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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、3,241本のファンド(~36%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
Prism Planning Partners
Libertyville,
Illinois
| $1.05億 | +$1084万 | +11% | 0.82% | – | 53 | 33.96% | 0.5 |
|
| 3077 |
3077
Cogent Strategic Wealth
Chicago,
Illinois
| $1.05億 | +$19.9万 | +0.2% | 0.88% | – | 61 | 9.84% | 0.6 |
|
| 3078 |
3078
Corecam AG
Zurich,
| $1.05億 | -$1212万 | -10% | 5.32% | – | 53 | 16.98% | 0.5 |
|
| 3079 |
3079
Geremia Financial Services
Edison,
New Jersey
| $1.05億 | +$1053万 | +11% | 0.88% | – | 9 | 0% | 0.7 |
|
| 3080 |
3080
Xena Financial Planning
Portland,
Oregon
| $1.05億 | +$55.2万 | +0.5% | 1.08% | – | 40 | 10% | 0.7 |
|
| 3081 |
3081
Hyposwiss Advisors
Geneva,
| $1.05億 | -$80.6万 | -0.8% | 0.21% | – | 104 | 1.92% | 0.7 |
|
| 3082 |
CF
3082
Calder Financial
Downingtown,
Pennsylvania
| $1.05億 | -$156万 | -1% | 0.67% | – | 43 | 2.33% | 0.7 |
|
| 3083 |
3083
Surience Private Wealth
Yakima,
Washington
| $1.04億 | -$952万 | -8% | 0.47% | 169% | 64 | 62.5% | 0.4 |
|
| 3084 |
3084
Q Fund Management (Hong Kong)
Hong Kong,
| $1.04億 | -$552万 | -5% | 9.72% | – | 42 | 47.62% | 0.4 |
|
| 3085 |
3085
Succession Financial
Mckinney,
Texas
| $1.04億 | -$123万 | -1% | 2.69% | – | 55 | 21.82% | 0.2 |
|
| 3086 |
3086
T3 Companies
New York
| $1.03億 | +$970万 | +10% | 1.69% | – | 292 | 72.26% | 0.2 |
|
| 3087 |
UPWM
3087
UMB Private Wealth Management
Kansas City,
Missouri
| $1.03億 | – | – | 1.91% | – | 1,409 | – | 0 |
|
| 3088 |
3088
Strategic Financial Group
Grand Haven,
Michigan
| $1.03億 | -$112万 | -1% | 2.08% | – | 20 | 5% | 0.5 |
|
| 3089 |
3089
Gritstone Asset Management
Bethesda,
Maryland
| $1.03億 | -$84.6万 | -0.8% | 0.36% | – | 226 | 36.73% | 0.6 |
|
| 3090 |
3090
Willow Creek Capital Management
Missoula,
Montana
| $1.03億 | -$23.3万 | -0.2% | 0.55% | – | 101 | 1.98% | 0.2 |
|
| 3091 |
3091
Parrish Capital
Kennesaw,
Georgia
| $1.03億 | -$109万 | -1% | 2.12% | – | 88 | 5.68% | 0.7 |
|
| 3092 |
PBK
3092
Peoples Bank (Kansas)
Pratt,
Kansas
| $1.03億 | -$33.9万 | -0.3% | 3.28% | 74.5% | 101 | 6.93% | 2.6 |
|
| 3093 |
RCDBASW
3093
Rudd Co d/b/a Styre Wealth
Fort Worth,
Texas
| $1.03億 | – | – | 2.29% | – | 75 | – | 0 |
|
| 3094 |
3094
Guilbault Capital
Metairie,
Louisiana
| $1.02億 | +$244万 | +2% | 1.75% | – | 81 | 19.75% | 0.6 |
|
| 3095 |
3095
Schuylkill Financial
Wyomissing,
Pennsylvania
| $1.02億 | -$623万 | -6% | 2.19% | – | 72 | 16.67% | 0.2 |
|
| 3096 |
IWMO
3096
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
| $1.02億 | +$690万 | +7% | 1.93% | – | 104 | 17.31% | 0.5 |
|
| 3097 |
3097
Financial Network Wealth Advisors
Murray,
Utah
| $1.01億 | +$273万 | +3% | 1.88% | 57.7% | 973 | 18.5% | 1.4 |
|
| 3098 |
3098
Englebert Financial Advisers
Allentown,
Pennsylvania
| $1.01億 | -$47.8万 | -0.5% | 0.58% | – | 80 | 41.25% | 0.5 |
|
| 3099 |
3099
Katamaran Capital
London,
United Kingdom
| $1.01億 | -$2447万 | -19% | 0.1% | – | 49 | 57.14% | 0.6 |
|
| 3100 |
3100
Aspen Private Advisors
Sioux Falls,
South Dakota
| $1.01億 | +$121万 | +1% | 0.33% | – | 17 | 58.82% | 0.1 |
|