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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)
Shikiar Asset Management
1051
Shikiar Asset Management
New York
$3.98億 +$192万 +0.5% 4.84% 117% 124 17.74% 3.8
IWN
1052
Independent Wealth Network
Iowa
$3.97億 +$397万 +1% 0.1% 78.2% 371 18.06% 2.4
TSP Capital Management Group
1053
TSP Capital Management Group
New Jersey
$3.97億 -$2095万 -5% 3.05% 186% 44 2.27% 0.5
Net Worth Advisory Group
1054
Net Worth Advisory Group
Utah
$3.97億 +$11.9万 +0% 0.79% – 470 21.06% 1.3
IFS
1055
Ifrah Financial Services
Arkansas
$3.96億 -$1372万 -3% 0.85% 64.1% 228 16.23% 5.4
Prairiewood Capital
1056
Prairiewood Capital
North Dakota
$3.96億 +$986万 +3% 1.69% 42.6% 82 6.1% 3.3
Parkshore Wealth Management
1057
Parkshore Wealth Management
California
$3.94億 +$4541万 +13% 1.36% – 74 9.46% 1.5
Retail Employees Superannuation Trust
1058
Retail Employees Superannuation Trust
$3.93億 +$1947万 +5% 6.46% – 30 10% 0.6
SC
1059
Steph & Co
Wisconsin
$3.92億 -$259万 -0.7% 0.46% 61.6% 293 8.19% 3.9
Hoxton Planning & Management
1060
Hoxton Planning & Management
West Virginia
$3.92億 +$891万 +2% 0.86% 77.8% 242 12.4% 2.3
Newton One Investments
1061
Newton One Investments
Delaware
$3.92億 -$505万 -1% 1.48% 42% 175 30.29% 2.4
MI
1062
M3F Inc
Utah
$3.91億 -$3083万 -7% 12.3% 139% 25 28% 4.5
Neumann Capital Management
1063
Neumann Capital Management
California
$3.91億 +$2.4億 +159% 1.66% 89.9% 108 49.07% 4.3
Client 1st Advisory Group
1064
Client 1st Advisory Group
Florida
$3.91億 +$725万 +2% 1.37% 64.5% 151 9.27% 3.3
Quantum Private Wealth
1065
Quantum Private Wealth
Florida
$3.91億 +$37.5万 +0.1% 5.76% 240% 176 9.66% 3
Juncture Wealth Strategies
1066
Juncture Wealth Strategies
Arizona
$3.9億 +$591万 +2% 0.7% 76.5% 193 11.4% 2.6
SRH Advisors
1067
SRH Advisors
Kansas
$3.89億 -$321万 -0.8% 0.24% 55.7% 282 6.38% 7.5
Patton Fund Management
1068
Patton Fund Management
Texas
$3.89億 -$7318万 -16% 4.15% 211% 114 57.02% 1.8
Windsor Capital Management
1069
Windsor Capital Management
Arizona
$3.89億 +$415万 +1% 0.94% 49.1% 133 5.26% 6.6
Sensible Money
1070
Sensible Money
Arizona
$3.89億 +$1166万 +3% 0.52% 69.1% 113 17.7% 2.5
FP
1071
Fiduciary Planning
Florida
$3.89億 +$641万 +2% 0.54% 71.4% 84 10.71% 2.5
Trinity Financial Advisors
1072
Trinity Financial Advisors
Ohio
$3.88億 -$59.6万 -0.2% 0.94% 74.5% 101 7.92% 2.9
CIA
1073
Cape Investment Advisory
Georgia
$3.88億 +$1428万 +4% 1.63% 72.5% 1,541 10.25% 0.6
Sterling Wealth Management
1074
Sterling Wealth Management
Illinois
$3.88億 -$1437万 -4% 0.94% – 118 4.24% 2.2
Leeward Financial Partners
1075
Leeward Financial Partners
Washington
$3.88億 +$665万 +2% 4.58% 97.9% 115 9.57% 2.8