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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、2,277本のファンド(~26%)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)
Seven Hills Financial, LLC
1801
Seven Hills Financial, LLC
Florida
$1.66億 – – 1.69% – 109 – 0
MJPCFAI
1802
Michael J. Porro & Co. Financial Advisors, Inc.
New Jersey
$1.66億 -$1010万 -6% 2.02% – 150 18% 0.6
JDH Wealth Management
1803
JDH Wealth Management
California
$1.65億 +$109万 +0.7% 0.08% – 64 12.5% 1.4
Nautilus Advisors
1804
Nautilus Advisors
California
$1.65億 -$433万 -3% 1.5% – 186 11.29% 1.3
Navigate Wealth Management
1805
Navigate Wealth Management
Alabama
$1.65億 +$387万 +2% 0.22% – 87 16.09% 0.4
FIG Financial Advisory Services
1806
FIG Financial Advisory Services
Oklahoma
$1.65億 -$551万 -3% 0.91% – 107 71.96% 0.4
SJBenen ADVISORY
1807
SJBenen ADVISORY
North Carolina
$1.65億 -$1145万 -6% 7.65% – 37 18.92% 0.6
BAWM
1808
Bennett Associates Wealth Management
Pennsylvania
$1.65億 +$331万 +2% 0.61% 51% 62 29.03% 1.4
PIA
1809
Prakash Investment Advisors
Massachusetts
$1.65億 -$927万 -5% 1.22% – 106 14.15% 0.9
Boyce & Associates Wealth Consulting
1810
Boyce & Associates Wealth Consulting
Texas
$1.65億 +$2047万 +14% 1.6% 58.2% 89 19.1% 2.5
LWM
1811
Lighthouse Wealth Management
Ohio
$1.65億 +$366万 +2% 1.43% – 52 13.46% 1.3
Flagship Capital Management
1812
Flagship Capital Management
Pennsylvania
$1.64億 +$590万 +4% 5.79% – 53 7.55% 0.7
Beacon Hill Wealth Management
1813
Beacon Hill Wealth Management
$1.64億 +$1993万 +14% 1.05% – 28 17.86% 0.2
Lancaster Investment Management
1814
Lancaster Investment Management
United Kingdom
$1.64億 -$172万 -1% 5.92% 0.78% 12 33.33% 0.7
Robinson Smith Wealth Advisors
1815
Robinson Smith Wealth Advisors
Maine
$1.64億 -$325万 -2% 1.11% 62.6% 100 3% 2
Climber Capital
1816
Climber Capital
Switzerland
$1.64億 +$12.5万 +0.1% 0.83% – 68 8.82% 1.5
Income Research & Management
1817
Income Research & Management
Massachusetts
$1.64億 -$2089万 -11% 0.5% 1.19% 33 9.09% 1.5
BFS
1818
Burr Financial Services
California
$1.64億 +$239万 +1% 3.08% 478% 31 32.26% 1.7
KLCM
1819
KG&L Capital Management
Louisiana
$1.63億 -$480万 -3% 1.14% 91.9% 150 16.67% 3.9
Cooksen Wealth
1820
Cooksen Wealth
Texas
$1.63億 +$449万 +3% 0.08% 70.7% 45 2.22% 2.7
Zeit Capital
1821
Zeit Capital
Colorado
$1.63億 -$278万 -2% 0.47% 56.5% 53 15.09% 3.1
Cushing Capital Partners
1822
Cushing Capital Partners
Wisconsin
$1.63億 +$1784万 +12% 2.04% – 115 15.65% 1.1
Future Financial Wealth Management
1823
Future Financial Wealth Management
Ohio
$1.63億 +$256万 +2% 0.96% 65.2% 142 16.9% 3.2
Opulen Financial Group
1824
Opulen Financial Group
Virginia
$1.63億 +$396万 +2% 0.27% – 119 5.04% 1.5
TF
1825
TME Financial
California
$1.63億 +$93.4万 +0.6% 1.89% – 71 2.82% 1.5