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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、3,395本のファンド(~38%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
Hegarty Advisors
Garden City,
New York
| $1.62億 | +$1648万 | +11% | 0.28% | – | 70 | 12.86% | 0.6 |
|
| 2752 |
2752
Aureum Wealth Management
North Palm Beach,
Florida
| $1.62億 | +$47.7万 | +0.3% | 0.13% | – | 65 | 16.92% | 0.6 |
|
| 2753 |
2753
Kagan Cocozza Asset Management
Mickleton,
New Jersey
| $1.62億 | +$209万 | +1% | 0.77% | – | 67 | 1.49% | 1.6 |
|
| 2754 |
2754
Argyle Capital Partners
Los Angeles,
California
| $1.62億 | +$290万 | +2% | 3.46% | – | 186 | 10.75% | 1.4 |
|
| 2755 |
2755
PartnerRe Asset Management
Greenwich,
Connecticut
| $1.62億 | +$2011万 | +14% | 2.62% | – | 3 | 33.33% | 0.5 |
|
| 2756 |
2756
Exchange Bank
Santa Rosa,
California
| $1.62億 | +$95.5万 | +0.6% | 1.75% | 75.2% | 135 | 8.15% | 2.4 |
|
| 2757 |
2757
Gibson Wealth Advisors
Tyler,
Texas
| $1.62億 | +$120万 | +0.7% | 0.57% | – | 32 | 6.25% | 3.9 |
|
| 2758 |
2758
Center for Wealth Management Advisory
Milford,
Ohio
| $1.61億 | +$196万 | +1% | 0.07% | – | 77 | 38.96% | 0.5 |
|
| 2759 |
2759
Mendota Financial Group
Madison,
Wisconsin
| $1.61億 | -$12.7万 | -0.1% | 1.76% | 50.1% | 34 | 8.82% | 2.2 |
|
| 2760 |
2760
Porter White Investment Advisors
Birmingham,
Alabama
| $1.61億 | -$9853万 | -38% | 1.34% | 58% | 41 | 14.63% | 2.7 |
|
| 2761 |
2761
Centerpoint Advisory Group
Overland Park,
Kansas
| $1.61億 | +$342万 | +2% | 2.04% | – | 122 | 5.74% | 1.4 |
|
| 2762 |
KFO
2762
Kopp Family Office
Bloomington,
Minnesota
| $1.61億 | -$239万 | -1% | 0.06% | 47.9% | 33 | 12.12% | 2.2 |
|
| 2763 |
2763
Blue Capital Inc
Omaha,
Nebraska
| $1.61億 | +$320万 | +2% | 2.22% | – | 158 | 36.71% | 0.6 |
|
| 2764 |
2764
ADG Wealth Management Group
Metairie,
Louisiana
| $1.61億 | +$316万 | +2% | 0.7% | – | 42 | 7.14% | 1.2 |
|
| 2765 |
2765
Arbor Wealth Advisors
Troy,
Michigan
| $1.61億 | -$299万 | -2% | 1.82% | 58.7% | 62 | 6.45% | 2.2 |
|
| 2766 |
2766
Horizons Wealth Management
Asheville,
North Carolina
| $1.6億 | – | – | 1.83% | – | 165 | – | 3.4 |
|
| 2767 |
2767
Cultivar Capital
Denton,
Texas
| $1.6億 | +$495万 | +3% | 0.23% | 38.3% | 47 | 21.28% | 1.6 |
|
| 2768 |
CCP
2768
Crocodile Capital Partners
Ursensollen,
Germany
| $1.6億 | +$1314万 | +9% | 2.08% | 126% | 13 | 7.69% | 1.3 |
|
| 2769 |
2769
Lauer Wealth
Valparaiso,
Indiana
| $1.6億 | -$649万 | -4% | 4.16% | 89.4% | 112 | 49.11% | 0.8 |
|
| 2770 |
FFG
2770
Floyd Financial Group
Springfield,
Missouri
| $1.6億 | +$674万 | +4% | 2.8% | – | 66 | 7.58% | 1.4 |
|
| 2771 |
2771
Fairway Financial
Casselberry,
Florida
| $1.6億 | +$1362万 | +9% | 0.73% | – | 27 | 18.52% | 1.4 |
|
| 2772 |
WSA
2772
Warm Springs Advisors
Larkspur,
California
| $1.6億 | +$1516万 | +10% | 4.93% | – | 51 | 27.45% | 1.4 |
|
| 2773 |
2773
Redstone Wealth Management
Oklahoma City,
Oklahoma
| $1.59億 | +$622万 | +4% | 0.56% | – | 35 | 17.14% | 0.6 |
|
| 2774 |
2774
Accordant Advisory Group
Annapolis,
Maryland
| $1.59億 | +$1116万 | +8% | 8.09% | – | 254 | 6.3% | 1.2 |
|
| 2775 |
2775
S.R. Schill & Associates
Mercer Island,
Washington
| $1.59億 | -$624万 | -4% | 1.75% | 42.7% | 25 | 12% | 4.3 |
|