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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
2676
Bluestem Financial Advisors
Champaign,
Illinois
| $2.86億 | +$82.5万 | +0.3% | 2.03% | 42.2% | 34 | 0% | 4.9 |
|
| 2677 |
2677
McNaughton Wealth Management
San Diego,
California
| $2.86億 | +$460万 | +2% | 0.19% | 55.6% | 78 | 7.69% | 4 |
|
| 2678 |
2678
Juno Financial Group
Richmond,
Virginia
| $2.86億 | +$409万 | +1% | 0.56% | – | 75 | 6.67% | 0.7 |
|
| 2679 |
2679
Boyd Wealth Management
Sacramento,
California
| $2.86億 | +$2155万 | +8% | 0.36% | 56.8% | 63 | 26.98% | 2.7 |
|
| 2680 |
2680
Chris Bulman
Roseville,
California
| $2.85億 | +$1152万 | +4% | 1.07% | – | 179 | 13.41% | 1.3 |
|
| 2681 |
2681
Montz Harcus Wealth Management
New Orleans,
Louisiana
| $2.85億 | +$425万 | +2% | 2.01% | 84.1% | 103 | 8.74% | 2.8 |
|
| 2682 |
2682
Agate Pass Investment Management
Bainbridge Island,
Washington
| $2.85億 | +$1372万 | +5% | 2.55% | 76% | 119 | 15.13% | 3.3 |
|
| 2683 |
2683
Flagship Private Wealth
Woburn,
Massachusetts
| $2.85億 | +$177万 | +0.6% | 0.33% | 70.2% | 119 | 8.4% | 3.5 |
|
| 2684 |
2684
Foronjy Financial
Santa Barbara,
California
| $2.85億 | +$1241万 | +5% | 0.44% | – | 119 | 14.29% | 1 |
|
| 2685 |
2685
Advantage Trust Company
Salina,
Kansas
| $2.85億 | +$30.2万 | +0.1% | 0.57% | 77.6% | 197 | 2.03% | 1.6 |
|
| 2686 |
2686
Solstein Capital
Menlo Park,
California
| $2.84億 | -$760万 | -3% | 4.27% | 102% | 435 | 67.82% | 3.7 |
|
| 2687 |
2687
Selby Wealth Management
Emeryville,
California
| $2.84億 | +$220万 | +0.8% | 0.9% | – | 88 | 7.95% | 0.7 |
|
| 2688 |
2688
Towerpoint Wealth
Sacramento,
California
| $2.84億 | -$484万 | -2% | 0.43% | 67.7% | 120 | 10.83% | 3.9 |
|
| 2689 |
2689
Trueblood Wealth Management
Lima,
Ohio
| $2.84億 | -$237万 | -0.8% | 0.94% | 89.9% | 272 | 7.72% | 2.2 |
|
| 2690 |
2690
ShariaPortfolio
Lake Mary,
Florida
| $2.84億 | +$149万 | +0.5% | 1.74% | 254% | 47 | 29.79% | 1.2 |
|
| 2691 |
2691
Bayshore Asset Management
Coral Gables,
Florida
| $2.84億 | +$428万 | +2% | 0.03% | 66.1% | 56 | 23.21% | 3 |
|
| 2692 |
2692
First Financial Corp
Terre Haute,
Indiana
| $2.84億 | -$496万 | -2% | 1.5% | 95.3% | 310 | 7.42% | 8.7 |
|
| 2693 |
2693
Altman Advisors
Chicago,
Illinois
| $2.84億 | +$539万 | +2% | 5.1% | 143% | 96 | 11.46% | 3 |
|
| 2694 |
2694
MBE Wealth Management
Tomah,
Wisconsin
| $2.84億 | -$53.3万 | -0.2% | 0.65% | 66.5% | 180 | 8.89% | 2.6 |
|
| 2695 |
2695
NavPoint Financial
Prior Lake,
Minnesota
| $2.83億 | +$1344万 | +5% | 1.39% | 58.5% | 76 | 3.95% | 2 |
|
| 2696 |
2696
Keener Financial Planning
Keller,
Texas
| $2.83億 | +$342万 | +1% | 0.15% | 70.5% | 67 | 13.43% | 2.2 |
|
| 2697 |
VU
2697
Valence8 US
Cambridge,
Massachusetts
| $2.83億 | -$1755万 | -6% | 0.07% | 76.6% | 15 | 6.67% | 2.4 |
|
| 2698 |
2698
Red Spruce Capital
Berwyn,
Pennsylvania
| $2.83億 | -$390万 | -1% | 0.64% | 98.4% | 96 | 4.17% | 4.2 |
|
| 2699 |
2699
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $2.82億 | +$301万 | +1% | 1.45% | 58.7% | 57 | 5.26% | 5.3 |
|
| 2700 |
2700
Sentry LLC
Memphis,
Tennessee
| $2.82億 | -$7511万 | -21% | 1.35% | 52.6% | 135 | 5.19% | 2.8 |
|