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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
Sellwood Investment Partners
Portland,
Oregon
| $2.79億 | -$429万 | -2% | 0.61% | – | 60 | 3.33% | 1.5 |
|
| 2727 |
2727
Martin Capital Partners
Eugene,
Oregon
| $2.79億 | +$714万 | +3% | 2.79% | 42.3% | 74 | 4.05% | 4.5 |
|
| 2728 |
2728
Parker Financial
Silverdale,
Washington
| $2.79億 | +$544万 | +2% | 0.67% | 49.7% | 38 | 5.26% | 3.1 |
|
| 2729 |
2729
My Personal CFO LLC
Vancouver,
Washington
| $2.79億 | +$2264万 | +9% | 6.78% | 83.4% | 96 | 7.29% | 1.6 |
|
| 2730 |
2730
Keystone Global Partners
Denver,
Colorado
| $2.78億 | +$1391万 | +5% | 0.5% | – | 66 | 21.21% | 1.1 |
|
| 2731 |
2731
WJ Interests
Sugar Land,
Texas
| $2.78億 | +$1841万 | +7% | 1.67% | 55.2% | 23 | 4.35% | 2.4 |
|
| 2732 |
2732
Meritas Wealth Management
Larkspur,
California
| $2.78億 | +$2154万 | +8% | 2.14% | 69.4% | 74 | 16.22% | 2.3 |
|
| 2733 |
2733
Evolution Advisers
Richmond,
Virginia
| $2.77億 | +$540万 | +2% | 0.98% | 44.8% | 949 | 94.31% | 3.6 |
|
| 2734 |
2734
Mendel Money Management
Northbrook,
Illinois
| $2.77億 | +$408万 | +1% | 2.94% | 88.8% | 129 | 9.3% | 4.8 |
|
| 2735 |
2735
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| $2.77億 | +$499万 | +2% | 2% | 82.3% | 149 | 1.34% | 5 |
|
| 2736 |
2736
Dupree Financial Group
Lexington,
Kentucky
| $2.77億 | +$1031万 | +4% | 4.82% | 75.8% | 90 | 22.22% | 1.7 |
|
| 2737 |
2737
Howard Wealth Management
Madison,
Connecticut
| $2.77億 | +$640万 | +2% | 2.05% | 69.9% | 158 | 6.33% | 3.1 |
|
| 2738 |
2738
Bell Asset Management
Melbourne,
Australia
| $2.77億 | -$9777万 | -26% | 5.19% | 45.3% | 75 | 25.33% | 2.5 |
|
| 2739 |
HIC
2739
Harbor Island Capital
Topsfield,
Massachusetts
| $2.76億 | -$9910万 | -26% | 8.68% | 218% | 16 | 0% | 7.3 |
|
| 2740 |
MFC
2740
Mechanics Financial Corp
Mansfield,
Ohio
| $2.76億 | -$311万 | -1% | 0.07% | 82.7% | 319 | 15.99% | 2.9 |
|
| 2741 |
2741
Investors Asset Management of Georgia
Atlanta,
Georgia
| $2.76億 | -$1140万 | -4% | 1.5% | 118% | 199 | 4.52% | 6.7 |
|
| 2742 |
2742
Christensen King & Associates Investment Services
Richland,
Washington
| $2.76億 | +$2446万 | +10% | 0.11% | 57.9% | 124 | 15.32% | 2.1 |
|
| 2743 |
2743
INCA Investments
Miami,
Florida
| $2.76億 | -$7720万 | -22% | 8.93% | 120% | 10 | 0% | 5.7 |
|
| 2744 |
2744
Henderson Brothers Financial Partners
Pittsburgh,
Pennsylvania
| $2.76億 | +$6450万 | +31% | 0.94% | – | 82 | 14.63% | 1.3 |
|
| 2745 |
2745
AAF Wealth Management
Westborough,
Massachusetts
| $2.75億 | +$402万 | +1% | 1.48% | 75.1% | 64 | 18.75% | 2.9 |
|
| 2746 |
2746
Iridian Asset Management
Westport,
Connecticut
| $2.75億 | -$1615万 | -6% | 0.12% | 88.4% | 44 | 13.64% | 4.2 |
|
| 2747 |
2747
Johnson & White Wealth Management
York,
Pennsylvania
| $2.75億 | +$744万 | +3% | 0.77% | 85.1% | 120 | 6.67% | 2.1 |
|
| 2748 |
2748
DLK Investment Management
Solana Beach,
California
| $2.75億 | +$3962万 | +17% | 4.71% | 80.4% | 130 | 50% | 1.6 |
|
| 2749 |
2749
Clarus Wealth Advisors
Peoria,
Arizona
| $2.75億 | +$1520万 | +6% | 1.76% | 89.7% | 96 | 20.83% | 3.1 |
|
| 2750 |
2750
Burford Brothers
Dallas,
Texas
| $2.75億 | +$202万 | +0.7% | 2.76% | 97.4% | 199 | 15.08% | 2 |
|