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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、4,019本のファンド(~45%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
NewCorp Financial Services
Alpharetta,
Georgia
| $1.32億 | +$133万 | +1% | 0.7% | – | 59 | 16.95% | 0.6 |
|
| 3552 |
3552
CDKV Holdings
Denver,
Colorado
| $1.32億 | +$399万 | +3% | 1.02% | – | 278 | 0.72% | 0.7 |
|
| 3553 |
3553
Paragon Capital Management (Utah)
Provo,
Utah
| $1.32億 | -$306万 | -2% | 0.9% | 72.3% | 83 | 19.28% | 1.9 |
|
| 3554 |
MCFP
3554
McCarley & Cook Financial Planners
Cincinnati,
Ohio
| $1.32億 | +$300万 | +2% | 0.17% | – | 282 | 9.57% | 0.7 |
|
| 3555 |
3555
Miller Financial Services
Marshall,
Michigan
| $1.32億 | +$763万 | +6% | 0.94% | – | 163 | 17.79% | 1.1 |
|
| 3556 |
3556
Nightview Capital
Austin,
Texas
| $1.32億 | -$184万 | -1% | 7.27% | 170% | 15 | 20% | 1.9 |
|
| 3557 |
3557
Vision Financial Markets
Stamford,
Connecticut
| $1.31億 | +$1604万 | +14% | 0.45% | – | 439 | 17.77% | 1.4 |
|
| 3558 |
3558
AFG Fiduciary Services
Hingham,
Massachusetts
| $1.31億 | +$266万 | +2% | 1.29% | 72.4% | 65 | 10.77% | 2.9 |
|
| 3559 |
TWM
3559
Todd Wealth Management
Venice,
Florida
| $1.31億 | -$89.5万 | -0.7% | 3.85% | – | 116 | 10.34% | 0.7 |
|
| 3560 |
3560
Asempa Wealth Advisors
Baton Rouge,
Louisiana
| $1.31億 | -$305万 | -2% | 1.14% | – | 122 | 9.02% | 0.7 |
|
| 3561 |
SF
3561
Schaeffer Financial
Rockville,
Maryland
| $1.31億 | +$170万 | +1% | 0.89% | 52.2% | 31 | 16.13% | 2.3 |
|
| 3562 |
3562
Legacy Solutions LLC
Kennett Square,
Pennsylvania
| $1.31億 | +$736万 | +6% | 0.69% | – | 94 | 9.57% | 1.4 |
|
| 3563 |
3563
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
| $1.31億 | +$316万 | +2% | 1.17% | – | 84 | 46.43% | 0.9 |
|
| 3564 |
3564
Virtus Family Office
El Paso,
Texas
| $1.31億 | +$439万 | +3% | 4.63% | 60.9% | 63 | 3.17% | 1.5 |
|
| 3565 |
3565
First Financial Group
Raleigh,
North Carolina
| $1.31億 | -$748万 | -5% | 3.13% | – | 92 | 18.48% | 1.3 |
|
| 3566 |
3566
Haven Capital Group
Westlake Village,
California
| $1.31億 | +$631万 | +5% | 4.34% | – | 41 | 14.63% | 1.3 |
|
| 3567 |
3567
City Center Advisors LLC
Troy,
Michigan
| $1.31億 | +$728万 | +6% | 1.43% | – | 208 | 29.33% | 1.2 |
|
| 3568 |
3568
Kennon-Green & Company
New Albany,
Ohio
| $1.31億 | +$228万 | +2% | 4.84% | 58.4% | 43 | 6.98% | 3 |
|
| 3569 |
3569
Roxbury Financial
Mount Arlington,
New Jersey
| $1.3億 | +$389万 | +3% | 3.84% | – | 446 | 12.78% | 1.3 |
|
| 3570 |
3570
Paller Financial Services
Centennial,
Colorado
| $1.3億 | -$346万 | -3% | 4.51% | – | 47 | 10.64% | 0.6 |
|
| 3571 |
3571
Benchmark Financial
Wilmington,
Delaware
| $1.3億 | +$748万 | +6% | 1.25% | – | 61 | 13.11% | 0.6 |
|
| 3572 |
3572
Freestate Advisors
Overland Park,
Kansas
| $1.3億 | -$388万 | -3% | 0.97% | – | 43 | 2.33% | 1.9 |
|
| 3573 |
3573
Hudson Oak Wealth Advisory
Hoboken,
New Jersey
| $1.3億 | +$33.5万 | +0.3% | 0.1% | – | 55 | 7.27% | 0.7 |
|
| 3574 |
3574
O'Domhnaill Enterprises
Cody,
Wyoming
| $1.3億 | +$472万 | +4% | 3.09% | – | 67 | 16.42% | 0.6 |
|
| 3575 |
3575
Grand Central Investment Group
Tampa,
Florida
| $1.3億 | +$1020万 | +9% | 6.48% | – | 43 | 9.3% | 3.3 |
|