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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
Alpha Zero
Boca Raton,
Florida
| $3.03億 | +$3912万 | +15% | 1.57% | – | 114 | 23.68% | 1.2 |
|
| 2577 |
2577
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| $3.03億 | -$241万 | -0.8% | 0.37% | – | 245 | 13.06% | 1.3 |
|
| 2578 |
GAMC
2578
Garner Asset Management Corp
Plano,
Texas
| $3.03億 | -$566万 | -2% | 0.73% | 103% | 177 | 12.99% | 5.2 |
|
| 2579 |
2579
Armstrong Fleming & Moore
Washington,
District of Columbia
| $3.03億 | +$74.2万 | +0.2% | 0.68% | 135% | 116 | 5.17% | 1.4 |
|
| 2580 |
2580
Heritage Family Offices
Scottsdale,
Arizona
| $3.03億 | +$4361万 | +17% | 2.45% | – | 1,024 | 77.05% | 0.3 |
|
| 2581 |
2581
FIDELIS iM
Medford,
Oregon
| $3.02億 | +$921万 | +3% | 0.65% | 44.8% | 36 | 27.78% | 2.5 |
|
| 2582 |
2582
David Kennon
Sarasota,
Florida
| $3.02億 | -$29.4万 | -0.1% | 0.21% | 52.4% | 45 | 0% | 2.8 |
|
| 2583 |
2583
Decker Retirement Planning
Levi,
Utah
| $3.02億 | +$818万 | +3% | 4.27% | – | 497 | 39.03% | 0.8 |
|
| 2584 |
LAM
2584
Lountzis Asset Management
Wyomissing,
Pennsylvania
| $3.02億 | -$1427万 | -5% | 5.74% | 124% | 63 | 20.63% | 3.5 |
|
| 2585 |
2585
Breakwater Investment Management
Seattle,
Washington
| $3.02億 | +$797万 | +3% | 1.36% | – | 845 | 37.4% | 1 |
|
| 2586 |
2586
Acorn Creek Capital
Fort Collins,
Colorado
| $3.02億 | +$239万 | +0.8% | 0.7% | 66.6% | 96 | 17.71% | 1.9 |
|
| 2587 |
2587
Providence First Trust
Scottsdale,
Arizona
| $3.02億 | -$5605万 | -16% | 0.73% | 68.4% | 236 | 42.8% | 2.2 |
|
| 2588 |
LWMI
2588
Landmark Wealth Management (Illinois)
Normal,
Illinois
| $3.02億 | -$69.3万 | -0.2% | 0.23% | 42.4% | 46 | 10.87% | 1.9 |
|
| 2589 |
2589
Denver PWM
Denver,
Colorado
| $3.01億 | -$432万 | -1% | 0.76% | 48.6% | 91 | 3.3% | 3.2 |
|
| 2590 |
2590
Muzinich & Co
New York
| $3.01億 | +$859万 | +3% | 0.15% | 13.5% | 38 | 39.47% | 9.7 |
|
| 2591 |
2591
Western Financial Corp
San Diego,
California
| $3億 | -$4112万 | -12% | 0.89% | 275% | 159 | 31.45% | 1.7 |
|
| 2592 |
2592
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $3億 | +$798万 | +3% | 2.25% | 73.6% | 31 | 9.68% | 5.1 |
|
| 2593 |
2593
Elevated Capital Advisors
Sandy,
Utah
| $3億 | -$6330万 | -17% | 0.03% | 50.2% | 892 | 6.95% | 1.4 |
|
| 2594 |
2594
First Community Trust
Dubuque,
Iowa
| $3億 | +$7881万 | +36% | 3.05% | 128% | 360 | 13.61% | 3.2 |
|
| 2595 |
2595
Kondo Wealth Advisors
Pasadena,
California
| $3億 | +$101万 | +0.3% | 0.17% | – | 79 | 11.39% | 1.4 |
|
| 2596 |
2596
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
| $3億 | -$3160万 | -10% | 0.65% | – | 107 | 10.28% | 1.5 |
|
| 2597 |
2597
Wealth Advisors Northwest
Portland,
Oregon
| $2.99億 | +$610万 | +2% | 0.34% | – | 65 | 4.62% | 1.5 |
|
| 2598 |
2598
Trellis Wealth Advisors
San Luis Obispo,
California
| $2.99億 | +$793万 | +3% | 0.03% | 62.2% | 116 | 58.62% | 0.9 |
|
| 2599 |
BWA
2599
BlueChip Wealth Advisors
Milton,
Georgia
| $2.98億 | +$3460万 | +13% | 1.04% | 62.2% | 197 | 17.26% | 1.5 |
|
| 2600 |
2600
Monte Financial Group
Guilford,
Connecticut
| $2.98億 | -$1399万 | -4% | 3.25% | 66.7% | 105 | 8.57% | 4.1 |
|