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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
2826
St. Johns Investment Management
Jacksonville,
Florida
| $2.63億 | -$169万 | -0.6% | 2.41% | 91.9% | 203 | 2.46% | 6.8 |
|
| 2827 |
2827
Private Wealth Group
Tampa,
Florida
| $2.63億 | +$371万 | +1% | 0.31% | 52.9% | 79 | 12.66% | 3.6 |
|
| 2828 |
2828
Lunt Capital Management
Holladay,
Utah
| $2.63億 | -$1005万 | -4% | 2.85% | 36.9% | 96 | 13.54% | 2.3 |
|
| 2829 |
FAG
2829
Fortitude Advisory Group
Gig Harbor,
Washington
| $2.62億 | +$74万 | +0.3% | 1.54% | 142% | 256 | 11.72% | 2.8 |
|
| 2830 |
2830
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $2.62億 | -$552万 | -2% | 0.26% | 98.6% | 167 | 10.78% | 4.9 |
|
| 2831 |
2831
Robbins Farley
Bedford,
New Hampshire
| $2.62億 | +$183万 | +0.7% | 0.69% | 106% | 162 | 5.56% | 3.2 |
|
| 2832 |
2832
Level Wealth Management
Greensboro,
North Carolina
| $2.62億 | +$1248万 | +5% | 0.61% | – | 91 | 25.27% | 1.1 |
|
| 2833 |
WA
2833
Win Advisors
Palm Beach Gardens,
Florida
| $2.62億 | -$1846万 | -7% | 9.98% | 266% | 131 | 83.21% | 0.2 |
|
| 2834 |
2834
Five Oceans Advisors
Santa Monica,
California
| $2.62億 | -$4931万 | -16% | 1.5% | 85.3% | 211 | 16.11% | 3 |
|
| 2835 |
2835
Emprise Bank
Wichita,
Kansas
| $2.62億 | -$985万 | -4% | 1.3% | – | 114 | 11.4% | 2 |
|
| 2836 |
2836
Aviso Wealth Management
Bellevue,
Washington
| $2.61億 | -$3228万 | -11% | 4.24% | 153% | 145 | 5.52% | 2.2 |
|
| 2837 |
JCFM
2837
JBR Co Financial Management
Ardmore,
Oklahoma
| $2.61億 | -$1281万 | -5% | 1.14% | 126% | 133 | 5.26% | 2 |
|
| 2838 |
2838
Family Capital Management
Grand Rapids,
Michigan
| $2.61億 | +$287万 | +1% | 0.92% | 78.7% | 121 | 9.09% | 2.2 |
|
| 2839 |
2839
Cherry Creek Investment Advisors
Englewood,
Colorado
| $2.61億 | +$668万 | +3% | 5.64% | 151% | 132 | 6.82% | 2.9 |
|
| 2840 |
2840
626 Financial
Portage,
Michigan
| $2.61億 | +$391万 | +2% | 1.95% | 81.1% | 135 | 9.63% | 3.4 |
|
| 2841 |
2841
Hillman Company
Pittsburgh,
Pennsylvania
| $2.61億 | -$2194万 | -8% | 9.11% | 118% | 15 | 6.67% | 2 |
|
| 2842 |
2842
Guardian Financial Partners
Orange,
California
| $2.61億 | +$371万 | +1% | 0.03% | 53.9% | 80 | 18.75% | 2 |
|
| 2843 |
CSA
2843
Cottage Street Advisors
Marion,
Massachusetts
| $2.61億 | +$200万 | +0.8% | 1.26% | 95.8% | 160 | 14.38% | 2.9 |
|
| 2844 |
2844
Midwest Financial Partners Investments
St. Cloud,
Minnesota
| $2.6億 | +$1931万 | +8% | 1.9% | – | 85 | 11.76% | 0.6 |
|
| 2845 |
2845
Family Office Research
Bethesda,
Maryland
| $2.6億 | -$657万 | -2% | 0.93% | – | 94 | 19.15% | 1.2 |
|
| 2846 |
2846
Jim Saulnier & Associates
Fort Collins,
Colorado
| $2.59億 | +$1080万 | +4% | 0.1% | – | 161 | 13.66% | 1.4 |
|
| 2847 |
2847
Howard Bailey Securities
Fort Wayne,
Indiana
| $2.59億 | -$751万 | -3% | 0.46% | – | 123 | 21.95% | 1.4 |
|
| 2848 |
2848
NBZ Investment Advisors
Knoxville,
Tennessee
| $2.59億 | +$245万 | +1% | 0.76% | – | 93 | 13.98% | 1.2 |
|
| 2849 |
2849
Verity Asset Management
Durham,
North Carolina
| $2.59億 | -$547万 | -2% | 1.9% | 87% | 245 | 20.41% | 3.1 |
|
| 2850 |
2850
William John Sempolinski
Easton,
Massachusetts
| $2.59億 | +$1120万 | +5% | 5.33% | – | 112 | 12.5% | 0.6 |
|