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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
Peachtree Investment Partners
Indian River Shores,,
Florida
| $3.13億 | +$142万 | +0.5% | 6.62% | 111% | 148 | 12.84% | 3.9 |
|
| 2527 |
2527
Financial Symmetry
Raleigh,
North Carolina
| $3.13億 | +$1333万 | +4% | 0.55% | 68.4% | 72 | 13.89% | 1.8 |
|
| 2528 |
2528
Firethorn Wealth Partners
Augusta,
Georgia
| $3.13億 | +$282万 | +0.9% | 1.09% | 75.1% | 208 | 9.13% | 2.9 |
|
| 2529 |
2529
Powell Investment Advisors
Miami,
Florida
| $3.13億 | -$402万 | -1% | 0.24% | 82.4% | 175 | 6.86% | 3.6 |
|
| 2530 |
2530
AJ Advisors
Nashville,
Tennessee
| $3.12億 | -$945万 | -3% | 0.68% | 64.6% | 37 | 18.92% | 3 |
|
| 2531 |
PI
2531
Pachira Investments
Dana Point,
California
| $3.12億 | +$4719万 | +18% | 0.78% | 82.3% | 85 | 11.76% | 2.7 |
|
| 2532 |
2532
SoundView Advisors
Olympia,
Washington
| $3.12億 | +$512万 | +2% | 0.52% | – | 32 | 3.13% | 1.1 |
|
| 2533 |
2533
MKT Advisors
Escondido,
California
| $3.12億 | -$1019万 | -3% | 0.68% | 55.5% | 160 | 11.25% | 3.3 |
|
| 2534 |
2534
Malaga Cove Capital
Pv Estates,
California
| $3.11億 | -$276万 | -0.9% | 2.05% | 97.3% | 198 | 14.14% | 3 |
|
| 2535 |
2535
GKV Capital Management
Walnut Creek,
California
| $3.11億 | +$93.9万 | +0.3% | 1.95% | – | 85 | 5.88% | 1.5 |
|
| 2536 |
2536
Kennedy Investment Group
West Depford,
New Jersey
| $3.11億 | +$1615万 | +5% | 1.91% | 95.4% | 157 | 12.74% | 2.4 |
|
| 2537 |
2537
StoneCrest Wealth Management
Chandler,
Arizona
| $3.11億 | -$215万 | -0.7% | 0.57% | 168% | 78 | 8.97% | 1.6 |
|
| 2538 |
2538
GGM Financials
Columbus,
Ohio
| $3.11億 | +$4697万 | +18% | 0.66% | – | 300 | 15.67% | 1 |
|
| 2539 |
2539
American Assets Inc
San Diego,
California
| $3.1億 | -$2189万 | -7% | 8.49% | 49.9% | 19 | 36.84% | 4 |
|
| 2540 |
2540
Zullo Investment Group
Scranton,
Pennsylvania
| $3.1億 | +$1661万 | +6% | 7.44% | 143% | 163 | 7.98% | 3.6 |
|
| 2541 |
2541
Legacy Bridge
West Des Moines,
Iowa
| $3.1億 | -$1416万 | -4% | 0.92% | 236% | 334 | 5.39% | 4.6 |
|
| 2542 |
2542
Blue Water Asset Management
Grand Rapids,
Michigan
| $3.09億 | -$45.5万 | -0.1% | 0.85% | – | 115 | 7.83% | 0.7 |
|
| 2543 |
2543
BCU Wealth Advisors
Vernon Hills,
Illinois
| $3.09億 | +$826万 | +3% | 0.42% | 57.7% | 66 | 7.58% | 1.9 |
|
| 2544 |
2544
BKM Wealth Management
Brookfield,
Wisconsin
| $3.09億 | +$2697万 | +10% | 1.8% | 69.6% | 159 | 10.06% | 2.1 |
|
| 2545 |
2545
First Citizens Asset Management
Raleigh,
North Carolina
| $3.09億 | -$383万 | -1% | 0.44% | 48.4% | 33 | 12.12% | 2.8 |
|
| 2546 |
CNBT
2546
Cornerstone National Bank & Trust
Palatine,
Illinois
| $3.09億 | +$1315万 | +4% | 0.11% | 38.5% | 241 | 12.86% | 2.3 |
|
| 2547 |
2547
Maltin Wealth Management
Ridgewood,
New Jersey
| $3.08億 | +$937万 | +3% | 1% | 58.2% | 160 | 14.38% | 3.4 |
|
| 2548 |
2548
Excalibur Management
Waltham,
Massachusetts
| $3.08億 | +$480万 | +2% | 2.83% | 93% | 178 | 8.43% | 6.6 |
|
| 2549 |
2549
Investmark Advisory Group
Shelton,
Connecticut
| $3.08億 | +$4487万 | +17% | 1.66% | 73.8% | 174 | 16.67% | 2.6 |
|
| 2550 |
2550
ACT Advisors
Asheville,
North Carolina
| $3.08億 | +$700万 | +2% | 0.71% | 75.4% | 97 | 24.74% | 1.8 |
|