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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、3,997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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
3626
Hobbs Wealth Management
Zionsville,
Indiana
| $1.22億 | +$358万 | +3% | 0.35% | – | 23 | 8.7% | 1.3 |
|
| 3627 |
3627
Crescent Sterling
Metairie,
Louisiana
| $1.22億 | +$1007万 | +9% | 5.01% | 68.6% | 96 | 15.63% | 2.5 |
|
| 3628 |
LCS
3628
Luma Capital SA
Luxembourg,
| $1.22億 | +$965万 | +9% | 0.05% | – | 13 | 7.69% | 0.7 |
|
| 3629 |
3629
Portus Wealth Advisors
Charlotte,
North Carolina
| $1.22億 | +$11.4万 | +0.1% | 1.72% | – | 52 | 7.69% | 0.9 |
|
| 3630 |
3630
Lotus Asset Management
Nashville,
Tennessee
| $1.22億 | +$852万 | +8% | 4.89% | – | 49 | 16.33% | 0.2 |
|
| 3631 |
3631
ETF Store
Overland Park,
Kansas
| $1.22億 | +$200万 | +2% | 0.22% | 61% | 117 | 9.4% | 2.9 |
|
| 3632 |
3632
SFI Advisors
Montclair,
New Jersey
| $1.22億 | +$562万 | +5% | 2.07% | 95.9% | 65 | 15.38% | 2.4 |
|
| 3633 |
3633
DB Fitzpatrick & Co
Boise,
Idaho
| $1.21億 | -$226万 | -2% | 0.47% | 42.7% | 107 | 13.08% | 2.8 |
|
| 3634 |
3634
Montgomery Financial Services
Ocean City,
Maryland
| $1.21億 | +$638万 | +6% | 0.78% | – | 383 | 16.19% | 0.2 |
|
| 3635 |
ASCM
3635
Adkins Seale Capital Management
Shreveport,
Louisiana
| $1.21億 | +$890万 | +8% | 1.94% | – | 242 | 4.55% | 0.7 |
|
| 3636 |
3636
Hardworking Capital Advisors
Palm Desert,
California
| $1.21億 | -$119万 | -1% | 3.28% | – | 109 | 45.87% | 0.5 |
|
| 3637 |
3637
Wall Capital Group
Phoenix,
Arizona
| $1.21億 | -$99.4万 | -0.8% | 1.11% | – | 34 | 17.65% | 2.2 |
|
| 3638 |
3638
North Forty Two & Co
Lake Oswego,
Oregon
| $1.21億 | +$331万 | +3% | 1.98% | – | 108 | 5.56% | 1.5 |
|
| 3639 |
3639
Forteris Wealth Management
Armonk,
New York
| $1.21億 | -$128万 | -1% | 2.13% | – | 73 | 10.96% | 0.7 |
|
| 3640 |
3640
Investment Insight Wealth Management
North Massapequa,
New York
| $1.21億 | +$551万 | +5% | 7.46% | – | 45 | 4.44% | 0.6 |
|
| 3641 |
3641
MKD Wealth Coaches
Troy,
Michigan
| $1.21億 | +$387万 | +3% | 0.17% | – | 36 | 19.44% | 3.5 |
|
| 3642 |
3642
3 Factor Indexing
Sacramento,
California
| $1.21億 | +$270万 | +2% | 0.08% | – | 453 | 10.6% | 0.5 |
|
| 3643 |
3643
Portfolio Resources Advisor Group
Coral Gables,
Florida
| $1.21億 | +$259万 | +2% | 0.26% | – | 201 | 28.86% | 0.4 |
|
| 3644 |
3644
Drum Hill Capital
Westport,
Connecticut
| $1.21億 | +$2280万 | +23% | 9.07% | – | 49 | 12.24% | 1.4 |
|
| 3645 |
AIM
3645
Axiom Investment Management
New York
| $1.21億 | -$2887万 | -19% | 1.07% | – | 544 | 50.55% | 1.3 |
|
| 3646 |
IWA
3646
Independent Wealth Advisors
Cary,
North Carolina
| $1.21億 | +$1021万 | +9% | 0.5% | – | 83 | 12.05% | 0.6 |
|
| 3647 |
3647
Twin Cities Retirement Group
Plymouth,
Minnesota
| $1.21億 | +$370万 | +3% | 1.77% | – | 27 | 18.52% | 0.6 |
|
| 3648 |
3648
Red Mountain Financial
Fort Collins,
Colorado
| $1.2億 | +$68.4万 | +0.6% | 0.54% | – | 85 | 8.24% | 2 |
|
| 3649 |
GC
3649
Gruss & Co
West Palm Beach,
Florida
| $1.2億 | +$7903万 | +194% | 6.57% | 173% | 43 | 23.26% | 2.1 |
|
| 3650 |
3650
BankChampaign National Association
Champaign,
Illinois
| $1.2億 | -$1048万 | -8% | 0.38% | – | 227 | 22.91% | 0.5 |
|