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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
Collar Capital Management
Appleton,
Wisconsin
| $1.67億 | -$240万 | -1% | 4.32% | – | 75 | 12% | 1.4 |
|
| 3702 |
3702
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
| $1.67億 | +$1037万 | +7% | 4.77% | – | 178 | 16.29% | 1.1 |
|
| 3703 |
SMP
3703
Santa Monica Partners
Palm Beach Gardens,
Florida
| $1.67億 | -$1838万 | -10% | 7.02% | 102% | 13 | 0% | 6.6 |
|
| 3704 |
3704
GreatBanc Trust
Lisle,
Illinois
| $1.67億 | +$575万 | +4% | 0.36% | – | 71 | 8.45% | 0.9 |
|
| 3705 |
3705
Macroview Investment Management
Bethesda,
Maryland
| $1.67億 | +$487万 | +3% | 1.92% | 76.6% | 112 | 10.71% | 4.7 |
|
| 3706 |
3706
Alpha Wealth Funds
Park City,
Utah
| $1.67億 | -$1657万 | -9% | 0.16% | – | 76 | 60.53% | 0.7 |
|
| 3707 |
BRWM
3707
Blue Rock Wealth Management
Winston-Salem,
North Carolina
| $1.67億 | -$1289万 | -7% | 3.02% | – | 120 | 18.33% | 1.3 |
|
| 3708 |
3708
Silvia McColl Wealth Management
San Diego,
California
| $1.67億 | +$31.4万 | +0.2% | 1.73% | 82.7% | 125 | 8% | 3 |
|
| 3709 |
3709
Westco Advisory Services
Lynbrook,
New York
| $1.66億 | +$77.5万 | +0.5% | 2.85% | – | 103 | 8.74% | 0.7 |
|
| 3710 |
3710
Hickory Point Bank & Trust
Decatur,
Illinois
| $1.66億 | +$140万 | +0.8% | 1.53% | – | 485 | 12.99% | 0.8 |
|
| 3711 |
3711
Lifetime Wealth Management
Rockwall,
Texas
| $1.66億 | -$516万 | -3% | 4.08% | – | 93 | 8.6% | 0.7 |
|
| 3712 |
3712
Cottonwood Capital Advisors
Salt Lake City,
Utah
| $1.66億 | +$17.6万 | +0.1% | 1.42% | 79% | 91 | 4.4% | 3.9 |
|
| 3713 |
3713
MidAtlantic Capital Management
Richmond,
Virginia
| $1.66億 | +$514万 | +3% | 0.37% | 61.2% | 251 | 65.74% | 0.8 |
|
| 3714 |
3714
LDIC Inc
Toronto,
| $1.66億 | +$639万 | +4% | 4.54% | – | 25 | 24% | 0.3 |
|
| 3715 |
3715
Cogent Private Wealth
Orlando,
Florida
| $1.66億 | +$586万 | +4% | 0.18% | – | 131 | 15.27% | 0.6 |
|
| 3716 |
3716
Albert D. Mason Inc
Boston,
Massachusetts
| $1.66億 | -$1019万 | -6% | 1.89% | 83.4% | 147 | 10.2% | 5.8 |
|
| 3717 |
3717
Seven Hills Financial
Tallahassee,
Florida
| $1.66億 | – | – | 1.69% | – | 109 | – | 0 |
|
| 3718 |
MJPC
3718
Michael J. Porro & Co
Old Tappan,
New Jersey
| $1.66億 | -$1010万 | -6% | 2.02% | – | 150 | 18% | 0.6 |
|
| 3719 |
MA
3719
McBroom & Associates
Las Vegas,
Nevada
| $1.65億 | -$3341万 | -17% | 2.7% | 148% | 38 | 15.79% | 3.2 |
|
| 3720 |
3720
JDH Wealth Management
Santa Rosa,
California
| $1.65億 | +$109万 | +0.7% | 0.08% | – | 64 | 12.5% | 1.4 |
|
| 3721 |
3721
Macco Financial Group
Green Bay,
Wisconsin
| $1.65億 | +$1148万 | +7% | 0.71% | – | 25 | 12% | 0.6 |
|
| 3722 |
3722
Mascagni Wealth Management
Clinton,
Mississippi
| $1.65億 | +$436万 | +3% | 2.34% | – | 148 | 9.46% | 1.3 |
|
| 3723 |
3723
Nautilus Advisors
La Jolla,
California
| $1.65億 | -$433万 | -3% | 1.5% | – | 186 | 11.29% | 1.3 |
|
| 3724 |
3724
Navigate Wealth Management
Birmingham,
Alabama
| $1.65億 | +$387万 | +2% | 0.22% | – | 87 | 16.09% | 0.4 |
|
| 3725 |
3725
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
| $1.65億 | -$551万 | -3% | 0.91% | – | 107 | 71.96% | 0.4 |
|