$5.89億 +$208万 +0.4% 0.48% 68.6% 104 15.38% 2.6
PFA
737
Professional Financial Advisors
Nebraska
$5.88億 +$979万 +2% 0.73% 59.2% 151 10.6% 2.8
Teramo Advisors
738
Teramo Advisors
Florida
$5.87億 +$5766万 +11% 2.22% 72.1% 4 0% 4.6
West Paces Advisors
739
West Paces Advisors
Georgia
$5.86億 -$956万 -2% 0.94% 57.7% 794 16.5% 2.1
Fortitude Family Office
740
Fortitude Family Office
Arizona
$5.86億 +$6966万 +13% 0.79% 81.1% 2,780 23.24% 1.2
Ramsay Stattman Vela & Price
741
Ramsay Stattman Vela & Price
Colorado
$5.83億 +$2126万 +4% 6.36% 81.8% 85 4.71% 7.9
Tufton Capital Management
742
Tufton Capital Management
Maryland
$5.83億 -$1261万 -2% 1.72% 96.1% 134 7.46% 8.1
SEP
743
Southland Equity Partners
Missouri
$5.83億 +$1155万 +2% 1.67% 66.1% 321 13.71% 3.1
PWM
744
Praetorian Wealth Management
California
$5.82億 +$265万 +0.5% 0.23% 60.4% 87 8.05% 2.4
Rezny Wealth Management
745
Rezny Wealth Management
Florida
$5.82億 +$349万 +0.6% 1.61% 99.6% 39 17.95% 2.3
Cambridge Advisors
746
Cambridge Advisors
Nebraska
$5.81億 -$72.5万 -0.1% 0.65% 58.6% 185 2.7% 7
WC
747
Weil Company
California
$5.8億 +$1252万 +2% 2.31% 71.7% 142 11.97% 3.6
Intelligence Driven Advisers
748
Intelligence Driven Advisers
California
$5.79億 -$3674万 -6% 1.51% 65.6% 145 11.03% 2.5
CFMC
749
Curbstone Financial Management Corp
New Hampshire
$5.79億 -$819万 -1% 0.97% 69.6% 217 7.83% 7
GoalVest Advisory
750
GoalVest Advisory
New York
$5.78億 +$3908万 +7% 0.53% 94.8% 788 44.54% 1.4