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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、2,474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)
Waycross Investment Management
2251
Waycross Investment Management
Washington
$1.24億 -$755万 -6% 0.31% 49.6% 61 8.2% 1.9
Auctus Advisors
2252
Auctus Advisors
North Carolina
$1.24億 +$479万 +4% 4.96% – 34 11.76% 0.7
Milestones Private Investment Advisors
2253
Milestones Private Investment Advisors
New York
$1.23億 -$223万 -2% 0.06% – 78 7.69% 1.2
Wolfstich Capital
2254
Wolfstich Capital
Massachusetts
$1.23億 -$632万 -5% 1.99% – 24 33.33% 0.8
Smith Asset Management
2255
Smith Asset Management
Florida
$1.23億 -$438万 -3% 3.63% – 75 9.33% 1.5
Hicks Capital Management
2256
Hicks Capital Management
Ohio
$1.22億 $0 0% 0.94% – 39 0% 1
Hobbs Wealth Management
2257
Hobbs Wealth Management
Indiana
$1.22億 +$358万 +3% 0.35% – 23 8.7% 1.3
Crescent Sterling
2258
Crescent Sterling
Louisiana
$1.22億 +$1007万 +9% 5.01% 68.6% 96 15.63% 2.5
LCS
2259
Luma Capital SA
$1.22億 +$965万 +9% 0.05% – 13 7.69% 0.7
Portus Wealth Advisors
2260
Portus Wealth Advisors
North Carolina
$1.22億 +$11.4万 +0.1% 1.72% – 52 7.69% 0.9
Lotus Asset Management
2261
Lotus Asset Management
Tennessee
$1.22億 +$852万 +8% 4.89% – 49 16.33% 0.2
ETF Store
2262
ETF Store
Kansas
$1.22億 +$200万 +2% 0.22% 61% 117 9.4% 2.9
DB Fitzpatrick & Co
2263
DB Fitzpatrick & Co
Idaho
$1.21億 -$226万 -2% 0.47% 42.7% 107 13.08% 2.8
Hardworking Capital Advisors
2264
Hardworking Capital Advisors
California
$1.21億 -$119万 -1% 3.28% – 109 45.87% 0.5
Wall Capital Group
2265
Wall Capital Group
Arizona
$1.21億 -$99.4万 -0.8% 1.11% – 34 17.65% 2.2
North Forty Two & Co
2266
North Forty Two & Co
Oregon
$1.21億 +$331万 +3% 1.98% – 108 5.56% 1.5
Forteris Wealth Management
2267
Forteris Wealth Management
New York
$1.21億 -$128万 -1% 2.13% – 73 10.96% 0.7
MKD Wealth Coaches
2268
MKD Wealth Coaches
Michigan
$1.21億 +$387万 +3% 0.17% – 36 19.44% 3.5
3 Factor Indexing
2269
3 Factor Indexing
California
$1.21億 +$270万 +2% 0.08% – 453 10.6% 0.5
Portfolio Resources Advisor Group
2270
Portfolio Resources Advisor Group
Florida
$1.21億 +$259万 +2% 0.26% – 201 28.86% 0.4
Drum Hill Capital
2271
Drum Hill Capital
Connecticut
$1.21億 +$2280万 +23% 9.07% – 49 12.24% 1.4
Twin Cities Retirement Group
2272
Twin Cities Retirement Group
Minnesota
$1.21億 +$370万 +3% 1.77% – 27 18.52% 0.6
BankChampaign National Association
2273
BankChampaign National Association
Illinois
$1.2億 -$1048万 -8% 0.38% – 227 22.91% 0.5
HighRoad Wealth Advisors
2274
HighRoad Wealth Advisors
Oregon
$1.2億 +$106万 +0.9% 0.17% – 46 32.61% 0.6
Cooke Wealth Management
2275
Cooke Wealth Management
California
$1.2億 -$250万 -2% 1.43% – 40 7.5% 0.7