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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Center for Wealth Management Advisory
Milford,
Ohio
| $1.61億 | +$196万 | +1% | 0.07% | – | 77 | 38.96% | 0.5 |
|
| 3777 |
3777
Mendota Financial Group
Madison,
Wisconsin
| $1.61億 | -$12.7万 | -0.1% | 1.76% | 50.1% | 34 | 8.82% | 2.2 |
|
| 3778 |
3778
Porter White Investment Advisors
Birmingham,
Alabama
| $1.61億 | -$9853万 | -38% | 1.34% | 58% | 41 | 14.63% | 2.7 |
|
| 3779 |
3779
Centerpoint Advisory Group
Overland Park,
Kansas
| $1.61億 | +$342万 | +2% | 2.04% | – | 122 | 5.74% | 1.4 |
|
| 3780 |
KFO
3780
Kopp Family Office
Bloomington,
Minnesota
| $1.61億 | -$239万 | -1% | 0.06% | 47.9% | 33 | 12.12% | 2.2 |
|
| 3781 |
3781
Blue Capital Inc
Omaha,
Nebraska
| $1.61億 | +$320万 | +2% | 2.22% | – | 158 | 36.71% | 0.6 |
|
| 3782 |
3782
ADG Wealth Management Group
Metairie,
Louisiana
| $1.61億 | +$316万 | +2% | 0.7% | – | 42 | 7.14% | 1.2 |
|
| 3783 |
3783
Arbor Wealth Advisors
Troy,
Michigan
| $1.61億 | -$299万 | -2% | 1.82% | 58.7% | 62 | 6.45% | 2.2 |
|
| 3784 |
3784
1620 Investment Advisors
Plymouth,
Massachusetts
| $1.6億 | -$106万 | -0.7% | 0.48% | 71.4% | 724 | 8.43% | 2 |
|
| 3785 |
3785
Horizons Wealth Management
Asheville,
North Carolina
| $1.6億 | – | – | 1.83% | – | 165 | – | 3.4 |
|
| 3786 |
3786
Cultivar Capital
Denton,
Texas
| $1.6億 | +$495万 | +3% | 0.23% | 38.3% | 47 | 21.28% | 1.6 |
|
| 3787 |
CCP
3787
Crocodile Capital Partners
Ursensollen,
Germany
| $1.6億 | +$1314万 | +9% | 2.08% | 126% | 13 | 7.69% | 1.3 |
|
| 3788 |
3788
Lauer Wealth
Valparaiso,
Indiana
| $1.6億 | -$649万 | -4% | 4.16% | 89.4% | 112 | 49.11% | 0.8 |
|
| 3789 |
FFG
3789
Floyd Financial Group
Springfield,
Missouri
| $1.6億 | +$674万 | +4% | 2.8% | – | 66 | 7.58% | 1.4 |
|
| 3790 |
3790
Fairway Financial
Casselberry,
Florida
| $1.6億 | +$1362万 | +9% | 0.73% | – | 27 | 18.52% | 1.4 |
|
| 3791 |
WSA
3791
Warm Springs Advisors
Larkspur,
California
| $1.6億 | +$1516万 | +10% | 4.93% | – | 51 | 27.45% | 1.4 |
|
| 3792 |
3792
Collaborative Capital Advisors
New York
| $1.6億 | +$127万 | +0.8% | 3.13% | – | 90 | 21.11% | 0.2 |
|
| 3793 |
3793
Redstone Wealth Management
Oklahoma City,
Oklahoma
| $1.59億 | +$622万 | +4% | 0.56% | – | 35 | 17.14% | 0.6 |
|
| 3794 |
3794
Accordant Advisory Group
Annapolis,
Maryland
| $1.59億 | +$1116万 | +8% | 8.09% | – | 254 | 6.3% | 1.2 |
|
| 3795 |
3795
S.R. Schill & Associates
Mercer Island,
Washington
| $1.59億 | -$624万 | -4% | 1.75% | 42.7% | 25 | 12% | 4.3 |
|
| 3796 |
3796
Goldenstone Wealth Management
El Dorado Hills,
California
| $1.59億 | +$643万 | +4% | 2.93% | – | 82 | 8.54% | 0.7 |
|
| 3797 |
3797
Seed Wealth Management
Evanston,
Illinois
| $1.59億 | +$127万 | +0.8% | 0.75% | 62% | 102 | 21.57% | 2.8 |
|
| 3798 |
3798
Krane Financial Solutions
Calabasas,
California
| $1.59億 | -$342万 | -2% | 0.51% | – | 56 | 10.71% | 0.5 |
|
| 3799 |
BTC
3799
Bank & Trust Company
Litchfield,
Illinois
| $1.59億 | +$57.3万 | +0.4% | 4% | – | 309 | 2.27% | 2 |
|
| 3800 |
3800
Verus Wealth Management
De Pere,
Wisconsin
| $1.59億 | +$3748万 | +31% | 0.95% | – | 74 | 39.19% | 1.1 |
|