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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $2.94億 | +$2068万 | +8% | 1.92% | 130% | 58 | 56.9% | 0.6 |
|
| 2627 |
2627
Beacon Financial Planning
Hyannis,
Massachusetts
| $2.94億 | -$99万 | -0.3% | 0.95% | 74.3% | 86 | 2.33% | 1.8 |
|
| 2628 |
2628
Bourne Lent Asset Management
Pawling,
New York
| $2.93億 | +$364万 | +1% | 6.78% | 95.1% | 67 | 8.96% | 8 |
|
| 2629 |
2629
American Capital Advisory
Ketchum,
Idaho
| $2.93億 | +$1818万 | +7% | 1.42% | 69% | 1,231 | 10.15% | 1.4 |
|
| 2630 |
2630
Sharper & Granite
El Segundo,
California
| $2.93億 | -$3002万 | -9% | 0.62% | 50.8% | 109 | 1.83% | 3.2 |
|
| 2631 |
2631
TCFG Investment Advisors
Laguna Niguel,
California
| $2.93億 | -$417万 | -1% | 2.99% | – | 317 | 14.83% | 0.4 |
|
| 2632 |
2632
TKG Advisors
Valparaiso,
Indiana
| $2.92億 | +$458万 | +2% | 3.89% | 116% | 108 | 23.15% | 2.1 |
|
| 2633 |
2633
Endowment Wealth Management
Appleton,
Wisconsin
| $2.92億 | +$3369万 | +13% | 0.76% | 70.7% | 192 | 7.81% | 2.3 |
|
| 2634 |
2634
Fluent Financial
Dallas,
Texas
| $2.92億 | +$1199万 | +4% | 1.06% | 46.9% | 69 | 50.72% | 2.1 |
|
| 2635 |
2635
Stonehearth Capital Management
Danvers,
Massachusetts
| $2.92億 | -$113万 | -0.4% | 0.42% | 87.5% | 98 | 10.2% | 3.7 |
|
| 2636 |
2636
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $2.92億 | -$99.1万 | -0.3% | 2.48% | 103% | 54 | 14.81% | 4.5 |
|
| 2637 |
2637
Vertrix Wealth Management
Troy,
Michigan
| $2.92億 | -$533万 | -2% | 1.2% | – | 108 | 12.96% | 0.4 |
|
| 2638 |
2638
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $2.92億 | -$1016万 | -3% | 2.05% | 245% | 386 | 39.9% | 0.8 |
|
| 2639 |
2639
Kaydan Wealth Management
Fenton,
Michigan
| $2.91億 | -$3676万 | -11% | 0.5% | 58% | 122 | 10.66% | 3.2 |
|
| 2640 |
2640
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| $2.91億 | +$457万 | +2% | 0.15% | 62.3% | 100 | 11% | 2 |
|
| 2641 |
2641
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| $2.91億 | -$949万 | -3% | 4.42% | 215% | 217 | 12.44% | 1.9 |
|
| 2642 |
2642
Eagle Bluffs Wealth Management
Columbia,
Missouri
| $2.91億 | -$840万 | -3% | 4.31% | 95.5% | 88 | 5.68% | 3.3 |
|
| 2643 |
2643
Steadview Capital Management
London,
United Kingdom
| $2.91億 | -$4172万 | -13% | 2.66% | 839% | 14 | 35.71% | 1.7 |
|
| 2644 |
2644
Delap Wealth Advisory
Lake Oswego,
Oregon
| $2.91億 | -$535万 | -2% | 0.96% | 73% | 93 | 17.2% | 2.6 |
|
| 2645 |
2645
Colorado Capital Management
Boulder,
Colorado
| $2.91億 | -$254万 | -0.9% | 0.1% | 60.4% | 105 | 8.57% | 5.6 |
|
| 2646 |
2646
Buska Wealth Management
Wausau,
Wisconsin
| $2.91億 | +$1322万 | +5% | 0.24% | – | 83 | 12.05% | 1.7 |
|
| 2647 |
2647
Luken Investment Analytics
Brentwood,
Tennessee
| $2.9億 | +$429万 | +1% | 0.02% | 51% | 171 | 3.51% | 3.5 |
|
| 2648 |
2648
Valued Wealth Advisors
Holladay,
Utah
| $2.9億 | +$1485万 | +5% | 0.19% | 62% | 973 | 10.07% | 1.7 |
|
| 2649 |
2649
Thomas Story & Son
Culver,
Indiana
| $2.9億 | +$710万 | +3% | 2.8% | 101% | 55 | 7.27% | 7.6 |
|
| 2650 |
WIA
2650
Wetzel Investment Advisors
Indianapolis,
Indiana
| $2.9億 | +$122万 | +0.4% | 0.73% | 72.2% | 143 | 9.79% | 2.1 |
|