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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)
Prentice Wealth Management
876
Prentice Wealth Management
New York
$4.93億 +$807万 +2% 0.64% 47.8% 130 7.69% 3.1
PW Nova Financial Services
877
PW Nova Financial Services
Pennsylvania
$4.91億 +$2436万 +5% 1.42% – 221 13.12% 0.6
Blankinship & Foster
878
Blankinship & Foster
California
$4.9億 -$594万 -1% 0.4% 67.1% 81 8.64% 5.1
O'Keefe Stevens Advisory
879
O'Keefe Stevens Advisory
New York
$4.89億 +$153万 +0.3% 1.11% 208% 84 7.14% 3.7
CWAG
880
Compton Wealth Advisory Group
Virginia
$4.89億 -$648万 -1% 0.69% 76.1% 91 8.79% 5
Marathon Capital Management
881
Marathon Capital Management
Maryland
$4.88億 -$556万 -1% 0.65% 74% 195 10.77% 3.5
TAA
882
TB Alternative Assets
Cayman Islands
$4.88億 -$1.35億 -22% 1.68% 312% 47 53.19% 1
Rempart Asset Management
883
Rempart Asset Management
Canada
$4.88億 $0 0% 3.54% 70.5% 36 0% 4.8
FFG
884
Fortem Financial Group
California
$4.87億 -$298万 -0.6% 1.62% 183% 199 10.05% 2.7
EOFML
885
ESCHATON OPPORTUNITIES FUND MANAGEMENT LP
Florida
$4.87億 -$5.54億 -53% 13.2% – 7 28.57% 0.6
Old Mission Investment Co
886
Old Mission Investment Co
Michigan
$4.87億 +$608万 +1% 2.22% 82% 170 9.41% 3.6
Atlantic Edge Private Wealth Management
887
Atlantic Edge Private Wealth Management
Florida
$4.87億 -$281万 -0.6% 0.31% 84.4% 651 8.45% 2
Financial & Tax Architects
888
Financial & Tax Architects
Missouri
$4.86億 +$1215万 +3% 0.22% 50.2% 130 31.54% 2.2
Poehling Capital Management
889
Poehling Capital Management
Wisconsin
$4.86億 +$2012万 +4% 5.54% 83% 177 13.56% 3.7
Copper Harbor Investment Advisors
890
Copper Harbor Investment Advisors
Wisconsin
$4.86億 +$1365万 +3% 0.76% – 103 11.65% 0.2
Centennial Wealth Advisory
891
Centennial Wealth Advisory
Michigan
$4.86億 +$2230万 +5% 0.73% 63% 196 8.16% 2.1
Bill Few Associates
892
Bill Few Associates
Pennsylvania
$4.85億 +$1461万 +3% 1.81% 91.5% 242 9.5% 2.8
Collective Family Office
893
Collective Family Office
Pennsylvania
$4.84億 -$482万 -1% 0.81% 52.5% 167 6.59% 3.9
Wealth Advisory Solutions
894
Wealth Advisory Solutions
Indiana
$4.84億 -$304万 -0.6% 0.09% 60.5% 157 9.55% 2.6
Farmers & Merchants Trust Company
895
Farmers & Merchants Trust Company
California
$4.84億 +$1925万 +4% 4% 79.8% 207 7.73% 4.8
Capital City Trust
896
Capital City Trust
Florida
$4.84億 +$147万 +0.3% 4.73% 98.5% 130 10% 7.1
Quattro Financial Advisors
897
Quattro Financial Advisors
Texas
$4.83億 +$1524万 +3% 5.61% 77.6% 108 28.7% 2.1
Leading Edge Financial Planning
898
Leading Edge Financial Planning
Tennessee
$4.83億 -$7905万 -14% 0.76% 48.6% 86 25.58% 2.2
James T. Borello RIA
899
James T. Borello RIA
Illinois
$4.82億 +$1868万 +4% 0.21% 71.2% 1,345 14.94% 1
Legacy Capital Wealth Partners
900
Legacy Capital Wealth Partners
Arkansas
$4.81億 -$4051万 -8% 0.7% 70.4% 408 16.67% 1.6