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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、4,696本のファンド(~53%)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)
MATAURO
1251
MATAURO
New York
$8.14億 +$5785万 +8% 4.04% – 189 26.98% 1
Riversedge Advisors
1252
Riversedge Advisors
Delaware
$8.13億 +$5393万 +7% 2.68% 71.3% 400 29% 1.3
Greenup Street Wealth Management
1253
Greenup Street Wealth Management
Michigan
$8.13億 -$869万 -1% 0.44% 69.8% 155 22.58% 2
Cordoba Advisory Partners
1254
Cordoba Advisory Partners
New York
$8.13億 +$3.41億 +72% 3.28% – 156 9.62% 0.6
Pembroke Management
1255
Pembroke Management
Quebec, Canada
$8.09億 +$3483万 +5% 1.91% 105% 116 16.38% 1.9
Trifecta Capital Advisors
1256
Trifecta Capital Advisors
Illinois
$8.08億 +$3161万 +4% 5.51% 149% 499 38.08% 2.3
Nexus Investment Management
1257
Nexus Investment Management
Ontario, Canada
$8.08億 +$4105万 +5% 5.42% 93.5% 73 1.37% 5.5
Cornerstone Planning Group
1258
Cornerstone Planning Group
New Jersey
$8.08億 +$1355万 +2% 0.39% 60% 1,868 90.58% 2.8
Summit Financial Wealth Advisors
1259
Summit Financial Wealth Advisors
Louisiana
$8.07億 +$2495万 +3% 2.84% 71.4% 239 10.88% 3.9
Barton Investment Management
1260
Barton Investment Management
Pennsylvania
$8.07億 +$6840万 +9% 15.1% 124% 61 6.56% 6.6
Strategic Wealth Investment Group
1261
Strategic Wealth Investment Group
Kentucky
$8.06億 -$1849万 -2% 2.86% – 108 11.11% 2.6
Suncoast Equity Management
1262
Suncoast Equity Management
Florida
$8.06億 +$751万 +0.9% 6.14% 96.1% 67 10.45% 3.3
Capital Investment Counsel (Colorado)
1263
Capital Investment Counsel (Colorado)
Colorado
$8.05億 -$325万 -0.4% 0.46% 68.7% 162 8.02% 1.7
Thrive Wealth Management
1264
Thrive Wealth Management
Pennsylvania
$8.05億 +$1796万 +2% 2.64% 84.1% 279 13.62% 2.7
CFM Wealth Partners
1265
CFM Wealth Partners
Texas
$8.03億 +$1945万 +2% 6.05% 175% 153 6.54% 4.6
Hudson Valley Investment Advisors
1266
Hudson Valley Investment Advisors
New York
$8.02億 -$2127万 -3% 2.57% 102% 146 8.22% 7.5
Klaas Financial Asset Advisors
1267
Klaas Financial Asset Advisors
Illinois
$8.01億 -$156万 -0.2% 1.19% 39.5% 62 8.06% 3.2
Lee Financial
1268
Lee Financial
Texas
$8.01億 +$1776万 +2% 0.61% 75% 166 9.64% 5.2
Sentinel Pension Advisors
1269
Sentinel Pension Advisors
Massachusetts
$8.01億 +$3857万 +5% 0.47% 52.1% 161 11.18% 2.9
Eagle Rock Investment Company
1270
Eagle Rock Investment Company
Georgia
$7.99億 -$925万 -1% 0.73% 121% 165 10.91% 3.2
Mechanics Bank - Trust Department
1271
Mechanics Bank - Trust Department
California
$7.98億 -$1009万 -1% 2.06% 76.8% 217 8.29% 6.9
University of Texas/Texas AM Investment Management Co (UTIMCO)
1272
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$7.98億 -$6498万 -8% 1.54% 94.2% 453 20.31% 0.9
Acorn Financial Advisory Services
1273
Acorn Financial Advisory Services
Virginia
$7.98億 +$4460万 +6% 3.18% 108% 249 14.86% 3.4
Arlington Financial Advisors
1274
Arlington Financial Advisors
California
$7.96億 +$880万 +1% 0.46% 67.6% 123 21.95% 3.3
Horizon Wealth Management
1275
Horizon Wealth Management
Illinois
$7.94億 +$908万 +1% 1.71% 109% 173 23.7% 2.1