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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、6,148本のファンド(~69%)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)
SA
5576
Stonebridge Advisors
Connecticut
$1.21億 +$3767万 +45% 6.88% 0.03% 4 25% 1.5
Twin Cities Retirement Group
5577
Twin Cities Retirement Group
Minnesota
$1.21億 +$370万 +3% 1.77% – 27 18.52% 0.6
Blom & Howell Financial Planning
5578
Blom & Howell Financial Planning
California
$1.2億 +$17.1万 +0.1% 0.79% – 71 15.49% 0.7
Red Mountain Financial
5579
Red Mountain Financial
Colorado
$1.2億 +$68.4万 +0.6% 0.54% – 85 8.24% 2
Finhabits Advisors
5580
Finhabits Advisors
New York
$1.2億 +$91.7万 +0.8% 1.88% – 15 0% 0.8
GC
5581
Gruss & Co
Florida
$1.2億 +$7903万 +194% 6.57% 173% 43 23.26% 2.1
BankChampaign National Association
5582
BankChampaign National Association
Illinois
$1.2億 -$1048万 -8% 0.38% – 227 22.91% 0.5
HighRoad Wealth Advisors
5583
HighRoad Wealth Advisors
Oregon
$1.2億 +$106万 +0.9% 0.17% – 46 32.61% 0.6
Cooke Wealth Management
5584
Cooke Wealth Management
California
$1.2億 -$250万 -2% 1.43% – 40 7.5% 0.7
Morangie Management
5585
Morangie Management
Florida
$1.19億 -$102万 -0.8% 4.11% – 37 10.81% 1.4
Bedminster
5586
Bedminster
South Carolina
$1.19億 +$227万 +2% 0.55% – 52 5.77% 0.7
River's Edge Wealth Management
5587
River's Edge Wealth Management
Pennsylvania
$1.19億 +$561万 +5% 1.83% – 50 14% 0.7
Clio Asset Management
5588
Clio Asset Management
Virginia
$1.19億 -$675万 -5% 4.87% 60.6% 16 12.5% 1.8
CDM Financial Counseling Services
5589
CDM Financial Counseling Services
Connecticut
$1.19億 +$289万 +2% 1.98% – 77 0% 0.7
D
5590
Drystone
Virginia
$1.19億 -$268万 -2% 1.77% – 18 0% 4.2
Wisconsin Wealth Advisors
5591
Wisconsin Wealth Advisors
Wisconsin
$1.19億 +$223万 +2% 3.02% – 92 10.87% 1.4
Prospect Financial Group
5592
Prospect Financial Group
Virginia
$1.19億 -$523万 -4% 0.64% – 74 21.62% 1.5
Fund Advisors of America Inc
5593
Fund Advisors of America Inc
Florida
$1.19億 +$866万 +8% 3.05% – 141 19.86% 0.6
Bretton Capital Management
5594
Bretton Capital Management
California
$1.19億 -$652万 -5% 0.03% – 22 18.18% 1.8
Western Pacific Wealth Management
5595
Western Pacific Wealth Management
Illinois
$1.19億 +$813万 +7% 5.85% 91.4% 186 5.91% 3
Belleair Asset Management
5596
Belleair Asset Management
Florida
$1.19億 -$12.4万 -0.1% 0.74% – 87 10.34% 0.7
Barnes Dennig Private Wealth Management
5597
Barnes Dennig Private Wealth Management
Ohio
$1.19億 -$635万 -5% 0.74% – 412 23.3% 1
JMNC
5598
J. Mark Nickell & Co
Tennessee
$1.19億 -$676万 -5% 0.43% – 36 36.11% 0.6
Provident Company of the Employees of the Hebrew University
5599
Provident Company of the Employees of the Hebrew University
Israel
$1.18億 -$1238万 -9% 0.12% – 37 8.11% 1.1
OakTrust Wealth Advisors
5600
OakTrust Wealth Advisors
Connecticut
$1.18億 +$232万 +2% 0.24% – 74 13.51% 0.6