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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、4,671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)
Arcadia Wealth Management (New Hampshire)
2426
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.28億 +$973万 +3% 0.17% 55.5% 73 24.66% 2.2
Sunpointe
2427
Sunpointe
Missouri
$3.28億 -$2379万 -7% 2.84% 122% 305 28.2% 1.5
Wealth Quarterback
2428
Wealth Quarterback
New Jersey
$3.28億 +$428万 +1% 2.37% 109% 185 9.73% 2.9
LifeGoal Wealth Advisors
2429
LifeGoal Wealth Advisors
New York
$3.28億 +$1.1億 +50% 2.29% – 232 41.38% 0.6
Richards, Merrill & Peterson
2430
Richards, Merrill & Peterson
Washington
$3.28億 +$1290万 +4% 3.12% – 302 8.61% 1.3
Seven Post Investment Office
2431
Seven Post Investment Office
California
$3.28億 -$2448万 -7% 4.15% 44.4% 44 9.09% 4.2
First National Bank Sioux Falls
2432
First National Bank Sioux Falls
South Dakota
$3.28億 -$3784万 -10% 0.35% 70.3% 157 8.92% 5
Argentarii
2433
Argentarii
Ohio
$3.28億 -$394万 -1% 4.4% – 217 7.83% 1.3
IMZ Advisory
2434
IMZ Advisory
Florida
$3.27億 +$1137万 +4% 1.58% 73.1% 38 5.26% 2.5
Bennett Selby Investments
2435
Bennett Selby Investments
Maine
$3.27億 +$1397万 +4% 5.28% 82.1% 89 8.99% 3.4
Royal Harbor Partners
2436
Royal Harbor Partners
Texas
$3.27億 +$415万 +1% 0.13% 54.6% 57 3.51% 2.4
Vigilare Wealth Management
2437
Vigilare Wealth Management
Arizona
$3.27億 +$58.9万 +0.2% 0.37% 59.5% 137 20.44% 2.7
ShoreHaven Wealth Partners
2438
ShoreHaven Wealth Partners
New Jersey
$3.26億 +$820万 +3% 1.05% 72.4% 110 10.91% 2.7
Raub Brock Capital Management
2439
Raub Brock Capital Management
California
$3.26億 -$3728万 -10% 2% 54.7% 51 19.61% 2.6
Glass Jacobson Investment Advisors
2440
Glass Jacobson Investment Advisors
Maryland
$3.26億 +$504万 +2% 0.12% 63.1% 647 9.43% 2.8
Paragon Private Wealth Management
2441
Paragon Private Wealth Management
Kentucky
$3.26億 -$5720万 -15% 1.09% 104% 235 22.13% 2.7
Phoenix Wealth Advisors
2442
Phoenix Wealth Advisors
North Carolina
$3.26億 +$2895万 +10% 2.28% 68.8% 136 8.82% 3.4
Bluesphere Advisors
2443
Bluesphere Advisors
Pennsylvania
$3.25億 +$125万 +0.4% 2.26% 105% 125 11.2% 2.7
Hapanowicz & Associates Financial Services
2444
Hapanowicz & Associates Financial Services
Pennsylvania
$3.25億 +$336万 +1% 0.05% 65% 39 7.69% 3.7
Berkeley Inc
2445
Berkeley Inc
Idaho
$3.24億 +$554万 +2% 3.02% 49.4% 91 13.19% 3.3
Robinswood Financial
2446
Robinswood Financial
Washington
$3.24億 -$2480万 -7% 0.62% 43.2% 428 83.18% 3
River Street Advisors
2447
River Street Advisors
Illinois
$3.24億 -$1541万 -5% 0.14% 93.5% 185 9.19% 2.3
Traveka Wealth
2448
Traveka Wealth
California
$3.24億 +$2336万 +8% 1.38% 78.1% 221 13.57% 1.6
ticino wealth
2449
ticino wealth
California
$3.24億 +$687万 +2% 1.92% – 140 6.43% 0.7
Wealth Management Resources
2450
Wealth Management Resources
Rhode Island
$3.24億 -$42.7万 -0.1% 2.21% 37.7% 31 6.45% 3.5