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、2,278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)
Hofer & Associates
1951
Hofer & Associates
California
$1.43億 -$6350万 -31% 1.85% 61.7% 130 86.15% 0.8
Red Crane Wealth Management
1952
Red Crane Wealth Management
California
$1.43億 +$740万 +5% 1.85% – 82 8.54% 1.4
SIMA Wealth Partners
1953
SIMA Wealth Partners
Virginia
$1.43億 +$221万 +2% 0.55% – 138 5.8% 2
Slocum, Gordon & Co
1954
Slocum, Gordon & Co
Rhode Island
$1.43億 -$722万 -5% 2.53% 65.3% 72 11.11% 2.4
Sacks & Associates
1955
Sacks & Associates
New Jersey
$1.43億 -$499万 -3% 0.31% – 83 8.43% 0.7
NorthLanding Financial Partners
1956
NorthLanding Financial Partners
New York
$1.43億 -$186万 -1% 0.1% 54.7% 46 6.52% 3.1
Mallini Complete Financial Planning
1957
Mallini Complete Financial Planning
Florida
$1.43億 +$250万 +2% 1.23% – 73 4.11% 1.3
Marrick Wealth
1958
Marrick Wealth
California
$1.42億 +$158万 +1% 0.19% – 63 3.17% 0.6
Tenet Wealth Partners
1959
Tenet Wealth Partners
Illinois
$1.42億 +$785万 +6% 0.8% – 112 14.29% 0.2
GJL
1960
Greg Jennings, LLC
New York
$1.42億 – – 6.33% – 49 – 0
Ulland Investment Advisors
1961
Ulland Investment Advisors
Minnesota
$1.42億 +$672万 +5% 1.64% 161% 240 7.92% 3
Blueline Advisors
1962
Blueline Advisors
New Hampshire
$1.42億 -$252万 -2% 1.22% – 297 25.25% 0.6
RHDIC
1963
R.H. Dinel Investment Counsel
California
$1.42億 +$1131万 +9% 14.6% 55.9% 40 2.5% 10.7
LifePlan Financial
1964
LifePlan Financial
Minnesota
$1.41億 -$151万 -1% 2.3% 69.9% 95 10.53% 1.9
MCM
1965
Magnolia Capital Management
New York
$1.41億 -$367万 -3% 1.26% 85.9% 75 5.33% 4.7
Rhodes Investment Advisors
1966
Rhodes Investment Advisors
Texas
$1.41億 +$511万 +4% 4% – 141 21.99% 0.6
Western Reserve Capital Management
1967
Western Reserve Capital Management
Ohio
$1.41億 +$609万 +5% 1.32% – 54 1.85% 0.7
Sherman Wealth Management
1968
Sherman Wealth Management
Maryland
$1.41億 +$794万 +6% 1.02% – 88 9.09% 0.7
Daytona Street Capital
1969
Daytona Street Capital
Missouri
$1.41億 +$361万 +3% 0.22% – 319 21.63% 0.6
Partnership Wealth Management
1970
Partnership Wealth Management
Maryland
$1.4億 -$778万 -5% 1.26% 67.6% 69 5.8% 2.4
UFA
1971
Uptown Financial Advisors
Texas
$1.4億 -$1177万 -8% 0.5% – 93 22.58% 1.5
North Capital
1972
North Capital
Utah
$1.4億 +$770万 +6% 0.9% – 111 21.62% 1.2
NAL
1973
Nearside Advisors, LLC
Indiana
$1.4億 – – 1.05% – 47 – 0
Journey Retirement Planning & Investment Management
1974
Journey Retirement Planning & Investment Management
Idaho
$1.4億 +$1130万 +9% 4.21% – 181 20.99% 0.6
ICMP
1975
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.39億 -$383万 -3% 1.35% 39.7% 66 13.64% 2.9