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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、4,149本のファンド(~46%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Financial Designs
Claremont,
California
| $1.94億 | +$765万 | +4% | 1.84% | 49% | 42 | 9.52% | 1.4 |
|
| 3002 |
3002
Quantum Financial Partners
Overland Park,
Kansas
| $1.94億 | -$150万 | -0.8% | 1.53% | – | 169 | 19.53% | 0.2 |
|
| 3003 |
3003
Lakewood Asset Management
Naperville,
Illinois
| $1.94億 | +$1171万 | +6% | 1.65% | 69.3% | 114 | 9.65% | 2.9 |
|
| 3004 |
3004
IMG Wealth Management
Jacksonville,
Florida
| $1.94億 | +$1438万 | +8% | 1.16% | – | 665 | 11.88% | 1 |
|
| 3005 |
NWM
3005
Navigoe Wealth Management
Redondo Beach,
California
| $1.94億 | +$260万 | +1% | 0.4% | – | 1,240 | 69.6% | 0.9 |
|
| 3006 |
3006
Bayshore Capital Advisors
Tampa,
Florida
| $1.94億 | -$2044万 | -10% | 5.86% | – | 48 | 18.75% | 0.6 |
|
| 3007 |
3007
Invera Wealth Advisors
Bend,
Oregon
| $1.94億 | +$726万 | +4% | 1.03% | 102% | 136 | 3.68% | 1.3 |
|
| 3008 |
3008
Adirondack Capital Advisors
Syracuse,
New York
| $1.94億 | +$722万 | +4% | 0.48% | – | 45 | 0% | 0.7 |
|
| 3009 |
3009
Rydar Equities
Weatherford,
Texas
| $1.94億 | +$1596万 | +9% | 4.43% | – | 441 | 75.96% | 0.2 |
|
| 3010 |
3010
Integrity Wealth Advisors
Ventura,
California
| $1.93億 | – | – | 2.29% | – | 77 | – | 1.1 |
|
| 3011 |
3011
Ehrlich Financial Group
Laguna Niguel,
California
| $1.93億 | -$111万 | -0.6% | 0.29% | 56.2% | 132 | 18.94% | 1.6 |
|
| 3012 |
MAM
3012
Maytree Asset Management
Hong Kong
| $1.93億 | +$3920万 | +25% | 1.1% | 441% | 48 | 68.75% | 0.4 |
|
| 3013 |
3013
Ables Iannone Moore & Associates
Savannah,
Georgia
| $1.93億 | +$519万 | +3% | 4.97% | 116% | 66 | 10.61% | 2.2 |
|
| 3014 |
3014
Rayburn West Financial Services
Nashville,
Tennessee
| $1.93億 | +$1137万 | +6% | 3.93% | – | 87 | 10.34% | 0.7 |
|
| 3015 |
3015
Stone Loft Wealth Management
West Chester,
Pennsylvania
| $1.93億 | +$1698万 | +10% | 1% | – | 31 | 6.45% | 0.7 |
|
| 3016 |
3016
Upper Left Wealth Management
Tampa,
Florida
| $1.93億 | +$1225万 | +7% | 2.4% | 52.7% | 79 | 21.52% | 3.2 |
|
| 3017 |
3017
Martin Capital Advisors
San Antonio,
Texas
| $1.93億 | +$192万 | +1% | 3.66% | 140% | 78 | 5.13% | 3.7 |
|
| 3018 |
SA
3018
Sunesis Advisors
Overland Park,
Kansas
| $1.93億 | -$4926万 | -20% | 1.67% | – | 71 | 81.69% | 2.6 |
|
| 3019 |
3019
Clark Wealth Partners
O'fallon,
Illinois
| $1.93億 | +$1545万 | +9% | 0.78% | – | 1,076 | 48.61% | 0.7 |
|
| 3020 |
3020
ROI Financial Advisors
Beaverton,
Oregon
| $1.93億 | -$73万 | -0.4% | 2.39% | 165% | 74 | 8.11% | 2 |
|
| 3021 |
MBWA
3021
Marin Bay Wealth Advisors
San Anselmo,
California
| $1.92億 | +$621万 | +3% | 4.4% | – | 138 | 11.59% | 0.6 |
|
| 3022 |
3022
Northern Lights Advisors
Seattle,
Washington
| $1.92億 | +$817万 | +4% | 3.64% | – | 80 | 17.5% | 0.6 |
|
| 3023 |
3023
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| $1.92億 | +$716万 | +4% | 1.14% | 40.6% | 95 | 23.16% | 1.5 |
|
| 3024 |
3024
BluePath Capital Management
Atlanta,
Georgia
| $1.92億 | +$911万 | +5% | 1.44% | 106% | 140 | 17.14% | 1.4 |
|
| 3025 |
3025
Lavelle Capital
San Francisco,
California
| $1.91億 | -$4075万 | -18% | 0.41% | – | 88 | 19.32% | 0.5 |
|