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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、4,149本のファンド(~46%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
Bestgate Wealth Advisors
Frederick,
Maryland
| $1.58億 | +$9522万 | +152% | 0.01% | – | 77 | 41.56% | 0.9 |
|
| 3377 |
3377
Eddie Patel Inc
Chicago,
Illinois
| $1.58億 | -$935万 | -6% | 3.13% | – | 147 | 31.29% | 0.4 |
|
| 3378 |
3378
DKM Wealth Management
Stockton,
California
| $1.58億 | +$493万 | +3% | 0.68% | – | 77 | 5.19% | 1.4 |
|
| 3379 |
JWM
3379
JP Wealth Management
Mt. Pleasant,
South Carolina
| $1.58億 | -$102万 | -0.6% | 1.04% | – | 14 | 0% | 1.5 |
|
| 3380 |
3380
J2 Capital Management
Troy,
Michigan
| $1.58億 | +$907万 | +6% | 1.77% | – | 137 | 23.36% | 2.1 |
|
| 3381 |
3381
Madrid Wealth Management
Albuquerque,
New Mexico
| $1.57億 | +$507万 | +3% | 0.41% | – | 77 | 10.39% | 0.7 |
|
| 3382 |
3382
Liberty Atlantic Advisors
Allen,
Texas
| $1.57億 | +$1835万 | +13% | 0.07% | – | 94 | 15.96% | 0.6 |
|
| 3383 |
3383
Outbound Financial Inc
Boulder,
Colorado
| $1.57億 | +$282万 | +2% | 0.07% | – | 47 | 6.38% | 1.1 |
|
| 3384 |
3384
Lakeshore Capital Group
Rolling Meadows,
Illinois
| $1.57億 | +$2210万 | +16% | 1.61% | – | 79 | 7.59% | 1.5 |
|
| 3385 |
3385
Chartist Inc
Seal Beach,
California
| $1.57億 | -$332万 | -2% | 3.11% | – | 22 | 4.55% | 6.7 |
|
| 3386 |
3386
Guardian Investment Management
Tiburon,
California
| $1.57億 | +$194万 | +1% | 3.97% | 103% | 61 | 3.28% | 7.1 |
|
| 3387 |
3387
Covestor
London,
United Kingdom
| $1.57億 | -$1632万 | -9% | 1.73% | 134% | 2,984 | 12.63% | 3.6 |
|
| 3388 |
3388
Guild Investment Management
Los Angeles,
California
| $1.57億 | +$1035万 | +7% | 7.38% | 119% | 66 | 22.73% | 2.1 |
|
| 3389 |
3389
Capital Squared Financial
Rockville,
Maryland
| $1.57億 | +$381万 | +2% | 0.03% | – | 91 | 5.49% | 1.1 |
|
| 3390 |
3390
Redwood Park Advisors
Redwood City,
California
| $1.57億 | +$449万 | +3% | 3.24% | – | 466 | 25.97% | 1.1 |
|
| 3391 |
3391
Scratch Capital
Boise,
Idaho
| $1.57億 | -$4482万 | -22% | 1.41% | – | 48 | 20.83% | 1.4 |
|
| 3392 |
3392
Safir Wealth Advisors
Greenland,
New Hampshire
| $1.57億 | +$273万 | +2% | 0.53% | 52.1% | 18 | 5.56% | 3.7 |
|
| 3393 |
3393
Gladwyn Financial Advisors
Chantilly,
Virginia
| $1.57億 | -$330万 | -2% | 1.22% | – | 82 | 1.22% | 1.2 |
|
| 3394 |
3394
Town Capital
Bel Air,
Maryland
| $1.57億 | -$116万 | -0.7% | 0.24% | – | 86 | 23.26% | 0.5 |
|
| 3395 |
3395
Prota Financial
Houston,
Texas
| $1.57億 | +$461万 | +3% | 0.41% | – | 71 | 4.23% | 0.7 |
|
| 3396 |
3396
ATX Financial Planning
Austin,
Texas
| $1.56億 | +$540万 | +4% | 1.56% | – | 94 | 27.66% | 0.6 |
|
| 3397 |
3397
Kopion Asset Management
Mckinney,
Texas
| $1.56億 | -$173万 | -1% | 4.38% | 80.5% | 21 | 4.76% | 4.3 |
|
| 3398 |
3398
Polaris Investment Advisors
Framingham,
Massachusetts
| $1.56億 | +$30.8万 | +0.2% | 0.59% | – | 82 | 13.41% | 0.7 |
|
| 3399 |
3399
46 Peaks LLC
Newtown,
Pennsylvania
| $1.56億 | -$267万 | -2% | 1.6% | – | 31 | 29.03% | 0.7 |
|
| 3400 |
3400
Aspetuck Financial Management
Westport,
Connecticut
| $1.56億 | -$1353万 | -8% | 2.42% | – | 85 | 11.76% | 1.5 |
|