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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
Innovative Wealth Building
California,
Maryland
| $1.81億 | +$856万 | +5% | 1.06% | – | 92 | 15.22% | 1.1 |
|
| 3552 |
3552
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| $1.81億 | -$84.8万 | -0.5% | 3.02% | 59.7% | 79 | 8.86% | 2.8 |
|
| 3553 |
3553
Nolet Wealth Management
Fort Worth,
Texas
| $1.81億 | -$53.7万 | -0.3% | 2.22% | – | 121 | 15.7% | 0.6 |
|
| 3554 |
CIG
3554
Cascade Investment Group
Colorado Springs,
Colorado
| $1.81億 | +$221万 | +1% | 1.83% | 93.2% | 169 | 13.02% | 2.4 |
|
| 3555 |
3555
Livet Wealth
Salt Lake City,
Utah
| $1.8億 | +$707万 | +4% | 0.52% | – | 130 | 14.62% | 0.6 |
|
| 3556 |
3556
Sunrise Financial Services
Burien,
Washington
| $1.8億 | +$1212万 | +7% | 1% | – | 601 | 23.63% | 0.7 |
|
| 3557 |
3557
Alterna Wealth Management
Houston,
Texas
| $1.8億 | +$604万 | +3% | 0.25% | 52.9% | 123 | 22.76% | 2.5 |
|
| 3558 |
3558
Sanchez Gaunt Capital Management
Reno,
Nevada
| $1.8億 | +$100万 | +0.6% | 1.55% | – | 209 | 17.7% | 0.4 |
|
| 3559 |
3559
Shotwell Rutter Baer
Lansing,
Michigan
| $1.8億 | -$222万 | -1% | 1.7% | 45.5% | 39 | 2.56% | 2.3 |
|
| 3560 |
3560
Melfa Wealth Management
Westborough,
Massachusetts
| $1.8億 | -$558万 | -3% | 2.33% | 49.9% | 204 | 6.37% | 2.7 |
|
| 3561 |
3561
Daviman Financial
Noblesville,
Indiana
| $1.8億 | -$128万 | -0.7% | 1.04% | – | 105 | 18.1% | 0.6 |
|
| 3562 |
3562
SwitchPoint Financial Planning
Lehi,
Utah
| $1.8億 | +$665万 | +4% | 0.08% | – | 81 | 24.69% | 1.3 |
|
| 3563 |
3563
Integras Partners
Alpharetta,
Georgia
| $1.8億 | -$140万 | -0.8% | 0.18% | – | 105 | 8.57% | 1 |
|
| 3564 |
3564
Regeneron Pharmaceuticals
Tarrytown,
New York
| $1.8億 | +$241万 | +1% | 6.28% | – | 3 | 0% | 1.3 |
|
| 3565 |
3565
Brian Low Financial Group
Baton Rouge,
Louisiana
| $1.79億 | +$800万 | +5% | 1.07% | – | 131 | 19.85% | 0.9 |
|
| 3566 |
3566
Accredited Investor Services
St. Cloud,
Minnesota
| $1.79億 | +$243万 | +1% | 0.03% | – | 88 | 12.5% | 1.3 |
|
| 3567 |
3567
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $1.79億 | +$3070万 | +21% | 9.17% | 167% | 25 | 68% | 1.1 |
|
| 3568 |
3568
Blackston Financial Advisory Group
The Villages,
Florida
| $1.79億 | +$185万 | +1% | 2.34% | 79.8% | 117 | 11.11% | 1.9 |
|
| 3569 |
3569
Thryve Wealth Management
Irving,
Texas
| $1.79億 | +$29.4万 | +0.2% | 0.82% | – | 41 | 9.76% | 0.6 |
|
| 3570 |
RFMS
3570
RWQ Financial Management Services
Naples,
Florida
| $1.79億 | -$2817万 | -14% | 3.38% | 446% | 28 | 25% | 1.8 |
|
| 3571 |
3571
Byrne Asset Management
Kingston,
New Jersey
| $1.79億 | -$593万 | -3% | 1.34% | 126% | 672 | 19.64% | 1.8 |
|
| 3572 |
3572
Transmarket Holdings
Chicago,
Illinois
| $1.79億 | +$4280万 | +31% | 4.03% | – | 74 | 87.84% | 0.1 |
|
| 3573 |
3573
Grey Rock Energy Management
Dallas,
Texas
| $1.79億 | -$6463万 | -27% | 1.59% | – | 1 | 0% | 1.8 |
|
| 3574 |
3574
Fort Henry Capital
Wheeling,
West Virginia
| $1.79億 | -$255万 | -1% | 2.28% | 39.3% | 18 | 5.56% | 4.4 |
|
| 3575 |
3575
Cascade Investment Advisors
Oregon City,
Oregon
| $1.79億 | -$435万 | -2% | 1.37% | 79.1% | 116 | 4.31% | 4.7 |
|