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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)
Altus Wealth Group
1426
Altus Wealth Group
Colorado
$2.66億 -$1089万 -4% 1.39% 76.7% 158 8.86% 3.3
Ballentine Capital Advisors
1427
Ballentine Capital Advisors
South Carolina
$2.66億 +$49.1万 +0.2% 0.94% 48.8% 27 7.41% 2.4
AAG
1428
Avalon Advisory Group
Pennsylvania
$2.66億 -$490万 -2% 1.13% 46% 15 6.67% 4
Exeter Financial
1429
Exeter Financial
Arizona
$2.65億 +$385万 +1% 2.83% 59.1% 106 10.38% 6.1
Yoder Wealth Management
1430
Yoder Wealth Management
California
$2.65億 +$918万 +4% 1.62% 69.3% 138 8.7% 2.4
Cambridge Capital Management
1431
Cambridge Capital Management
Illinois
$2.65億 +$158万 +0.6% 1.32% 55.9% 48 6.25% 2.2
Greenfield Savings Bank
1432
Greenfield Savings Bank
Massachusetts
$2.64億 +$73.9万 +0.3% 2.77% 108% 153 7.19% 3.4
Aspect Partners
1433
Aspect Partners
Virginia
$2.64億 -$369万 -1% 1.02% 66.7% 698 5.16% 2
Vestia Personal Wealth Advisors
1434
Vestia Personal Wealth Advisors
Indiana
$2.64億 +$819万 +3% 0.26% – 122 16.39% 1.7
Snow Phipps Group
1435
Snow Phipps Group
New York
$2.64億 -$6175万 -19% 12.9% 58% 2 0% 6.5
HMS Capital Management
1436
HMS Capital Management
Tennessee
$2.64億 -$330万 -1% 0.73% 140% 135 18.52% 3.2
VMS Asset Management
1437
VMS Asset Management
$2.64億 -$5140万 -16% 2.01% – 48 64.58% 0.2
Altus Wealth Management
1438
Altus Wealth Management
Kentucky
$2.63億 +$365万 +1% 0.51% 73% 27 3.7% 4.6
SCM
1439
Sage Capital Management
New Jersey
$2.63億 +$710万 +3% 0.64% 94.3% 181 15.47% 2.1
N10 Assets
1440
N10 Assets
Connecticut
$2.63億 +$3176万 +14% 0.04% – 36 11.11% 0.2
Eagle Wealth Strategies
1441
Eagle Wealth Strategies
New Jersey
$2.63億 +$133万 +0.5% 1.22% 85% 121 6.61% 1.9
Retirement Planning Company of New England
1442
Retirement Planning Company of New England
Rhode Island
$2.63億 -$1485万 -5% 0.54% 125% 268 7.46% 3.3
Carolina Wealth Advisors
1443
Carolina Wealth Advisors
South Carolina
$2.63億 +$761万 +3% 0.57% 62% 405 39.26% 2.1
Private Wealth Group
1444
Private Wealth Group
Florida
$2.63億 +$371万 +1% 0.31% 52.9% 79 12.66% 3.6
FAG
1445
Fortitude Advisory Group
Washington
$2.62億 +$74万 +0.3% 1.54% 142% 256 11.72% 2.8
Smith Shellnut Wilson
1446
Smith Shellnut Wilson
Mississippi
$2.62億 -$552万 -2% 0.26% 98.6% 167 10.78% 4.9
Robbins Farley
1447
Robbins Farley
New Hampshire
$2.62億 +$183万 +0.7% 0.69% 106% 162 5.56% 3.2
Level Wealth Management
1448
Level Wealth Management
North Carolina
$2.62億 +$1248万 +5% 0.61% – 91 25.27% 1.1
Five Oceans Advisors
1449
Five Oceans Advisors
California
$2.62億 -$4931万 -16% 1.5% 85.3% 211 16.11% 3
Emprise Bank
1450
Emprise Bank
Kansas
$2.62億 -$985万 -4% 1.3% – 114 11.4% 2