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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)
Barry Investment Advisors
826
Barry Investment Advisors
Massachusetts
$5.24億 +$4545万 +10% 1.9% 66.7% 105 5.71% 4.4
Triangle Securities Wealth Management
827
Triangle Securities Wealth Management
North Carolina
$5.22億 +$1837万 +4% 0.75% 83.6% 221 10.41% 6.6
Tempus Wealth Planning
828
Tempus Wealth Planning
California
$5.22億 +$1019万 +2% 0.67% 95% 301 12.62% 2.9
Integris Wealth Management
829
Integris Wealth Management
California
$5.2億 +$2509万 +5% 0.33% 60.3% 140 6.43% 2.4
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
830
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
$5.2億 +$261万 +0.5% 0.74% – 12 0% 0.3
Chapin Davis
831
Chapin Davis
Maryland
$5.2億 -$4841万 -9% 2.09% 339% 278 15.11% 2.4
Next Level Private
832
Next Level Private
New York
$5.2億 +$929万 +2% 1.21% 95.9% 190 9.47% 2.4
EGA
833
E&G Advisors
Texas
$5.19億 +$155万 +0.3% 0.68% 97.7% 256 6.64% 3.4
Aries Wealth Management
834
Aries Wealth Management
Maine
$5.19億 +$999万 +2% 4.03% 87.7% 254 8.27% 3.3
CWM
835
Compass Wealth Management
Connecticut
$5.19億 -$933万 -2% 2.02% 103% 418 60.29% 0.6
Fermata Advisors
836
Fermata Advisors
California
$5.17億 +$2247万 +5% 1.63% 58.3% 319 21.94% 2
Generali Investments Management
837
Generali Investments Management
Slovenia
$5.17億 +$5640万 +12% 9.9% – 168 2.38% 1.4
Benin Management Corp
838
Benin Management Corp
Connecticut
$5.17億 +$2277万 +5% 4.78% 91.7% 156 5.77% 6.5
WealthBridge Capital Management
839
WealthBridge Capital Management
Ohio
$5.15億 +$1150万 +2% 1.08% 89.4% 259 12.74% 3.9
Peddock Capital Advisors
840
Peddock Capital Advisors
Massachusetts
$5.14億 +$1344万 +3% 3.14% 113% 173 8.09% 6.7
USA Financial Formulas
841
USA Financial Formulas
Michigan
$5.14億 -$3190万 -6% 2% 104% 545 52.11% 0.9
Weaver Consulting Group
842
Weaver Consulting Group
California
$5.14億 +$2652万 +5% 0.85% 56.4% 318 10.69% 3.5
Standpoint Asset Management
843
Standpoint Asset Management
Arizona
$5.14億 +$3714万 +8% 1.22% 71.9% 8 0% 3.8
CH
844
Canton Hathaway
Rhode Island
$5.13億 -$908万 -2% 1.21% 87.8% 484 44.42% 2.3
Herold Advisors
845
Herold Advisors
New York
$5.12億 +$626万 +1% 3.08% 90.2% 283 8.48% 3.4
Churchill Financial Advisors
846
Churchill Financial Advisors
Kentucky
$5.11億 -$889万 -2% 0.38% – 132 9.09% 0.7
Baker Tilly Wealth Management
847
Baker Tilly Wealth Management
Wisconsin
$5.1億 +$3962万 +8% 3.51% 96.9% 310 15.48% 3.1
Plan Group Financial
848
Plan Group Financial
Oklahoma
$5.1億 +$2414万 +5% 1.18% 63.4% 269 22.68% 1.6
Marion Wealth Management
849
Marion Wealth Management
Pennsylvania
$5.08億 +$1659万 +3% 2.09% 51.7% 166 7.83% 2.8
DI
850
DDFG Inc
California
$5.08億 +$425万 +0.8% 0.08% 56.3% 93 6.45% 2.8