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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
3476
Whipplewood Advisors
Littleton,
Colorado
| $1.48億 | -$25.3万 | -0.2% | 1.25% | – | 649 | 71.19% | 1.5 |
|
| 3477 |
3477
Elevation Wealth Management
Eden Prairie,
Minnesota
| $1.48億 | +$1444万 | +11% | 3.8% | – | 157 | 12.1% | 0.6 |
|
| 3478 |
3478
Washington Capital Management
Seattle,
Washington
| $1.48億 | -$342万 | -2% | 1.01% | 81.8% | 128 | 19.53% | 2.7 |
|
| 3479 |
OIA
3479
Oakmont Investment Advisors
Pittsburgh,
Pennsylvania
| $1.48億 | +$393万 | +3% | 0.98% | – | 133 | 27.82% | 0.5 |
|
| 3480 |
3480
Gilpin Wealth Management
Denver,
Colorado
| $1.48億 | +$322万 | +2% | 1.43% | – | 1,484 | 32.48% | 0.5 |
|
| 3481 |
3481
Essential Investment Partners
Englewood,
Colorado
| $1.48億 | +$2323万 | +19% | 5.49% | – | 463 | 34.13% | 0.5 |
|
| 3482 |
3482
Lionshead Wealth Management
New York
| $1.48億 | -$631万 | -4% | 2.34% | – | 118 | 12.71% | 1.4 |
|
| 3483 |
3483
Moulton Wealth Management
Spokane,
Washington
| $1.48億 | -$448万 | -3% | 0.8% | 47.8% | 69 | 13.04% | 0.9 |
|
| 3484 |
3484
Green Alpha Advisors
Niwot,
Colorado
| $1.48億 | -$144万 | -1% | 7.35% | 316% | 120 | 14.17% | 3.6 |
|
| 3485 |
3485
Cravens & Co Advisors
Cookeville,
Tennessee
| $1.47億 | -$147万 | -1% | 1.59% | 70.4% | 72 | 22.22% | 2.3 |
|
| 3486 |
3486
Ipsen Advisor Group
Little Rock,
Arkansas
| $1.47億 | -$812万 | -5% | 1.01% | – | 107 | 1.87% | 2.7 |
|
| 3487 |
3487
Tenzing Financial
Williamsburg,
Virginia
| $1.47億 | +$171万 | +1% | 0.22% | – | 87 | 13.79% | 0.7 |
|
| 3488 |
3488
Midwest Financial Network
Tinley Park,
Illinois
| $1.47億 | +$34.6万 | +0.2% | 0.05% | – | 111 | 10.81% | 1 |
|
| 3489 |
3489
Blodgett Wealth Advisors
Concord,
California
| $1.47億 | -$249万 | -2% | 8.22% | 150% | 74 | 13.51% | 3.2 |
|
| 3490 |
BCG
3490
BRIA Capital Group
Wesley Chapel,
Florida
| $1.47億 | +$1121万 | +8% | 4.31% | – | 74 | 8.11% | 0.5 |
|
| 3491 |
3491
PVG Asset Management
Golden,
Colorado
| $1.47億 | -$2653万 | -15% | 0.49% | – | 150 | 28% | 0.9 |
|
| 3492 |
3492
Arnold Financial Planning
Hiawatha,
Iowa
| $1.47億 | +$1258万 | +9% | 1.29% | – | 46 | 13.04% | 0.5 |
|
| 3493 |
3493
Peak Wealth Management
Nashua,
New Hampshire
| $1.47億 | +$412万 | +3% | 0.25% | – | 69 | 17.39% | 0.6 |
|
| 3494 |
3494
Virtue Asset Management
Barrington,
Illinois
| $1.47億 | +$413万 | +3% | 2.74% | – | 109 | 3.67% | 0.9 |
|
| 3495 |
3495
Clear Point Advisors
Melville,
New York
| $1.46億 | +$3366万 | +30% | 1.38% | 56.7% | 138 | 37.68% | 0.7 |
|
| 3496 |
AF
3496
ASL Financial
Los Gatos,
California
| $1.46億 | +$427万 | +3% | 0.65% | – | 102 | 6.86% | 0.7 |
|
| 3497 |
3497
Clarity Retirement & Wealth
New Bedford,
Massachusetts
| $1.46億 | +$111万 | +0.8% | 0.83% | – | 36 | 13.89% | 0.6 |
|
| 3498 |
HRC
3498
Hoertkorn Richard Charles
| $1.46億 | -$320万 | -2% | 0.33% | 182% | 71 | 4.23% | 8.9 |
|
| 3499 |
3499
LTG Capital
Newton,
Massachusetts
| $1.46億 | -$358万 | -2% | 4.48% | 59% | 25 | 4% | 4.3 |
|
| 3500 |
3500
Woodside Wealth Management
Framingham,
Massachusetts
| $1.46億 | +$240万 | +2% | 0.36% | – | 46 | 8.7% | 1.4 |
|