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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
3676
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| $1.7億 | +$600万 | +4% | 2.57% | 101% | 149 | 16.78% | 3.6 |
|
| 3677 |
3677
Aegis Wealth Management (Iowa)
Guthrie Center,
Iowa
| $1.7億 | +$1460万 | +9% | 0.29% | – | 143 | 25.17% | 0.5 |
|
| 3678 |
3678
Penbrook Management
New York
| $1.69億 | +$1272万 | +8% | 1.85% | 107% | 106 | 8.49% | 5.8 |
|
| 3679 |
3679
Rare Wolf Capital
Bellevue,
Washington
| $1.69億 | +$1348万 | +9% | 10.4% | – | 127 | 13.39% | 0.7 |
|
| 3680 |
3680
Community Bank of Raymore
Raymore,
Missouri
| $1.69億 | -$62.4万 | -0.4% | 3.41% | 91.9% | 79 | 11.39% | 6.4 |
|
| 3681 |
3681
Williams & Novak
Westlake Village,
California
| $1.69億 | +$1782万 | +12% | 1.18% | 61.6% | 163 | 19.02% | 1.6 |
|
| 3682 |
3682
Planning Strategies
Lancaster,
Pennsylvania
| $1.69億 | +$858万 | +5% | 1.24% | – | 1,198 | 14.11% | 0.2 |
|
| 3683 |
3683
Pacific Park Financial
Lagina Hills,
California
| $1.69億 | -$341万 | -2% | 0.48% | – | 82 | 7.32% | 0.7 |
|
| 3684 |
3684
bLong Financial
Memphis,
Tennessee
| $1.69億 | +$1530万 | +10% | 8.75% | – | 86 | 11.63% | 1.4 |
|
| 3685 |
AI
3685
Axecap Investments
Mason,
Ohio
| $1.69億 | -$1213万 | -7% | 0.41% | – | 87 | 27.59% | 0.8 |
|
| 3686 |
3WPFI
3686
365 WMG Private Fund I
Mason,
Ohio
| $1.69億 | – | – | 0.41% | – | 77 | – | 0 |
|
| 3687 |
MWS
3687
MFA Wealth Services
Thousand Oaks,
California
| $1.69億 | +$106万 | +0.6% | 0.03% | – | 136 | 3.68% | 1.4 |
|
| 3688 |
3688
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
| $1.68億 | +$469万 | +3% | 2.58% | – | 134 | 14.93% | 0.6 |
|
| 3689 |
3689
Azarias Capital Management
Berwyn,
Pennsylvania
| $1.68億 | -$6138万 | -27% | 2.53% | 58.2% | 24 | 8.33% | 2.8 |
|
| 3690 |
3690
Vann Equity Management
Plano,
Texas
| $1.68億 | +$350万 | +2% | 5.18% | – | 189 | 19.05% | 0.4 |
|
| 3691 |
CSI
3691
Cross Staff Investments
Pittsford,
New York
| $1.68億 | -$952万 | -5% | 1.32% | 80.3% | 136 | 6.62% | 3.7 |
|
| 3692 |
3692
Gordian Advisors
Tucson,
Arizona
| $1.68億 | -$215万 | -1% | 0.16% | 55.4% | 65 | 7.69% | 1.7 |
|
| 3693 |
3693
RiverTree Advisors
Winter Park,
Florida
| $1.68億 | -$148万 | -0.9% | 1.01% | 25.4% | 84 | 30.95% | 1.7 |
|
| 3694 |
3694
Orca Wealth Management
New Port Richey,
Florida
| $1.68億 | +$120万 | +0.7% | 0.64% | – | 89 | 12.36% | 1.3 |
|
| 3695 |
3695
Vilga Financial Planning
Fair Lawn,
New Jersey
| $1.68億 | +$3562万 | +27% | 1.72% | – | 105 | 14.29% | 0.6 |
|
| 3696 |
3696
AdviceOne Advisory Services
Glastonbury,
Connecticut
| $1.68億 | -$941万 | -5% | 3.65% | – | 46 | 10.87% | 1.3 |
|
| 3697 |
VFS
3697
Valpey Financial Services
Concord,
New Hampshire
| $1.67億 | -$57.2万 | -0.3% | 1.2% | – | 77 | 2.6% | 1.2 |
|
| 3698 |
3698
Good Steward Wealth Advisors
Clarksville,
Tennessee
| $1.67億 | +$170万 | +1% | 0.3% | – | 72 | 13.89% | 1.3 |
|
| 3699 |
3699
Davis Capital Management
Jacksonville,
Florida
| $1.67億 | -$166万 | -1% | 1.78% | – | 1,379 | 22.7% | 1.5 |
|
| 3700 |
3700
Jordan Park Trust
Portsmouth,
New Hampshire
| $1.67億 | +$2388万 | +17% | 16.6% | – | 17 | 11.76% | 1.3 |
|