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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、2,290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)
Hudson Oak Wealth Advisory
2051
Hudson Oak Wealth Advisory
New Jersey
$1.3億 +$33.5万 +0.3% 0.1% – 55 7.27% 0.7
M Wealth Management LLC
2052
M Wealth Management LLC
California
$1.3億 +$238万 +2% 0.76% – 61 6.56% 1.3
Ramiah Investment Group
2053
Ramiah Investment Group
Wisconsin
$1.3億 -$132万 -1% 0.38% 62.2% 91 29.67% 2.3
EDMP Inc
2054
EDMP Inc
Florida
$1.3億 +$531万 +4% 1.73% 78% 75 8% 4.3
Tandem Investment Partners
2055
Tandem Investment Partners
New Jersey
$1.29億 -$33.7万 -0.3% 1.56% – 77 2.6% 1.5
Integrity Wealth Partners
2056
Integrity Wealth Partners
California
$1.29億 – – 1.57% – 103 – 0.5
Argus Investors Counsel
2057
Argus Investors Counsel
New York
$1.29億 -$123万 -0.9% 2.13% 132% 115 15.65% 5.5
Frisco Financial Planning
2058
Frisco Financial Planning
Texas
$1.29億 -$418万 -3% 3.15% – 34 14.71% 1.2
C2C Wealth Management
2059
C2C Wealth Management
Arizona
$1.28億 +$79万 +0.6% 3.62% 77.2% 97 9.28% 3.7
RWIA
2060
Roger Wittlin Investment Advisory
California
$1.28億 +$98.5万 +0.8% 0.93% 61.3% 48 14.58% 2.5
BI
2061
BluePrint Investing
California
$1.28億 -$558万 -4% 0.38% – 26 3.85% 0.8
WWMP
2062
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$1.28億 +$396万 +3% 0.76% – 117 28.21% 0.6
PIAL
2063
Prudent Investor Advisors, LLC
California
$1.28億 – – 0.71% – 34 – 0
GH
2064
GLP Holdings
Georgia
$1.27億 +$1593万 +14% 14.4% – 4 0% 0.8
Topor & Co Korea
2065
Topor & Co Korea
$1.27億 -$7.67万 -0.1% 0.43% – 19 0% 0.7
Andrew Hill Investment Advisors
2066
Andrew Hill Investment Advisors
Florida
$1.27億 -$817万 -6% 6.39% 269% 72 40.28% 1.2
Mission Financial Group
2067
Mission Financial Group
Nevada
$1.27億 +$601万 +5% 2.3% – 170 15.29% 3.4
Stegent Equity Advisors
2068
Stegent Equity Advisors
Texas
$1.26億 -$1329万 -10% 3.64% 96.4% 124 34.68% 2.2
Baer Investment Advisory
2069
Baer Investment Advisory
California
$1.26億 +$652万 +5% 8.45% – 66 36.36% 0.8
AmeriServ Wealth Advisors
2070
AmeriServ Wealth Advisors
Pennsylvania
$1.26億 -$2431万 -16% 1.81% – 55 10.91% 4
Fulcrum Equity Management
2071
Fulcrum Equity Management
Texas
$1.26億 -$1053万 -8% 0.99% 116% 166 33.73% 1.5
CenturyLink Investment Management
2072
CenturyLink Investment Management
Colorado
$1.26億 -$322万 -2% 2.37% – 3 0% 1.9
Kennebec Savings Bank
2073
Kennebec Savings Bank
Maine
$1.26億 +$97.6万 +0.8% 4.29% – 284 7.39% 1.7
Mann Financial Group
2074
Mann Financial Group
Minnesota
$1.25億 +$567万 +5% 0.21% – 47 27.66% 0.7
Boyer Financial Services
2075
Boyer Financial Services
California
$1.25億 +$651万 +5% 1.87% – 64 15.63% 0.5