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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
Councilmark Asset Management
Knoxville,
Tennessee
| $1.94億 | +$558万 | +3% | 4.76% | – | 89 | 7.87% | 2.1 |
|
| 3402 |
3402
Elevate Wealth Advisory
Athens,
Georgia
| $1.94億 | +$1930万 | +11% | 0.04% | 49.5% | 140 | 12.86% | 2.1 |
|
| 3403 |
3403
Lee-Kelleher Wealth Management
Fulton,
Maryland
| $1.94億 | +$313万 | +2% | 0.41% | – | 50 | 6% | 1.4 |
|
| 3404 |
3404
Financial Designs
Claremont,
California
| $1.94億 | +$765万 | +4% | 1.84% | 49% | 42 | 9.52% | 1.4 |
|
| 3405 |
3405
Quantum Financial Partners
Overland Park,
Kansas
| $1.94億 | -$150万 | -0.8% | 1.53% | – | 169 | 19.53% | 0.2 |
|
| 3406 |
3406
Lakewood Asset Management
Naperville,
Illinois
| $1.94億 | +$1171万 | +6% | 1.65% | 69.3% | 114 | 9.65% | 2.9 |
|
| 3407 |
3407
IMG Wealth Management
Jacksonville,
Florida
| $1.94億 | +$1438万 | +8% | 1.16% | – | 665 | 11.88% | 1 |
|
| 3408 |
NWM
3408
Navigoe Wealth Management
Redondo Beach,
California
| $1.94億 | +$260万 | +1% | 0.4% | – | 1,240 | 69.6% | 0.9 |
|
| 3409 |
3409
Bayshore Capital Advisors
Tampa,
Florida
| $1.94億 | -$2044万 | -10% | 5.86% | – | 48 | 18.75% | 0.6 |
|
| 3410 |
3410
Invera Wealth Advisors
Bend,
Oregon
| $1.94億 | +$726万 | +4% | 1.03% | 102% | 136 | 3.68% | 1.3 |
|
| 3411 |
3411
Adirondack Capital Advisors
Syracuse,
New York
| $1.94億 | +$722万 | +4% | 0.48% | – | 45 | 0% | 0.7 |
|
| 3412 |
3412
Inman Jager Wealth Management
Hattiesburg,
Mississippi
| $1.94億 | +$569万 | +3% | 4.23% | – | 93 | 7.53% | 1.5 |
|
| 3413 |
3413
Rydar Equities
Weatherford,
Texas
| $1.94億 | +$1596万 | +9% | 4.43% | – | 441 | 75.96% | 0.2 |
|
| 3414 |
3414
Integrity Wealth Advisors
Ventura,
California
| $1.93億 | – | – | 2.29% | – | 77 | – | 1.1 |
|
| 3415 |
3415
Ehrlich Financial Group
Laguna Niguel,
California
| $1.93億 | -$111万 | -0.6% | 0.29% | 56.2% | 132 | 18.94% | 1.6 |
|
| 3416 |
MAM
3416
Maytree Asset Management
Hong Kong
| $1.93億 | +$3920万 | +25% | 1.1% | 441% | 48 | 68.75% | 0.4 |
|
| 3417 |
3417
Ables Iannone Moore & Associates
Savannah,
Georgia
| $1.93億 | +$519万 | +3% | 4.97% | 116% | 66 | 10.61% | 2.2 |
|
| 3418 |
3418
Rayburn West Financial Services
Nashville,
Tennessee
| $1.93億 | +$1137万 | +6% | 3.93% | – | 87 | 10.34% | 0.7 |
|
| 3419 |
3419
Stone Loft Wealth Management
West Chester,
Pennsylvania
| $1.93億 | +$1698万 | +10% | 1% | – | 31 | 6.45% | 0.7 |
|
| 3420 |
3420
Upper Left Wealth Management
Tampa,
Florida
| $1.93億 | +$1225万 | +7% | 2.4% | 52.7% | 79 | 21.52% | 3.2 |
|
| 3421 |
3421
Martin Capital Advisors
San Antonio,
Texas
| $1.93億 | +$192万 | +1% | 3.66% | 140% | 78 | 5.13% | 3.7 |
|
| 3422 |
SA
3422
Sunesis Advisors
Overland Park,
Kansas
| $1.93億 | -$4926万 | -20% | 1.67% | – | 71 | 81.69% | 2.6 |
|
| 3423 |
3423
Clark Wealth Partners
O'fallon,
Illinois
| $1.93億 | +$1545万 | +9% | 0.78% | – | 1,076 | 48.61% | 0.7 |
|
| 3424 |
3424
ROI Financial Advisors
Beaverton,
Oregon
| $1.93億 | -$73万 | -0.4% | 2.39% | 165% | 74 | 8.11% | 2 |
|
| 3425 |
MBWA
3425
Marin Bay Wealth Advisors
San Anselmo,
California
| $1.92億 | +$621万 | +3% | 4.4% | – | 138 | 11.59% | 0.6 |
|