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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

すべてのファンドマネージャー

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）
HighRoad Wealth Advisors
2276
HighRoad Wealth Advisors
Oregon
$1.2億 +$106万 +0.9% 0.17% – 46 32.61% 0.6
Cooke Wealth Management
2277
Cooke Wealth Management
California
$1.2億 -$250万 -2% 1.43% – 40 7.5% 0.7
Morangie Management
2278
Morangie Management
Florida
$1.19億 -$102万 -0.8% 4.11% – 37 10.81% 1.4
River's Edge Wealth Management
2279
River's Edge Wealth Management
Pennsylvania
$1.19億 +$561万 +5% 1.83% – 50 14% 0.7
Clio Asset Management
2280
Clio Asset Management
Virginia
$1.19億 -$675万 -5% 4.87% 60.6% 16 12.5% 1.8
CDM Financial Counseling Services
2281
CDM Financial Counseling Services
Connecticut
$1.19億 +$289万 +2% 1.98% – 77 0% 0.7
Wisconsin Wealth Advisors
2282
Wisconsin Wealth Advisors
Wisconsin
$1.19億 +$223万 +2% 3.02% – 92 10.87% 1.4
Bretton Capital Management
2283
Bretton Capital Management
California
$1.19億 -$652万 -5% 0.03% – 22 18.18% 1.8
Western Pacific Wealth Management
2284
Western Pacific Wealth Management
Illinois
$1.19億 +$813万 +7% 5.85% 91.4% 186 5.91% 3
Worthington Financial Partners
2285
Worthington Financial Partners
Ohio
$1.18億 -$256万 -2% 0.7% – 100 3% 0.7
Midway Capital Research & Management
2286
Midway Capital Research & Management
Illinois
$1.18億 -$772万 -6% 2.88% – 116 58.62% 0.7
Fortress Financial Solutions
2287
Fortress Financial Solutions
Arizona
$1.18億 – – 1% – 66 – 1.2
TrustWell Financial Advisors
2288
TrustWell Financial Advisors
Florida
$1.18億 -$13.5万 -0.1% 0.31% – 79 7.59% 0.6
Turner Capital Investments
2289
Turner Capital Investments
Texas
$1.18億 – – 0.63% – 6 – 0
Invested Advisors
2290
Invested Advisors
Pennsylvania
$1.17億 +$417万 +4% 1.36% – 169 14.2% 0.7
ORBA Wealth Advisors
2291
ORBA Wealth Advisors
Illinois
$1.17億 +$18.8万 +0.2% 2.58% 70.5% 86 6.98% 1.6
MS
2292
Monetary Solutions
Ohio
$1.17億 +$97.7万 +0.8% 0.1% – 644 39.6% 0.4
IFC & Insurance Marketing
2293
IFC & Insurance Marketing
California
$1.17億 +$339万 +3% 0.56% – 90 16.67% 0.6
Red Tree Management
2294
Red Tree Management
California
$1.17億 -$3057万 -21% 7% – 3 0% 1.8
E&R Wealth Management
2295
E&R Wealth Management
South Carolina
$1.17億 -$128万 -1% 1.95% – 12 0% 0.8
One River Asset Management
2296
One River Asset Management
Connecticut
$1.17億 -$1.93億 -62% 2.18% 27% 269 40.52% 0.8
FCM
2297
Fell Capital Management
California
$1.16億 -$239万 -2% 0.74% – 99 8.08% 0.7
Shepherd Street Advisors
2298
Shepherd Street Advisors
California
$1.16億 +$232万 +2% 3.1% – 88 5.68% 0.7
Catherine Avery Investment Management
2299
Catherine Avery Investment Management
Florida
$1.16億 -$1.13億 -49% 4.72% – 174 5.75% 1.1
Retireful LLC
2300
Retireful LLC
Michigan
$1.16億 +$864万 +8% 13.2% 437% 125 66.4% 0.4
90 91
92
93 94