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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| $2.01億 | +$3588万 | +22% | 0.4% | 64.9% | 104 | 15.38% | 3 |
|
| 3352 |
3352
Two West Capital Advisors
Overland Park,
Kansas
| $2.01億 | +$13.6万 | +0.1% | 0.64% | – | 107 | 14.02% | 1.5 |
|
| 3353 |
3353
Ballew Advisors
Jackson,
Mississippi
| $2.01億 | +$776万 | +4% | 0.23% | 68% | 146 | 20.55% | 3.4 |
|
| 3354 |
BCM
3354
Berbice Capital Management
Melville,
New York
| $2.01億 | +$798万 | +4% | 5.06% | – | 114 | 28.07% | 1 |
|
| 3355 |
3355
Manuka Financial
Richmond,
Virginia
| $2.01億 | +$823万 | +4% | 1.66% | – | 56 | 1.79% | 1.5 |
|
| 3356 |
3356
Torren Management
San Diego,
California
| $2.01億 | +$415万 | +2% | 0.12% | – | 993 | 9.37% | 0.7 |
|
| 3357 |
3357
Members Wealth
Media,
Pennsylvania
| $2億 | +$1794万 | +10% | 0.87% | – | 138 | 20.29% | 1.5 |
|
| 3358 |
KTC
3358
Kentucky Trust Company
Danville,
Kentucky
| $2億 | -$777万 | -4% | 0.06% | – | 320 | 2.5% | 1.5 |
|
| 3359 |
3359
Kurv Investment Management
San Francisco,
California
| $2億 | +$3413万 | +21% | 0% | – | 74 | 40.54% | 0.4 |
|
| 3360 |
3360
Privium Fund Management (UK)
London,
United Kingdom
| $2億 | -$4045万 | -17% | 3.47% | 34.4% | 29 | 72.41% | 0.6 |
|
| 3361 |
3361
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| $2億 | +$100万 | +0.5% | 0.88% | 38.7% | 46 | 34.78% | 2.7 |
|
| 3362 |
DCM
3362
Dilation Capital Management
New York
| $2億 | -$4787万 | -19% | 7.23% | – | 28 | 50% | 0.6 |
|
| 3363 |
3363
Arena Capital Advisors
Los Angeles,
California
| $2億 | -$813万 | -4% | 1.75% | 127% | 24 | 8.33% | 1.7 |
|
| 3364 |
3364
Gridiron Partners
Wexford,
Pennsylvania
| $1.99億 | +$894万 | +5% | 4.45% | 15.5% | 52 | 1.92% | 2.4 |
|
| 3365 |
3365
William Allan Corp
Fort Collins,
Colorado
| $1.99億 | -$506万 | -2% | 1.11% | 94.2% | 66 | 7.58% | 2.7 |
|
| 3366 |
3366
Archvest Wealth Advisors
Concord,
California
| $1.99億 | +$2659万 | +15% | 0.13% | 53.1% | 83 | 15.66% | 2.1 |
|
| 3367 |
3367
United Financial Planning Group
Hauppauge,
New York
| $1.99億 | +$219万 | +1% | 0.24% | – | 510 | 30% | 0.6 |
|
| 3368 |
3368
SFM LLC
Manchester,
New Hampshire
| $1.99億 | +$393万 | +2% | 2.55% | 67.5% | 73 | 10.96% | 2 |
|
| 3369 |
3369
Ausbil Investment Management
Sydney,
Australia
| $1.99億 | -$2215万 | -10% | 5.95% | 115% | 78 | 32.05% | 1.3 |
|
| 3370 |
3370
LAM Group
Lake Oswego,
Oregon
| $1.99億 | -$278万 | -1% | 0.26% | 61.8% | 138 | 1.45% | 2.1 |
|
| 3371 |
3371
Buttonwood Financial Group
Kansas City,
Missouri
| $1.99億 | +$2354万 | +13% | 0.47% | 77.9% | 42 | 28.57% | 1.7 |
|
| 3372 |
3372
Eads & Heald Wealth Management
Atlanta,
Georgia
| $1.98億 | -$570万 | -3% | 1.58% | 93.3% | 157 | 10.83% | 8.2 |
|
| 3373 |
3373
Michael S. Ryan Inc
Latham,
New York
| $1.98億 | -$212万 | -1% | 1.75% | 63.3% | 58 | 5.17% | 2 |
|
| 3374 |
3374
Pioneer Family Office
North Miami Beach,
Florida
| $1.98億 | +$398万 | +2% | 1.03% | – | 136 | 8.09% | 0.6 |
|
| 3375 |
3375
Marest Capital
Tarzana,
California
| $1.98億 | -$300万 | -1% | 3.22% | 84.5% | 32 | 21.88% | 1.4 |
|