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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、4,149本のファンド(~46%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
Aspirean Wealth
Mill Valley,
California
| $1.09億 | +$157万 | +1% | 0.05% | – | 20 | 10% | 0.7 |
|
| 3877 |
3877
Karras Company
Roy,
Utah
| $1.09億 | -$120万 | -1% | 0.13% | – | 66 | 9.09% | 0.7 |
|
| 3878 |
3878
Yanni & Associates Investment Advisors
Wexford,
Pennsylvania
| $1.09億 | +$65.7万 | +0.6% | 1.41% | – | 38 | 13.16% | 0.7 |
|
| 3879 |
3879
Unify Financial Advisors
Clearwater,
Florida
| $1.09億 | +$72.5万 | +0.7% | 1.7% | – | 95 | 14.74% | 0.7 |
|
| 3880 |
3880
CFG Wealth Management Services
Indianapolis,
Indiana
| $1.09億 | +$243万 | +2% | 2.54% | – | 173 | 64.16% | 0.3 |
|
| 3881 |
3881
Ramsey Quantitative Systems
Louisville,
Kentucky
| $1.09億 | -$263万 | -2% | 1.3% | 51.1% | 83 | 49.4% | 0.3 |
|
| 3882 |
3882
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $1.09億 | -$545万 | -5% | 5.47% | 80.2% | 51 | 9.8% | 3.7 |
|
| 3883 |
3883
PMG Family Office
Plano,
Texas
| $1.08億 | -$39.4万 | -0.4% | 1.58% | – | 117 | 6.84% | 0.9 |
|
| 3884 |
3884
Oregon Pacific Wealth Management
Medford,
Oregon
| $1.08億 | +$128万 | +1% | 0.15% | – | 128 | 21.09% | 1.1 |
|
| 3885 |
RFL
3885
RD Finance Ltd
Limassol,
Cyprus
| $1.08億 | +$634万 | +6% | 1.74% | – | 37 | 56.76% | 0.3 |
|
| 3886 |
3886
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| $1.08億 | -$6698万 | -38% | 0.22% | – | 104 | 50.96% | 1.4 |
|
| 3887 |
3887
Shelter Rock Management
Jericho,
New York
| $1.07億 | +$429万 | +4% | 1.45% | – | 42 | 19.05% | 0.6 |
|
| 3888 |
3888
Lubar & Co
Milwaukee,
Wisconsin
| $1.07億 | -$1923万 | -15% | 14.3% | – | 3 | 0% | 9.1 |
|
| 3889 |
3889
Fullerton Advisors
Danville,
California
| $1.07億 | +$27.3万 | +0.3% | 0.18% | – | 56 | 7.14% | 0.7 |
|
| 3890 |
3890
Good Harbor Advisors
Gloucester,
Massachusetts
| $1.07億 | +$496万 | +5% | 1.51% | – | 92 | 9.78% | 0.7 |
|
| 3891 |
3891
Grange Capital
Beaverton,
Oregon
| $1.07億 | -$165万 | -2% | 2.34% | – | 55 | 12.73% | 1.3 |
|
| 3892 |
SG
3892
Sherry Group
Mountain Home,
Arkansas
| $1.07億 | +$411万 | +4% | 2.01% | – | 57 | 19.3% | 0.6 |
|
| 3893 |
3893
Ballast Financial Advisors
West Chester,
Pennsylvania
| $1.06億 | -$433万 | -4% | 0.49% | – | 74 | 8.11% | 0.7 |
|
| 3894 |
3894
Burkett Asset Management
Victoria,
| $1.06億 | -$91.1万 | -0.9% | 0.18% | – | 66 | 21.21% | 0.6 |
|
| 3895 |
SCCL
3895
Split Creek Capital LLC
Charlottesville,
Virginia
| $1.06億 | -$225万 | -2% | 0.96% | – | 149 | 20.13% | 0.6 |
|
| 3896 |
3896
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
| $1.06億 | -$1221万 | -10% | 0.54% | – | 129 | 23.26% | 1.9 |
|
| 3897 |
PWM
3897
Puff Wealth Management
Haddonfield,
New Jersey
| $1.06億 | +$785万 | +8% | 0.94% | – | 83 | 10.84% | 1.2 |
|
| 3898 |
3898
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| $1.05億 | -$1944万 | -16% | 0.68% | – | 102 | 27.45% | 1.1 |
|
| 3899 |
3899
Prism Planning Partners
Libertyville,
Illinois
| $1.05億 | +$1084万 | +11% | 0.82% | – | 53 | 33.96% | 0.5 |
|
| 3900 |
MI
3900
Moneywise Inc
Forest,
Virginia
| $1.05億 | -$1.63億 | -61% | 1.23% | 60.8% | 95 | 43.16% | 3.3 |
|