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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、2,269本のファンド(~25%)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)
Sincerus Advisory
1876
Sincerus Advisory
New York
$1.53億 +$601万 +4% 0.83% – 87 6.9% 1.4
HFAS
1877
Hummer Financial Advisory Services
Illinois
$1.53億 +$98.4万 +0.6% 3.87% 71.8% 135 10.37% 4.2
A4 Wealth Advisors
1878
A4 Wealth Advisors
North Carolina
$1.53億 +$215万 +1% 0.13% – 95 25.26% 0.8
Stewardship Concepts Financial Services
1879
Stewardship Concepts Financial Services
Washington
$1.53億 +$405万 +3% 0.2% – 74 10.81% 0.6
Harpswell Capital Advisors
1880
Harpswell Capital Advisors
Maine
$1.52億 -$342万 -2% 1.41% – 53 32.08% 0.7
Womack Financial
1881
Womack Financial
Texas
$1.52億 +$95.1万 +0.6% 0.99% – 74 9.46% 1.5
Nestegg Advisors
1882
Nestegg Advisors
New York
$1.52億 +$1063万 +8% 0.11% – 62 19.35% 1.3
HC
1883
Hoese & Co
Minnesota
$1.52億 -$191万 -1% 0.23% 51% 185 7.57% 2.8
Adelphi Trust
1884
Adelphi Trust
Florida
$1.52億 +$124万 +0.8% 3.57% – 120 10.83% 0.6
JRSI
1885
Jeter Robert S II
$1.51億 +$4709万 +45% 1.84% – 86 51.16% 0.3
Winnow Wealth
1886
Winnow Wealth
Texas
$1.51億 +$427万 +3% 0.45% – 153 18.3% 0.8
White & Co Financial Planning
1887
White & Co Financial Planning
Washington
$1.51億 -$1009万 -6% 3.49% – 21 4.76% 1.6
A.D. Beadell Investment Counsel
1888
A.D. Beadell Investment Counsel
Wisconsin
$1.51億 -$504万 -3% 0.02% 83.3% 109 12.84% 5
CFG
1889
Compass Financial Group
Ohio
$1.51億 +$148万 +1% 0.49% – 50 18% 0.7
JM2 Capital
1890
JM2 Capital
Oklahoma
$1.51億 +$533万 +4% 4.6% – 124 4.84% 0.7
Robert Bosch
1891
Robert Bosch
Germany
$1.51億 -$1496万 -9% 5.73% – 3 0% 1.3
Dorato Capital Management
1892
Dorato Capital Management
Colorado
$1.5億 +$269万 +2% 1.67% – 258 3.1% 0.7
Elm3 Financial Group
1893
Elm3 Financial Group
Georgia
$1.5億 +$393万 +3% 0.19% – 162 24.07% 1
CTA
1894
Camelot Technology Advisors
California
$1.5億 +$88万 +0.6% 1.57% 71% 64 7.81% 2.2
PWM
1895
Pathway Wealth Management
Texas
$1.5億 +$610万 +4% 5.48% – 31 3.23% 0.7
Seven Mile Advisory
1896
Seven Mile Advisory
New Jersey
$1.49億 +$33.8万 +0.2% 3.85% 146% 179 19.55% 1.9
Newport Capital Group
1897
Newport Capital Group
New Jersey
$1.49億 -$2903万 -16% 0.56% – 85 95.29% 0.2
Clear Retirement Advice
1898
Clear Retirement Advice
California
$1.49億 +$296万 +2% 0.45% – 62 16.13% 0.6
Cassilly Financial Group
1899
Cassilly Financial Group
Maryland
$1.49億 +$1110万 +8% 0.24% – 83 15.66% 0.6
Heffernan Advisory
1900
Heffernan Advisory
Arizona
$1.49億 +$2936万 +25% 2.31% – 60 33.33% 0.4