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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、3,056本のファンド(~34%)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)
Etesian Wealth Advisors
1501
Etesian Wealth Advisors
Oregon
$3.44億 +$575万 +2% 1.34% 60.6% 144 4.17% 2.8
Ferguson Shapiro
1502
Ferguson Shapiro
Georgia
$3.44億 +$193万 +0.6% 0.61% 42.7% 97 16.49% 1.5
Mosley Wealth Management
1503
Mosley Wealth Management
California
$3.43億 +$2915万 +9% 0.77% – 826 8.11% 0.6
Worth Asset Management
1504
Worth Asset Management
Texas
$3.43億 +$3051万 +10% 1.45% 115% 267 34.83% 1.2
Master's Wealth Management
1505
Master's Wealth Management
Pennsylvania
$3.43億 +$1058万 +3% 0.85% – 94 12.77% 1
MCG
1506
McCollum Christoferson Group
New York
$3.43億 +$172万 +0.5% 3.26% 59.4% 93 19.35% 3.8
WOCP
1507
White Oak Capital Partners
Singapore
$3.43億 -$8259万 -19% 5.74% – 21 23.81% 1.1
Midwest Heritage Bank
1508
Midwest Heritage Bank
Iowa
$3.42億 -$1038万 -3% 1.31% 52.2% 54 5.56% 3.2
Realta Investment Advisors
1509
Realta Investment Advisors
Delaware
$3.42億 +$2044万 +6% 6.59% 151% 423 25.53% 2.9
Iams Wealth Management
1510
Iams Wealth Management
Nebraska
$3.42億 +$974万 +3% 1.5% 57.7% 221 30.77% 1.6
Amtrust Financial Services
1511
Amtrust Financial Services
New York
$3.42億 +$544万 +2% 1.68% 61.9% 18 22.22% 3.5
Stash Investments
1512
Stash Investments
New York
$3.42億 +$3129万 +10% 0.27% 40.7% 21 28.57% 0.9
Walker Financial Services
1513
Walker Financial Services
Kentucky
$3.41億 +$1812万 +6% 0.4% 20.8% 50 20% 2.3
Greenbush Financial Group
1514
Greenbush Financial Group
New York
$3.41億 +$135万 +0.4% 0.41% – 38 7.89% 1.4
Quaker Wealth Management
1515
Quaker Wealth Management
New Jersey
$3.41億 -$213万 -0.6% 0.22% – 1,023 11.73% 1
Nova R Wealth
1516
Nova R Wealth
Kansas
$3.41億 -$142万 -0.4% 0% 60.7% 91 6.59% 3
S.A. Mason
1517
S.A. Mason
Michigan
$3.41億 +$1511万 +5% 2.92% 116% 292 6.16% 4.7
Old Point Trust & Financial Services N A
1518
Old Point Trust & Financial Services N A
Virginia
$3.41億 +$1105万 +3% 5.67% 87.3% 345 13.91% 3.7
Act Wealth Management
1519
Act Wealth Management
Texas
$3.4億 -$19.1万 -0.1% 0.79% 70% 67 7.46% 2.9
PKO BP Bankowy Universal Pension Society
1520
PKO BP Bankowy Universal Pension Society
Poland
$3.4億 -$1015万 -3% 0.26% – 14 14.29% 1.5
EWA
1521
ERTS Wealth Advisors
Michigan
$3.4億 -$182万 -0.5% 1.74% 39.3% 34 8.82% 4.8
Lazari Capital Management
1522
Lazari Capital Management
California
$3.39億 +$1486万 +5% 6.17% 145% 198 10.61% 2.2
School Employees Retirement Board of Ohio
1523
School Employees Retirement Board of Ohio
Ohio
$3.39億 +$6177万 +22% 2.07% – 6 16.67% 1.4
Penney Financial
1524
Penney Financial
Texas
$3.39億 +$5281万 +18% 0.15% 54.8% 54 20.37% 1.8
Consilium Wealth Advisory
1525
Consilium Wealth Advisory
Texas
$3.38億 +$148万 +0.4% 1.15% 126% 104 5.77% 2.8