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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Friedenthal Financial
Marlton,
New Jersey
| $2.31億 | +$1412万 | +7% | 1.05% | 105% | 401 | 50.62% | 1.6 |
|
| 3102 |
3102
Aull & Monroe Investment Management
Mobile,
Alabama
| $2.31億 | -$857万 | -4% | 0.42% | 98.3% | 128 | 3.91% | 9.2 |
|
| 3103 |
3103
Serenity Investment Advisors
Chicago,
Illinois
| $2.3億 | -$421万 | -2% | 0.13% | – | 77 | 10.39% | 0.7 |
|
| 3104 |
3104
Laurel Wealth Planning
Edina,
Minnesota
| $2.3億 | +$425万 | +2% | 0.01% | 59.5% | 72 | 9.72% | 3.4 |
|
| 3105 |
3105
Ballast Asset Management
Dallas,
Texas
| $2.3億 | -$2060万 | -8% | 0.21% | 123% | 57 | 14.04% | 2 |
|
| 3106 |
3106
OmniStar Financial Group
Wilmington,
North Carolina
| $2.3億 | +$1289万 | +6% | 2.01% | 75.6% | 152 | 46.05% | 1.4 |
|
| 3107 |
3107
Tuttle Capital Management
Riverside,
Connecticut
| $2.3億 | +$8122万 | +55% | 1.41% | 115% | 267 | 61.8% | 0.2 |
|
| 3108 |
3108
Spear Advisors
East Hampton,
New York
| $2.3億 | -$6177万 | -21% | 16.1% | – | 33 | 24.24% | 0.5 |
|
| 3109 |
3109
Cresta Advisors
Laredo,
Texas
| $2.29億 | -$4926万 | -18% | 0.34% | 66.8% | 54 | 7.41% | 2.9 |
|
| 3110 |
3110
Cooper/Haims Advisors
Victor,
New York
| $2.29億 | -$316万 | -1% | 0.02% | 58.8% | 130 | 19.23% | 3.6 |
|
| 3111 |
3111
AGP Franklin
Franklin,
Tennessee
| $2.29億 | -$139万 | -0.6% | 6.29% | – | 101 | 17.82% | 1.2 |
|
| 3112 |
3112
Sowa Financial Group
Lincoln,
Rhode Island
| $2.29億 | +$1470万 | +7% | 7.33% | 100% | 31 | 6.45% | 3.6 |
|
| 3113 |
3113
W Advisors LLC
Germantown,
Tennessee
| $2.29億 | +$924万 | +4% | 4.08% | 88.7% | 156 | 3.85% | 3 |
|
| 3114 |
KWM
3114
KRM Wealth Management
Reno,
Nevada
| $2.29億 | +$185万 | +0.8% | 1.08% | – | 47 | 6.38% | 0.7 |
|
| 3115 |
3115
Trust Investment Advisors
Indianapolis,
Indiana
| $2.29億 | +$1963万 | +9% | 1.99% | 178% | 114 | 25.44% | 4.5 |
|
| 3116 |
3116
Yardley Wealth Management
Yardley,
Pennsylvania
| $2.29億 | +$891万 | +4% | 1.25% | – | 41 | 12.2% | 1.7 |
|
| 3117 |
3117
Capital Wealth Alliance
Scottsdale,
Arizona
| $2.29億 | +$1354万 | +6% | 6.19% | 124% | 108 | 15.74% | 2.6 |
|
| 3118 |
3118
Bastion Asset Management
Montreal,
Canada
| $2.29億 | -$6580万 | -22% | 4.49% | – | 71 | 66.2% | 0.3 |
|
| 3119 |
TAP
3119
Tounjian Advisory Partners
Fort Myers,
Florida
| $2.29億 | -$496万 | -2% | 1.96% | – | 882 | 14.17% | 0.4 |
|
| 3120 |
3120
Tenret Company
Tampa,
Florida
| $2.29億 | – | – | 1.6% | – | 39 | – | 3.6 |
|
| 3121 |
3121
Beach Point Capital Management
Santa Monica,
California
| $2.29億 | -$2935万 | -11% | 20.3% | 84.1% | 21 | 42.86% | 1 |
|
| 3122 |
3122
BankPlus Wealth Management
Jackson,
Mississippi
| $2.29億 | +$646万 | +3% | 0.99% | – | 128 | 10.16% | 1.4 |
|
| 3123 |
3123
Smith Thornton Advisors
Huntsville,
Alabama
| $2.29億 | +$156万 | +0.7% | 0.32% | – | 145 | 7.59% | 1.8 |
|
| 3124 |
3124
Ariadne Wealth Management
Santa Barbara,
California
| $2.28億 | +$231万 | +1% | 2.35% | – | 276 | 13.77% | 1.4 |
|
| 3125 |
3125
Castleview Partners
Dallas,
Texas
| $2.28億 | +$66.5万 | +0.3% | 1.49% | 61.3% | 240 | 17.92% | 2.6 |
|