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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)
APW
3801
Aurora Private Wealth
New Jersey
$1.59億 +$111万 +0.7% 2.33% – 184 12.5% 3.1
FWM
3802
FMA Wealth Management
Massachusetts
$1.59億 +$237万 +2% 0.69% 40.8% 44 9.09% 2
SC
3803
Settian Capital
New York
$1.58億 +$264万 +2% 3.08% 69% 28 21.43% 2.2
McAlister Sweet & Associates
3804
McAlister Sweet & Associates
Texas
$1.58億 -$2885万 -15% 2.53% 83.6% 42 19.05% 1.9
Willner & Heller
3805
Willner & Heller
California
$1.58億 -$160万 -1% 1.7% 131% 173 6.36% 3.1
Granite Group Advisors
3806
Granite Group Advisors
Connecticut
$1.58億 -$1057万 -6% 5.17% 74% 87 13.79% 1.9
Joel Adams & Associates
3807
Joel Adams & Associates
North Carolina
$1.58億 +$231万 +1% 1.5% – 70 8.57% 1.5
Bestgate Wealth Advisors
3808
Bestgate Wealth Advisors
Maryland
$1.58億 +$9522万 +152% 0.01% – 77 41.56% 0.9
Eddie Patel Inc
3809
Eddie Patel Inc
Illinois
$1.58億 -$935万 -6% 3.13% – 147 31.29% 0.4
Entruity Wealth
3810
Entruity Wealth
California
$1.58億 +$336万 +2% 0.36% – 56 5.36% 1.2
DKM Wealth Management
3811
DKM Wealth Management
California
$1.58億 +$493万 +3% 0.68% – 77 5.19% 1.4
JWM
3812
JP Wealth Management
South Carolina
$1.58億 -$102万 -0.6% 1.04% – 14 0% 1.5
J2 Capital Management
3813
J2 Capital Management
Michigan
$1.58億 +$907万 +6% 1.77% – 137 23.36% 2.1
Mueller Wealth
3814
Mueller Wealth
Wisconsin
$1.58億 +$1086万 +7% 0.2% – 19 5.26% 0.7
Madrid Wealth Management
3815
Madrid Wealth Management
New Mexico
$1.57億 +$507万 +3% 0.41% – 77 10.39% 0.7
Liberty Atlantic Advisors
3816
Liberty Atlantic Advisors
Texas
$1.57億 +$1835万 +13% 0.07% – 94 15.96% 0.6
Schwallier Wealth Management
3817
Schwallier Wealth Management
Michigan
$1.57億 -$104万 -0.7% 0.83% 42.3% 72 9.72% 1.3
Outbound Financial Inc
3818
Outbound Financial Inc
Colorado
$1.57億 +$282万 +2% 0.07% – 47 6.38% 1.1
Lakeshore Capital Group
3819
Lakeshore Capital Group
Illinois
$1.57億 +$2210万 +16% 1.61% – 79 7.59% 1.5
Chartist Inc
3820
Chartist Inc
California
$1.57億 -$332万 -2% 3.11% – 22 4.55% 6.7
Guardian Investment Management
3821
Guardian Investment Management
California
$1.57億 +$194万 +1% 3.97% 103% 61 3.28% 7.1
Covestor
3822
Covestor
United Kingdom
$1.57億 -$1632万 -9% 1.73% 134% 2,984 12.63% 3.6
Guild Investment Management
3823
Guild Investment Management
California
$1.57億 +$1035万 +7% 7.38% 119% 66 22.73% 2.1
Capital Squared Financial
3824
Capital Squared Financial
Maryland
$1.57億 +$381万 +2% 0.03% – 91 5.49% 1.1
Redwood Park Advisors
3825
Redwood Park Advisors
California
$1.57億 +$449万 +3% 3.24% – 466 25.97% 1.1