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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
SummerHaven Investment Management
Stamford,
Connecticut
| $1.79億 | -$772万 | -4% | 4.81% | 150% | 323 | 78.33% | 0.7 |
|
| 3577 |
3577
Capstone Capital
Henderson,
Nevada
| $1.79億 | +$363万 | +2% | 0.32% | 62.8% | 27 | 11.11% | 2 |
|
| 3578 |
3578
Refined Wealth Management
Salt Lake City,
Utah
| $1.79億 | +$1290万 | +8% | 6.91% | 99.4% | 50 | 6% | 2.6 |
|
| 3579 |
3579
Astra Wealth Partners
Jersey City,
New Jersey
| $1.79億 | -$952万 | -5% | 1.53% | – | 120 | 24.17% | 1.1 |
|
| 3580 |
3580
Cox Capital Management
Andover,
Massachusetts
| $1.79億 | -$114万 | -0.6% | 2.04% | 106% | 84 | 15.48% | 3.2 |
|
| 3581 |
3581
Fjell Capital
Fargo,
North Dakota
| $1.78億 | +$3182万 | +22% | 1.17% | – | 86 | 25.58% | 1.1 |
|
| 3582 |
3582
M.E. Allison & Co
San Antonio,
Texas
| $1.78億 | +$458万 | +3% | 1.12% | – | 201 | 7.46% | 1.4 |
|
| 3583 |
3583
Accelerate Investment Advisors
Aliso Viejo,
California
| $1.78億 | +$414万 | +2% | 0.49% | – | 161 | 16.15% | 1.3 |
|
| 3584 |
3584
Welch Financial Planning
Boulder,
Colorado
| $1.78億 | +$657万 | +4% | 0.36% | – | 85 | 21.18% | 0.5 |
|
| 3585 |
3585
Hartmann Taylor Wealth Management
Dallas,
Texas
| $1.78億 | +$2714万 | +18% | 0.95% | – | 64 | 20.31% | 1.2 |
|
| 3586 |
3586
Strong Retirement Solutions
Silverdale,
Washington
| $1.78億 | +$1106万 | +7% | 5.18% | – | 87 | 9.2% | 0.7 |
|
| 3587 |
3587
Ariston Services Group
San Diego,
California
| $1.78億 | -$344万 | -2% | 2.65% | 71.7% | 73 | 5.48% | 0.2 |
|
| 3588 |
3588
DeLarme Wealth Management
Palos Verdes Estates,
California
| $1.78億 | +$531万 | +3% | 0.72% | – | 76 | 17.11% | 0.6 |
|
| 3589 |
3589
Valley Brook Capital Group
Venetia,
Pennsylvania
| $1.78億 | +$131万 | +0.7% | 3.86% | 122% | 123 | 6.5% | 4 |
|
| 3590 |
3590
GK Wealth Management
Reno,
Nevada
| $1.78億 | -$1283万 | -7% | 1.33% | – | 1,634 | 86.05% | 0 |
|
| 3591 |
3591
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| $1.77億 | +$328万 | +2% | 2.84% | 90.4% | 181 | 7.18% | 2.2 |
|
| 3592 |
3592
Wilkins Miller Wealth Management
Mobile,
Alabama
| $1.77億 | -$476万 | -3% | 0.2% | – | 99 | 8.08% | 1.5 |
|
| 3593 |
CWD
3593
Clarity Wealth Development
Corvallis,
Oregon
| $1.77億 | -$310万 | -2% | 0.86% | – | 60 | 18.33% | 1.2 |
|
| 3594 |
3594
Thor Investment Management
Cincinnati,
Ohio
| $1.77億 | +$106万 | +0.6% | 3.95% | 122% | 61 | 24.59% | 1.9 |
|
| 3595 |
3595
Five Pine Wealth Management
Coeur D Alene,
Idaho
| $1.77億 | +$11万 | +0.1% | 1.05% | – | 55 | 16.36% | 1.4 |
|
| 3596 |
3596
Prentiss Smith & Co
Brattleboro,
Vermont
| $1.77億 | -$561万 | -3% | 0.33% | 67.4% | 71 | 7.04% | 6.3 |
|
| 3597 |
3597
Ridgeline Wealth
Mesa,
Arizona
| $1.76億 | +$548万 | +3% | 0.75% | – | 63 | 7.94% | 1.3 |
|
| 3598 |
3598
Richardson Financial Services
Medway,
Massachusetts
| $1.76億 | +$2,417 | +0% | 1.87% | 77.4% | 647 | 14.37% | 1.8 |
|
| 3599 |
3599
Aurora Investment Managers
Naples,
Florida
| $1.76億 | +$1278万 | +8% | 12.2% | 74.4% | 53 | 3.77% | 1.9 |
|
| 3600 |
3600
Brookmont Capital Management
Dallas,
Texas
| $1.76億 | -$1042万 | -6% | 5.59% | 32.2% | 66 | 10.61% | 6.2 |
|