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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
Financial Freedom LLC
Cincinnati,
Ohio
| $2.18億 | +$12.9万 | +0.1% | 0.25% | 76.9% | 348 | 69.25% | 1 |
|
| 3202 |
3202
Northland Capital Management
Virginia,
Minnesota
| $2.18億 | +$3235万 | +17% | 1.83% | 37.5% | 35 | 20% | 3 |
|
| 3203 |
3203
Peterson Wealth Management
Sparks,
Nevada
| $2.18億 | +$316万 | +1% | 1.94% | 88.9% | 199 | 14.57% | 1 |
|
| 3204 |
3204
Lake Hills Wealth Management
Austin,
Texas
| $2.18億 | -$236万 | -1% | 1.86% | 83.7% | 75 | 34.67% | 1.1 |
|
| 3205 |
KA
3205
Kearns & Associates
Palos Verdes Estates,
California
| $2.18億 | +$343万 | +2% | 1.5% | 78.7% | 42 | 9.52% | 3.5 |
|
| 3206 |
3206
David J. Yvars Group
University Park,
Florida
| $2.18億 | +$570万 | +3% | 3.23% | 143% | 115 | 13.04% | 2.7 |
|
| 3207 |
3207
GuidedMoney
Black Earth,
Wisconsin
| $2.17億 | +$132万 | +0.6% | 0.98% | – | 35 | 8.57% | 0.7 |
|
| 3208 |
3208
American Financial & Tax Strategies
New York
| $2.17億 | -$411万 | -2% | 0.84% | 46.9% | 102 | 0.98% | 2.5 |
|
| 3209 |
3209
Addison Advisors
Middlebury,
Vermont
| $2.17億 | +$531万 | +3% | 0.58% | 54.5% | 817 | 19.46% | 3 |
|
| 3210 |
3210
Tilia Fiduciary Partners
Wilmington,
North Carolina
| $2.17億 | +$596万 | +3% | 3.24% | 101% | 133 | 18.8% | 3.2 |
|
| 3211 |
3211
Successful Portfolios
Clearwater,
Florida
| $2.17億 | +$270万 | +1% | 1.57% | 110% | 205 | 6.34% | 5 |
|
| 3212 |
3212
Wernau Asset Management
Gloucester,
Massachusetts
| $2.17億 | +$2420万 | +13% | 6.76% | – | 52 | 3.85% | 1.6 |
|
| 3213 |
3213
Dahring Cusmano
Novi,
Michigan
| $2.17億 | +$2690万 | +14% | 1.66% | – | 75 | 21.33% | 1.1 |
|
| 3214 |
3214
Peoples Bank (Ohio)
Marietta,
Ohio
| $2.17億 | +$2201万 | +11% | 1.22% | 78.9% | 112 | 12.5% | 5.7 |
|
| 3215 |
3215
Milestone Asset Management Group
Avon,
Connecticut
| $2.16億 | +$1792万 | +9% | 2.95% | – | 141 | 9.22% | 1.4 |
|
| 3216 |
3216
Kure Advisory
Plymouth,
Minnesota
| $2.16億 | +$550万 | +3% | 0.61% | – | 67 | 14.93% | 1.8 |
|
| 3217 |
3217
SWP Financial
San Diego,
California
| $2.16億 | +$14.8万 | +0.1% | 0.62% | 58.4% | 79 | 3.8% | 1.9 |
|
| 3218 |
3218
Ameraudi Asset Management
New York
| $2.16億 | -$442万 | -2% | 0.29% | 51.5% | 45 | 28.89% | 3.3 |
|
| 3219 |
3219
4J Wealth Management
Alexandria,
Virginia
| $2.16億 | +$1248万 | +6% | 1.91% | 74.7% | 121 | 15.7% | 3 |
|
| 3220 |
3220
First County Bank
Stamford,
Connecticut
| $2.16億 | +$381万 | +2% | 3% | 101% | 174 | 5.75% | 2.6 |
|
| 3221 |
3221
Lipe & Dalton
Syracuse,
New York
| $2.16億 | +$103万 | +0.5% | 1.75% | 101% | 98 | 8.16% | 6.7 |
|
| 3222 |
3222
Ridgecrest Wealth Partners
Mill Valley,
California
| $2.16億 | +$883万 | +4% | 4.14% | 103% | 119 | 11.76% | 3.4 |
|
| 3223 |
MKW
3223
Mullaney, Keating & Wright
Middletown,
Connecticut
| $2.16億 | +$926万 | +4% | 5.27% | – | 77 | 12.99% | 1.8 |
|
| 3224 |
CWMA
3224
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
| $2.16億 | +$38.4万 | +0.2% | 1.75% | – | 226 | 38.5% | 0.6 |
|
| 3225 |
3225
GLR Partners
Columbia,
Maryland
| $2.16億 | +$85.2万 | +0.4% | 2.29% | – | 119 | 16.81% | 0.4 |
|