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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)
CWS Financial Advisors
951
CWS Financial Advisors
Michigan
$4.54億 +$350万 +0.8% 0.72% 55.7% 176 5.68% 3.6
Mokosak Advisory Group
952
Mokosak Advisory Group
Iowa
$4.54億 -$787万 -2% 2.99% 59.2% 43 11.63% 4.2
Syquant Capital SAS
953
Syquant Capital SAS
France
$4.53億 +$627万 +1% 6.4% 160% 71 61.97% 0.3
Briaud Financial Planning
954
Briaud Financial Planning
Texas
$4.53億 +$7310万 +19% 5.67% 113% 46 13.04% 2.1
Brown, Lisle/Cummings
955
Brown, Lisle/Cummings
Rhode Island
$4.53億 +$722万 +2% 3.36% 82.3% 1,081 4.63% 2.5
Level Financial Advisors
956
Level Financial Advisors
New York
$4.53億 +$501万 +1% 1.07% 44% 99 12.12% 3.3
Atticus Wealth Management
957
Atticus Wealth Management
Florida
$4.52億 +$3155万 +8% 2.38% 73.9% 192 11.46% 3.8
MAM
958
Mystic Asset Management
Rhode Island
$4.51億 -$1703万 -4% 2.02% 114% 229 8.3% 3.3
CGC Financial Services
959
CGC Financial Services
Oregon
$4.51億 +$615万 +1% 0.21% 46% 347 5.48% 2.6
Prosperity Planning
960
Prosperity Planning
Missouri
$4.51億 +$1440万 +3% 1% 43.5% 124 8.06% 3.3
CWM
961
Cordatus Wealth Management
Pennsylvania
$4.51億 -$473万 -1% 4.99% 108% 196 32.65% 1.7
Eldred Rock Partners
962
Eldred Rock Partners
Texas
$4.51億 -$1451万 -3% 1.44% 109% 29 0% 2.3
Morton Brown Family Wealth
963
Morton Brown Family Wealth
Pennsylvania
$4.5億 +$853万 +2% 0.92% 54.5% 444 13.51% 2.1
Straight Path Wealth Management
964
Straight Path Wealth Management
Michigan
$4.49億 +$2142万 +5% 2.4% 70.4% 160 13.75% 1.8
Hartford Financial Management
965
Hartford Financial Management
Connecticut
$4.48億 -$5万 -0% 1.23% 87.9% 357 4.76% 7.2
Genoa Capital Gestora de Recursos
966
Genoa Capital Gestora de Recursos
$4.46億 -$1.05億 -19% 6.02% – 24 75% 0.3
Roberts Wealth Advisors
967
Roberts Wealth Advisors
California
$4.45億 +$513万 +1% 1.97% 81.1% 111 2.7% 2.8
Intergy Private Wealth
968
Intergy Private Wealth
Colorado
$4.45億 +$1220万 +3% 0.12% 73.8% 152 10.53% 2.5
TA
969
TrueWealth Advisors
Alabama
$4.45億 +$157万 +0.4% 0.75% 60.9% 252 11.51% 3
PWMG
970
Private Wealth Management Group
New Jersey
$4.45億 +$1361万 +3% 1.03% 63.2% 1,584 13.19% 2.1
LFGO
971
Legacy Financial Group (Oklahoma)
Oklahoma
$4.44億 +$1497万 +3% 0.63% 64.2% 114 14.04% 2.3
Boltwood Capital Management
972
Boltwood Capital Management
California
$4.43億 +$690万 +2% 0.78% 63% 200 6.5% 6.5
IPA
973
Investment Planning Advisors
Georgia
$4.43億 +$1124万 +3% 0.8% – 123 10.57% 1.4
AWA
974
Aquire Wealth Advisors
Utah
$4.43億 +$654万 +1% 0.25% 60.2% 56 7.14% 3.1
West Branch Capital
975
West Branch Capital
Massachusetts
$4.42億 +$1147万 +3% 4.56% 156% 394 11.42% 3.9