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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Sightline Wealth Advisors
Groton,
Connecticut
| $2.15億 | -$5814万 | -21% | 1.42% | 48.5% | 98 | 33.67% | 3.3 |
|
| 3227 |
3227
Dutch Asset Corp
Selkirk,
New York
| $2.15億 | +$1398万 | +7% | 1.57% | – | 131 | 25.19% | 0.6 |
|
| 3228 |
3228
Andrews Advisory Associates
Honolulu,
Hawaii
| $2.15億 | +$685万 | +3% | 1.25% | – | 88 | 6.82% | 0.7 |
|
| 3229 |
3229
Babb Wealth Advisors
Flagstaff,
Arizona
| $2.15億 | +$736万 | +4% | 1.43% | – | 22 | 18.18% | 1.3 |
|
| 3230 |
3230
Constitution Capital
Shelton,
Connecticut
| $2.15億 | +$2004万 | +10% | 6.09% | 91.1% | 63 | 3.17% | 4.1 |
|
| 3231 |
3231
CWC Advisors
Lake Oswego,
Oregon
| $2.15億 | -$1044万 | -5% | 2.22% | – | 160 | 5.63% | 1.5 |
|
| 3232 |
3232
Point Nemo Capital
Dripping Springs,
Texas
| $2.15億 | +$1733万 | +9% | 5.16% | – | 202 | 38.12% | 0.3 |
|
| 3233 |
3233
4Thought Financial Group
Syosset,
New York
| $2.15億 | +$192万 | +0.9% | 1.41% | 40.8% | 109 | 5.5% | 3.7 |
|
| 3234 |
3234
Primoris Wealth Advisors
North Palm Beach,
Florida
| $2.15億 | -$456万 | -2% | 3.56% | 206% | 149 | 31.54% | 2 |
|
| 3235 |
3235
Stegner Investment Associates
Louisville,
Kentucky
| $2.15億 | +$424万 | +2% | 1.56% | 84.8% | 31 | 6.45% | 4 |
|
| 3236 |
3236
Old Peak Finance
Chapel Hill,
North Carolina
| $2.14億 | +$785万 | +4% | 2.11% | – | 108 | 12.96% | 0.6 |
|
| 3237 |
3237
Silver Grove Financial Group
Orchard Park,
New York
| $2.14億 | +$2948万 | +16% | 1.24% | – | 2,738 | 15.19% | 0.3 |
|
| 3238 |
3238
Clay Northam Wealth Management
Huntington Beach,
California
| $2.14億 | +$1098万 | +5% | 5.78% | 125% | 114 | 8.77% | 2.9 |
|
| 3239 |
3239
Ballast Rock Private Wealth
Charleston,
South Carolina
| $2.14億 | -$230万 | -1% | 0.61% | – | 211 | 13.27% | 0.6 |
|
| 3240 |
3240
Clark Financial Services Group
Chesterfield,
Missouri
| $2.14億 | +$238万 | +1% | 2.45% | 116% | 101 | 11.88% | 2.5 |
|
| 3241 |
3241
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
| $2.14億 | -$3650万 | -15% | 0.2% | 61.3% | 78 | 14.1% | 2 |
|
| 3242 |
VCM
3242
Viewpoint Capital Management
Seattle,
Washington
| $2.14億 | +$1775万 | +9% | 0.4% | 127% | 141 | 18.44% | 3.4 |
|
| 3243 |
3243
PUREfi Wealth
Boston,
Massachusetts
| $2.14億 | +$3193万 | +18% | 0.99% | – | 250 | 25.6% | 1 |
|
| 3244 |
MF
3244
Meridian Financial
Holliston,
Massachusetts
| $2.14億 | +$573万 | +3% | 0.3% | 58.5% | 158 | 10.13% | 2.9 |
|
| 3245 |
3245
Birch Financial Group
Keene,
New Hampshire
| $2.14億 | +$1923万 | +10% | 0.92% | – | 1,042 | 85.89% | 0.2 |
|
| 3246 |
3246
Fortitude Financial
Spokane,
Washington
| $2.13億 | +$1.02億 | +92% | 1.19% | – | 43 | 34.88% | 0.7 |
|
| 3247 |
3247
Schulz Wealth
Mansfield,
Texas
| $2.13億 | +$1962万 | +10% | 1.61% | – | 79 | 12.66% | 1.9 |
|
| 3248 |
3248
Birch Capital Management
Dallas,
Texas
| $2.13億 | +$854万 | +4% | 6.3% | 62% | 85 | 10.59% | 4.6 |
|
| 3249 |
3249
Financial Harvest
Winter Park,
Florida
| $2.13億 | -$2882万 | -12% | 1.02% | – | 72 | 19.44% | 1 |
|
| 3250 |
3250
Greater Midwest Financial Group
St. Paul,
Minnesota
| $2.13億 | +$1238万 | +6% | 4.66% | 157% | 73 | 16.44% | 1.6 |
|