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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、5,393本のファンド(~60%)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)
HighRoad Wealth Advisors
4901
HighRoad Wealth Advisors
Oregon
$1.2億 +$106万 +0.9% 0.17% – 46 32.61% 0.6
Cooke Wealth Management
4902
Cooke Wealth Management
California
$1.2億 -$250万 -2% 1.43% – 40 7.5% 0.7
Morangie Management
4903
Morangie Management
Florida
$1.19億 -$102万 -0.8% 4.11% – 37 10.81% 1.4
Bedminster
4904
Bedminster
South Carolina
$1.19億 +$227万 +2% 0.55% – 52 5.77% 0.7
River's Edge Wealth Management
4905
River's Edge Wealth Management
Pennsylvania
$1.19億 +$561万 +5% 1.83% – 50 14% 0.7
Clio Asset Management
4906
Clio Asset Management
Virginia
$1.19億 -$675万 -5% 4.87% 60.6% 16 12.5% 1.8
CDM Financial Counseling Services
4907
CDM Financial Counseling Services
Connecticut
$1.19億 +$289万 +2% 1.98% – 77 0% 0.7
D
4908
Drystone
Virginia
$1.19億 -$268万 -2% 1.77% – 18 0% 4.2
Wisconsin Wealth Advisors
4909
Wisconsin Wealth Advisors
Wisconsin
$1.19億 +$223万 +2% 3.02% – 92 10.87% 1.4
Prospect Financial Group
4910
Prospect Financial Group
Virginia
$1.19億 -$523万 -4% 0.64% – 74 21.62% 1.5
Bretton Capital Management
4911
Bretton Capital Management
California
$1.19億 -$652万 -5% 0.03% – 22 18.18% 1.8
Western Pacific Wealth Management
4912
Western Pacific Wealth Management
Illinois
$1.19億 +$813万 +7% 5.85% 91.4% 186 5.91% 3
Belleair Asset Management
4913
Belleair Asset Management
Florida
$1.19億 -$12.4万 -0.1% 0.74% – 87 10.34% 0.7
Barnes Dennig Private Wealth Management
4914
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
4915
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
4916
Worthington Financial Partners
Ohio
$1.18億 -$256万 -2% 0.7% – 100 3% 0.7
Anchor Capital Management Group
4917
Anchor Capital Management Group
California
$1.18億 -$2686万 -19% 0.81% – 16 25% 1.4
Peck Wealth Management
4918
Peck Wealth Management
New York
$1.18億 -$52.9万 -0.4% 1.84% – 139 11.51% 0.9
Midway Capital Research & Management
4919
Midway Capital Research & Management
Illinois
$1.18億 -$772万 -6% 2.88% – 116 58.62% 0.7
Wheels Up Wealth
4920
Wheels Up Wealth
California
$1.18億 +$14万 +0.1% 1.54% – 25 8% 0.7
WG
4921
Wealth Group
North Carolina
$1.18億 -$2.83億 -71% 2.66% – 122 38.52% 1.8
Savoir Faire Capital Management
4922
Savoir Faire Capital Management
Connecticut
$1.18億 -$4301万 -27% 10.3% 0.01% 47 19.15% 1.6
Fortress Financial Solutions
4923
Fortress Financial Solutions
Arizona
$1.18億 – – 1% – 66 – 1.2
Brandywine Financial Group
4924
Brandywine Financial Group
Tennessee
$1.18億 +$1.09億 +1,305% 0.12% – 71 74.65% 0.2
TrustWell Financial Advisors
4925
TrustWell Financial Advisors
Florida
$1.18億 -$13.5万 -0.1% 0.31% – 79 7.59% 0.6