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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、4,696本のファンド(~53%)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)
Financial Freedom LLC
3201
Financial Freedom LLC
Ohio
$2.18億 +$12.9万 +0.1% 0.25% 76.9% 348 69.25% 1
Northland Capital Management
3202
Northland Capital Management
Minnesota
$2.18億 +$3235万 +17% 1.83% 37.5% 35 20% 3
Peterson Wealth Management
3203
Peterson Wealth Management
Nevada
$2.18億 +$316万 +1% 1.94% 88.9% 199 14.57% 1
Lake Hills Wealth Management
3204
Lake Hills Wealth Management
Texas
$2.18億 -$236万 -1% 1.86% 83.7% 75 34.67% 1.1
KA
3205
Kearns & Associates
California
$2.18億 +$343万 +2% 1.5% 78.7% 42 9.52% 3.5
David J. Yvars Group
3206
David J. Yvars Group
Florida
$2.18億 +$570万 +3% 3.23% 143% 115 13.04% 2.7
GuidedMoney
3207
GuidedMoney
Wisconsin
$2.17億 +$132万 +0.6% 0.98% – 35 8.57% 0.7
American Financial & Tax Strategies
3208
American Financial & Tax Strategies
New York
$2.17億 -$411万 -2% 0.84% 46.9% 102 0.98% 2.5
Addison Advisors
3209
Addison Advisors
Vermont
$2.17億 +$531万 +3% 0.58% 54.5% 817 19.46% 3
Tilia Fiduciary Partners
3210
Tilia Fiduciary Partners
North Carolina
$2.17億 +$596万 +3% 3.24% 101% 133 18.8% 3.2
Successful Portfolios
3211
Successful Portfolios
Florida
$2.17億 +$270万 +1% 1.57% 110% 205 6.34% 5
Wernau Asset Management
3212
Wernau Asset Management
Massachusetts
$2.17億 +$2420万 +13% 6.76% – 52 3.85% 1.6
Dahring Cusmano
3213
Dahring Cusmano
Michigan
$2.17億 +$2690万 +14% 1.66% – 75 21.33% 1.1
Peoples Bank (Ohio)
3214
Peoples Bank (Ohio)
Ohio
$2.17億 +$2201万 +11% 1.22% 78.9% 112 12.5% 5.7
Milestone Asset Management Group
3215
Milestone Asset Management Group
Connecticut
$2.16億 +$1792万 +9% 2.95% – 141 9.22% 1.4
Kure Advisory
3216
Kure Advisory
Minnesota
$2.16億 +$550万 +3% 0.61% – 67 14.93% 1.8
SWP Financial
3217
SWP Financial
California
$2.16億 +$14.8万 +0.1% 0.62% 58.4% 79 3.8% 1.9
Ameraudi Asset Management
3218
Ameraudi Asset Management
New York
$2.16億 -$442万 -2% 0.29% 51.5% 45 28.89% 3.3
4J Wealth Management
3219
4J Wealth Management
Virginia
$2.16億 +$1248万 +6% 1.91% 74.7% 121 15.7% 3
First County Bank
3220
First County Bank
Connecticut
$2.16億 +$381万 +2% 3% 101% 174 5.75% 2.6
Lipe & Dalton
3221
Lipe & Dalton
New York
$2.16億 +$103万 +0.5% 1.75% 101% 98 8.16% 6.7
Ridgecrest Wealth Partners
3222
Ridgecrest Wealth Partners
California
$2.16億 +$883万 +4% 4.14% 103% 119 11.76% 3.4
MKW
3223
Mullaney, Keating & Wright
Connecticut
$2.16億 +$926万 +4% 5.27% – 77 12.99% 1.8
CWMA
3224
Capstone Wealth Management (Alabama)
Alabama
$2.16億 +$38.4万 +0.2% 1.75% – 226 38.5% 0.6
GLR Partners
3225
GLR Partners
Maryland
$2.16億 +$85.2万 +0.4% 2.29% – 119 16.81% 0.4