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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)
Hill Island Financial
901
Hill Island Financial
Michigan
$4.81億 +$1215万 +3% 1.34% 78.3% 105 15.24% 2.2
CLG LLC
902
CLG LLC
California
$4.81億 +$2521万 +6% 1.4% – 165 15.76% 1.3
White Pine Investment Company
903
White Pine Investment Company
Michigan
$4.8億 +$1109万 +2% 3.28% 73.3% 74 10.81% 5.9
Stewardship Advisors
904
Stewardship Advisors
Pennsylvania
$4.8億 -$144万 -0.3% 0.94% 46.1% 187 11.76% 2.1
Monument Capital Management
905
Monument Capital Management
Virginia
$4.8億 -$1726万 -3% 3.1% 170% 288 20.49% 2.4
Opal Wealth Advisors
906
Opal Wealth Advisors
New York
$4.79億 +$1649万 +4% 1.52% 62.3% 250 20.4% 2.4
Guidance Point Advisors
907
Guidance Point Advisors
Massachusetts
$4.77億 +$387万 +0.8% 0.46% 71.8% 104 3.85% 4.2
Anchyra Partners
908
Anchyra Partners
Georgia
$4.77億 +$6045万 +15% 4.07% – 483 37.89% 0.4
Cornerstone Wealth Advisors
909
Cornerstone Wealth Advisors
Minnesota
$4.77億 -$54.6万 -0.1% 0.36% 46.1% 57 10.53% 3.9
Pacific Center for Financial Services
910
Pacific Center for Financial Services
California
$4.77億 +$2839万 +6% 0.09% 60.1% 512 3.32% 5.8
SSI
911
Scott & Selber Inc
Texas
$4.76億 +$232万 +0.5% 1.23% 202% 95 7.37% 5.6
Jessup Wealth Management
912
Jessup Wealth Management
Ohio
$4.76億 +$1.4億 +42% 8.27% 181% 93 20.43% 1.9
SA
913
Strategic Advisors
New York
$4.75億 +$1208万 +3% 6.41% 106% 169 7.69% 5.7
Lorne Steinberg Wealth Management
914
Lorne Steinberg Wealth Management
Canada
$4.74億 -$1252万 -3% 0.08% 83.4% 78 15.38% 3.8
KDA
915
Kraft Davis & Associates
Missouri
$4.74億 -$509万 -1% 0.48% 81.8% 164 15.24% 2.3
GIL
916
Go Invest LLC
Utah
$4.73億 +$4700万 +11% 0.53% – 137 28.47% 0.6
ASG
917
Advisory Solutions Group
Minnesota
$4.72億 +$1.77億 +60% 0.85% – 304 35.86% 0.2
General Electric
918
General Electric
Ohio
$4.72億 +$1.03億 +28% 29.4% 23.2% 2 0% 2.4
Highland Financial Advisors
919
Highland Financial Advisors
New Jersey
$4.69億 +$1482万 +3% 0.58% 70% 83 13.25% 2.3
LAI
920
Legal Advantage Investments
California
$4.68億 +$1.83億 +64% 0.89% 116% 87 16.09% 3
Ipswich Investment Management
921
Ipswich Investment Management
Massachusetts
$4.68億 -$546万 -1% 3.61% 104% 196 8.16% 6.7
Whitcomb & Hess
922
Whitcomb & Hess
Ohio
$4.67億 +$393万 +0.8% 0.07% 54% 69 10.14% 3.3
Cadent Capital Advisors
923
Cadent Capital Advisors
Oklahoma
$4.66億 -$1863万 -4% 1% 106% 224 26.79% 2.2
Home Federal Bank of Tennessee
924
Home Federal Bank of Tennessee
Tennessee
$4.65億 +$193万 +0.4% 1.36% 74% 117 3.42% 5.4
Hilltop National Bank
925
Hilltop National Bank
Wyoming
$4.65億 -$349万 -0.7% 3.85% – 847 12.16% 2