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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、2,411本のファンド(~27%)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)
Fruth Investment Management
1001
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
1002
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
1003
Acorn Wealth Advisors
Michigan
$4.07億 -$326万 -0.8% 0.17% 58.8% 317 9.15% 3.4
Prospera Capital Management
1004
Prospera Capital Management
Arizona
$4.06億 +$8652万 +27% 0.03% – 77 20.78% 0.9
HCM
1005
Hudson Capital Management
New Jersey
$4.05億 -$820万 -2% 1.11% 66.8% 81 12.35% 4.2
Butensky & Cohen Financial Security
1006
Butensky & Cohen Financial Security
Florida
$4.05億 +$56.8万 +0.1% 1.01% 81% 99 1.01% 6.9
Arcataur Capital Management
1007
Arcataur Capital Management
Wisconsin
$4.05億 +$131万 +0.3% 0.63% 65.4% 106 6.6% 2.8
Revisor Wealth Management
1008
Revisor Wealth Management
Ohio
$4.04億 -$1211万 -3% 2.18% 72% 403 18.36% 1.5
Keystone Financial Planning
1009
Keystone Financial Planning
Ohio
$4.04億 +$1592万 +4% 3.95% 46% 40 5% 7.2
Crown Wealth Group
1010
Crown Wealth Group
North Carolina
$4.04億 +$1054万 +3% 3.69% 98.2% 162 16.05% 2
St. Clair Advisors
1011
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
1012
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
1013
FNY Investment Advisers
New York
$4.02億 +$1.22億 +44% 14.7% 386% 1,132 49.47% 0.9
Focused Alpha LLC
1014
Focused Alpha LLC
Colorado
$4.02億 +$1186万 +3% 2.81% – 289 22.49% 0.6
OLIO Financial Planning
1015
OLIO Financial Planning
Virginia
$4.02億 -$119万 -0.3% 0.58% 52.9% 72 8.33% 2.9
Meredith Wealth Planning
1016
Meredith Wealth Planning
Illinois
$4.01億 -$2306万 -5% 1.33% 66.5% 85 18.82% 2
ETF Portfolio Partners
1017
ETF Portfolio Partners
Kansas
$3.99億 -$2099万 -5% 0.61% 50.2% 70 4.29% 4.9
15 Wealth Advisors LLC
1018
15 Wealth Advisors LLC
Illinois
$3.99億 – – 0.72% – 108 – 0
Prism Advisors
1019
Prism Advisors
California
$3.99億 -$1306万 -3% 0.7% 54.6% 88 19.32% 3.1
Independence Financial Advisors
1020
Independence Financial Advisors
New Hampshire
$3.98億 +$1283万 +3% 0.81% – 56 3.57% 1.2
Harmony Asset Management
1021
Harmony Asset Management
Arizona
$3.98億 +$2543万 +7% 4.55% 138% 211 11.37% 1.9
Shikiar Asset Management
1022
Shikiar Asset Management
New York
$3.98億 +$192万 +0.5% 4.84% 117% 124 17.74% 3.8
IWN
1023
Independent Wealth Network
Iowa
$3.97億 +$397万 +1% 0.1% 78.2% 371 18.06% 2.4
TSP Capital Management Group
1024
TSP Capital Management Group
New Jersey
$3.97億 -$2095万 -5% 3.05% 186% 44 2.27% 0.5
Net Worth Advisory Group
1025
Net Worth Advisory Group
Utah
$3.97億 +$11.9万 +0% 0.79% – 470 21.06% 1.3