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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)
Hixon Zuercher
1176
Hixon Zuercher
Ohio
$3.47億 +$596万 +2% 3.39% 101% 95 10.53% 3.5
Spectrum Asset Management (California)
1177
Spectrum Asset Management (California)
California
$3.46億 -$1410万 -4% 1.8% 68.3% 126 18.25% 3.6
Forza Wealth Management
1178
Forza Wealth Management
Florida
$3.46億 +$1974万 +6% 0.8% 69.8% 200 6% 2.9
G&S Capital
1179
G&S Capital
Colorado
$3.45億 -$16.6万 -0% 2.13% 85.6% 171 17.54% 2.9
Mayfair Advisory Group
1180
Mayfair Advisory Group
Alabama
$3.45億 +$1299万 +4% 1.31% 71.5% 195 9.74% 3.2
Acima Private Wealth
1181
Acima Private Wealth
Virginia
$3.44億 +$3.38万 +0% 0.47% 51.1% 177 3.95% 6.3
Ferguson Shapiro
1182
Ferguson Shapiro
Georgia
$3.44億 +$193万 +0.6% 0.61% 42.7% 97 16.49% 1.5
Mosley Wealth Management
1183
Mosley Wealth Management
California
$3.43億 +$2915万 +9% 0.77% – 826 8.11% 0.6
Worth Asset Management
1184
Worth Asset Management
Texas
$3.43億 +$3051万 +10% 1.45% 115% 267 34.83% 1.2
Master's Wealth Management
1185
Master's Wealth Management
Pennsylvania
$3.43億 +$1058万 +3% 0.85% – 94 12.77% 1
MCG
1186
McCollum Christoferson Group
New York
$3.43億 +$172万 +0.5% 3.26% 59.4% 93 19.35% 3.8
Realta Investment Advisors
1187
Realta Investment Advisors
Delaware
$3.42億 +$2044万 +6% 6.59% 151% 423 25.53% 2.9
Iams Wealth Management
1188
Iams Wealth Management
Nebraska
$3.42億 +$974万 +3% 1.5% 57.7% 221 30.77% 1.6
Amtrust Financial Services
1189
Amtrust Financial Services
New York
$3.42億 +$544万 +2% 1.68% 61.9% 18 22.22% 3.5
Greenbush Financial Group
1190
Greenbush Financial Group
New York
$3.41億 +$135万 +0.4% 0.41% – 38 7.89% 1.4
Quaker Wealth Management
1191
Quaker Wealth Management
New Jersey
$3.41億 -$213万 -0.6% 0.22% – 1,023 11.73% 1
S.A. Mason
1192
S.A. Mason
Michigan
$3.41億 +$1511万 +5% 2.92% 116% 292 6.16% 4.7
Act Wealth Management
1193
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
1194
PKO BP Bankowy Universal Pension Society
Poland
$3.4億 -$1015万 -3% 0.26% – 14 14.29% 1.5
EWA
1195
ERTS Wealth Advisors
Michigan
$3.4億 -$182万 -0.5% 1.74% 39.3% 34 8.82% 4.8
Lazari Capital Management
1196
Lazari Capital Management
California
$3.39億 +$1486万 +5% 6.17% 145% 198 10.61% 2.2
School Employees Retirement Board of Ohio
1197
School Employees Retirement Board of Ohio
Ohio
$3.39億 +$6177万 +22% 2.07% – 6 16.67% 1.4
Penney Financial
1198
Penney Financial
Texas
$3.39億 +$5281万 +18% 0.15% 54.8% 54 20.37% 1.8
Consilium Wealth Advisory
1199
Consilium Wealth Advisory
Texas
$3.38億 +$148万 +0.4% 1.15% 126% 104 5.77% 2.8
FP
1200
FFG Partners
Florida
$3.38億 -$1464万 -4% 2.3% 277% 57 38.6% 0.9