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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)
Woodward Financial Advisors
1476
Woodward Financial Advisors
North Carolina
$2.54億 -$4527万 -15% 0.15% 55% 68 5.88% 3.2
Udine Wealth Management
1477
Udine Wealth Management
Florida
$2.53億 +$1056万 +4% 4.64% 141% 46 30.43% 1.9
Ergawealth Advisors
1478
Ergawealth Advisors
Illinois
$2.53億 -$412万 -2% 1.58% 50% 54 1.85% 2.5
Davidson Trust Company
1479
Davidson Trust Company
Washington
$2.53億 -$332万 -1% 3.84% 77% 194 7.73% 3.9
Finer Wealth Management
1480
Finer Wealth Management
Massachusetts
$2.53億 +$2908万 +13% 8.23% 175% 94 8.51% 3.1
MW Advisory
1481
MW Advisory
Georgia
$2.52億 +$174万 +0.7% 3.03% – 167 25.75% 0.2
Pennsylvania State University
1482
Pennsylvania State University
Pennsylvania
$2.52億 +$312万 +1% 1.46% – 3 0% 0.6
Applied Capital LLC
1483
Applied Capital LLC
Florida
$2.52億 +$542万 +2% 1.45% 78.3% 97 8.25% 2.7
Aurelius Family Office
1484
Aurelius Family Office
New Hampshire
$2.52億 -$227万 -0.9% 1.52% – 50 2% 1.6
GEM Asset Management
1485
GEM Asset Management
Michigan
$2.52億 -$230万 -0.9% 0.35% 62.9% 123 13.01% 2.6
Kieckhefer Group
1486
Kieckhefer Group
Wisconsin
$2.52億 +$578万 +2% 10.7% – 68 13.24% 1.2
Client First Capital
1487
Client First Capital
California
$2.51億 +$19.2万 +0.1% 0.88% 54.6% 35 25.71% 1.6
Tealwood Asset Management
1488
Tealwood Asset Management
Minnesota
$2.51億 -$940万 -4% 0.87% 128% 126 7.14% 3.9
HRC Wealth Management
1489
HRC Wealth Management
Idaho
$2.51億 +$661万 +3% 1.85% 82.2% 71 11.27% 1.8
Visionary Horizons
1490
Visionary Horizons
Tennessee
$2.51億 +$1175万 +5% 0.92% 69.2% 157 15.92% 1.4
Taylor Securities Services
1491
Taylor Securities Services
Pennsylvania
$2.5億 +$454万 +2% 1.89% – 65 12.31% 0.7
Darrow Company
1492
Darrow Company
Massachusetts
$2.5億 -$772万 -3% 0.64% 44.5% 60 6.67% 3
GoalFusion Wealth Management
1493
GoalFusion Wealth Management
Texas
$2.5億 +$241万 +1% 0.1% 47.6% 35 11.43% 2.5
Union Savings Bank
1494
Union Savings Bank
Connecticut
$2.5億 +$117万 +0.5% 0.08% – 333 5.41% 2.6
Walser Wealth Management
1495
Walser Wealth Management
Florida
$2.5億 +$904万 +4% 2.56% – 249 26.51% 0.5
Sard Wealth Management Group
1496
Sard Wealth Management Group
Georgia
$2.5億 +$4051万 +19% 0.88% 51.3% 68 14.71% 2
DFS
1497
Dixon Fnancial Services
California
$2.49億 +$252万 +1% 1.4% 76.6% 49 4.08% 2.6
GRWP
1498
Green Ridge Wealth Planning
New Jersey
$2.49億 +$1148万 +5% 2.58% – 99 16.16% 0.6
IVC Wealth Advisors
1499
IVC Wealth Advisors
Pennsylvania
$2.49億 -$718万 -3% 2.14% 81.9% 179 8.38% 3.7
XXI Wealth LLC
1500
XXI Wealth LLC
Illinois
$2.49億 +$3147万 +14% 4.28% – 257 17.51% 0.6