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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、4,566本のファンド(~51%)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)
Comprehensive Financial Consultants Institutional
2176
Comprehensive Financial Consultants Institutional
Indiana
$3.71億 -$729万 -2% 2.04% 78% 219 15.98% 2.8
Missouri Trust & Investment Company
2177
Missouri Trust & Investment Company
Missouri
$3.71億 +$263万 +0.7% 4.1% 81.6% 149 4.7% 4.3
Stone Summit Wealth
2178
Stone Summit Wealth
Florida
$3.7億 -$2375万 -6% 0.35% 67% 145 6.21% 3.8
One Advisory Partners
2179
One Advisory Partners
Kansas
$3.7億 +$285万 +0.8% 1.25% 58.3% 79 22.78% 2.4
Aspen Investment Management
2180
Aspen Investment Management
Michigan
$3.7億 -$199万 -0.5% 1.63% 92.6% 191 6.81% 6.2
Keeler & Nadler Financial Planning & Wealth Management
2181
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.7億 +$1754万 +5% 0.48% 72.1% 89 8.99% 2.8
Commonwealth Retirement Investments
2182
Commonwealth Retirement Investments
Virginia
$3.7億 +$134万 +0.4% 2.87% 96.7% 415 69.4% 2.3
Wealth Effects
2183
Wealth Effects
Massachusetts
$3.7億 -$96.4万 -0.3% 1.52% 235% 270 11.85% 2.7
Solitude Financial Services
2184
Solitude Financial Services
Virginia
$3.7億 +$829万 +2% 1.64% 62.4% 42 9.52% 3.1
Reston Wealth Management
2185
Reston Wealth Management
Virginia
$3.69億 -$208万 -0.6% 0.18% 66.4% 72 11.11% 3.7
Kentucky Farm Bureau Mutual Insurance
2186
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.69億 +$841万 +2% 4.5% 96.4% 70 1.43% 6.6
Seafarer Capital Partners
2187
Seafarer Capital Partners
California
$3.69億 -$6527万 -15% 3.86% 61.3% 9 0% 3.8
FSA
2188
Financial Services Advisory
Maryland
$3.68億 -$3091万 -8% 0.76% 82.5% 92 43.48% 1.2
PCA Investment Advisory Services
2189
PCA Investment Advisory Services
Ohio
$3.68億 +$1000万 +3% 0.87% 71.4% 61 4.92% 2.5
Cabot-Wellington
2190
Cabot-Wellington
Massachusetts
$3.68億 -$1190万 -3% 0.76% 73.1% 5 0% 6.1
Quantum Financial Planning Services
2191
Quantum Financial Planning Services
Washington
$3.67億 +$4452万 +14% 0.54% – 60 13.33% 1.2
ITIM
2192
Indiana Trust & Investment Management
Indiana
$3.67億 +$107万 +0.3% 1.65% 114% 485 7.01% 4.1
25 LLC
2193
25 LLC
Missouri
$3.67億 +$170万 +0.5% 0.96% 48.7% 83 12.05% 2.2
Southern Financial Group
2194
Southern Financial Group
Alabama
$3.66億 -$2555万 -7% 4.08% – 96 8.33% 0.7
Purus Wealth Management
2195
Purus Wealth Management
California
$3.66億 +$304万 +0.8% 4.14% 174% 183 13.66% 3
Gill Capital Partners
2196
Gill Capital Partners
Colorado
$3.66億 -$1175万 -3% 0.28% 59% 703 78.52% 4.1
Barrett & Company
2197
Barrett & Company
Rhode Island
$3.66億 +$851万 +2% 1.91% 83.6% 727 10.45% 3
Essential Planning
2198
Essential Planning
New Hampshire
$3.65億 +$1159万 +3% 0.82% 40.9% 90 5.56% 2.7
Planned Solutions
2199
Planned Solutions
California
$3.65億 +$1618万 +5% 1.59% 68.3% 164 10.37% 2.8
Sterling Financial Planning
2200
Sterling Financial Planning
New Jersey
$3.65億 -$287万 -0.8% 1.31% 59.3% 127 5.51% 4.1