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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、2,475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)
Liberty Atlantic Advisors
2026
Liberty Atlantic Advisors
Texas
$1.57億 +$1835万 +13% 0.07% – 94 15.96% 0.6
Outbound Financial Inc
2027
Outbound Financial Inc
Colorado
$1.57億 +$282万 +2% 0.07% – 47 6.38% 1.1
Lakeshore Capital Group
2028
Lakeshore Capital Group
Illinois
$1.57億 +$2210万 +16% 1.61% – 79 7.59% 1.5
Guardian Investment Management
2029
Guardian Investment Management
California
$1.57億 +$194万 +1% 3.97% 103% 61 3.28% 7.1
Safir Wealth Advisors
2030
Safir Wealth Advisors
New Hampshire
$1.57億 +$273万 +2% 0.53% 52.1% 18 5.56% 3.7
Gladwyn Financial Advisors
2031
Gladwyn Financial Advisors
Virginia
$1.57億 -$330万 -2% 1.22% – 82 1.22% 1.2
Prota Financial
2032
Prota Financial
Texas
$1.57億 +$461万 +3% 0.41% – 71 4.23% 0.7
ATX Financial Planning
2033
ATX Financial Planning
Texas
$1.56億 +$540万 +4% 1.56% – 94 27.66% 0.6
Kopion Asset Management
2034
Kopion Asset Management
Texas
$1.56億 -$173万 -1% 4.38% 80.5% 21 4.76% 4.3
Polaris Investment Advisors
2035
Polaris Investment Advisors
Massachusetts
$1.56億 +$30.8万 +0.2% 0.59% – 82 13.41% 0.7
Paradigm Strategies in Wealth Management
2036
Paradigm Strategies in Wealth Management
Minnesota
$1.56億 -$806万 -5% 0.34% 41.2% 62 11.29% 3
Winebrenner Capital Management
2037
Winebrenner Capital Management
Kentucky
$1.55億 -$878万 -5% 0.54% – 161 13.04% 1.3
Terra Nova Asset Management
2038
Terra Nova Asset Management
New York
$1.55億 -$791万 -5% 1.29% 172% 107 24.3% 3.2
Lederer & Associates Investment Counsel
2039
Lederer & Associates Investment Counsel
California
$1.55億 +$318万 +2% 5.63% 92.7% 90 8.89% 5.9
ML
2040
MTCO Ltd
$1.55億 -$1.16億 -43% 26.3% – 6 33.33% 0.4
MJT & Associates Financial Advisory
2041
MJT & Associates Financial Advisory
Minnesota
$1.55億 +$341万 +2% 0.33% – 490 15.92% 1.2
Rye Brook Capital
2042
Rye Brook Capital
Connecticut
$1.54億 +$1186万 +8% 0.98% 77.2% 44 18.18% 1.1
Koa Wealth Management
2043
Koa Wealth Management
California
$1.54億 +$738万 +5% 6.45% 74.8% 57 8.77% 2
Sage Investment Advisers
2044
Sage Investment Advisers
New York
$1.54億 +$551万 +4% 1.2% – 101 7.92% 2.8
Oath Planning
2045
Oath Planning
Oklahoma
$1.54億 +$1940万 +14% 1.14% – 78 14.1% 0.7
SageOak Financial
2046
SageOak Financial
Oklahoma
$1.54億 -$6.08万 -0% 1.28% – 37 5.41% 1.5
Visa Foundation
2047
Visa Foundation
California
$1.54億 -$154万 -1% 2.2% 58.1% 2 0% 2.5
AC
2048
Anson Capital
Georgia
$1.53億 -$23.9万 -0.2% 0.31% 50.5% 97 7.22% 2.5
Spartan Planning & Wealth Management
2049
Spartan Planning & Wealth Management
North Carolina
$1.53億 +$319万 +2% 3.68% – 88 30.68% 1.3
Sincerus Advisory
2050
Sincerus Advisory
New York
$1.53億 +$601万 +4% 0.83% – 87 6.9% 1.4