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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)
Heffernan Advisory
2076
Heffernan Advisory
Arizona
$1.49億 +$2936万 +25% 2.31% – 60 33.33% 0.4
RF&L Wealth Management
2077
RF&L Wealth Management
Massachusetts
$1.49億 +$103万 +0.7% 0.2% 73.8% 53 9.43% 3.2
Split Rock Private Trading & Wealth Management
2078
Split Rock Private Trading & Wealth Management
Minnesota
$1.49億 +$292万 +2% 2.37% – 53 13.21% 0.6
Fiduciary Advisors Inc
2079
Fiduciary Advisors Inc
Missouri
$1.49億 +$12.5万 +0.1% 0.8% – 174 28.16% 1.2
Whipplewood Advisors
2080
Whipplewood Advisors
Colorado
$1.48億 -$25.3万 -0.2% 1.25% – 649 71.19% 1.5
Washington Capital Management
2081
Washington Capital Management
Washington
$1.48億 -$342万 -2% 1.01% 81.8% 128 19.53% 2.7
OIA
2082
Oakmont Investment Advisors
Pennsylvania
$1.48億 +$393万 +3% 0.98% – 133 27.82% 0.5
Gilpin Wealth Management
2083
Gilpin Wealth Management
Colorado
$1.48億 +$322万 +2% 1.43% – 1,484 32.48% 0.5
Lionshead Wealth Management
2084
Lionshead Wealth Management
New York
$1.48億 -$631万 -4% 2.34% – 118 12.71% 1.4
Moulton Wealth Management
2085
Moulton Wealth Management
Washington
$1.48億 -$448万 -3% 0.8% 47.8% 69 13.04% 0.9
Green Alpha Advisors
2086
Green Alpha Advisors
Colorado
$1.48億 -$144万 -1% 7.35% 316% 120 14.17% 3.6
Cravens & Co Advisors
2087
Cravens & Co Advisors
Tennessee
$1.47億 -$147万 -1% 1.59% 70.4% 72 22.22% 2.3
Midwest Financial Network
2088
Midwest Financial Network
Illinois
$1.47億 +$34.6万 +0.2% 0.05% – 111 10.81% 1
Blodgett Wealth Advisors
2089
Blodgett Wealth Advisors
California
$1.47億 -$249万 -2% 8.22% 150% 74 13.51% 3.2
BCGL
2090
BRIA Capital Group, LLC
Florida
$1.47億 +$1121万 +8% 4.31% – 74 8.11% 0.5
PVG Asset Management
2091
PVG Asset Management
Colorado
$1.47億 -$2653万 -15% 0.49% – 150 28% 0.9
Arnold Financial Planning
2092
Arnold Financial Planning
Iowa
$1.47億 +$1258万 +9% 1.29% – 46 13.04% 0.5
Virtue Asset Management
2093
Virtue Asset Management
Illinois
$1.47億 +$413万 +3% 2.74% – 109 3.67% 0.9
AF
2094
ASL Financial
California
$1.46億 +$427万 +3% 0.65% – 102 6.86% 0.7
Woodside Wealth Management
2095
Woodside Wealth Management
Massachusetts
$1.46億 +$240万 +2% 0.36% – 46 8.7% 1.4
BFI Wealth Solutions
2096
BFI Wealth Solutions
Texas
$1.46億 +$1088万 +8% 0.83% – 85 4.71% 0.7
South Shore Capital Advisors
2097
South Shore Capital Advisors
Massachusetts
$1.46億 -$354万 -2% 2.7% – 187 33.69% 1.6
PR
2098
PSP Research
Pennsylvania
$1.46億 -$4205万 -22% 0.09% – 76 43.42% 0.6
Bridgelight Financial Advisors
2099
Bridgelight Financial Advisors
Connecticut
$1.46億 -$22.5万 -0.2% 1.27% – 49 6.12% 0.6
Post Resch Tallon Group
2100
Post Resch Tallon Group
New York
$1.46億 +$107万 +0.7% 0.71% – 151 17.22% 1.2