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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)
ACM
2151
Appalachian Capital Management
Ohio
$1.39億 +$155万 +1% 0.37% – 48 10.42% 0.7
Legacy Advisory Services
2152
Legacy Advisory Services
Pennsylvania
$1.39億 -$272万 -2% 1.07% 59.4% 88 47.73% 1
Athena Wealth Management
2153
Athena Wealth Management
Nevada
$1.39億 +$483万 +4% 3.85% – 113 16.81% 0.6
APS Management Group
2154
APS Management Group
California
$1.39億 +$899万 +7% 3.46% – 81 16.05% 0.9
Global Trust Wealth Management
2155
Global Trust Wealth Management
Florida
$1.39億 -$621万 -4% 0.29% – 76 7.89% 0.7
Winter & Associates
2156
Winter & Associates
Minnesota
$1.39億 +$545万 +4% 0.9% – 92 19.57% 0.6
Antonelli Financial Advisors
2157
Antonelli Financial Advisors
Michigan
$1.38億 -$758万 -5% 2.22% – 53 3.77% 1.4
Nvest Wealth Strategies
2158
Nvest Wealth Strategies
Ohio
$1.38億 -$2180万 -14% 0.39% – 422 34.12% 0.5
MFG Wealth Management
2159
MFG Wealth Management
Indiana
$1.38億 -$209万 -1% 1.65% – 69 18.84% 1
Box Hill Private Wealth
2160
Box Hill Private Wealth
Arizona
$1.38億 +$1287万 +10% 1.57% – 79 20.25% 0.6
Innovative Advisory Group
2161
Innovative Advisory Group
Massachusetts
$1.37億 +$555万 +4% 5.85% – 37 29.73% 1.2
Eagle Bay Advisors
2162
Eagle Bay Advisors
New York
$1.37億 +$367万 +3% 1.57% 85% 159 20.13% 2.6
MY Wealth Management
2163
MY Wealth Management
Maryland
$1.37億 -$499万 -4% 1.03% 41.2% 47 10.64% 2
VIS
2164
Vertex Investment Solutions
$1.37億 -$1121万 -8% 3.13% – 30 30% 0.6
Aventus Investment Advisors
2165
Aventus Investment Advisors
Florida
$1.37億 +$37.7万 +0.3% 0.96% – 181 17.68% 0.9
Titan Investment Management
2166
Titan Investment Management
Indiana
$1.37億 +$175万 +1% 3.84% – 52 50% 0.5
TT Capital Management
2167
TT Capital Management
California
$1.37億 +$842万 +7% 2.49% – 91 19.78% 1
AA
2168
Alpha Advisors
Virginia
$1.37億 +$368万 +3% 2.88% – 53 9.43% 1.4
Financial Planning Fort Collins
2169
Financial Planning Fort Collins
Colorado
$1.37億 +$468万 +4% 2.35% – 34 2.94% 0.7
OF
2170
Outfitter Financial
Maine
$1.37億 -$593万 -4% 0.65% 97.6% 80 7.5% 3.6
Koenig Investment Advisory
2171
Koenig Investment Advisory
Oregon
$1.37億 +$785万 +6% 2.68% – 38 2.63% 0.7
Roan Capital Partners
2172
Roan Capital Partners
Tennessee
$1.37億 +$1596万 +13% 0.54% – 81 7.41% 0.4
ICG Advisors
2173
ICG Advisors
California
$1.36億 +$1.06億 +354% 1.37% – 7 28.57% 0.5
TABR Capital Management
2174
TABR Capital Management
California
$1.36億 +$1905万 +16% 0.27% – 82 62.2% 0.6
Targeted Financial Services
2175
Targeted Financial Services
Florida
$1.36億 +$90.6万 +0.7% 0.53% – 67 11.94% 0.6