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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、3,405本のファンド(~38%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
Addis & Hill
Wayne,
Pennsylvania
| $1.81億 | $0 | 0% | 0.58% | 65.1% | 29 | 0% | 2.3 |
|
| 2577 |
2577
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| $1.81億 | -$688万 | -4% | 1.43% | 42.8% | 79 | 10.13% | 2.2 |
|
| 2578 |
2578
TI-Trust
Quincy,
Illinois
| $1.81億 | -$464万 | -2% | 2.03% | 88.8% | 135 | 2.96% | 4.9 |
|
| 2579 |
2579
Columbia Advisory Partners
Spokane,
Washington
| $1.81億 | -$11.2万 | -0.1% | 1.06% | 69.7% | 121 | 25.62% | 1.8 |
|
| 2580 |
2580
Dean Jacobson Financial Services
Fort Worth,
Texas
| $1.81億 | -$55.6万 | -0.3% | 1.01% | 59.6% | 23 | 4.35% | 1.6 |
|
| 2581 |
2581
Gaddis Premier Wealth Advisors
Durant,
Oklahoma
| $1.81億 | +$1643万 | +10% | 0.01% | – | 117 | 21.37% | 0.5 |
|
| 2582 |
2582
WealthTrust Asset Management
Destin,
Florida
| $1.81億 | -$379万 | -2% | 1.1% | 102% | 121 | 20.66% | 2 |
|
| 2583 |
2583
Canandaigua National Trust of Florida
Canandaigua,
New York
| $1.81億 | – | – | 1.65% | – | 143 | – | 1.2 |
|
| 2584 |
2584
Holcombe Financial
Atlanta,
Georgia
| $1.81億 | +$370万 | +2% | 3.3% | – | 53 | 7.55% | 1.3 |
|
| 2585 |
WFG
2585
Wormser Freres Gestion
Paris,
France
| $1.81億 | +$374万 | +2% | 6.05% | 67.4% | 74 | 14.86% | 1.4 |
|
| 2586 |
2586
Innovative Wealth Building
California,
Maryland
| $1.81億 | +$856万 | +5% | 1.06% | – | 92 | 15.22% | 1.1 |
|
| 2587 |
2587
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| $1.81億 | -$84.8万 | -0.5% | 3.02% | 59.7% | 79 | 8.86% | 2.8 |
|
| 2588 |
2588
Nolet Wealth Management
Fort Worth,
Texas
| $1.81億 | -$53.7万 | -0.3% | 2.22% | – | 121 | 15.7% | 0.6 |
|
| 2589 |
CIG
2589
Cascade Investment Group
Colorado Springs,
Colorado
| $1.81億 | +$221万 | +1% | 1.83% | 93.2% | 169 | 13.02% | 2.4 |
|
| 2590 |
2590
Livet Wealth
Salt Lake City,
Utah
| $1.8億 | +$707万 | +4% | 0.52% | – | 130 | 14.62% | 0.6 |
|
| 2591 |
2591
Sunrise Financial Services
Burien,
Washington
| $1.8億 | +$1212万 | +7% | 1% | – | 601 | 23.63% | 0.7 |
|
| 2592 |
2592
Alterna Wealth Management
Houston,
Texas
| $1.8億 | +$604万 | +3% | 0.25% | 52.9% | 123 | 22.76% | 2.5 |
|
| 2593 |
2593
Shotwell Rutter Baer
Lansing,
Michigan
| $1.8億 | -$222万 | -1% | 1.7% | 45.5% | 39 | 2.56% | 2.3 |
|
| 2594 |
2594
Integras Partners
Alpharetta,
Georgia
| $1.8億 | -$140万 | -0.8% | 0.18% | – | 105 | 8.57% | 1 |
|
| 2595 |
2595
Brian Low Financial Group
Baton Rouge,
Louisiana
| $1.79億 | +$800万 | +5% | 1.07% | – | 131 | 19.85% | 0.9 |
|
| 2596 |
2596
Accredited Investor Services
St. Cloud,
Minnesota
| $1.79億 | +$243万 | +1% | 0.03% | – | 88 | 12.5% | 1.3 |
|
| 2597 |
2597
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $1.79億 | +$3070万 | +21% | 9.17% | 167% | 25 | 68% | 1.1 |
|
| 2598 |
2598
Thryve Wealth Management
Irving,
Texas
| $1.79億 | +$29.4万 | +0.2% | 0.82% | – | 41 | 9.76% | 0.6 |
|
| 2599 |
RFMS
2599
RWQ Financial Management Services
Naples,
Florida
| $1.79億 | -$2817万 | -14% | 3.38% | 446% | 28 | 25% | 1.8 |
|
| 2600 |
2600
Byrne Asset Management
Kingston,
New Jersey
| $1.79億 | -$593万 | -3% | 1.34% | 126% | 672 | 19.64% | 1.8 |
|