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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
APW
3801
Aurora Private Wealth
Rockaway,
New Jersey
| $1.59億 | +$111万 | +0.7% | 2.33% | – | 184 | 12.5% | 3.1 |
|
| 3802 |
FWM
3802
FMA Wealth Management
Duxbury,
Massachusetts
| $1.59億 | +$237万 | +2% | 0.69% | 40.8% | 44 | 9.09% | 2 |
|
| 3803 |
SC
3803
Settian Capital
New York
| $1.58億 | +$264万 | +2% | 3.08% | 69% | 28 | 21.43% | 2.2 |
|
| 3804 |
3804
McAlister Sweet & Associates
Houston,
Texas
| $1.58億 | -$2885万 | -15% | 2.53% | 83.6% | 42 | 19.05% | 1.9 |
|
| 3805 |
3805
Willner & Heller
Encino,
California
| $1.58億 | -$160万 | -1% | 1.7% | 131% | 173 | 6.36% | 3.1 |
|
| 3806 |
3806
Granite Group Advisors
Stamford,
Connecticut
| $1.58億 | -$1057万 | -6% | 5.17% | 74% | 87 | 13.79% | 1.9 |
|
| 3807 |
3807
Joel Adams & Associates
Asheville,
North Carolina
| $1.58億 | +$231万 | +1% | 1.5% | – | 70 | 8.57% | 1.5 |
|
| 3808 |
3808
Bestgate Wealth Advisors
Frederick,
Maryland
| $1.58億 | +$9522万 | +152% | 0.01% | – | 77 | 41.56% | 0.9 |
|
| 3809 |
3809
Eddie Patel Inc
Chicago,
Illinois
| $1.58億 | -$935万 | -6% | 3.13% | – | 147 | 31.29% | 0.4 |
|
| 3810 |
3810
Entruity Wealth
Bakersfield,
California
| $1.58億 | +$336万 | +2% | 0.36% | – | 56 | 5.36% | 1.2 |
|
| 3811 |
3811
DKM Wealth Management
Stockton,
California
| $1.58億 | +$493万 | +3% | 0.68% | – | 77 | 5.19% | 1.4 |
|
| 3812 |
JWM
3812
JP Wealth Management
Mt. Pleasant,
South Carolina
| $1.58億 | -$102万 | -0.6% | 1.04% | – | 14 | 0% | 1.5 |
|
| 3813 |
3813
J2 Capital Management
Troy,
Michigan
| $1.58億 | +$907万 | +6% | 1.77% | – | 137 | 23.36% | 2.1 |
|
| 3814 |
3814
Mueller Wealth
Mishicot,
Wisconsin
| $1.58億 | +$1086万 | +7% | 0.2% | – | 19 | 5.26% | 0.7 |
|
| 3815 |
3815
Madrid Wealth Management
Albuquerque,
New Mexico
| $1.57億 | +$507万 | +3% | 0.41% | – | 77 | 10.39% | 0.7 |
|
| 3816 |
3816
Liberty Atlantic Advisors
Allen,
Texas
| $1.57億 | +$1835万 | +13% | 0.07% | – | 94 | 15.96% | 0.6 |
|
| 3817 |
3817
Schwallier Wealth Management
Grand Rapids,
Michigan
| $1.57億 | -$104万 | -0.7% | 0.83% | 42.3% | 72 | 9.72% | 1.3 |
|
| 3818 |
3818
Outbound Financial Inc
Boulder,
Colorado
| $1.57億 | +$282万 | +2% | 0.07% | – | 47 | 6.38% | 1.1 |
|
| 3819 |
3819
Lakeshore Capital Group
Rolling Meadows,
Illinois
| $1.57億 | +$2210万 | +16% | 1.61% | – | 79 | 7.59% | 1.5 |
|
| 3820 |
3820
Chartist Inc
Seal Beach,
California
| $1.57億 | -$332万 | -2% | 3.11% | – | 22 | 4.55% | 6.7 |
|
| 3821 |
3821
Guardian Investment Management
Tiburon,
California
| $1.57億 | +$194万 | +1% | 3.97% | 103% | 61 | 3.28% | 7.1 |
|
| 3822 |
3822
Covestor
London,
United Kingdom
| $1.57億 | -$1632万 | -9% | 1.73% | 134% | 2,984 | 12.63% | 3.6 |
|
| 3823 |
3823
Guild Investment Management
Los Angeles,
California
| $1.57億 | +$1035万 | +7% | 7.38% | 119% | 66 | 22.73% | 2.1 |
|
| 3824 |
3824
Capital Squared Financial
Rockville,
Maryland
| $1.57億 | +$381万 | +2% | 0.03% | – | 91 | 5.49% | 1.1 |
|
| 3825 |
3825
Redwood Park Advisors
Redwood City,
California
| $1.57億 | +$449万 | +3% | 3.24% | – | 466 | 25.97% | 1.1 |
|