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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、4,591本のファンド(~51%)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)
Corundum Group
2151
Corundum Group
Colorado
$3.8億 +$4292万 +13% 0.89% 89.5% 126 14.29% 4.8
Websterrogers Financial Advisors
2152
Websterrogers Financial Advisors
South Carolina
$3.79億 -$1093万 -3% 0.74% 46% 107 10.28% 3
Boyd Watterson Asset Management
2153
Boyd Watterson Asset Management
Ohio
$3.79億 +$812万 +2% 5.21% 116% 400 5.5% 5.2
Davis Rea
2154
Davis Rea
Ontario, Canada
$3.79億 +$2860万 +8% 10.3% 66.9% 46 13.04% 3.9
AB
2155
Atlas Brown
Kentucky
$3.79億 +$668万 +2% 3.03% 115% 244 6.15% 6.8
Flynn Zito Capital Management
2156
Flynn Zito Capital Management
New York
$3.79億 +$1114万 +3% 1.51% 109% 178 8.99% 2.2
Courage Miller Partners
2157
Courage Miller Partners
Virginia
$3.79億 -$13.6万 -0% 0.99% 43.5% 95 9.47% 8
CJM Wealth Advisers
2158
CJM Wealth Advisers
Virginia
$3.79億 -$203万 -0.5% 0.2% 76.8% 85 9.41% 3.1
Cora Capital Advisors
2159
Cora Capital Advisors
New Jersey
$3.79億 +$2235万 +6% 2.81% 80.3% 158 13.92% 2.1
Northcape Wealth Management
2160
Northcape Wealth Management
New York
$3.78億 -$276万 -0.7% 1.62% 74% 150 8.67% 3.2
Westbourne Investment Advisors
2161
Westbourne Investment Advisors
Maryland
$3.78億 +$1558万 +4% 8.24% 107% 126 6.35% 3.8
Wheelhouse Advisory Group
2162
Wheelhouse Advisory Group
Missouri
$3.78億 +$2379万 +7% 1.04% 67.9% 59 11.86% 1.8
MS
2163
Madden Securities
Texas
$3.78億 +$1812万 +5% 4.42% 108% 344 65.99% 1
United Wealth Management
2164
United Wealth Management
Virginia
$3.78億 -$6649万 -15% 1.17% – 25 12% 1.6
RWC Asset Advisors
2165
RWC Asset Advisors
Florida
$3.77億 -$7221万 -16% 9.04% 267% 17 23.53% 2.4
Cypress Capital
2166
Cypress Capital
Tennessee
$3.77億 +$741万 +2% 0.72% 43.6% 127 18.9% 2.6
Seneca Financial Advisors
2167
Seneca Financial Advisors
New York
$3.77億 -$785万 -2% 1.41% 50.9% 69 13.04% 3.7
FAP
2168
Financial Advisory Partners
Florida
$3.77億 -$561万 -1% 0.85% 52.9% 75 1.33% 3.3
Trust Company of Oklahoma
2169
Trust Company of Oklahoma
Oklahoma
$3.77億 -$1226万 -3% 3.02% 101% 152 17.11% 6
Narus Financial Partners
2170
Narus Financial Partners
Utah
$3.77億 -$1240万 -3% 2.18% 85.3% 184 10.33% 4.1
WealthBridge Investment Counsel
2171
WealthBridge Investment Counsel
Alberta, Canada
$3.77億 +$235万 +0.6% 3.93% 106% 44 0% 5.1
Kelleher Financial Advisors
2172
Kelleher Financial Advisors
New York
$3.77億 -$3.28億 -47% 2.96% 80.3% 884 51.13% 2
Capital Planning
2173
Capital Planning
Washington
$3.76億 +$3267万 +10% 2.56% 81.2% 93 15.05% 3.6
Sweeney & Michel
2174
Sweeney & Michel
California
$3.76億 -$505万 -1% 1.51% – 172 8.14% 2.3
Veery Capital
2175
Veery Capital
Delaware
$3.75億 +$296万 +0.8% 0.12% 63.4% 109 15.6% 3.3