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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)
Milestones Administradora de Recursos
776
Milestones Administradora de Recursos
Brazil
$5.57億 +$3923万 +8% 3.52% 116% 22 22.73% 2.9
Abel Hall LLC
777
Abel Hall LLC
Louisiana
$5.56億 -$2312万 -4% 1.98% 133% 1,068 27.25% 0.8
WESPAC Advisors SoCal
778
WESPAC Advisors SoCal
California
$5.53億 -$714万 -1% 1.28% 135% 127 10.24% 2.8
NAMP
779
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$5.53億 +$2207万 +4% 5.23% 90.2% 266 7.89% 4.3
Contravisory Investment Management
780
Contravisory Investment Management
Massachusetts
$5.52億 -$1450万 -3% 0.69% 135% 497 30.78% 1.5
Wiser Wealth Management
781
Wiser Wealth Management
Georgia
$5.5億 +$2760万 +5% 1.23% 53% 82 19.51% 2.3
MWM
782
Mascoma Wealth Management
New Hampshire
$5.5億 +$1080万 +2% 0.71% 43.7% 676 27.37% 3.4
Lantz Financial
783
Lantz Financial
Illinois
$5.49億 +$319万 +0.6% 1.47% 74.3% 272 9.19% 3.7
Leverty Financial Group
784
Leverty Financial Group
Wisconsin
$5.49億 +$3437万 +7% 0.35% 57.3% 51 9.8% 2.5
Harbour Capital Advisors
785
Harbour Capital Advisors
Virginia
$5.48億 -$67.6万 -0.1% 0.19% 168% 335 23.58% 3.2
Adamsbrown Wealth Consultants
786
Adamsbrown Wealth Consultants
Kansas
$5.48億 +$1790万 +3% 0.12% 60.6% 187 12.83% 2.1
Bricktown Capital
787
Bricktown Capital
Michigan
$5.48億 -$588万 -1% 0.23% 46.2% 30 6.67% 2.3
MBM Wealth Consultants
788
MBM Wealth Consultants
Missouri
$5.46億 +$2706万 +5% 0.7% 57.1% 125 6.4% 4.2
Global Wealth Strategies & Associates
789
Global Wealth Strategies & Associates
Colorado
$5.46億 +$1804万 +3% 0% 68.7% 115 16.52% 2.3
Louisbourg Investments
790
Louisbourg Investments
New Brunswick, Canada
$5.45億 +$322万 +0.6% 6.52% 93.1% 221 10.41% 2
Moller Wealth Partners
791
Moller Wealth Partners
$5.45億 -$766万 -1% 1.51% 44.1% 77 14.29% 6.6
Phraction Management
792
Phraction Management
Connecticut
$5.45億 -$5041万 -8% 4.05% 106% 72 15.28% 2.9
Hedeker Wealth
793
Hedeker Wealth
Illinois
$5.45億 +$2068万 +4% 4.79% 161% 94 3.19% 3.5
WealthPLAN Partners
794
WealthPLAN Partners
Nebraska
$5.44億 +$2082万 +4% 2.59% 71.6% 243 12.76% 4.5
Paragon Capital Management (Colorado)
795
Paragon Capital Management (Colorado)
Colorado
$5.44億 +$1553万 +3% 6.03% 109% 231 13.85% 3.1
Stordahl Capital Management
796
Stordahl Capital Management
Colorado
$5.42億 -$420万 -0.8% 1.02% 54% 69 4.35% 5.4
Ping Capital Management
797
Ping Capital Management
New York
$5.41億 +$1.4億 +35% 6.59% – 101 22.77% 1.1
Activest Wealth Management
798
Activest Wealth Management
Florida
$5.4億 +$2275万 +4% 2.2% 117% 1,414 30.91% 1.5
RIA
799
RPG Investment Advisory
California
$5.4億 -$4.33億 -44% 7.76% 186% 94 10.64% 4.9
The Wealth Group
800
The Wealth Group
Minnesota
$5.4億 +$1745万 +3% 2.06% 71.9% 98 4.08% 1.9