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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、5,117本のファンド(~57%)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)
Drum Hill Capital
4651
Drum Hill Capital
Connecticut
$1.21億 +$2280万 +23% 9.07% – 49 12.24% 1.4
AIM
4652
Axiom Investment Management
New York
$1.21億 -$2887万 -19% 1.07% – 544 50.55% 1.3
IWA
4653
Independent Wealth Advisors
North Carolina
$1.21億 +$1021万 +9% 0.5% – 83 12.05% 0.6
SA
4654
Stonebridge Advisors
Connecticut
$1.21億 +$3767万 +45% 6.88% 0.03% 4 25% 1.5
Twin Cities Retirement Group
4655
Twin Cities Retirement Group
Minnesota
$1.21億 +$370万 +3% 1.77% – 27 18.52% 0.6
Red Mountain Financial
4656
Red Mountain Financial
Colorado
$1.2億 +$68.4万 +0.6% 0.54% – 85 8.24% 2
Finhabits Advisors
4657
Finhabits Advisors
New York
$1.2億 +$91.7万 +0.8% 1.88% – 15 0% 0.8
GC
4658
Gruss & Co
Florida
$1.2億 +$7903万 +194% 6.57% 173% 43 23.26% 2.1
BankChampaign National Association
4659
BankChampaign National Association
Illinois
$1.2億 -$1048万 -8% 0.38% – 227 22.91% 0.5
HighRoad Wealth Advisors
4660
HighRoad Wealth Advisors
Oregon
$1.2億 +$106万 +0.9% 0.17% – 46 32.61% 0.6
Cooke Wealth Management
4661
Cooke Wealth Management
California
$1.2億 -$250万 -2% 1.43% – 40 7.5% 0.7
Morangie Management
4662
Morangie Management
Florida
$1.19億 -$102万 -0.8% 4.11% – 37 10.81% 1.4
Bedminster
4663
Bedminster
South Carolina
$1.19億 +$227万 +2% 0.55% – 52 5.77% 0.7
River's Edge Wealth Management
4664
River's Edge Wealth Management
Pennsylvania
$1.19億 +$561万 +5% 1.83% – 50 14% 0.7
Clio Asset Management
4665
Clio Asset Management
Virginia
$1.19億 -$675万 -5% 4.87% 60.6% 16 12.5% 1.8
CDM Financial Counseling Services
4666
CDM Financial Counseling Services
Connecticut
$1.19億 +$289万 +2% 1.98% – 77 0% 0.7
D
4667
Drystone
Virginia
$1.19億 -$268万 -2% 1.77% – 18 0% 4.2
Wisconsin Wealth Advisors
4668
Wisconsin Wealth Advisors
Wisconsin
$1.19億 +$223万 +2% 3.02% – 92 10.87% 1.4
Prospect Financial Group
4669
Prospect Financial Group
Virginia
$1.19億 -$523万 -4% 0.64% – 74 21.62% 1.5
Bretton Capital Management
4670
Bretton Capital Management
California
$1.19億 -$652万 -5% 0.03% – 22 18.18% 1.8
Western Pacific Wealth Management
4671
Western Pacific Wealth Management
Illinois
$1.19億 +$813万 +7% 5.85% 91.4% 186 5.91% 3
Belleair Asset Management
4672
Belleair Asset Management
Florida
$1.19億 -$12.4万 -0.1% 0.74% – 87 10.34% 0.7
Barnes Dennig Private Wealth Management
4673
Barnes Dennig Private Wealth Management
Ohio
$1.19億 -$635万 -5% 0.74% – 412 23.3% 1
Provident Company of the Employees of the Hebrew University
4674
Provident Company of the Employees of the Hebrew University
Israel
$1.18億 -$1238万 -9% 0.12% – 37 8.11% 1.1
Worthington Financial Partners
4675
Worthington Financial Partners
Ohio
$1.18億 -$256万 -2% 0.7% – 100 3% 0.7