で公開中です!
詳しく見る
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
Provident Wealth Management
Brentwood,
Tennessee
| $2.82億 | -$1.06億 | -27% | 1.02% | 61.1% | 165 | 27.27% | 3 |
|
| 2702 |
2702
Values Added Financial
Washington,
District of Columbia
| $2.82億 | +$518万 | +2% | 0.41% | 65.9% | 151 | 7.95% | 2.2 |
|
| 2703 |
2703
Pacifica Capital Investments
Leander,
Texas
| $2.82億 | -$1090万 | -4% | 5.2% | 69.8% | 16 | 6.25% | 7.4 |
|
| 2704 |
2704
O'Connor Financial Group
Quincy,
Illinois
| $2.82億 | -$75.4万 | -0.3% | 0.94% | 48.4% | 73 | 12.33% | 2.1 |
|
| 2705 |
2705
ANB Bank
Denver,
Colorado
| $2.82億 | +$1349万 | +5% | 1.31% | – | 138 | 18.84% | 1.3 |
|
| 2706 |
2706
SFG Wealth Management
Towson,
Maryland
| $2.81億 | +$307万 | +1% | 0.23% | 86.3% | 118 | 16.95% | 2.1 |
|
| 2707 |
2707
ICW Investment Advisors
Scottsdale,
Arizona
| $2.81億 | -$471万 | -2% | 1.1% | 58.6% | 146 | 3.42% | 5.3 |
|
| 2708 |
BIA
2708
Bigelow Investment Advisors
Portland,
Maine
| $2.81億 | +$458万 | +2% | 1.12% | 75.7% | 159 | 4.4% | 5.4 |
|
| 2709 |
2709
Warburton Capital Management
Tulsa,
Oklahoma
| $2.81億 | +$3494万 | +14% | 1.44% | – | 82 | 21.95% | 1.2 |
|
| 2710 |
2710
EntreWealth
Austin,
Texas
| $2.81億 | +$1061万 | +4% | 0.92% | – | 156 | 13.46% | 0.9 |
|
| 2711 |
2711
R.W. Roge & Company
Bohemia,
New York
| $2.8億 | +$4131万 | +17% | 1.58% | 76.3% | 73 | 13.7% | 3.4 |
|
| 2712 |
2712
Onyx Financial Advisors
Idaho Falls,
Idaho
| $2.8億 | +$271万 | +1% | 0.01% | 57.8% | 23 | 21.74% | 2.1 |
|
| 2713 |
2713
Plan A Wealth
Lincoln,
Nebraska
| $2.8億 | +$4504万 | +19% | 1.31% | – | 210 | 10.95% | 1.1 |
|
| 2714 |
2714
Cumberland Advisors
Sarasota,
Florida
| $2.8億 | -$396万 | -1% | 0.31% | 80.7% | 50 | 6% | 5.7 |
|
| 2715 |
2715
Vivid Wealth Management
West Des Moines,
Iowa
| $2.8億 | -$434万 | -2% | 1.86% | 107% | 74 | 2.7% | 1.6 |
|
| 2716 |
2716
Mine & Arao Wealth Creation & Management
Campbell,
California
| $2.8億 | +$389万 | +1% | 2.81% | 105% | 81 | 6.17% | 5.6 |
|
| 2717 |
2717
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $2.8億 | +$262万 | +0.9% | 1.13% | 64.8% | 88 | 1.14% | 4.6 |
|
| 2718 |
2718
Southern Michigan Bank & Trust
Coldwater,
Michigan
| $2.8億 | -$157万 | -0.6% | 0.26% | – | 451 | 12.86% | 0.5 |
|
| 2719 |
2719
Quad-Cities Investment Group
Davenport,
Iowa
| $2.8億 | +$148万 | +0.5% | 0.58% | 67.3% | 222 | 9.91% | 4.2 |
|
| 2720 |
2720
Searcy Financial Services
Overland Park,
Kansas
| $2.8億 | -$1852万 | -6% | 0.96% | 60.2% | 28 | 14.29% | 3.5 |
|
| 2721 |
2721
Invenio Wealth Partners
Coral Gables,
Florida
| $2.8億 | +$41.1万 | +0.1% | 0.15% | 55.5% | 94 | 12.77% | 2.1 |
|
| 2722 |
2722
Midwest Capital Advisors
Grand Rapids,
Michigan
| $2.8億 | +$3333万 | +14% | 1.2% | – | 239 | 14.64% | 1.2 |
|
| 2723 |
2723
Financial Guidance Group
Palm Harbor,
Florida
| $2.79億 | +$1215万 | +5% | 1.47% | 58.7% | 94 | 3.19% | 2.9 |
|
| 2724 |
2724
TL Private Wealth
Southlake,
Texas
| $2.79億 | +$670万 | +2% | 0.02% | 50.6% | 58 | 12.07% | 3.9 |
|
| 2725 |
2725
Carmel Capital Partners
San Diego,
California
| $2.79億 | -$2396万 | -8% | 2.41% | 65.9% | 172 | 35.47% | 1.8 |
|