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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Align Financial
Hermantown,
Minnesota
| $2.1億 | +$835万 | +4% | 0.09% | – | 663 | 47.21% | 0.4 |
|
| 3277 |
3277
LECAP Asset Management
London,
United Kingdom
| $2.1億 | -$2334万 | -10% | 0.68% | 35.6% | 391 | 68.29% | 0.2 |
|
| 3278 |
3278
Catalys Pacific
Tokyo,
Japan
| $2.1億 | -$1971万 | -9% | 8.55% | 189% | 2 | 0% | 2.8 |
|
| 3279 |
3279
LifeSteps Financial
Claremont,
California
| $2.1億 | -$494万 | -2% | 2.24% | 98.4% | 792 | 85.86% | 3.9 |
|
| 3280 |
3280
Treasure Coast Financial Planning
Vero Beach,
Florida
| $2.1億 | +$457万 | +2% | 0.26% | 35.5% | 49 | 10.2% | 2.9 |
|
| 3281 |
WPA
3281
Wealth Preservation Advisors
Chattanooga,
Tennessee
| $2.1億 | +$3414万 | +19% | 5.32% | – | 127 | 37.01% | 0.9 |
|
| 3282 |
3282
Finivi Inc
Westborough,
Massachusetts
| $2.1億 | +$1459万 | +7% | 1.68% | 144% | 120 | 14.17% | 2.4 |
|
| 3283 |
3283
Salus Financial Advisors
Colorado Springs,
Colorado
| $2.1億 | +$669万 | +3% | 0.86% | – | 44 | 13.64% | 1.3 |
|
| 3284 |
PIM
3284
Pullen Investment Management
Bradenton,
Florida
| $2.09億 | -$676万 | -3% | 0.18% | – | 106 | 12.26% | 1.7 |
|
| 3285 |
3285
Harrington Investments
Napa,
California
| $2.09億 | +$275万 | +1% | 4.45% | 109% | 84 | 7.14% | 6.8 |
|
| 3286 |
3286
McCarthy Asset Management
Redwood Shores,
California
| $2.09億 | -$190万 | -0.9% | 0.08% | – | 30 | 10% | 4 |
|
| 3287 |
3287
SBK Financial
Richmond,
Virginia
| $2.09億 | +$5732万 | +38% | 0.71% | – | 211 | 13.74% | 1.7 |
|
| 3288 |
3288
Wealth Intelligence
Columbus,
Georgia
| $2.09億 | -$643万 | -3% | 2.41% | – | 60 | 1.67% | 0.7 |
|
| 3289 |
3289
Birchbrook
Bangor,
Maine
| $2.09億 | -$428万 | -2% | 0.38% | 49.1% | 308 | 5.19% | 2.2 |
|
| 3290 |
3290
Cornerstone Wealth
Greeneville,
Tennessee
| $2.09億 | +$1099万 | +6% | 0.91% | – | 108 | 10.19% | 0.4 |
|
| 3291 |
3291
FOCUS Wealth Advisors
Houston,
Texas
| $2.09億 | -$705万 | -3% | 0.11% | 68.7% | 63 | 4.76% | 3.3 |
|
| 3292 |
3292
Hara Capital
Bellevue,
Washington
| $2.09億 | +$1900万 | +10% | 10.4% | 65.4% | 311 | 7.72% | 1.9 |
|
| 3293 |
3293
Spring Capital Management
Amarillo,
Texas
| $2.08億 | +$311万 | +2% | 1.02% | 73.6% | 57 | 5.26% | 2.7 |
|
| 3294 |
3294
Carson Advisory
Athens,
Georgia
| $2.08億 | -$953万 | -4% | 1.34% | 70.9% | 210 | 9.52% | 3 |
|
| 3295 |
3295
FWG Investments
Lexington,
Kentucky
| $2.08億 | +$1908万 | +10% | 1.63% | 67.5% | 125 | 12% | 1.3 |
|
| 3296 |
3296
Taylor & Morgan Wealth Management
Flint,
Michigan
| $2.08億 | +$515万 | +3% | 1.09% | 85.9% | 91 | 4.4% | 2.9 |
|
| 3297 |
3297
Brown Shipley & Co
London,
United Kingdom
| $2.08億 | +$1469万 | +8% | 9.99% | 125% | 78 | 5.13% | 2.6 |
|
| 3298 |
3298
Bucket List Wealth Management
The Villages,
Florida
| $2.08億 | +$475万 | +2% | 0.28% | – | 64 | 3.13% | 0.6 |
|
| 3299 |
MLTEF
3299
Metatron Long Term Equity Fund
Birkirkara,
| $2.07億 | -$1278万 | -6% | 4.43% | – | 70 | 21.43% | 0.2 |
|
| 3300 |
3300
Kessler Investment Group
Columbus,
Indiana
| $2.07億 | -$2696万 | -12% | 6.52% | 251% | 85 | 8.24% | 2.6 |
|