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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
West Bancorporation
West Des Moines,
Iowa
| $2.55億 | +$2123万 | +9% | 1.8% | 72.5% | 102 | 18.63% | 3.8 |
|
| 2877 |
2877
Elevation Capital Advisory
Bend,
Oregon
| $2.55億 | -$395万 | -2% | 1.05% | – | 90 | 53.33% | 0.7 |
|
| 2878 |
2878
Melone Private Wealth
Auburn Hills,
Michigan
| $2.55億 | -$763万 | -3% | 4.85% | 30.4% | 58 | 6.9% | 3.6 |
|
| 2879 |
2879
Seamount Financial Group
Colorado Springs,
Colorado
| $2.55億 | +$676万 | +3% | 1.92% | 79.7% | 148 | 8.11% | 1.9 |
|
| 2880 |
2880
Integrity Investment Advisors
Fort Collins,
Colorado
| $2.55億 | +$2497万 | +11% | 0.03% | – | 86 | 20.93% | 0.9 |
|
| 2881 |
2881
Woodward Diversified Capital
Bakersfield,
California
| $2.54億 | +$2778万 | +12% | 3.85% | 118% | 209 | 17.7% | 2.7 |
|
| 2882 |
2882
Eos Management LP
New York
| $2.54億 | +$212万 | +0.8% | 2.81% | 149% | 37 | 10.81% | 3.5 |
|
| 2883 |
2883
RASP Wealth Solutions
Fishers,
Indiana
| $2.54億 | -$4598万 | -15% | 0.96% | – | 103 | 14.56% | 0.2 |
|
| 2884 |
2884
Lynx Capital Group
Beachwood,
Ohio
| $2.54億 | +$674万 | +3% | 0.67% | 65.6% | 96 | 6.25% | 2 |
|
| 2885 |
2885
Shelton Wealth Management
Fort Worth,
Texas
| $2.54億 | -$49.8万 | -0.2% | 1.07% | 89.4% | 166 | 28.31% | 2.1 |
|
| 2886 |
CCAM
2886
Capelight Capital Asset Management
New York
| $2.54億 | +$4592万 | +22% | 5.78% | – | 64 | 67.19% | 0.3 |
|
| 2887 |
2887
McKinney Capital Management
Houston,
Texas
| $2.54億 | +$52.5万 | +0.2% | 2.97% | – | 107 | 38.32% | 0.3 |
|
| 2888 |
2888
Kaizen Financial Strategies
Campbell,
California
| $2.54億 | -$5352万 | -17% | 1.19% | 126% | 190 | 14.21% | 2.4 |
|
| 2889 |
2889
Physician Wealth Solutions
North Las Vegas,
Nevada
| $2.54億 | -$958万 | -4% | 1.86% | 43.6% | 47 | 8.51% | 2.5 |
|
| 2890 |
2890
Hippocratic Financial Advisors
Westlake Village,
California
| $2.54億 | -$1097万 | -4% | 0.35% | – | 54 | 33.33% | 0.8 |
|
| 2891 |
2891
Granville Capital
Greensboro,
North Carolina
| $2.54億 | +$3012万 | +13% | 0.41% | – | 105 | 20% | 0.6 |
|
| 2892 |
2892
Woodward Financial Advisors
Chapel Hill,
North Carolina
| $2.54億 | -$4527万 | -15% | 0.15% | 55% | 68 | 5.88% | 3.2 |
|
| 2893 |
2893
Haven Private
Orlando,
Florida
| $2.53億 | -$953万 | -4% | 3.17% | – | 180 | 10.56% | 1.3 |
|
| 2894 |
2894
Udine Wealth Management
Boca Raton,
Florida
| $2.53億 | +$1056万 | +4% | 4.64% | 141% | 46 | 30.43% | 1.9 |
|
| 2895 |
2895
State of New Jersey Common Pension Fund A
Trenton,
New Jersey
| $2.53億 | +$3003万 | +13% | 4.52% | – | 4 | 25% | 1.1 |
|
| 2896 |
2896
Ergawealth Advisors
Oak Brook,
Illinois
| $2.53億 | -$412万 | -2% | 1.58% | 50% | 54 | 1.85% | 2.5 |
|
| 2897 |
2897
Davidson Kahn Capital Management
Sherman Oaks,
California
| $2.53億 | +$2028万 | +9% | 0.52% | – | 76 | 14.47% | 1.3 |
|
| 2898 |
TFG
2898
Team Financial Group
Temecula,
California
| $2.53億 | +$1754万 | +7% | 0.99% | 46% | 306 | 81.7% | 0.4 |
|
| 2899 |
2899
Davidson Trust Company
Seattle,
Washington
| $2.53億 | -$332万 | -1% | 3.84% | 77% | 194 | 7.73% | 3.9 |
|
| 2900 |
CWMG
2900
Compass Wealth Management (Georgia)
Atlanta,
Georgia
| $2.53億 | +$202万 | +0.8% | 0.9% | – | 79 | 10.13% | 1 |
|