で公開中です! 詳しく見る

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)
Signature Wealth Management Partners
1576
Signature Wealth Management Partners
New Jersey
$2.34億 +$1985万 +9% 5.21% 97.9% 132 13.64% 3.4
Whalen Wealth Management
1577
Whalen Wealth Management
Nevada
$2.34億 +$1207万 +5% 2.34% 90.2% 258 45.74% 0.8
Alhambra Investment Management
1578
Alhambra Investment Management
Florida
$2.34億 +$518万 +2% 1.71% 67.7% 195 12.31% 3.9
GBI
1579
GP Brinson Investments
Illinois
$2.34億 -$1083万 -4% 0.1% 51.2% 14 7.14% 4.8
tru Independence
1580
tru Independence
Oregon
$2.34億 +$524万 +2% 0.88% 67.4% 117 14.53% 3
Flower City Capital
1581
Flower City Capital
New York
$2.34億 +$649万 +3% 1.13% 69.5% 50 14% 3
CA
1582
Continental Advisors
Utah
$2.33億 -$337万 -1% 1.83% 73.6% 55 14.55% 5.3
LMHBHCT
1583
Leona M. & Harry B. Helmsley Charitable Trust
New York
$2.33億 +$1806万 +8% 1.76% – 2 0% 0.6
Attessa Capital
1584
Attessa Capital
Arizona
$2.33億 +$1014万 +5% 0.36% – 54 14.81% 1.1
Cohen Investment Advisors
1585
Cohen Investment Advisors
New Hampshire
$2.33億 +$985万 +4% 6.37% 90.6% 84 7.14% 4.9
Steinberganna Wealth Management
1586
Steinberganna Wealth Management
New York
$2.33億 -$1340万 -5% 1.76% – 148 12.16% 0.8
Lantern Wealth Advisors
1587
Lantern Wealth Advisors
New York
$2.32億 +$1401万 +6% 1.77% – 205 14.15% 1.6
EPIQ Partners
1588
EPIQ Partners
Minnesota
$2.32億 -$365万 -2% 0.64% 49.6% 102 6.86% 3.3
Downshift Financial
1589
Downshift Financial
Colorado
$2.32億 +$927万 +4% 0% – 745 13.02% 0.3
Asset Advisory Group
1590
Asset Advisory Group
New Jersey
$2.32億 +$293万 +1% 2.08% – 126 4.76% 0.7
OxenFree Capital
1591
OxenFree Capital
Florida
$2.31億 +$1326万 +6% 0.74% 56.4% 58 5.17% 1.9
BWG
1592
Boomfish Wealth Group
Georgia
$2.31億 +$1150万 +5% 3.68% 86% 106 14.15% 1.9
Tower View Wealth Management
1593
Tower View Wealth Management
Wisconsin
$2.31億 +$360万 +2% 0.08% 135% 211 11.37% 3.9
Aull & Monroe Investment Management
1594
Aull & Monroe Investment Management
Alabama
$2.31億 -$857万 -4% 0.42% 98.3% 128 3.91% 9.2
Tuttle Capital Management
1595
Tuttle Capital Management
Connecticut
$2.3億 +$8122万 +55% 1.41% 115% 267 61.8% 0.2
Cresta Advisors
1596
Cresta Advisors
Texas
$2.29億 -$4926万 -18% 0.34% 66.8% 54 7.41% 2.9
Trust Investment Advisors
1597
Trust Investment Advisors
Indiana
$2.29億 +$1963万 +9% 1.99% 178% 114 25.44% 4.5
Yardley Wealth Management
1598
Yardley Wealth Management
Pennsylvania
$2.29億 +$891万 +4% 1.25% – 41 12.2% 1.7
Capital Wealth Alliance
1599
Capital Wealth Alliance
Arizona
$2.29億 +$1354万 +6% 6.19% 124% 108 15.74% 2.6
Beach Point Capital Management
1600
Beach Point Capital Management
California
$2.29億 -$2935万 -11% 20.3% 84.1% 21 42.86% 1