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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、2,671本のファンド(~30%)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)
Antonelli Financial Advisors
2326
Antonelli Financial Advisors
Michigan
$1.38億 -$758万 -5% 2.22% – 53 3.77% 1.4
Nvest Wealth Strategies
2327
Nvest Wealth Strategies
Ohio
$1.38億 -$2180万 -14% 0.39% – 422 34.12% 0.5
MFG Wealth Management
2328
MFG Wealth Management
Indiana
$1.38億 -$209万 -1% 1.65% – 69 18.84% 1
Box Hill Private Wealth
2329
Box Hill Private Wealth
Arizona
$1.38億 +$1287万 +10% 1.57% – 79 20.25% 0.6
Innovative Advisory Group
2330
Innovative Advisory Group
Massachusetts
$1.37億 +$555万 +4% 5.85% – 37 29.73% 1.2
Eagle Bay Advisors
2331
Eagle Bay Advisors
New York
$1.37億 +$367万 +3% 1.57% 85% 159 20.13% 2.6
MY Wealth Management
2332
MY Wealth Management
Maryland
$1.37億 -$499万 -4% 1.03% 41.2% 47 10.64% 2
VIS
2333
Vertex Investment Solutions
$1.37億 -$1121万 -8% 3.13% – 30 30% 0.6
Aventus Investment Advisors
2334
Aventus Investment Advisors
Florida
$1.37億 +$37.7万 +0.3% 0.96% – 181 17.68% 0.9
Titan Investment Management
2335
Titan Investment Management
Indiana
$1.37億 +$175万 +1% 3.84% – 52 50% 0.5
TT Capital Management
2336
TT Capital Management
California
$1.37億 +$842万 +7% 2.49% – 91 19.78% 1
AA
2337
Alpha Advisors
Virginia
$1.37億 +$368万 +3% 2.88% – 53 9.43% 1.4
Financial Planning Fort Collins
2338
Financial Planning Fort Collins
Colorado
$1.37億 +$468万 +4% 2.35% – 34 2.94% 0.7
OF
2339
Outfitter Financial
Maine
$1.37億 -$593万 -4% 0.65% 97.6% 80 7.5% 3.6
Koenig Investment Advisory
2340
Koenig Investment Advisory
Oregon
$1.37億 +$785万 +6% 2.68% – 38 2.63% 0.7
Roan Capital Partners
2341
Roan Capital Partners
Tennessee
$1.37億 +$1596万 +13% 0.54% – 81 7.41% 0.4
ICG Advisors
2342
ICG Advisors
California
$1.36億 +$1.06億 +354% 1.37% – 7 28.57% 0.5
TABR Capital Management
2343
TABR Capital Management
California
$1.36億 +$1905万 +16% 0.27% – 82 62.2% 0.6
Targeted Financial Services
2344
Targeted Financial Services
Florida
$1.36億 +$90.6万 +0.7% 0.53% – 67 11.94% 0.6
Summit Financial Consulting
2345
Summit Financial Consulting
Michigan
$1.36億 -$1106万 -8% 1.6% – 53 16.98% 1
Seelaus Asset Management
2346
Seelaus Asset Management
New Jersey
$1.36億 -$608万 -4% 3.88% 134% 216 17.59% 3.3
Eagle Wealth Advisors
2347
Eagle Wealth Advisors
Connecticut
$1.36億 +$510万 +4% 4.65% – 103 3.88% 0.6
Hanseatic Management Services
2348
Hanseatic Management Services
New Mexico
$1.36億 +$22.4万 +0.2% 11.8% – 84 1.19% 1.1
Avail Investment Partners
2349
Avail Investment Partners
Pennsylvania
$1.36億 +$625万 +5% 3.5% – 225 20.44% 0.4
Donalies Financial Planning
2350
Donalies Financial Planning
District of Columbia
$1.36億 +$36.6万 +0.3% 0.81% – 82 9.76% 0.7