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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、2,333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)
Powers Advisory Group
1151
Powers Advisory Group
Illinois
$3.3億 +$1092万 +3% 0.36% 49.8% 133 6.02% 3.3
Henry James International Management
1152
Henry James International Management
New York
$3.3億 -$383万 -1% 0.93% 125% 91 1.1% 6.1
Flagstar Advisors
1153
Flagstar Advisors
New York
$3.3億 -$150万 -0.5% 1.69% 81.9% 190 10% 3.4
Tred Avon Family Wealth
1154
Tred Avon Family Wealth
Maryland
$3.29億 +$268万 +0.8% 2.82% – 274 9.12% 0.9
New Perspectives Inc
1155
New Perspectives Inc
Mississippi
$3.29億 +$319万 +1% 1.02% – 49 2.04% 2.8
Norman Fields Gottscho Capital Management
1156
Norman Fields Gottscho Capital Management
New York
$3.29億 -$134万 -0.4% 0.8% 96.9% 65 4.62% 6.6
TMB Capital Partners
1157
TMB Capital Partners
Arkansas
$3.29億 +$818万 +3% 1.06% – 192 13.54% 0.7
Heritage Oak Wealth Advisors
1158
Heritage Oak Wealth Advisors
Florida
$3.29億 -$1115万 -3% 1.85% – 119 41.18% 1.1
Arcadia Wealth Management (New Hampshire)
1159
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.28億 +$973万 +3% 0.17% 55.5% 73 24.66% 2.2
Sunpointe
1160
Sunpointe
Missouri
$3.28億 -$2379万 -7% 2.84% 122% 305 28.2% 1.5
Wealth Quarterback
1161
Wealth Quarterback
New Jersey
$3.28億 +$428万 +1% 2.37% 109% 185 9.73% 2.9
LifeGoal Wealth Advisors
1162
LifeGoal Wealth Advisors
New York
$3.28億 +$1.1億 +50% 2.29% – 232 41.38% 0.6
Richards, Merrill & Peterson
1163
Richards, Merrill & Peterson
Washington
$3.28億 +$1290万 +4% 3.12% – 302 8.61% 1.3
First National Bank Sioux Falls
1164
First National Bank Sioux Falls
South Dakota
$3.28億 -$3784万 -10% 0.35% 70.3% 157 8.92% 5
Bennett Selby Investments
1165
Bennett Selby Investments
Maine
$3.27億 +$1397万 +4% 5.28% 82.1% 89 8.99% 3.4
ShoreHaven Wealth Partners
1166
ShoreHaven Wealth Partners
New Jersey
$3.26億 +$820万 +3% 1.05% 72.4% 110 10.91% 2.7
Raub Brock Capital Management
1167
Raub Brock Capital Management
California
$3.26億 -$3728万 -10% 2% 54.7% 51 19.61% 2.6
Paragon Private Wealth Management
1168
Paragon Private Wealth Management
Kentucky
$3.26億 -$5720万 -15% 1.09% 104% 235 22.13% 2.7
Bluesphere Advisors
1169
Bluesphere Advisors
Pennsylvania
$3.25億 +$125万 +0.4% 2.26% 105% 125 11.2% 2.7
Berkeley Inc
1170
Berkeley Inc
Idaho
$3.24億 +$554万 +2% 3.02% 49.4% 91 13.19% 3.3
Robinswood Financial
1171
Robinswood Financial
Washington
$3.24億 -$2480万 -7% 0.62% 43.2% 428 83.18% 3
River Street Advisors
1172
River Street Advisors
Illinois
$3.24億 -$1541万 -5% 0.14% 93.5% 185 9.19% 2.3
Traveka Wealth
1173
Traveka Wealth
California
$3.24億 +$2336万 +8% 1.38% 78.1% 221 13.57% 1.6
ticino wealth
1174
ticino wealth
California
$3.24億 +$687万 +2% 1.92% – 140 6.43% 0.7
Wealth Management Resources
1175
Wealth Management Resources
Rhode Island
$3.24億 -$42.7万 -0.1% 2.21% 37.7% 31 6.45% 3.5