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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、2,736本のファンド(~31%)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)
Asset Allocation Strategies
751
Asset Allocation Strategies
Michigan
$6.68億 +$1895万 +3% 0.12% 58.1% 187 13.9% 2
Jackson Square Capital
752
Jackson Square Capital
California
$6.67億 -$5172万 -7% 1.63% 423% 161 24.84% 2.7
Harfst & Associates
753
Harfst & Associates
Wyoming
$6.67億 +$2386万 +4% 0.31% 88.1% 129 9.3% 3.9
Orrstown Financial Services
754
Orrstown Financial Services
Pennsylvania
$6.67億 -$667万 -1% 0.18% 73.7% 122 5.74% 4.5
Crusonia Wealth Advisors
755
Crusonia Wealth Advisors
Colorado
$6.67億 +$5737万 +9% 0.13% – 260 15% 0.6
Edge Wealth Management
756
Edge Wealth Management
New York
$6.66億 +$7189万 +12% 3.29% 75.3% 94 12.77% 5.8
Armbruster Capital Management
757
Armbruster Capital Management
New York
$6.66億 -$501万 -0.7% 1.44% 66.7% 132 5.3% 5.9
AMCA
758
Arthur M. Cohen & Associates
Illinois
$6.66億 +$2547万 +4% 7.36% 129% 142 7.04% 5.4
West Financial Advisors
759
West Financial Advisors
Iowa
$6.65億 +$653万 +1% 1.19% 49.1% 310 39.03% 2.3
Alpha Omega Wealth Management
760
Alpha Omega Wealth Management
Virginia
$6.65億 +$782万 +1% 3.26% 65.9% 214 6.07% 6.9
CMH Wealth Management
761
CMH Wealth Management
New Hampshire
$6.64億 +$821万 +1% 3.19% 88% 119 7.56% 2.4
Montecito Bank & Trust
762
Montecito Bank & Trust
California
$6.6億 -$792万 -1% 1.4% – 280 6.07% 6.6
Essex LLC
763
Essex LLC
Illinois
$6.6億 +$110万 +0.2% 1.73% 91.4% 194 12.89% 3.2
Garrett Wealth Advisory Group
764
Garrett Wealth Advisory Group
Texas
$6.59億 +$799万 +1% 1.81% 74.6% 155 7.1% 2.7
Clear Trail Advisors
765
Clear Trail Advisors
Texas
$6.57億 +$182万 +0.3% 2.67% – 166 7.23% 0.6
JSF Financial
766
JSF Financial
California
$6.55億 +$2326万 +4% 2.02% 91% 162 22.22% 3
CFSG
767
Community Financial Services Group
Vermont
$6.55億 -$3145万 -5% 1.94% – 563 9.77% 1.3
CA
768
Clune & Associates
Illinois
$6.54億 -$737万 -1% 0.89% – 177 11.86% 1.4
Precedent Wealth Partners
769
Precedent Wealth Partners
Texas
$6.51億 +$4958万 +8% 0.7% 61.1% 239 26.78% 1.6
Strategy Asset Managers
770
Strategy Asset Managers
California
$6.5億 -$1936万 -3% 1.03% 115% 295 21.36% 3.7
Patten Group
771
Patten Group
Tennessee
$6.49億 +$535万 +0.8% 1.74% 99% 347 16.14% 5.3
DCPAL
772
Div Capital Phoenix Assets Ltd
$6.48億 +$6487万 +11% 5.33% – 10 10% 0.6
Advocate Group
773
Advocate Group
Minnesota
$6.46億 -$1909万 -3% 0.96% 56.3% 128 9.38% 3.2
Madrona Financial Services
774
Madrona Financial Services
Washington
$6.46億 +$1.03億 +19% 2.16% 85.1% 176 25.57% 2.6
West Wealth Group
775
West Wealth Group
California
$6.45億 +$3332万 +5% 0.81% 79.8% 155 14.19% 2