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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、2,276本のファンド(~26%)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)
Avaii Wealth Management
1076
Avaii Wealth Management
Wisconsin
$3.48億 +$767万 +2% 0.91% 100% 196 17.86% 2
N10 Wealth
1077
N10 Wealth
Connecticut
$3.48億 +$6573万 +23% 0.76% – 69 43.48% 0.2
JVL Associates
1078
JVL Associates
Michigan
$3.47億 -$506万 -1% 0.54% 81% 83 14.46% 3.9
Weybosset Research & Management
1079
Weybosset Research & Management
Rhode Island
$3.47億 -$3368万 -9% 5.29% 74.8% 33 6.06% 6.7
First United Bank & Trust
1080
First United Bank & Trust
Maryland
$3.47億 -$81.3万 -0.2% 1.85% 78% 427 6.09% 4.3
Hixon Zuercher
1081
Hixon Zuercher
Ohio
$3.47億 +$596万 +2% 3.39% 101% 95 10.53% 3.5
Spectrum Asset Management (California)
1082
Spectrum Asset Management (California)
California
$3.46億 -$1410万 -4% 1.8% 68.3% 126 18.25% 3.6
Forza Wealth Management
1083
Forza Wealth Management
Florida
$3.46億 +$1974万 +6% 0.8% 69.8% 200 6% 2.9
Mayfair Advisory Group
1084
Mayfair Advisory Group
Alabama
$3.45億 +$1299万 +4% 1.31% 71.5% 195 9.74% 3.2
Acima Private Wealth
1085
Acima Private Wealth
Virginia
$3.44億 +$3.38万 +0% 0.47% 51.1% 177 3.95% 6.3
Ferguson Shapiro
1086
Ferguson Shapiro
Georgia
$3.44億 +$193万 +0.6% 0.61% 42.7% 97 16.49% 1.5
Mosley Wealth Management
1087
Mosley Wealth Management
California
$3.43億 +$2915万 +9% 0.77% – 826 8.11% 0.6
Worth Asset Management
1088
Worth Asset Management
Texas
$3.43億 +$3051万 +10% 1.45% 115% 267 34.83% 1.2
Master's Wealth Management
1089
Master's Wealth Management
Pennsylvania
$3.43億 +$1058万 +3% 0.85% – 94 12.77% 1
MCG
1090
McCollum Christoferson Group
New York
$3.43億 +$172万 +0.5% 3.26% 59.4% 93 19.35% 3.8
Realta Investment Advisors
1091
Realta Investment Advisors
Delaware
$3.42億 +$2044万 +6% 6.59% 151% 423 25.53% 2.9
Iams Wealth Management
1092
Iams Wealth Management
Nebraska
$3.42億 +$974万 +3% 1.5% 57.7% 221 30.77% 1.6
Amtrust Financial Services
1093
Amtrust Financial Services
New York
$3.42億 +$544万 +2% 1.68% 61.9% 18 22.22% 3.5
Greenbush Financial Group
1094
Greenbush Financial Group
New York
$3.41億 +$135万 +0.4% 0.41% – 38 7.89% 1.4
Quaker Wealth Management
1095
Quaker Wealth Management
New Jersey
$3.41億 -$213万 -0.6% 0.22% – 1,023 11.73% 1
S.A. Mason
1096
S.A. Mason
Michigan
$3.41億 +$1511万 +5% 2.92% 116% 292 6.16% 4.7
Act Wealth Management
1097
Act Wealth Management
Texas
$3.4億 -$19.1万 -0.1% 0.79% 70% 67 7.46% 2.9
PKO BP Bankowy Universal Pension Society
1098
PKO BP Bankowy Universal Pension Society
Poland
$3.4億 -$1015万 -3% 0.26% – 14 14.29% 1.5
Lazari Capital Management
1099
Lazari Capital Management
California
$3.39億 +$1486万 +5% 6.17% 145% 198 10.61% 2.2
School Employees Retirement Board of Ohio
1100
School Employees Retirement Board of Ohio
Ohio
$3.39億 +$6177万 +22% 2.07% – 6 16.67% 1.4