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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)
Tred Avon Family Wealth
1226
Tred Avon Family Wealth
Maryland
$3.29億 +$268万 +0.8% 2.82% – 274 9.12% 0.9
New Perspectives Inc
1227
New Perspectives Inc
Mississippi
$3.29億 +$319万 +1% 1.02% – 49 2.04% 2.8
Norman Fields Gottscho Capital Management
1228
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
1229
TMB Capital Partners
Arkansas
$3.29億 +$818万 +3% 1.06% – 192 13.54% 0.7
Heritage Oak Wealth Advisors
1230
Heritage Oak Wealth Advisors
Florida
$3.29億 -$1115万 -3% 1.85% – 119 41.18% 1.1
Arcadia Wealth Management (New Hampshire)
1231
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.28億 +$973万 +3% 0.17% 55.5% 73 24.66% 2.2
Sunpointe
1232
Sunpointe
Missouri
$3.28億 -$2379万 -7% 2.84% 122% 305 28.2% 1.5
Wealth Quarterback
1233
Wealth Quarterback
New Jersey
$3.28億 +$428万 +1% 2.37% 109% 185 9.73% 2.9
LifeGoal Wealth Advisors
1234
LifeGoal Wealth Advisors
New York
$3.28億 +$1.1億 +50% 2.29% – 232 41.38% 0.6
Richards, Merrill & Peterson
1235
Richards, Merrill & Peterson
Washington
$3.28億 +$1290万 +4% 3.12% – 302 8.61% 1.3
First National Bank Sioux Falls
1236
First National Bank Sioux Falls
South Dakota
$3.28億 -$3784万 -10% 0.35% 70.3% 157 8.92% 5
Bennett Selby Investments
1237
Bennett Selby Investments
Maine
$3.27億 +$1397万 +4% 5.28% 82.1% 89 8.99% 3.4
ShoreHaven Wealth Partners
1238
ShoreHaven Wealth Partners
New Jersey
$3.26億 +$820万 +3% 1.05% 72.4% 110 10.91% 2.7
Raub Brock Capital Management
1239
Raub Brock Capital Management
California
$3.26億 -$3728万 -10% 2% 54.7% 51 19.61% 2.6
Paragon Private Wealth Management
1240
Paragon Private Wealth Management
Kentucky
$3.26億 -$5720万 -15% 1.09% 104% 235 22.13% 2.7
Bluesphere Advisors
1241
Bluesphere Advisors
Pennsylvania
$3.25億 +$125万 +0.4% 2.26% 105% 125 11.2% 2.7
Berkeley Inc
1242
Berkeley Inc
Idaho
$3.24億 +$554万 +2% 3.02% 49.4% 91 13.19% 3.3
Robinswood Financial
1243
Robinswood Financial
Washington
$3.24億 -$2480万 -7% 0.62% 43.2% 428 83.18% 3
River Street Advisors
1244
River Street Advisors
Illinois
$3.24億 -$1541万 -5% 0.14% 93.5% 185 9.19% 2.3
Traveka Wealth
1245
Traveka Wealth
California
$3.24億 +$2336万 +8% 1.38% 78.1% 221 13.57% 1.6
ticino wealth
1246
ticino wealth
California
$3.24億 +$687万 +2% 1.92% – 140 6.43% 0.7
Wealth Management Resources
1247
Wealth Management Resources
Rhode Island
$3.24億 -$42.7万 -0.1% 2.21% 37.7% 31 6.45% 3.5
VPCL
1248
VALEN PRIVATE CAPITAL, LLC
Pennsylvania
$3.23億 – – 0.58% – 88 – 0
Harper Investing
1249
Harper Investing
California
$3.23億 +$2647万 +9% 2.84% 58.7% 88 6.82% 1.8
Biltmore Wealth Management
1250
Biltmore Wealth Management
Arizona
$3.23億 +$248万 +0.8% 0.85% 59.8% 61 8.2% 4.7