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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)
Center for Wealth Management Advisory
3776
Center for Wealth Management Advisory
Ohio
$1.61億 +$196万 +1% 0.07% – 77 38.96% 0.5
Mendota Financial Group
3777
Mendota Financial Group
Wisconsin
$1.61億 -$12.7万 -0.1% 1.76% 50.1% 34 8.82% 2.2
Porter White Investment Advisors
3778
Porter White Investment Advisors
Alabama
$1.61億 -$9853万 -38% 1.34% 58% 41 14.63% 2.7
Centerpoint Advisory Group
3779
Centerpoint Advisory Group
Kansas
$1.61億 +$342万 +2% 2.04% – 122 5.74% 1.4
KFO
3780
Kopp Family Office
Minnesota
$1.61億 -$239万 -1% 0.06% 47.9% 33 12.12% 2.2
Blue Capital Inc
3781
Blue Capital Inc
Nebraska
$1.61億 +$320万 +2% 2.22% – 158 36.71% 0.6
ADG Wealth Management Group
3782
ADG Wealth Management Group
Louisiana
$1.61億 +$316万 +2% 0.7% – 42 7.14% 1.2
Arbor Wealth Advisors
3783
Arbor Wealth Advisors
Michigan
$1.61億 -$299万 -2% 1.82% 58.7% 62 6.45% 2.2
1620 Investment Advisors
3784
1620 Investment Advisors
Massachusetts
$1.6億 -$106万 -0.7% 0.48% 71.4% 724 8.43% 2
Horizons Wealth Management
3785
Horizons Wealth Management
North Carolina
$1.6億 – – 1.83% – 165 – 3.4
Cultivar Capital
3786
Cultivar Capital
Texas
$1.6億 +$495万 +3% 0.23% 38.3% 47 21.28% 1.6
CCP
3787
Crocodile Capital Partners
Germany
$1.6億 +$1314万 +9% 2.08% 126% 13 7.69% 1.3
Lauer Wealth
3788
Lauer Wealth
Indiana
$1.6億 -$649万 -4% 4.16% 89.4% 112 49.11% 0.8
FFG
3789
Floyd Financial Group
Missouri
$1.6億 +$674万 +4% 2.8% – 66 7.58% 1.4
Fairway Financial
3790
Fairway Financial
Florida
$1.6億 +$1362万 +9% 0.73% – 27 18.52% 1.4
WSA
3791
Warm Springs Advisors
California
$1.6億 +$1516万 +10% 4.93% – 51 27.45% 1.4
Collaborative Capital Advisors
3792
Collaborative Capital Advisors
New York
$1.6億 +$127万 +0.8% 3.13% – 90 21.11% 0.2
Redstone Wealth Management
3793
Redstone Wealth Management
Oklahoma
$1.59億 +$622万 +4% 0.56% – 35 17.14% 0.6
Accordant Advisory Group
3794
Accordant Advisory Group
Maryland
$1.59億 +$1116万 +8% 8.09% – 254 6.3% 1.2
S.R. Schill & Associates
3795
S.R. Schill & Associates
Washington
$1.59億 -$624万 -4% 1.75% 42.7% 25 12% 4.3
Goldenstone Wealth Management
3796
Goldenstone Wealth Management
California
$1.59億 +$643万 +4% 2.93% – 82 8.54% 0.7
Seed Wealth Management
3797
Seed Wealth Management
Illinois
$1.59億 +$127万 +0.8% 0.75% 62% 102 21.57% 2.8
Krane Financial Solutions
3798
Krane Financial Solutions
California
$1.59億 -$342万 -2% 0.51% – 56 10.71% 0.5
BTC
3799
Bank & Trust Company
Illinois
$1.59億 +$57.3万 +0.4% 4% – 309 2.27% 2
Verus Wealth Management
3800
Verus Wealth Management
Wisconsin
$1.59億 +$3748万 +31% 0.95% – 74 39.19% 1.1