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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、4,675本のファンド(~52%)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。
メガAUM
2,000億ドル超
AUMが大きい
100億〜2,000億ドル
中規模AUM
20億ドル~100億ドル
運用資産が少ない
2億5,000万ドル~20億ドル
小規模AUM
2億5,000万ドル未満
10%未満
20%未満
40%未満
60%未満
80%未満
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
2476
Bell & Brown Wealth Advisors
Newport Beach,
California
| $3.2億 | -$1036万 | -3% | 4.67% | 125% | 74 | 4.05% | 6.2 |
|
| 2477 |
2477
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $3.2億 | +$34.9万 | +0.1% | 0.94% | 60.2% | 72 | 5.56% | 3.5 |
|
| 2478 |
2478
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $3.19億 | +$2977万 | +10% | 0.47% | 38.4% | 150 | 20.67% | 0.7 |
|
| 2479 |
2479
Maryland Capital Advisors
Chester,
Maryland
| $3.19億 | +$731万 | +2% | 0.06% | – | 1,088 | 7.63% | 1.1 |
|
| 2480 |
2480
Samalin Investment Counsel
Chappaqua,
New York
| $3.19億 | -$66.6万 | -0.2% | 0.71% | 68.3% | 359 | 14.21% | 3.3 |
|
| 2481 |
2481
William Mack & Associates
Troy,
Michigan
| $3.19億 | +$3555万 | +13% | 1.26% | – | 876 | 87.33% | 0.1 |
|
| 2482 |
2482
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $3.19億 | +$896万 | +3% | 1.26% | 63.9% | 147 | 2.72% | 6.5 |
|
| 2483 |
2483
Defender Capital
Charlotte,
North Carolina
| $3.19億 | +$1118万 | +4% | 7.68% | 101% | 39 | 7.69% | 0.6 |
|
| 2484 |
2484
Advisortrust Partners
Raleigh,
North Carolina
| $3.18億 | +$2581万 | +9% | 0.6% | – | 223 | 17.94% | 0.6 |
|
| 2485 |
2485
Genesee Capital Advisors
Auburn,
New York
| $3.18億 | +$17万 | +0.1% | 0.92% | 107% | 197 | 19.8% | 2 |
|
| 2486 |
2486
Nepsis Inc
Minneapolis,
Minnesota
| $3.17億 | +$2263万 | +8% | 8.98% | 131% | 29 | 6.9% | 4.6 |
|
| 2487 |
2487
TrustBank
Olney,
Illinois
| $3.17億 | +$2283万 | +8% | 0.52% | – | 193 | 12.44% | 0.6 |
|
| 2488 |
2488
Oak Asset Management
Westlake Village,
California
| $3.17億 | +$639万 | +2% | 5.11% | 91.8% | 117 | 5.98% | 3.5 |
|
| 2489 |
2489
Left Brain Wealth Management
Naperville,
Illinois
| $3.17億 | -$1429万 | -4% | 3.84% | 376% | 119 | 34.45% | 1.2 |
|
| 2490 |
2490
Archer Investment Management
Austin,
Texas
| $3.17億 | +$2467万 | +8% | 0.61% | – | 131 | 23.66% | 0.8 |
|
| 2491 |
2491
Carroll Advisory Group
Texarkana,
Texas
| $3.17億 | +$1269万 | +4% | 0.89% | – | 88 | 18.18% | 0.6 |
|
| 2492 |
2492
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| $3.17億 | -$54.6万 | -0.2% | 0.76% | 69.5% | 155 | 1.29% | 2.2 |
|
| 2493 |
2493
Glass Wealth Management
San Antonio,
Texas
| $3.17億 | +$1821万 | +6% | 3.96% | – | 75 | 13.33% | 1.8 |
|
| 2494 |
2494
Financial Council
Towson,
Maryland
| $3.17億 | +$833万 | +3% | 0.58% | 88.6% | 112 | 7.14% | 2.8 |
|
| 2495 |
2495
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| $3.17億 | +$882万 | +3% | 0.2% | 74.4% | 179 | 6.7% | 3.5 |
|
| 2496 |
2496
Leisure Capital Management
Costa Mesa,
California
| $3.16億 | -$411万 | -1% | 3.43% | 111% | 166 | 9.04% | 5.3 |
|
| 2497 |
2497
Mills Wealth Advisors
Southlake,
Texas
| $3.16億 | -$143万 | -0.5% | 1.64% | 37.9% | 81 | 9.88% | 1.9 |
|
| 2498 |
2498
RBA Wealth Management
Newport Beach,
California
| $3.16億 | +$4329万 | +16% | 4.88% | 91% | 123 | 38.21% | 2.2 |
|
| 2499 |
RIS
2499
Richmond Investment Services
Mequon,
Wisconsin
| $3.16億 | -$30.4万 | -0.1% | 0.55% | – | 158 | 15.19% | 1.3 |
|
| 2500 |
2500
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $3.15億 | +$332万 | +1% | 0.54% | 47% | 32 | 18.75% | 2.8 |
|