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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、2,475本のファンド(~28%)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)
Bradley & Co Private Wealth Management
1651
Bradley & Co Private Wealth Management
Florida
$2.19億 +$903万 +4% 4.53% – 237 12.24% 3.5
Ayrshire Capital Management
1652
Ayrshire Capital Management
Connecticut
$2.19億 +$529万 +2% 1.53% 84.8% 54 14.81% 3.4
MH
1653
Mishpacha Holdings
$2.19億 -$4770万 -18% 11.6% – 5 40% 0.4
Draper Asset Management
1654
Draper Asset Management
New York
$2.19億 +$2079万 +11% 10.2% 187% 21 28.57% 2.7
Pinnacle Wealth Management Group
1655
Pinnacle Wealth Management Group
Michigan
$2.18億 +$395万 +2% 1.43% 64.3% 135 12.59% 2.7
CIA
1656
Citadel Investment Advisory
Ohio
$2.18億 -$203万 -0.9% 1.1% 66.1% 77 2.6% 5.1
CAP Partners LLC
1657
CAP Partners LLC
Tennessee
$2.18億 +$1367万 +7% 4.05% 97% 170 9.41% 1.8
Canerector Inc
1658
Canerector Inc
Ontario, Canada
$2.18億 -$108万 -0.5% 0.83% – 9 0% 1.8
Wolff Wiese Magana
1659
Wolff Wiese Magana
California
$2.18億 +$63万 +0.3% 1.16% 149% 1,077 8.17% 3.1
Northland Capital Management
1660
Northland Capital Management
Minnesota
$2.18億 +$3235万 +17% 1.83% 37.5% 35 20% 3
Lake Hills Wealth Management
1661
Lake Hills Wealth Management
Texas
$2.18億 -$236万 -1% 1.86% 83.7% 75 34.67% 1.1
KA
1662
Kearns & Associates
California
$2.18億 +$343万 +2% 1.5% 78.7% 42 9.52% 3.5
David J. Yvars Group
1663
David J. Yvars Group
Florida
$2.18億 +$570万 +3% 3.23% 143% 115 13.04% 2.7
American Financial & Tax Strategies
1664
American Financial & Tax Strategies
New York
$2.17億 -$411万 -2% 0.84% 46.9% 102 0.98% 2.5
Tilia Fiduciary Partners
1665
Tilia Fiduciary Partners
North Carolina
$2.17億 +$596万 +3% 3.24% 101% 133 18.8% 3.2
Successful Portfolios
1666
Successful Portfolios
Florida
$2.17億 +$270万 +1% 1.57% 110% 205 6.34% 5
Wernau Asset Management
1667
Wernau Asset Management
Massachusetts
$2.17億 +$2420万 +13% 6.76% – 52 3.85% 1.6
Milestone Asset Management Group
1668
Milestone Asset Management Group
Connecticut
$2.16億 +$1792万 +9% 2.95% – 141 9.22% 1.4
Kure Advisory
1669
Kure Advisory
Minnesota
$2.16億 +$550万 +3% 0.61% – 67 14.93% 1.8
SWP Financial
1670
SWP Financial
California
$2.16億 +$14.8万 +0.1% 0.62% 58.4% 79 3.8% 1.9
First County Bank
1671
First County Bank
Connecticut
$2.16億 +$381万 +2% 3% 101% 174 5.75% 2.6
Lipe & Dalton
1672
Lipe & Dalton
New York
$2.16億 +$103万 +0.5% 1.75% 101% 98 8.16% 6.7
Ridgecrest Wealth Partners
1673
Ridgecrest Wealth Partners
California
$2.16億 +$883万 +4% 4.14% 103% 119 11.76% 3.4
MKW
1674
Mullaney, Keating & Wright
Connecticut
$2.16億 +$926万 +4% 5.27% – 77 12.99% 1.8
Sightline Wealth Advisors
1675
Sightline Wealth Advisors
Connecticut
$2.15億 -$5814万 -21% 1.42% 48.5% 98 33.67% 3.3