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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、4,149本のファンド(~46%)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)
Bestgate Wealth Advisors
3376
Bestgate Wealth Advisors
Maryland
$1.58億 +$9522万 +152% 0.01% – 77 41.56% 0.9
Eddie Patel Inc
3377
Eddie Patel Inc
Illinois
$1.58億 -$935万 -6% 3.13% – 147 31.29% 0.4
DKM Wealth Management
3378
DKM Wealth Management
California
$1.58億 +$493万 +3% 0.68% – 77 5.19% 1.4
JWM
3379
JP Wealth Management
South Carolina
$1.58億 -$102万 -0.6% 1.04% – 14 0% 1.5
J2 Capital Management
3380
J2 Capital Management
Michigan
$1.58億 +$907万 +6% 1.77% – 137 23.36% 2.1
Madrid Wealth Management
3381
Madrid Wealth Management
New Mexico
$1.57億 +$507万 +3% 0.41% – 77 10.39% 0.7
Liberty Atlantic Advisors
3382
Liberty Atlantic Advisors
Texas
$1.57億 +$1835万 +13% 0.07% – 94 15.96% 0.6
Outbound Financial Inc
3383
Outbound Financial Inc
Colorado
$1.57億 +$282万 +2% 0.07% – 47 6.38% 1.1
Lakeshore Capital Group
3384
Lakeshore Capital Group
Illinois
$1.57億 +$2210万 +16% 1.61% – 79 7.59% 1.5
Chartist Inc
3385
Chartist Inc
California
$1.57億 -$332万 -2% 3.11% – 22 4.55% 6.7
Guardian Investment Management
3386
Guardian Investment Management
California
$1.57億 +$194万 +1% 3.97% 103% 61 3.28% 7.1
Covestor
3387
Covestor
United Kingdom
$1.57億 -$1632万 -9% 1.73% 134% 2,984 12.63% 3.6
Guild Investment Management
3388
Guild Investment Management
California
$1.57億 +$1035万 +7% 7.38% 119% 66 22.73% 2.1
Capital Squared Financial
3389
Capital Squared Financial
Maryland
$1.57億 +$381万 +2% 0.03% – 91 5.49% 1.1
Redwood Park Advisors
3390
Redwood Park Advisors
California
$1.57億 +$449万 +3% 3.24% – 466 25.97% 1.1
Scratch Capital
3391
Scratch Capital
Idaho
$1.57億 -$4482万 -22% 1.41% – 48 20.83% 1.4
Safir Wealth Advisors
3392
Safir Wealth Advisors
New Hampshire
$1.57億 +$273万 +2% 0.53% 52.1% 18 5.56% 3.7
Gladwyn Financial Advisors
3393
Gladwyn Financial Advisors
Virginia
$1.57億 -$330万 -2% 1.22% – 82 1.22% 1.2
Town Capital
3394
Town Capital
Maryland
$1.57億 -$116万 -0.7% 0.24% – 86 23.26% 0.5
Prota Financial
3395
Prota Financial
Texas
$1.57億 +$461万 +3% 0.41% – 71 4.23% 0.7
ATX Financial Planning
3396
ATX Financial Planning
Texas
$1.56億 +$540万 +4% 1.56% – 94 27.66% 0.6
Kopion Asset Management
3397
Kopion Asset Management
Texas
$1.56億 -$173万 -1% 4.38% 80.5% 21 4.76% 4.3
Polaris Investment Advisors
3398
Polaris Investment Advisors
Massachusetts
$1.56億 +$30.8万 +0.2% 0.59% – 82 13.41% 0.7
46 Peaks LLC
3399
46 Peaks LLC
Pennsylvania
$1.56億 -$267万 -2% 1.6% – 31 29.03% 0.7
Aspetuck Financial Management
3400
Aspetuck Financial Management
Connecticut
$1.56億 -$1353万 -8% 2.42% – 85 11.76% 1.5