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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
First International Bank of Israel
Tel Aviv,
| $2.47億 | -$1.19億 | -33% | 0.16% | – | 84 | 35.71% | 0.7 |
|
| 2952 |
2952
Spice Expeditions
Westport,
Connecticut
| $2.47億 | +$2338万 | +10% | 8.56% | – | 1 | 0% | 0.3 |
|
| 2953 |
2953
InvesTrust
Oklahoma City,
Oklahoma
| $2.47億 | -$1260万 | -5% | 1.11% | – | 95 | 4.21% | 1.7 |
|
| 2954 |
2954
Kaufman Rossin Wealth
Miami,
Florida
| $2.47億 | +$3605万 | +17% | 2% | – | 187 | 43.85% | 0.7 |
|
| 2955 |
2955
Wealthcare Capital Partners
West Chester,
Pennsylvania
| $2.47億 | +$508万 | +2% | 0.32% | – | 185 | 12.43% | 1.3 |
|
| 2956 |
CCM
2956
Capstone Capital Management
Hong Kong,
| $2.47億 | +$2351万 | +11% | 11.6% | – | 230 | 65.22% | 0.2 |
|
| 2957 |
2957
Trademark Financial Management
Bloomington,
Minnesota
| $2.47億 | +$272万 | +1% | 1.26% | 67.5% | 111 | 6.31% | 1.7 |
|
| 2958 |
2958
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $2.47億 | +$667万 | +3% | 4.36% | 85.6% | 160 | 6.25% | 5.4 |
|
| 2959 |
2959
MN Wealth Advisors
Overland Park,
Kansas
| $2.47億 | +$1166万 | +5% | 1.86% | 68.3% | 151 | 18.54% | 1.6 |
|
| 2960 |
2960
Harold Davidson & Associates
Los Angeles,
California
| $2.46億 | +$1580万 | +7% | 6.64% | – | 67 | 14.93% | 1.4 |
|
| 2961 |
2961
ADE LLC
Baltimore,
Maryland
| $2.46億 | +$947万 | +4% | 1.51% | 59.8% | 100 | 10% | 3.6 |
|
| 2962 |
2962
Sound Stewardship
Overland Park,
Kansas
| $2.46億 | +$369万 | +2% | 1.15% | 45.9% | 81 | 16.05% | 2.4 |
|
| 2963 |
2963
PFS Partners
Mine Hill,
New Jersey
| $2.46億 | -$89.6万 | -0.4% | 0.97% | 65.2% | 624 | 6.73% | 2.7 |
|
| 2964 |
2964
Fortune 45 LLC
Gonzales,
Louisiana
| $2.46億 | +$1200万 | +5% | 0.83% | 85.2% | 38 | 13.16% | 2.8 |
|
| 2965 |
2965
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| $2.46億 | +$371万 | +2% | 0.09% | 65.6% | 68 | 7.35% | 1.8 |
|
| 2966 |
2966
Heritage Wealth Architects
Mendota Heights,
Minnesota
| $2.46億 | -$517万 | -2% | 0.14% | – | 74 | 10.81% | 1.1 |
|
| 2967 |
2967
Victrix Investment Advisors
Stuart,
Florida
| $2.46億 | +$733万 | +3% | 3.91% | – | 78 | 8.97% | 1.4 |
|
| 2968 |
2968
Optimist Retirement Group
Bellevue,
Washington
| $2.46億 | -$1334万 | -5% | 1.34% | 92.2% | 126 | 19.05% | 1.8 |
|
| 2969 |
2969
WJ Wealth Management
Glendale,
Arizona
| $2.46億 | -$769万 | -3% | 0.74% | 95.6% | 90 | 22.22% | 2.5 |
|
| 2970 |
2970
Mad River Investors
Boston,
Massachusetts
| $2.46億 | -$2242万 | -8% | 2.9% | 169% | 32 | 9.38% | 3.5 |
|
| 2971 |
2971
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $2.46億 | -$55.2万 | -0.2% | 0.18% | 66.8% | 146 | 6.16% | 2.4 |
|
| 2972 |
2972
First Bancorp
Damariscotta,
Maine
| $2.45億 | -$796万 | -3% | 0.21% | 80.3% | 579 | 10.71% | 1.1 |
|
| 2973 |
2973
Gray Private Wealth
Canton,
Massachusetts
| $2.45億 | +$1403万 | +6% | 1.26% | – | 67 | 17.91% | 1.6 |
|
| 2974 |
2974
TFB Advisors
Overland Park,
Kansas
| $2.45億 | +$1836万 | +8% | 1.07% | 85% | 205 | 12.68% | 2.1 |
|
| 2975 |
2975
Cooper Capital Advisors
Encinitas,
California
| $2.45億 | +$1474万 | +6% | 0.64% | – | 52 | 30.77% | 0.9 |
|