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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
Stage Harbor Financial
Westwood,
Massachusetts
| $1.76億 | +$287万 | +2% | 0.12% | 56.4% | 68 | 11.76% | 1.9 |
|
| 3602 |
3602
Guerra Pan Advisors
Montclair,
New Jersey
| $1.76億 | -$329万 | -2% | 3.16% | 149% | 119 | 5.88% | 3.4 |
|
| 3603 |
3603
Forthright Family Wealth Advisory
Houston,
Texas
| $1.76億 | -$92.7万 | -0.5% | 0.34% | 60.2% | 58 | 5.17% | 1.5 |
|
| 3604 |
3604
Dedeker Financial
St. Louis Park,
Minnesota
| $1.76億 | -$25.1万 | -0.1% | 2.56% | – | 60 | 15% | 0.6 |
|
| 3605 |
3605
Andera Partners
Paris,
| $1.76億 | -$3078万 | -15% | 0.51% | – | 8 | 12.5% | 0.6 |
|
| 3606 |
3606
Herbst Group
Westport,
Connecticut
| $1.76億 | -$778万 | -4% | 0.31% | 142% | 84 | 36.9% | 1.5 |
|
| 3607 |
3607
Orser Capital Management
Southlake,
Texas
| $1.76億 | -$2595万 | -13% | 0.8% | 128% | 68 | 19.12% | 3.7 |
|
| 3608 |
3608
Southern Capital Services
Daphne,
Alabama
| $1.76億 | -$261万 | -1% | 1.15% | – | 31 | 9.68% | 0.7 |
|
| 3609 |
3609
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| $1.75億 | +$2033万 | +13% | 5.88% | – | 98 | 26.53% | 1.3 |
|
| 3610 |
3610
Cathy Pareto & Associates
Coral Gables,
Florida
| $1.75億 | +$487万 | +3% | 1.04% | – | 106 | 11.32% | 1.4 |
|
| 3611 |
3611
Salvus Wealth Management
Red Bank,
New Jersey
| $1.75億 | -$310万 | -2% | 1.69% | 108% | 137 | 12.41% | 3.2 |
|
| 3612 |
TPC
3612
Twin Peaks Capital
Hong Kong,
| $1.75億 | -$2780万 | -14% | 5.18% | – | 30 | 50% | 0.3 |
|
| 3613 |
3613
OMC Financial Services
Dewitt,
New York
| $1.75億 | -$1.27億 | -42% | 8.93% | – | 63 | 53.97% | 2.2 |
|
| 3614 |
3614
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| $1.75億 | -$401万 | -2% | 0.26% | 64.5% | 145 | 13.79% | 2.2 |
|
| 3615 |
SGH
3615
Sivik Global Healthcare
Greenwich,
Connecticut
| $1.75億 | +$4335万 | +33% | 10.7% | 83.8% | 46 | 50% | 1.8 |
|
| 3616 |
3616
Bannerman Wealth Management Group
Lewisville,
Texas
| $1.75億 | +$331万 | +2% | 0.64% | – | 39 | 10.26% | 1.4 |
|
| 3617 |
3617
Longview Financial Advisors
Huntsville,
Alabama
| $1.75億 | +$372万 | +2% | 2.78% | 47.4% | 48 | 14.58% | 2.2 |
|
| 3618 |
3618
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| $1.75億 | +$578万 | +3% | 0.16% | – | 383 | 15.14% | 1.4 |
|
| 3619 |
3619
Cedar Point Capital Partners
Cedar Rapids,
Iowa
| $1.75億 | +$81.2万 | +0.5% | 0.16% | 55.4% | 82 | 14.63% | 1.9 |
|
| 3620 |
3620
Arlington Capital Management
Arlington Heights,
Illinois
| $1.74億 | +$1359万 | +8% | 3.4% | 146% | 135 | 33.33% | 1 |
|
| 3621 |
3621
Wildcat Capital Management
New York
| $1.74億 | -$5415万 | -24% | 23.8% | 77.7% | 6 | 66.67% | 1.9 |
|
| 3622 |
3622
Providence Wealth Advisors
Frankfort,
Illinois
| $1.74億 | +$460万 | +3% | 3.01% | 121% | 89 | 6.74% | 5.3 |
|
| 3623 |
3623
Hopwood Financial Services
Reston,
Virginia
| $1.74億 | +$168万 | +1% | 0.36% | – | 95 | 8.42% | 1.5 |
|
| 3624 |
3624
Elevate Capital Advisors
Eagle,
Colorado
| $1.74億 | -$758万 | -4% | 1.32% | – | 87 | 31.03% | 1 |
|
| 3625 |
3625
NDWM LLC
La Jolla,
California
| $1.74億 | +$406万 | +2% | 0.43% | 50.3% | 42 | 7.14% | 1.7 |
|