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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、4,142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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
GPCM
3526
Guardsman Private Capital Management
Sarasota,
Florida
| $1.44億 | +$126万 | +0.9% | 0.28% | – | 44 | 2.27% | 0.7 |
|
| 3527 |
3527
Prosperity Advisers
Fort Washington,
Pennsylvania
| $1.44億 | +$581万 | +4% | 0.32% | – | 48 | 12.5% | 0.6 |
|
| 3528 |
3528
Illumine Investment Management
Poulsbo,
Washington
| $1.44億 | -$988万 | -6% | 0.84% | – | 107 | 0% | 0 |
|
| 3529 |
3529
Fulcrum Wealth Advisors
Bellevue,
Washington
| $1.44億 | +$1280万 | +10% | 3.61% | – | 92 | 25% | 0.6 |
|
| 3530 |
3530
Semitam Bonam
Goshen,
New York
| $1.44億 | +$754万 | +6% | 0.86% | – | 52 | 15.38% | 1.1 |
|
| 3531 |
3531
Rubicon Advisors
Redding,
California
| $1.44億 | +$635万 | +5% | 2.91% | – | 93 | 11.83% | 0.6 |
|
| 3532 |
3532
Madson Wealth Advisors
Santa Rosa,
California
| $1.44億 | -$347万 | -2% | 1.14% | – | 101 | 11.88% | 0.4 |
|
| 3533 |
3533
DMC Group
Birmingham,
Alabama
| $1.43億 | -$251万 | -2% | 5.73% | 116% | 137 | 17.52% | 2.8 |
|
| 3534 |
3534
Hofer & Associates
Thousand Oaks,
California
| $1.43億 | -$6350万 | -31% | 1.85% | 61.7% | 130 | 86.15% | 0.8 |
|
| 3535 |
3535
Red Crane Wealth Management
San Francisco,
California
| $1.43億 | +$740万 | +5% | 1.85% | – | 82 | 8.54% | 1.4 |
|
| 3536 |
3536
SIMA Wealth Partners
North Chesterfield,
Virginia
| $1.43億 | +$221万 | +2% | 0.55% | – | 138 | 5.8% | 2 |
|
| 3537 |
3537
Slocum, Gordon & Co
Newport,
Rhode Island
| $1.43億 | -$722万 | -5% | 2.53% | 65.3% | 72 | 11.11% | 2.4 |
|
| 3538 |
3538
Sacks & Associates
Warren,
New Jersey
| $1.43億 | -$499万 | -3% | 0.31% | – | 83 | 8.43% | 0.7 |
|
| 3539 |
3539
Fundamenta Capital
Montevideo,
| $1.43億 | -$2931万 | -17% | 2.94% | – | 16 | 37.5% | 0.3 |
|
| 3540 |
3540
Vested Financial Planning
San Carlos,
California
| $1.43億 | -$587万 | -4% | 0.65% | – | 36 | 36.11% | 1.2 |
|
| 3541 |
RCM
3541
RMR Capital Management
Tustin,
California
| $1.43億 | -$231万 | -2% | 0.35% | 57% | 79 | 10.13% | 2.3 |
|
| 3542 |
3542
Cannon Capital Management
Salt Lake City,
Utah
| $1.43億 | +$2514万 | +21% | 1.73% | – | 31 | 9.68% | 0.7 |
|
| 3543 |
3543
NorthLanding Financial Partners
Rochester,
New York
| $1.43億 | -$186万 | -1% | 0.1% | 54.7% | 46 | 6.52% | 3.1 |
|
| 3544 |
3544
Mallini Complete Financial Planning
Gainesville,
Florida
| $1.43億 | +$250万 | +2% | 1.23% | – | 73 | 4.11% | 1.3 |
|
| 3545 |
3545
Spectrum Advisors
Plano,
Texas
| $1.43億 | +$123万 | +0.9% | 0.24% | – | 57 | 10.53% | 0.5 |
|
| 3546 |
3546
Sidoxia Capital Management
Newport Beach,
California
| $1.42億 | +$605万 | +4% | 2.14% | – | 91 | 8.79% | 0.5 |
|
| 3547 |
3547
Marrick Wealth
Irvine,
California
| $1.42億 | +$158万 | +1% | 0.19% | – | 63 | 3.17% | 0.6 |
|
| 3548 |
3548
Gilbert Capital Group
North Yarmouth,
Maine
| $1.42億 | -$38.6万 | -0.3% | 0.86% | – | 63 | 15.87% | 0.9 |
|
| 3549 |
3549
Tenet Wealth Partners
Champaign,
Illinois
| $1.42億 | +$785万 | +6% | 0.8% | – | 112 | 14.29% | 0.2 |
|
| 3550 |
GJ
3550
Greg Jennings
Dewitt,
New York
| $1.42億 | – | – | 6.33% | – | 49 | – | 0 |
|