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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、4,658本のファンド(~52%)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)
Auour Investments
2301
Auour Investments
Massachusetts
$3.53億 +$441万 +1% 0.12% 39.2% 97 4.12% 2.4
Westwood Wealth Management
2302
Westwood Wealth Management
California
$3.53億 +$789万 +2% 9.19% 495% 48 12.5% 1.5
Your Advocates Ltd
2303
Your Advocates Ltd
Texas
$3.52億 +$258万 +0.7% 0.26% 53.6% 217 6.45% 3.2
Financial Life Advisors
2304
Financial Life Advisors
Texas
$3.52億 +$51.2万 +0.1% 1.05% 47% 68 23.53% 3.1
Pines Wealth Management
2305
Pines Wealth Management
North Carolina
$3.52億 +$408万 +1% 1.93% – 228 6.14% 1.5
Silverleafe Capital Partners
2306
Silverleafe Capital Partners
Tennessee
$3.51億 -$1548万 -4% 2.29% 87.7% 117 29.91% 2.4
USAdvisors Wealth Management
2307
USAdvisors Wealth Management
Minnesota
$3.51億 +$218万 +0.6% 0.51% 59.6% 152 7.89% 3.2
PAM
2308
Pegasus Asset Management
New York
$3.51億 -$20.7万 -0.1% 3.04% 101% 77 11.69% 5.3
Boothe Investment Group
2309
Boothe Investment Group
Delaware
$3.51億 +$3321万 +10% 6.8% 75.6% 40 7.5% 2.5
Jeppson Wealth Management
2310
Jeppson Wealth Management
California
$3.5億 +$1109万 +3% 4.57% 107% 257 10.89% 3.7
Wilson Asset Management
2311
Wilson Asset Management
Australia
$3.5億 -$1366万 -4% 3.83% 58% 47 38.3% 1.3
Ameliora Wealth Management
2312
Ameliora Wealth Management
Switzerland
$3.5億 +$1337万 +4% 0.77% 73.9% 251 13.55% 2.3
Inlight Wealth Management
2313
Inlight Wealth Management
Georgia
$3.5億 +$3560万 +11% 1.35% – 79 22.78% 1.1
Argyle Capital Management
2314
Argyle Capital Management
Pennsylvania
$3.49億 +$222万 +0.6% 3.81% 106% 140 5% 9.5
DHJJ Financial Advisors
2315
DHJJ Financial Advisors
Illinois
$3.49億 +$189万 +0.5% 0.04% 62.5% 1,110 4.41% 2.6
Jacobsen Capital Management
2316
Jacobsen Capital Management
Utah
$3.48億 +$631万 +2% 1.75% 97.3% 133 10.53% 2.7
Avaii Wealth Management
2317
Avaii Wealth Management
Wisconsin
$3.48億 +$767万 +2% 0.91% 100% 196 17.86% 2
Dorval Corp
2318
Dorval Corp
Minnesota
$3.48億 +$40.3万 +0.1% 1.92% 29.6% 50 8% 2
Warner Financial
2319
Warner Financial
Maryland
$3.48億 +$778万 +2% 0.19% 69.2% 151 4.64% 3
VST
2320
Van Strum & Towne
California
$3.48億 -$1902万 -5% 5.78% 72.3% 122 13.93% 6.2
N10 Wealth
2321
N10 Wealth
Connecticut
$3.48億 +$6573万 +23% 0.76% – 69 43.48% 0.2
B.O.S.S. Retirement Advisors
2322
B.O.S.S. Retirement Advisors
Utah
$3.47億 -$2288万 -6% 1.25% 78.2% 172 23.84% 1.4
JVL Associates
2323
JVL Associates
Michigan
$3.47億 -$506万 -1% 0.54% 81% 83 14.46% 3.9
Weybosset Research & Management
2324
Weybosset Research & Management
Rhode Island
$3.47億 -$3368万 -9% 5.29% 74.8% 33 6.06% 6.7
National Wealth Management Group
2325
National Wealth Management Group
Ohio
$3.47億 +$2371万 +7% 1.41% 128% 251 24.7% 1.8