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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
Maestria Partners
Atlanta,
Georgia
| $2.98億 | +$1025万 | +4% | 1.96% | – | 15 | 6.67% | 1.2 |
|
| 2602 |
2602
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| $2.98億 | +$7526万 | +34% | 0.28% | 72.3% | 138 | 29.71% | 2 |
|
| 2603 |
SC
2603
Sawyer & Company
Boston,
Massachusetts
| $2.98億 | -$24.9万 | -0.1% | 5.26% | 111% | 210 | 9.05% | 4.6 |
|
| 2604 |
2604
Shrier Wealth Management
Los Angeles,
California
| $2.98億 | +$114万 | +0.4% | 1% | – | 137 | 5.11% | 0.7 |
|
| 2605 |
2605
Weitzel Financial Services
Dubuque,
Iowa
| $2.98億 | +$341万 | +1% | 0.71% | 46.3% | 56 | 14.29% | 3.5 |
|
| 2606 |
HCC
2606
Hatch Cove Capital
Chicago,
Illinois
| $2.97億 | +$7196万 | +32% | 15.6% | – | 32 | 40.63% | 0.3 |
|
| 2607 |
2607
Lodestone Wealth Management
Spokane,
Washington
| $2.97億 | +$1400万 | +5% | 2.05% | 87.1% | 821 | 7.67% | 1.2 |
|
| 2608 |
2608
Citrine Capital
San Francisco,
California
| $2.97億 | +$2705万 | +10% | 4.58% | – | 65 | 15.38% | 1.2 |
|
| 2609 |
2609
Mainsail Financial Group
Bellevue,
Washington
| $2.97億 | +$269万 | +0.9% | 0.87% | 61.9% | 75 | 9.33% | 2.5 |
|
| 2610 |
RGC
2610
Rubicon Global Capital
London,
United Kingdom
| $2.97億 | +$2417万 | +9% | 10.3% | – | 14 | 14.29% | 1.3 |
|
| 2611 |
2611
Torrey Growth & Income Advisors
Del Mar,
California
| $2.97億 | +$255万 | +0.9% | 4.39% | – | 121 | 17.36% | 0.8 |
|
| 2612 |
2612
Marathon Wealth Advisors
Boston,
Massachusetts
| $2.97億 | +$433万 | +1% | 3.21% | – | 77 | 3.9% | 0.7 |
|
| 2613 |
2613
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| $2.97億 | +$520万 | +2% | 0.01% | 63.8% | 118 | 5.93% | 2.5 |
|
| 2614 |
2614
Advisor Resource Council
Dallas,
Texas
| $2.96億 | -$5855万 | -17% | 2.52% | 84.8% | 310 | 28.71% | 0.7 |
|
| 2615 |
2615
TradeWell Securities
Fort Wayne,
Indiana
| $2.96億 | +$1557万 | +6% | 5.39% | – | 55 | 10.91% | 1.3 |
|
| 2616 |
2616
RHS Financial
San Francisco,
California
| $2.96億 | +$4762万 | +19% | 2.03% | 65.6% | 198 | 23.23% | 2.2 |
|
| 2617 |
2617
Power Wealth Management
Alpharetta,
Georgia
| $2.95億 | +$450万 | +2% | 0.48% | 41.8% | 140 | 23.57% | 1.5 |
|
| 2618 |
2618
Midwest Financial Group
Overland Park,
Kansas
| $2.95億 | +$1029万 | +4% | 0.63% | 103% | 144 | 9.72% | 2.2 |
|
| 2619 |
2619
Investment Research Partners
Lemont,
Pennsylvania
| $2.95億 | -$16万 | -0.1% | 3% | – | 301 | 14.62% | 0.8 |
|
| 2620 |
CCAM
2620
Codex Capital Asset Management
Dallas,
Texas
| $2.95億 | +$616万 | +2% | 4.63% | – | 33 | 0% | 1.8 |
|
| 2621 |
2621
McCarter Private Wealth Services
Boston,
Massachusetts
| $2.95億 | +$476万 | +2% | 3.32% | – | 198 | 16.67% | 1.2 |
|
| 2622 |
2622
Cisco Systems
San Jose,
California
| $2.94億 | -$1.11億 | -27% | 4.48% | 210% | 7 | 42.86% | 2 |
|
| 2623 |
2623
Pavaki Capital Management
Pueblo,
Colorado
| $2.94億 | +$741万 | +3% | 6.28% | – | 171 | 9.94% | 0.6 |
|
| 2624 |
TTA
2624
Thor Trading Advisors
Greensburg,
Pennsylvania
| $2.94億 | -$2498万 | -8% | 2.21% | – | 44 | 50% | 0.4 |
|
| 2625 |
2625
Lewis Asset Management
Lafayette,
California
| $2.94億 | +$824万 | +3% | 3.49% | 142% | 239 | 15.06% | 1.5 |
|