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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、4,696本のファンド(~53%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
Oak Asset Management
Westlake Village,
California
| $3.17億 | +$639万 | +2% | 5.11% | 91.8% | 117 | 5.98% | 3.5 |
|
| 2502 |
2502
Left Brain Wealth Management
Naperville,
Illinois
| $3.17億 | -$1429万 | -4% | 3.84% | 376% | 119 | 34.45% | 1.2 |
|
| 2503 |
2503
Archer Investment Management
Austin,
Texas
| $3.17億 | +$2467万 | +8% | 0.61% | – | 131 | 23.66% | 0.8 |
|
| 2504 |
2504
Carroll Advisory Group
Texarkana,
Texas
| $3.17億 | +$1269万 | +4% | 0.89% | – | 88 | 18.18% | 0.6 |
|
| 2505 |
2505
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| $3.17億 | -$54.6万 | -0.2% | 0.76% | 69.5% | 155 | 1.29% | 2.2 |
|
| 2506 |
2506
Glass Wealth Management
San Antonio,
Texas
| $3.17億 | +$1821万 | +6% | 3.96% | – | 75 | 13.33% | 1.8 |
|
| 2507 |
2507
Financial Council
Towson,
Maryland
| $3.17億 | +$833万 | +3% | 0.58% | 88.6% | 112 | 7.14% | 2.8 |
|
| 2508 |
2508
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| $3.17億 | +$882万 | +3% | 0.2% | 74.4% | 179 | 6.7% | 3.5 |
|
| 2509 |
2509
Leisure Capital Management
Costa Mesa,
California
| $3.16億 | -$411万 | -1% | 3.43% | 111% | 166 | 9.04% | 5.3 |
|
| 2510 |
2510
Mills Wealth Advisors
Southlake,
Texas
| $3.16億 | -$143万 | -0.5% | 1.64% | 37.9% | 81 | 9.88% | 1.9 |
|
| 2511 |
2511
RBA Wealth Management
Newport Beach,
California
| $3.16億 | +$4329万 | +16% | 4.88% | 91% | 123 | 38.21% | 2.2 |
|
| 2512 |
RIS
2512
Richmond Investment Services
Mequon,
Wisconsin
| $3.16億 | -$30.4万 | -0.1% | 0.55% | – | 158 | 15.19% | 1.3 |
|
| 2513 |
2513
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $3.15億 | +$332万 | +1% | 0.54% | 47% | 32 | 18.75% | 2.8 |
|
| 2514 |
2514
Trinity Wealth Management
Berwyn,
Pennsylvania
| $3.15億 | +$24.1万 | +0.1% | 0.78% | 56.7% | 94 | 24.47% | 2.5 |
|
| 2515 |
2515
Townsend Asset Management
Raleigh,
North Carolina
| $3.15億 | +$349万 | +1% | 2.72% | 88.5% | 201 | 9.45% | 4.6 |
|
| 2516 |
FCT
2516
Family Capital Trust
Peabody,
Massachusetts
| $3.15億 | +$791万 | +3% | 4.2% | 39.1% | 83 | 0% | 4.9 |
|
| 2517 |
2517
MMA Asset Management
Conshohocken,
Pennsylvania
| $3.15億 | +$93.6万 | +0.3% | 0.55% | 61.2% | 202 | 16.83% | 2.2 |
|
| 2518 |
2518
Shore Point Advisors
Brielle,
New Jersey
| $3.15億 | +$2281万 | +8% | 1.04% | 54.6% | 86 | 11.63% | 2.7 |
|
| 2519 |
2519
Weinberger Asset Management
Los Angeles,
California
| $3.15億 | +$315万 | +1% | 0.97% | 89.6% | 104 | 3.85% | 3.2 |
|
| 2520 |
NAH
2520
Neumann Advisory (HK)
Central,
Hong Kong
| $3.14億 | -$4156万 | -12% | 10.1% | 77.3% | 6 | 16.67% | 7 |
|
| 2521 |
2521
FSA Investment Group
Pensacola,
Florida
| $3.14億 | +$628万 | +2% | 1.72% | – | 57 | 43.86% | 0.8 |
|
| 2522 |
2522
Axis Capital Holdings
Pembroke,
| $3.14億 | +$475万 | +2% | 1.56% | 76% | 3 | 0% | 5.7 |
|
| 2523 |
LJHT
2523
Laurie J. Hall Trustee
| $3.14億 | -$775万 | -2% | 0.91% | 105% | 104 | 6.73% | 9.9 |
|
| 2524 |
2524
New York University
New York
| $3.14億 | +$1.86億 | +146% | 1.02% | – | 2 | 50% | 0.1 |
|
| 2525 |
2525
Sonata Capital Group
Seattle,
Washington
| $3.14億 | +$362万 | +1% | 1.97% | 66.5% | 133 | 7.52% | 6 |
|