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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)
Frisco Financial Planning
2226
Frisco Financial Planning
Texas
$1.29億 -$418万 -3% 3.15% – 34 14.71% 1.2
C2C Wealth Management
2227
C2C Wealth Management
Arizona
$1.28億 +$79万 +0.6% 3.62% 77.2% 97 9.28% 3.7
RWIA
2228
Roger Wittlin Investment Advisory
California
$1.28億 +$98.5万 +0.8% 0.93% 61.3% 48 14.58% 2.5
BI
2229
BluePrint Investing
California
$1.28億 -$558万 -4% 0.38% – 26 3.85% 0.8
Purewater Capital
2230
Purewater Capital
Texas
$1.28億 -$1038万 -7% 7.41% – 70 30% 0.4
WWMP
2231
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$1.28億 +$396万 +3% 0.76% – 117 28.21% 0.6
PIAL
2232
Prudent Investor Advisors, LLC
California
$1.28億 – – 0.71% – 34 – 0
GH
2233
GLP Holdings
Georgia
$1.27億 +$1593万 +14% 14.4% – 4 0% 0.8
Topor & Co Korea
2234
Topor & Co Korea
$1.27億 -$7.67万 -0.1% 0.43% – 19 0% 0.7
Andrew Hill Investment Advisors
2235
Andrew Hill Investment Advisors
Florida
$1.27億 -$817万 -6% 6.39% 269% 72 40.28% 1.2
Mission Financial Group
2236
Mission Financial Group
Nevada
$1.27億 +$601万 +5% 2.3% – 170 15.29% 3.4
Stegent Equity Advisors
2237
Stegent Equity Advisors
Texas
$1.26億 -$1329万 -10% 3.64% 96.4% 124 34.68% 2.2
Baer Investment Advisory
2238
Baer Investment Advisory
California
$1.26億 +$652万 +5% 8.45% – 66 36.36% 0.8
AmeriServ Wealth Advisors
2239
AmeriServ Wealth Advisors
Pennsylvania
$1.26億 -$2431万 -16% 1.81% – 55 10.91% 4
Fulcrum Equity Management
2240
Fulcrum Equity Management
Texas
$1.26億 -$1053万 -8% 0.99% 116% 166 33.73% 1.5
CenturyLink Investment Management
2241
CenturyLink Investment Management
Colorado
$1.26億 -$322万 -2% 2.37% – 3 0% 1.9
Kennebec Savings Bank
2242
Kennebec Savings Bank
Maine
$1.26億 +$97.6万 +0.8% 4.29% – 284 7.39% 1.7
Mann Financial Group
2243
Mann Financial Group
Minnesota
$1.25億 +$567万 +5% 0.21% – 47 27.66% 0.7
Boyer Financial Services
2244
Boyer Financial Services
California
$1.25億 +$651万 +5% 1.87% – 64 15.63% 0.5
Powerhouse Assets
2245
Powerhouse Assets
Massachusetts
$1.25億 +$192万 +2% 0.72% – 57 5.26% 0.7
DBK Financial Counsel
2246
DBK Financial Counsel
Ohio
$1.25億 +$534万 +4% 0.06% 58.1% 59 8.47% 3.2
First Growth Capital
2247
First Growth Capital
Maryland
$1.24億 -$772万 -6% 4.12% – 147 14.29% 0.6
Infinity Wealth Counsel
2248
Infinity Wealth Counsel
Ohio
$1.24億 +$25.6万 +0.2% 0.56% – 67 7.46% 1.5
WWL
2249
Wavvest Wealth LLC
Illinois
$1.24億 – – 0.52% – 97 – 0
Miller Global Investments
2250
Miller Global Investments
Texas
$1.24億 +$328万 +3% 3.44% – 338 15.98% 0.6