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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)
Harrell Investment Partners
926
Harrell Investment Partners
Texas
$4.65億 +$350万 +0.8% 5.09% 121% 150 11.33% 3
Accel Wealth Management
927
Accel Wealth Management
Iowa
$4.64億 +$1989万 +4% 0.01% 82.4% 319 7.52% 3
NovaPoint Capital
928
NovaPoint Capital
Georgia
$4.64億 -$1706万 -4% 0.42% 94% 167 6.59% 2.4
Augustine Asset Management
929
Augustine Asset Management
Florida
$4.64億 -$3032万 -6% 1.85% 316% 130 8.46% 4.2
Bank of New Hampshire
930
Bank of New Hampshire
New Hampshire
$4.63億 -$1604万 -3% 2.15% 96.5% 578 15.92% 3.4
Kelly Financial Services
931
Kelly Financial Services
Massachusetts
$4.63億 -$408万 -0.9% 0.2% 64.3% 149 18.12% 3.3
Legacy Wealth Partners (Colorado)
932
Legacy Wealth Partners (Colorado)
Colorado
$4.62億 +$1676万 +4% 0.46% – 215 20.93% 0.6
Atlas Private Wealth Advisors
933
Atlas Private Wealth Advisors
New Jersey
$4.62億 +$515万 +1% 0.15% 57.8% 152 10.53% 2.9
RDA Financial Network
934
RDA Financial Network
Iowa
$4.59億 +$21.8万 +0% 3.29% 93.4% 300 15.67% 3.8
Strengthening Families & Communities LLC
935
Strengthening Families & Communities LLC
Massachusetts
$4.59億 +$930万 +2% 1.01% 116% 867 18.11% 1.4
Doliver Advisors
936
Doliver Advisors
Texas
$4.58億 +$1627万 +4% 9.34% 92.3% 203 16.75% 4.1
LPWM LLC
937
LPWM LLC
Minnesota
$4.58億 +$718万 +2% 0.45% 59.4% 106 12.26% 3.8
Cerro Pacific Wealth Advisors
938
Cerro Pacific Wealth Advisors
California
$4.58億 +$1560万 +4% 1.57% – 177 10.17% 3.4
Uncommon Cents Investing
939
Uncommon Cents Investing
Wisconsin
$4.57億 -$417万 -0.9% 0.16% 91.4% 218 2.29% 5.4
SWMG LLC
940
SWMG LLC
Texas
$4.57億 +$3218万 +8% 0.65% 68.7% 127 28.35% 2
Peavine Capital
941
Peavine Capital
Nevada
$4.57億 -$1494万 -3% 1.18% 30.8% 10 20% 6.5
Proathlete Wealth Management
942
Proathlete Wealth Management
Florida
$4.57億 +$5248万 +13% 1.91% 73.9% 1,241 77.2% 0.3
First Affirmative Financial Network
943
First Affirmative Financial Network
Colorado
$4.56億 – – 1.75% – 419 – 2
Legacy Wealth Asset Management
944
Legacy Wealth Asset Management
Minnesota
$4.56億 +$62.9万 +0.1% 3.66% 116% 405 18.02% 3.2
BWM
945
Brown Wealth Management
Illinois
$4.56億 +$861万 +2% 0.46% 51.2% 144 13.19% 1.8
Stokes Capital Advisors
946
Stokes Capital Advisors
South Carolina
$4.55億 -$1147万 -2% 0.01% 61.3% 125 11.2% 3.5
DI
947
Diligent Investors
California
$4.55億 +$591万 +1% 2.43% 82.2% 373 7.24% 4.6
Able Wealth Management
948
Able Wealth Management
New Jersey
$4.55億 +$1904万 +4% 1.14% 58.1% 236 39.41% 1
Freedom Day Solutions
949
Freedom Day Solutions
Texas
$4.55億 +$287万 +0.6% 0.32% 86.6% 146 17.12% 3.1
Atwater Malick
950
Atwater Malick
Pennsylvania
$4.54億 -$483万 -1% 1.01% 83.4% 139 12.23% 2.9