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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
SimpliFi Inc
San Diego,
California
| $2.45億 | -$786万 | -3% | 2.51% | 27.9% | 45 | 0% | 3.5 |
|
| 2977 |
2977
Next Level Wealth Planning
Meridian,
Idaho
| $2.45億 | +$1801万 | +8% | 1.15% | – | 519 | 85.74% | 0.2 |
|
| 2978 |
2978
BostonPremier Wealth
Hanover,
Massachusetts
| $2.45億 | +$961万 | +4% | 0.71% | – | 86 | 9.3% | 1.3 |
|
| 2979 |
2979
Tableaux
Stockbridge,
Massachusetts
| $2.45億 | +$746万 | +3% | 1.21% | – | 127 | 8.66% | 1.1 |
|
| 2980 |
2980
rebel Financial
Groveport,
Ohio
| $2.45億 | -$686万 | -3% | 1.47% | – | 103 | 45.63% | 0.5 |
|
| 2981 |
APSI
2981
Asset Planning Services Inc
Covington,
Louisiana
| $2.45億 | +$928万 | +4% | 6.38% | 138% | 36 | 0% | 6.3 |
|
| 2982 |
2982
Ring Mountain Capital
Tiburon,
California
| $2.45億 | +$655万 | +3% | 3.8% | – | 119 | 15.13% | 1.3 |
|
| 2983 |
2983
Sentinel Advisory Group
Middleton,
Wisconsin
| $2.45億 | -$5.5万 | -0% | 0.74% | – | 62 | 9.68% | 0.5 |
|
| 2984 |
2984
Turning Point Benefit Group
Frederick,
Maryland
| $2.45億 | +$1216万 | +5% | 1.97% | – | 112 | 8.04% | 1.2 |
|
| 2985 |
2985
Core Wealth Partners
Santa Rosa,
California
| $2.45億 | +$992万 | +4% | 2.58% | 75.7% | 202 | 10.89% | 2.3 |
|
| 2986 |
2986
Pavion Blue Capital
Newport Beach,
California
| $2.44億 | -$400万 | -2% | 3.02% | 87.8% | 119 | 13.45% | 4.5 |
|
| 2987 |
2987
JCIC Asset Management
Toronto,
Ontario, Canada
| $2.44億 | -$8217万 | -25% | 8.42% | – | 119 | 36.13% | 4.7 |
|
| 2988 |
2988
Aufman Associates
Sewickley,
Pennsylvania
| $2.44億 | -$671万 | -3% | 1.23% | 141% | 70 | 8.57% | 3.8 |
|
| 2989 |
2989
Deane Retirement Strategies
New Orleans,
Louisiana
| $2.44億 | +$790万 | +3% | 4.15% | 73.4% | 64 | 35.94% | 1.3 |
|
| 2990 |
2990
NBH Bank
Greenwood Village,
Colorado
| $2.44億 | +$673万 | +3% | 1.95% | – | 641 | 18.41% | 0.2 |
|
| 2991 |
2991
Richardson Capital Management
Menomonee Falls,
Wisconsin
| $2.44億 | +$991万 | +4% | 1.84% | 74.2% | 274 | 14.96% | 1.6 |
|
| 2992 |
2992
Thayer Partners
Wyndmoor,
Pennsylvania
| $2.44億 | +$231万 | +1% | 0.17% | – | 102 | 6.86% | 0.7 |
|
| 2993 |
2993
Norway Savings Bank
Portland,
Maine
| $2.44億 | +$518万 | +2% | 4.21% | 117% | 107 | 6.54% | 6.4 |
|
| 2994 |
2994
Allodium Investment Consultants
Minneapolis,
Minnesota
| $2.44億 | +$805万 | +3% | 2.2% | – | 58 | 5.17% | 1.5 |
|
| 2995 |
2995
TOBAM
Paris,
France
| $2.44億 | -$1.68億 | -41% | 8.73% | 76.5% | 296 | 23.99% | 2.8 |
|
| 2996 |
QAM
2996
QSM Asset Management
London,
United Kingdom
| $2.43億 | +$5053万 | +26% | 5.23% | – | 26 | 11.54% | 1.2 |
|
| 2997 |
PK
2997
Pflug Koory
Omaha,
Nebraska
| $2.43億 | -$743万 | -3% | 0.43% | – | 430 | 2.33% | 6.7 |
|
| 2998 |
2998
May Barnhard Investments
Bethesda,
Maryland
| $2.43億 | -$451万 | -2% | 2.07% | 65.4% | 90 | 5.56% | 2.3 |
|
| 2999 |
VH
2999
VVR Holdings
Bellingham,
Washington
| $2.43億 | +$1133万 | +5% | 1.06% | – | 46 | 28.26% | 0.5 |
|
| 3000 |
3000
World Equity Group
Schaumburg,
Illinois
| $2.42億 | -$2.04億 | -46% | 5.46% | 117% | 402 | 43.03% | 2.3 |
|