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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
2776
Financial Futures
Brielle,
New Jersey
| $2.7億 | +$722万 | +3% | 0.6% | 48.5% | 87 | 18.39% | 2.3 |
|
| 2777 |
2777
QTR Family Wealth
Lake Mary,
Florida
| $2.7億 | -$1750万 | -6% | 4.86% | – | 375 | 27.47% | 0.9 |
|
| 2778 |
2778
Retirement Guys Formula
Maumee,
Ohio
| $2.69億 | +$365万 | +1% | 0.36% | 75.7% | 182 | 18.13% | 1.8 |
|
| 2779 |
2779
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| $2.69億 | +$71.2万 | +0.3% | 0.96% | 73.9% | 233 | 4.72% | 3.1 |
|
| 2780 |
2780
Alliance Private Wealth
North Reading,
Massachusetts
| $2.69億 | -$1900万 | -7% | 0.25% | – | 86 | 5.81% | 0.7 |
|
| 2781 |
2781
Quarry Hill Advisors
St Paul,
Minnesota
| $2.69億 | +$855万 | +3% | 0.7% | 65% | 60 | 13.33% | 2.8 |
|
| 2782 |
2782
Cane Capital Partners
Saint Francisville,
Louisiana
| $2.69億 | +$1586万 | +6% | 1.52% | – | 170 | 35.29% | 0.5 |
|
| 2783 |
2783
Alternative Investment Advisors
Maitland,
Florida
| $2.68億 | +$500万 | +2% | 2.99% | 78.6% | 90 | 38.89% | 1.5 |
|
| 2784 |
2784
Brindle & Bay Financial Advisors
Frisco,
Texas
| $2.68億 | +$6795万 | +34% | 1.38% | – | 105 | 20.95% | 0.5 |
|
| 2785 |
2785
Purkiss Capital Advisors
Ridgefield,
Connecticut
| $2.68億 | +$510万 | +2% | 4.66% | – | 194 | 11.34% | 1.3 |
|
| 2786 |
2786
Shaker Investments
Cleveland,
Ohio
| $2.68億 | -$1063万 | -4% | 0.46% | 216% | 96 | 16.67% | 2.2 |
|
| 2787 |
2787
Gables Capital Management
Miami,
Florida
| $2.67億 | -$941万 | -3% | 4.8% | 173% | 519 | 5.59% | 4.7 |
|
| 2788 |
2788
One Wealth Capital Management
Scottsdale,
Arizona
| $2.67億 | -$8765万 | -25% | 7.15% | – | 261 | 65.13% | 0.9 |
|
| 2789 |
2789
MRA Advisory Group
Parsippany,
New Jersey
| $2.67億 | -$861万 | -3% | 1.47% | 86.8% | 178 | 25.28% | 2.4 |
|
| 2790 |
2790
Orange County Employees Retirement System
Santa Ana,
California
| $2.67億 | -$1282万 | -5% | 4.77% | – | 3 | 33.33% | 0.5 |
|
| 2791 |
2791
Heritage Wealth Management (Texas)
Houston,
Texas
| $2.67億 | +$700万 | +3% | 0.88% | 55.9% | 46 | 13.04% | 2.5 |
|
| 2792 |
OGF
2792
Orin Green Financial
San Diego,
California
| $2.67億 | -$452万 | -2% | 0.64% | 59.1% | 84 | 3.57% | 1.3 |
|
| 2793 |
2793
Eurizon SLJ Capital
London,
| $2.67億 | -$465万 | -2% | 6.93% | – | 188 | 13.83% | 0.6 |
|
| 2794 |
2794
MYeCFO
La Jolla,
California
| $2.66億 | +$133万 | +0.5% | 0.65% | 58.5% | 74 | 4.05% | 2.6 |
|
| 2795 |
2795
Southern Capital Advisors
Jackson,
Tennessee
| $2.66億 | +$2668万 | +11% | 0.01% | 66.8% | 89 | 6.74% | 2.9 |
|
| 2796 |
2796
Altus Wealth Group
Colorado Springs,
Colorado
| $2.66億 | -$1089万 | -4% | 1.39% | 76.7% | 158 | 8.86% | 3.3 |
|
| 2797 |
2797
Ballentine Capital Advisors
Greenville,
South Carolina
| $2.66億 | +$49.1万 | +0.2% | 0.94% | 48.8% | 27 | 7.41% | 2.4 |
|
| 2798 |
AAG
2798
Avalon Advisory Group
Wexford,
Pennsylvania
| $2.66億 | -$490万 | -2% | 1.13% | 46% | 15 | 6.67% | 4 |
|
| 2799 |
2799
Horizon Financial Services
Winston Salem,
North Carolina
| $2.66億 | +$474万 | +2% | 1.11% | 42.6% | 698 | 28.65% | 1.2 |
|
| 2800 |
2800
Mach-1 Financial Group
Rogers,
Arkansas
| $2.65億 | +$732万 | +3% | 1.01% | 85.3% | 152 | 32.89% | 1 |
|