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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
NWMP
3151
Noble Wealth Management PBC
Greenwood Village,
Colorado
| $2.23億 | +$496 | +0% | 1.51% | – | 881 | 22.47% | 1 |
|
| 3152 |
3152
Acasta Partners UK
London,
| $2.23億 | +$3368万 | +18% | 0.73% | – | 23 | 26.09% | 0.5 |
|
| 3153 |
3153
Broadway Wealth Solutions
San Antonio,
Texas
| $2.23億 | +$894万 | +4% | 0.54% | – | 96 | 12.5% | 1.4 |
|
| 3154 |
3154
StoryOne LLC
Overland Park,
Kansas
| $2.23億 | +$1135万 | +5% | 0.68% | – | 87 | 18.39% | 0.6 |
|
| 3155 |
3155
Grant Private Wealth Management
Pleasanton,
California
| $2.23億 | -$1425万 | -6% | 7.19% | – | 190 | 31.58% | 0.9 |
|
| 3156 |
3156
Two Point Capital Management
Pittsford,
New York
| $2.23億 | -$2552万 | -10% | 0.32% | – | 32 | 12.5% | 2.9 |
|
| 3157 |
3157
Alchemi Wealth
Essex,
Connecticut
| $2.23億 | +$919万 | +4% | 4.74% | – | 178 | 11.24% | 0.7 |
|
| 3158 |
3158
Holos Integrated Wealth
Kennett Square,
Pennsylvania
| $2.23億 | +$839万 | +4% | 0.64% | – | 399 | 7.27% | 1.4 |
|
| 3159 |
3159
Center For Asset Management
Palm Beach Gardens,
Florida
| $2.22億 | -$309万 | -1% | 0.45% | 66.6% | 189 | 25.93% | 2.1 |
|
| 3160 |
3160
Apricus Wealth
Beaufort,
South Carolina
| $2.22億 | +$1259万 | +6% | 2.86% | 80.6% | 141 | 17.73% | 2.8 |
|
| 3161 |
LF
3161
Lighthouse Financial
Largo,
Florida
| $2.22億 | +$2917万 | +15% | 1.62% | – | 98 | 20.41% | 1.1 |
|
| 3162 |
3162
Burrus Financial Services
Salt Lake City,
Utah
| $2.22億 | -$863万 | -4% | 2.16% | 31.3% | 11 | 0% | 2.5 |
|
| 3163 |
3163
Sitrin Capital Management
Century City,
California
| $2.22億 | -$400万 | -2% | 5.06% | 139% | 41 | 7.32% | 4.8 |
|
| 3164 |
3164
Meriwether Wealth & Planning
Minden,
Louisiana
| $2.22億 | +$1986万 | +10% | 0.4% | – | 874 | 86.27% | 0.2 |
|
| 3165 |
CH
3165
Cromwell Holdings
Jackson,
Wyoming
| $2.22億 | -$128万 | -0.6% | 4.49% | – | 1,137 | 3.78% | 1.6 |
|
| 3166 |
3166
Solano Wealth Investment Advisors
Fairfield,
California
| $2.21億 | +$165万 | +0.7% | 0% | – | 38 | 7.89% | 1.5 |
|
| 3167 |
1GI
3167
180 GPS Investments
St Peter Port,
| $2.21億 | +$8605万 | +64% | 0.35% | – | 39 | 48.72% | 0.4 |
|
| 3168 |
SIAIK
3168
Summit Investment Advisors, Inc.\KS
Leawood,
Kansas
| $2.21億 | +$254万 | +1% | 1.02% | – | 106 | 11.32% | 0.7 |
|
| 3169 |
3169
Bull Street Advisors
Savannah,
Georgia
| $2.21億 | +$222万 | +1% | 2.73% | 48.5% | 96 | 5.21% | 6.1 |
|
| 3170 |
3170
Kennicott Capital Management
Corte Madera,
California
| $2.21億 | +$535万 | +2% | 1.21% | 98% | 49 | 6.12% | 3.6 |
|
| 3171 |
3171
Seven Bridges Advisors
New York
| $2.21億 | +$1380万 | +7% | 1.08% | – | 17 | 5.88% | 1.3 |
|
| 3172 |
3172
Summit Place Financial Advisors
Summit,
New Jersey
| $2.21億 | -$718万 | -3% | 2.6% | 111% | 124 | 16.94% | 3.1 |
|
| 3173 |
3173
Wealth Forward LLC
Fargo,
North Dakota
| $2.21億 | +$2008万 | +10% | 1.02% | 48.8% | 55 | 20% | 1.8 |
|
| 3174 |
3174
Comprehensive Wealth Management
Lynnwood,
Washington
| $2.21億 | +$198万 | +0.9% | 1.26% | 40.6% | 44 | 2.27% | 2.1 |
|
| 3175 |
3175
Grove Street Fiduciary
Peterborough,
New Hampshire
| $2.21億 | -$1606万 | -7% | 1.21% | – | 80 | 10% | 1.4 |
|