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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
3901
Thompson Davis & Co
Richmond,
Virginia
| $1.49億 | -$1809万 | -11% | 7.14% | 179% | 189 | 27.51% | 2.4 |
|
| 3902 |
3902
Newport Capital Group
Red Bank,
New Jersey
| $1.49億 | -$2903万 | -16% | 0.56% | – | 85 | 95.29% | 0.2 |
|
| 3903 |
3903
Dalton Investments
Las Vegas,
Nevada
| $1.49億 | +$3812万 | +34% | 28.5% | 125% | 17 | 23.53% | 3.3 |
|
| 3904 |
3904
Clear Retirement Advice
San Mateo,
California
| $1.49億 | +$296万 | +2% | 0.45% | – | 62 | 16.13% | 0.6 |
|
| 3905 |
3905
Cassilly Financial Group
Severna Park,
Maryland
| $1.49億 | +$1110万 | +8% | 0.24% | – | 83 | 15.66% | 0.6 |
|
| 3906 |
3906
Heffernan Advisory
Flagstaff,
Arizona
| $1.49億 | +$2936万 | +25% | 2.31% | – | 60 | 33.33% | 0.4 |
|
| 3907 |
3907
RF&L Wealth Management
Acton,
Massachusetts
| $1.49億 | +$103万 | +0.7% | 0.2% | 73.8% | 53 | 9.43% | 3.2 |
|
| 3908 |
3908
LightSquare Wealth Management
Bingham Farms,
Michigan
| $1.49億 | +$372万 | +3% | 1.2% | – | 115 | 13.91% | 0.4 |
|
| 3909 |
3909
Split Rock Private Trading & Wealth Management
Cloquet,
Minnesota
| $1.49億 | +$292万 | +2% | 2.37% | – | 53 | 13.21% | 0.6 |
|
| 3910 |
3910
Fiduciary Advisors Inc
St. Louis,
Missouri
| $1.49億 | +$12.5万 | +0.1% | 0.8% | – | 174 | 28.16% | 1.2 |
|
| 3911 |
3911
LiftPoint Family Wealth Advisors
Far Hills,
New Jersey
| $1.49億 | +$107万 | +0.7% | 1.05% | – | 71 | 11.27% | 0.6 |
|
| 3912 |
3912
RHL Group
Holly,
Michigan
| $1.49億 | +$2840万 | +24% | 3.1% | – | 418 | 45.93% | 0.4 |
|
| 3913 |
3913
Phillip James Consulting
Plymouth,
Minnesota
| $1.49億 | -$108万 | -0.7% | 0.09% | – | 389 | 19.54% | 0.4 |
|
| 3914 |
3914
Sound Financial Strategies Group
Madison,
Mississippi
| $1.48億 | -$902万 | -6% | 1.03% | 27.1% | 128 | 24.22% | 1.6 |
|
| 3915 |
3915
VUB Generali dochodkova spravcovska spolocnost
Bratislava,
| $1.48億 | +$343万 | +2% | 4.34% | – | 97 | 11.34% | 0.7 |
|
| 3916 |
3916
Bingham Private Wealth
San Francisco,
California
| $1.48億 | +$305万 | +2% | 2.4% | – | 188 | 13.3% | 1.2 |
|
| 3917 |
3917
Whipplewood Advisors
Littleton,
Colorado
| $1.48億 | -$25.3万 | -0.2% | 1.25% | – | 649 | 71.19% | 1.5 |
|
| 3918 |
3918
Renasant Bank
Tupelo,
Mississippi
| $1.48億 | -$732万 | -5% | 1.82% | 72.3% | 155 | 21.29% | 3.2 |
|
| 3919 |
3919
Elevation Wealth Management
Eden Prairie,
Minnesota
| $1.48億 | +$1444万 | +11% | 3.8% | – | 157 | 12.1% | 0.6 |
|
| 3920 |
3920
Washington Capital Management
Seattle,
Washington
| $1.48億 | -$342万 | -2% | 1.01% | 81.8% | 128 | 19.53% | 2.7 |
|
| 3921 |
OIA
3921
Oakmont Investment Advisors
Pittsburgh,
Pennsylvania
| $1.48億 | +$393万 | +3% | 0.98% | – | 133 | 27.82% | 0.5 |
|
| 3922 |
3922
Gilpin Wealth Management
Denver,
Colorado
| $1.48億 | +$322万 | +2% | 1.43% | – | 1,484 | 32.48% | 0.5 |
|
| 3923 |
3923
Essential Investment Partners
Englewood,
Colorado
| $1.48億 | +$2323万 | +19% | 5.49% | – | 463 | 34.13% | 0.5 |
|
| 3924 |
3924
Commons Capital
Needham,
Massachusetts
| $1.48億 | +$480万 | +3% | 8.02% | 166% | 101 | 16.83% | 2.2 |
|
| 3925 |
3925
Lionshead Wealth Management
New York
| $1.48億 | -$631万 | -4% | 2.34% | – | 118 | 12.71% | 1.4 |
|