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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、4,681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)
Forteris Wealth Management
4251
Forteris Wealth Management
New York
$1.21億 -$128万 -1% 2.13% – 73 10.96% 0.7
Investment Insight Wealth Management
4252
Investment Insight Wealth Management
New York
$1.21億 +$551万 +5% 7.46% – 45 4.44% 0.6
MKD Wealth Coaches
4253
MKD Wealth Coaches
Michigan
$1.21億 +$387万 +3% 0.17% – 36 19.44% 3.5
3 Factor Indexing
4254
3 Factor Indexing
California
$1.21億 +$270万 +2% 0.08% – 453 10.6% 0.5
Portfolio Resources Advisor Group
4255
Portfolio Resources Advisor Group
Florida
$1.21億 +$259万 +2% 0.26% – 201 28.86% 0.4
Drum Hill Capital
4256
Drum Hill Capital
Connecticut
$1.21億 +$2280万 +23% 9.07% – 49 12.24% 1.4
AIM
4257
Axiom Investment Management
New York
$1.21億 -$2887万 -19% 1.07% – 544 50.55% 1.3
IWA
4258
Independent Wealth Advisors
North Carolina
$1.21億 +$1021万 +9% 0.5% – 83 12.05% 0.6
SA
4259
Stonebridge Advisors
Connecticut
$1.21億 +$3767万 +45% 6.88% 0.03% 4 25% 1.5
Twin Cities Retirement Group
4260
Twin Cities Retirement Group
Minnesota
$1.21億 +$370万 +3% 1.77% – 27 18.52% 0.6
Red Mountain Financial
4261
Red Mountain Financial
Colorado
$1.2億 +$68.4万 +0.6% 0.54% – 85 8.24% 2
GC
4262
Gruss & Co
Florida
$1.2億 +$7903万 +194% 6.57% 173% 43 23.26% 2.1
BankChampaign National Association
4263
BankChampaign National Association
Illinois
$1.2億 -$1048万 -8% 0.38% – 227 22.91% 0.5
HighRoad Wealth Advisors
4264
HighRoad Wealth Advisors
Oregon
$1.2億 +$106万 +0.9% 0.17% – 46 32.61% 0.6
Cooke Wealth Management
4265
Cooke Wealth Management
California
$1.2億 -$250万 -2% 1.43% – 40 7.5% 0.7
Morangie Management
4266
Morangie Management
Florida
$1.19億 -$102万 -0.8% 4.11% – 37 10.81% 1.4
Bedminster
4267
Bedminster
South Carolina
$1.19億 +$227万 +2% 0.55% – 52 5.77% 0.7
River's Edge Wealth Management
4268
River's Edge Wealth Management
Pennsylvania
$1.19億 +$561万 +5% 1.83% – 50 14% 0.7
Clio Asset Management
4269
Clio Asset Management
Virginia
$1.19億 -$675万 -5% 4.87% 60.6% 16 12.5% 1.8
CDM Financial Counseling Services
4270
CDM Financial Counseling Services
Connecticut
$1.19億 +$289万 +2% 1.98% – 77 0% 0.7
D
4271
Drystone
Virginia
$1.19億 -$268万 -2% 1.77% – 18 0% 4.2
Wisconsin Wealth Advisors
4272
Wisconsin Wealth Advisors
Wisconsin
$1.19億 +$223万 +2% 3.02% – 92 10.87% 1.4
Prospect Financial Group
4273
Prospect Financial Group
Virginia
$1.19億 -$523万 -4% 0.64% – 74 21.62% 1.5
Bretton Capital Management
4274
Bretton Capital Management
California
$1.19億 -$652万 -5% 0.03% – 22 18.18% 1.8
Western Pacific Wealth Management
4275
Western Pacific Wealth Management
Illinois
$1.19億 +$813万 +7% 5.85% 91.4% 186 5.91% 3