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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
2651
Beaumont Asset Management
Beaumont,
Texas
| $2.89億 | +$3191万 | +12% | 1.69% | 73.1% | 85 | 12.94% | 3.2 |
|
| 2652 |
HWMC
2652
Heritage Wealth Management (California)
San Diego,
California
| $2.89億 | +$2607万 | +10% | 4.32% | 78.5% | 105 | 7.62% | 2 |
|
| 2653 |
2653
Choice Wealth Advisors
Waterville,
Maine
| $2.89億 | +$435万 | +2% | 1.31% | 60.3% | 37 | 10.81% | 2.6 |
|
| 2654 |
2654
Compass Financial Services
West Des Moines,
Iowa
| $2.89億 | +$2172万 | +8% | 0.41% | – | 61 | 8.2% | 1.5 |
|
| 2655 |
2655
Buckhead Capital Management
Atlanta,
Georgia
| $2.89億 | -$238万 | -0.8% | 3.26% | 76.1% | 153 | 5.88% | 5.2 |
|
| 2656 |
2656
eCIO Inc
Madison,
Wisconsin
| $2.89億 | -$6671万 | -19% | 1.49% | – | 53 | 33.96% | 1.1 |
|
| 2657 |
2657
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| $2.89億 | -$1730万 | -6% | 1.06% | 81.9% | 520 | 1.35% | 4.5 |
|
| 2658 |
2658
Burns Matteson Capital Management
Corning,
New York
| $2.89億 | -$3100万 | -10% | 6.91% | 137% | 256 | 51.56% | 1.6 |
|
| 2659 |
2659
Rainwater Charitable Foundation
Fort Worth,
Texas
| $2.89億 | -$1143万 | -4% | 1.15% | 44% | 4 | 0% | 4.6 |
|
| 2660 |
2660
Packer & Co
Cottesloe,
Australia
| $2.89億 | – | – | 10.3% | – | 9 | – | 1.2 |
|
| 2661 |
2661
Northbridge Financial Group
Tampa,
Florida
| $2.89億 | +$2781万 | +11% | 6.54% | – | 193 | 8.29% | 0.7 |
|
| 2662 |
2662
Burk Holdings
Tulsa,
Oklahoma
| $2.89億 | +$1803万 | +7% | 0.86% | – | 989 | 38.22% | 0.4 |
|
| 2663 |
2663
Arch Capital Group
Pembroke,
Bermuda
| $2.88億 | -$249万 | -0.9% | 0.84% | 2.89% | 4 | 0% | 4.1 |
|
| 2664 |
SI
2664
Saxon Interests
Houston,
Texas
| $2.88億 | -$7364万 | -20% | 0.75% | 81.2% | 257 | 31.13% | 1.9 |
|
| 2665 |
2665
Tranquility Partners
Brentwood,
Tennessee
| $2.88億 | -$266万 | -0.9% | 3.95% | 77.3% | 241 | 12.03% | 4.2 |
|
| 2666 |
2666
Stableford Capital II
Scottsdale,
Arizona
| $2.88億 | -$37.6万 | -0.1% | 4.47% | 66.9% | 164 | 22.56% | 2 |
|
| 2667 |
YP
2667
YANKCOM Partnership
Yankton,
South Dakota
| $2.88億 | +$942万 | +3% | 1.34% | – | 344 | 16.86% | 1.3 |
|
| 2668 |
2668
Shira Ridge Wealth Management
Larkspur,
California
| $2.88億 | +$105万 | +0.4% | 0.84% | 72.8% | 87 | 9.2% | 2.6 |
|
| 2669 |
2669
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $2.88億 | +$52.5万 | +0.2% | 3.86% | 83% | 146 | 11.64% | 6.1 |
|
| 2670 |
SEP
2670
Signature Equity Partners
Columbus,
Ohio
| $2.87億 | +$6912万 | +32% | 0.89% | – | 1,851 | 19.56% | 0.6 |
|
| 2671 |
2671
Timonier Family Office
Winston Salem,
North Carolina
| $2.87億 | -$6727万 | -19% | 0.91% | – | 57 | 5.26% | 1.6 |
|
| 2672 |
2672
Stone Wealth Partners
Lafayette,
Louisiana
| $2.87億 | +$1.5億 | +110% | 4.3% | – | 92 | 35.87% | 0.5 |
|
| 2673 |
2673
Wealth Analytics Partners
San Diego,
California
| $2.87億 | +$1098万 | +4% | 2.13% | – | 200 | 74.5% | 0.2 |
|
| 2674 |
2674
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| $2.87億 | +$1000万 | +4% | 0.41% | 14.4% | 75 | 13.33% | 1.4 |
|
| 2675 |
2675
Hendley & Co
Zanesville,
Ohio
| $2.87億 | +$397万 | +1% | 3.52% | 64.9% | 51 | 13.73% | 6 |
|