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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、2,471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)
Rede Wealth
1301
Rede Wealth
Virginia
$3.04億 +$240万 +0.8% 1.83% 84.4% 119 4.2% 1.8
FCG Investment Company
1302
FCG Investment Company
Tennessee
$3.04億 +$1449万 +5% 3.18% – 130 13.08% 1
Clarus Group
1303
Clarus Group
Texas
$3.03億 +$827万 +3% 1.95% 67.5% 134 13.43% 2.8
Shaker Financial Services
1304
Shaker Financial Services
Virginia
$3.03億 -$1610万 -5% 5.35% 12.9% 167 25.15% 2.4
Ted Buchan & Co
1305
Ted Buchan & Co
California
$3.03億 -$263万 -0.9% 0.75% 65.2% 100 11% 2.2
FIDELIS iM
1306
FIDELIS iM
Oregon
$3.02億 +$921万 +3% 0.65% 44.8% 36 27.78% 2.5
David Kennon
1307
David Kennon
Florida
$3.02億 -$29.4万 -0.1% 0.21% 52.4% 45 0% 2.8
Decker Retirement Planning
1308
Decker Retirement Planning
Utah
$3.02億 +$818万 +3% 4.27% – 497 39.03% 0.8
Breakwater Investment Management
1309
Breakwater Investment Management
Washington
$3.02億 +$797万 +3% 1.36% – 845 37.4% 1
Denver PWM
1310
Denver PWM
Colorado
$3.01億 -$432万 -1% 0.76% 48.6% 91 3.3% 3.2
Muzinich & Co
1311
Muzinich & Co
New York
$3.01億 +$859万 +3% 0.15% 13.5% 38 39.47% 9.7
Western Financial Corp
1312
Western Financial Corp
California
$3億 -$4112万 -12% 0.89% 275% 159 31.45% 1.7
First Community Trust
1313
First Community Trust
Iowa
$3億 +$7881万 +36% 3.05% 128% 360 13.61% 3.2
Kondo Wealth Advisors
1314
Kondo Wealth Advisors
California
$3億 +$101万 +0.3% 0.17% – 79 11.39% 1.4
Foundation Wealth Management (Pennsylvania)
1315
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3億 -$3160万 -10% 0.65% – 107 10.28% 1.5
Trellis Wealth Advisors
1316
Trellis Wealth Advisors
California
$2.99億 +$793万 +3% 0.03% 62.2% 116 58.62% 0.9
Maestria Partners
1317
Maestria Partners
Georgia
$2.98億 +$1025万 +4% 1.96% – 15 6.67% 1.2
Sage Private Wealth Group
1318
Sage Private Wealth Group
Illinois
$2.98億 +$7526万 +34% 0.28% 72.3% 138 29.71% 2
SC
1319
Sawyer & Company
Massachusetts
$2.98億 -$24.9万 -0.1% 5.26% 111% 210 9.05% 4.6
Shrier Wealth Management
1320
Shrier Wealth Management
California
$2.98億 +$114万 +0.4% 1% – 137 5.11% 0.7
Weitzel Financial Services
1321
Weitzel Financial Services
Iowa
$2.98億 +$341万 +1% 0.71% 46.3% 56 14.29% 3.5
HCC
1322
Hatch Cove Capital
Illinois
$2.97億 +$7196万 +32% 15.6% – 32 40.63% 0.3
Lodestone Wealth Management
1323
Lodestone Wealth Management
Washington
$2.97億 +$1400万 +5% 2.05% 87.1% 821 7.67% 1.2
Citrine Capital
1324
Citrine Capital
California
$2.97億 +$2705万 +10% 4.58% – 65 15.38% 1.2
Mainsail Financial Group
1325
Mainsail Financial Group
Washington
$2.97億 +$269万 +0.9% 0.87% 61.9% 75 9.33% 2.5