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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Beacon Advisors Holdings
Austin,
Texas
| $2.07億 | +$284万 | +1% | 0.02% | – | 38 | 2.63% | 0.7 |
|
| 3302 |
3302
Stanich Group
Montauk,
New York
| $2.07億 | +$4833万 | +30% | 0.12% | – | 64 | 18.75% | 1.1 |
|
| 3303 |
3303
InTrack Investment Management
South Burlington,
Vermont
| $2.07億 | +$527万 | +3% | 3.26% | 99.2% | 115 | 12.17% | 2.9 |
|
| 3304 |
3304
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| $2.07億 | -$244万 | -1% | 1.44% | 41.6% | 20 | 5% | 1.5 |
|
| 3305 |
3305
Rachor Investment Advisory Services
Linden,
Michigan
| $2.07億 | +$349万 | +2% | 1.31% | – | 232 | 15.52% | 0.6 |
|
| 3306 |
3306
Cassia Capital Partners
Winston Salem,
North Carolina
| $2.07億 | +$27.8万 | +0.1% | 1.04% | 59.9% | 73 | 10.96% | 3.1 |
|
| 3307 |
3307
Momentous Wealth Management
Vancouver,
Washington
| $2.06億 | +$1127万 | +6% | 0.47% | – | 55 | 21.82% | 1.3 |
|
| 3308 |
3308
Delta Capital Management
Red Bank,
New Jersey
| $2.06億 | -$1101万 | -5% | 0.05% | 129% | 112 | 9.82% | 6.1 |
|
| 3309 |
IFS
3309
Intelligent Financial Strategies
Excelsior,
Minnesota
| $2.06億 | -$177万 | -0.9% | 0.61% | 63.5% | 79 | 26.58% | 3.1 |
|
| 3310 |
3310
Riverchase Wealth Management
Flower Mound,
Texas
| $2.06億 | -$861万 | -4% | 0.59% | – | 85 | 14.12% | 1.3 |
|
| 3311 |
3311
Instrumental Wealth
Tampa,
Florida
| $2.06億 | +$846万 | +4% | 0.75% | 38.2% | 92 | 6.52% | 1.7 |
|
| 3312 |
3312
Hurley Capital
New York
| $2.06億 | +$1269万 | +7% | 1.2% | – | 723 | 14.8% | 1.1 |
|
| 3313 |
3313
Cyr Financial
Hennepin,
Illinois
| $2.06億 | +$1376万 | +7% | 0.26% | – | 63 | 9.52% | 1.6 |
|
| 3314 |
3314
All-Stars Investment
Hong Kong
| $2.05億 | +$618万 | +3% | 5.9% | 30.1% | 11 | 18.18% | 1.1 |
|
| 3315 |
3315
Fortress Financial Group
Rochester,
Minnesota
| $2.05億 | +$510万 | +3% | 0.21% | – | 81 | 6.17% | 1.4 |
|
| 3316 |
3316
Washburn Capital Management
Vero Beach,
Florida
| $2.05億 | +$221万 | +1% | 0.42% | 123% | 61 | 16.39% | 3.3 |
|
| 3317 |
3317
Baron Financial Group
Fair Lawn,
New Jersey
| $2.05億 | -$422万 | -2% | 1.67% | 55.5% | 58 | 5.17% | 4.3 |
|
| 3318 |
3318
Entrust Financial
Wayne,
Pennsylvania
| $2.05億 | +$5107万 | +33% | 0.45% | – | 538 | 21.56% | 0.6 |
|
| 3319 |
3319
BCK Partners
Corning,
New York
| $2.05億 | -$219万 | -1% | 2.43% | 46% | 28 | 3.57% | 4.5 |
|
| 3320 |
3320
Allen Wealth Management
Boone,
North Carolina
| $2.05億 | -$17.6万 | -0.1% | 3.09% | 60.3% | 61 | 16.39% | 2.3 |
|
| 3321 |
3321
Loudon Investment Management
West Lebanon,
New Hampshire
| $2.05億 | +$125万 | +0.6% | 3.29% | 72.5% | 98 | 8.16% | 6.3 |
|
| 3322 |
3322
Hardin Capital Partners
Greenville,
South Carolina
| $2.05億 | -$1065万 | -5% | 5.71% | – | 156 | 15.38% | 1.6 |
|
| 3323 |
3323
Clarity Asset Management
Ames,
Iowa
| $2.05億 | +$71.1万 | +0.3% | 0.02% | 51.8% | 69 | 10.14% | 1.4 |
|
| 3324 |
3324
AtlasMark Financial
Austin,
Texas
| $2.04億 | +$138万 | +0.7% | 0.65% | – | 50 | 16% | 4.5 |
|
| 3325 |
3325
Stephens Group
Little Rock,
Arkansas
| $2.04億 | -$193万 | -0.9% | 1.28% | 45% | 4 | 0% | 3.5 |
|