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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、2,091本のファンド(~23%)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)
LongView Wealth Management
851
LongView Wealth Management
Georgia
$4.15億 +$2502万 +6% 0.52% 60.8% 244 13.11% 1.9
Snider Financial Group
852
Snider Financial Group
Washington
$4.15億 +$2194万 +6% 4.98% 87% 108 10.19% 2.2
IAA
853
Ironsides Asset Advisors
North Carolina
$4.14億 -$1282万 -3% 2.86% 49.3% 93 17.2% 3.2
Lifestyle Asset Management
854
Lifestyle Asset Management
Texas
$4.14億 +$4169万 +11% 0.44% 88.3% 143 19.58% 1.6
TriaGen Wealth Management
855
TriaGen Wealth Management
California
$4.13億 +$1325万 +3% 5.73% 132% 218 28.44% 2.6
Inlet Private Wealth
856
Inlet Private Wealth
Florida
$4.13億 +$117万 +0.3% 1.86% 111% 138 5.8% 4.9
Fruth Investment Management
857
Fruth Investment Management
Texas
$4.09億 -$1136万 -3% 2.62% 79.4% 230 5.65% 8.8
S.E.E.D. Planning Group
858
S.E.E.D. Planning Group
New York
$4.08億 +$2939万 +8% 3.79% 57.3% 103 19.42% 3
Acorn Wealth Advisors
859
Acorn Wealth Advisors
Michigan
$4.07億 -$326万 -0.8% 0.17% 58.8% 317 9.15% 3.4
Prospera Capital Management
860
Prospera Capital Management
Arizona
$4.06億 +$8652万 +27% 0.03% – 77 20.78% 0.9
HCM
861
Hudson Capital Management
New Jersey
$4.05億 -$820万 -2% 1.11% 66.8% 81 12.35% 4.2
Butensky & Cohen Financial Security
862
Butensky & Cohen Financial Security
Florida
$4.05億 +$56.8万 +0.1% 1.01% 81% 99 1.01% 6.9
Arcataur Capital Management
863
Arcataur Capital Management
Wisconsin
$4.05億 +$131万 +0.3% 0.63% 65.4% 106 6.6% 2.8
Revisor Wealth Management
864
Revisor Wealth Management
Ohio
$4.04億 -$1211万 -3% 2.18% 72% 403 18.36% 1.5
Keystone Financial Planning
865
Keystone Financial Planning
Ohio
$4.04億 +$1592万 +4% 3.95% 46% 40 5% 7.2
Crown Wealth Group
866
Crown Wealth Group
North Carolina
$4.04億 +$1054万 +3% 3.69% 98.2% 162 16.05% 2
St. Clair Advisors
867
St. Clair Advisors
Ohio
$4.02億 +$1366万 +4% 3.92% 77.5% 81 3.7% 3.9
Farmers & Merchants Trust Co of Chambersburg PA
868
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.02億 +$835万 +2% 0.9% 65.5% 464 28.02% 4.6
FNY Investment Advisers
869
FNY Investment Advisers
New York
$4.02億 +$1.24億 +45% 14.7% 357% 1,132 49.47% 0.9
Focused Alpha LLC
870
Focused Alpha LLC
Colorado
$4.02億 +$1186万 +3% 2.81% – 289 22.49% 0.6
Meredith Wealth Planning
871
Meredith Wealth Planning
Illinois
$4.01億 -$2306万 -5% 1.33% 66.5% 85 18.82% 2
15 Wealth Advisors LLC
872
15 Wealth Advisors LLC
Illinois
$3.99億 – – 0.72% – 108 – 0
Prism Advisors
873
Prism Advisors
California
$3.99億 -$1306万 -3% 0.7% 54.6% 88 19.32% 3.1
Independence Financial Advisors
874
Independence Financial Advisors
New Hampshire
$3.98億 +$1283万 +3% 0.81% – 56 3.57% 1.2
Harmony Asset Management
875
Harmony Asset Management
Arizona
$3.98億 +$2543万 +7% 4.55% 138% 211 11.37% 1.9