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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、4,675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)
Traveka Wealth
2451
Traveka Wealth
California
$3.24億 +$2336万 +8% 1.38% 78.1% 221 13.57% 1.6
ticino wealth
2452
ticino wealth
California
$3.24億 +$687万 +2% 1.92% – 140 6.43% 0.7
Wealth Management Resources
2453
Wealth Management Resources
Rhode Island
$3.24億 -$42.7万 -0.1% 2.21% 37.7% 31 6.45% 3.5
Mullooly Asset Management
2454
Mullooly Asset Management
New Jersey
$3.24億 -$123万 -0.4% 2.91% – 60 5% 1.3
VPC
2455
Valen Private Capital
Pennsylvania
$3.23億 – – 0.58% – 88 – 0
Essex Woodlands Management
2456
Essex Woodlands Management
Texas
$3.23億 +$6892万 +27% 33.7% 119% 5 0% 7.4
Harper Investing
2457
Harper Investing
California
$3.23億 +$2647万 +9% 2.84% 58.7% 88 6.82% 1.8
LA
2458
Latitude Advisors
Florida
$3.23億 +$7222万 +29% 1.25% 79.6% 1,384 82.44% 0.5
Omega Financial Group
2459
Omega Financial Group
California
$3.23億 -$577万 -2% 2.87% 47% 107 16.82% 4.4
Biltmore Wealth Management
2460
Biltmore Wealth Management
Arizona
$3.23億 +$248万 +0.8% 0.85% 59.8% 61 8.2% 4.7
Bishop & Co Investment Management
2461
Bishop & Co Investment Management
Pennsylvania
$3.23億 -$228万 -0.7% 0.24% 53.7% 26 0% 7.2
LFP
2462
Lakeshore Financial Planning
Michigan
$3.23億 +$1186万 +4% 2.28% 65.4% 102 14.71% 1.9
Davis Investment Partners
2463
Davis Investment Partners
North Carolina
$3.22億 -$603万 -2% 0.71% 97.8% 184 16.3% 2
Vodafone Ventures
2464
Vodafone Ventures
United Kingdom
$3.22億 -$1.64億 -34% 33.8% – 1 0% 0.8
SA
2465
Skyline Advisors
Washington
$3.22億 +$289万 +0.9% 2.07% 52% 128 10.16% 1.8
Foundry Financial
2466
Foundry Financial
California
$3.22億 +$2461万 +8% 0.05% – 103 24.27% 0.5
Raleigh Capital Management
2467
Raleigh Capital Management
North Carolina
$3.22億 +$819万 +3% 1.27% 79.9% 593 22.09% 2.8
Invesco LLC (Illinois)
2468
Invesco LLC (Illinois)
Illinois
$3.21億 -$217万 -0.7% 3.14% 122% 137 7.3% 2.6
Global Trust Asset Management
2469
Global Trust Asset Management
Florida
$3.21億 +$119万 +0.4% 0.22% 178% 548 22.99% 3.9
Asset Allocation & Management Company
2470
Asset Allocation & Management Company
Illinois
$3.21億 +$1397万 +5% 0.53% 58.5% 71 8.45% 3.5
Centerline Wealth Advisors
2471
Centerline Wealth Advisors
Kentucky
$3.21億 +$155万 +0.5% 1.11% – 83 6.02% 1
Sims Investment Management
2472
Sims Investment Management
Ohio
$3.2億 -$312万 -1% 1.73% – 184 78.8% 1.4
LRZ Capital
2473
LRZ Capital
Florida
$3.2億 +$1.23億 +62% 5.95% – 32 53.13% 0.3
Register Financial Advisors
2474
Register Financial Advisors
Georgia
$3.2億 -$601万 -2% 0.49% 130% 454 9.91% 2.2
Adirondack Trust Company
2475
Adirondack Trust Company
New York
$3.2億 -$1584万 -5% 2.92% 96.7% 575 6.43% 6.4