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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
Moulton Wealth Management
Spokane,
Washington
| $1.48億 | -$448万 | -3% | 0.8% | 47.8% | 69 | 13.04% | 0.9 |
|
| 3927 |
3927
Green Alpha Advisors
Niwot,
Colorado
| $1.48億 | -$144万 | -1% | 7.35% | 316% | 120 | 14.17% | 3.6 |
|
| 3928 |
3928
Cravens & Co Advisors
Cookeville,
Tennessee
| $1.47億 | -$147万 | -1% | 1.59% | 70.4% | 72 | 22.22% | 2.3 |
|
| 3929 |
3929
Ipsen Advisor Group
Little Rock,
Arkansas
| $1.47億 | -$812万 | -5% | 1.01% | – | 107 | 1.87% | 2.7 |
|
| 3930 |
3930
Tenzing Financial
Williamsburg,
Virginia
| $1.47億 | +$171万 | +1% | 0.22% | – | 87 | 13.79% | 0.7 |
|
| 3931 |
3931
Brown University
Providence,
Rhode Island
| $1.47億 | +$3550万 | +32% | 6.95% | 40.1% | 17 | 64.71% | 1.1 |
|
| 3932 |
3932
Ball & Co Wealth Management
Franklin,
Tennessee
| $1.47億 | +$591万 | +4% | 1.66% | – | 76 | 67.11% | 1.3 |
|
| 3933 |
3933
Turn8 Private Wealth
Pointe Claire,
| $1.47億 | -$297万 | -2% | 3.25% | – | 63 | 28.57% | 1 |
|
| 3934 |
3934
Midwest Financial Network
Tinley Park,
Illinois
| $1.47億 | +$34.6万 | +0.2% | 0.05% | – | 111 | 10.81% | 1 |
|
| 3935 |
3935
Blodgett Wealth Advisors
Concord,
California
| $1.47億 | -$249万 | -2% | 8.22% | 150% | 74 | 13.51% | 3.2 |
|
| 3936 |
BCG
3936
BRIA Capital Group
Wesley Chapel,
Florida
| $1.47億 | +$1121万 | +8% | 4.31% | – | 74 | 8.11% | 0.5 |
|
| 3937 |
3937
PVG Asset Management
Golden,
Colorado
| $1.47億 | -$2653万 | -15% | 0.49% | – | 150 | 28% | 0.9 |
|
| 3938 |
3938
Arnold Financial Planning
Hiawatha,
Iowa
| $1.47億 | +$1258万 | +9% | 1.29% | – | 46 | 13.04% | 0.5 |
|
| 3939 |
3939
Peak Wealth Management
Nashua,
New Hampshire
| $1.47億 | +$412万 | +3% | 0.25% | – | 69 | 17.39% | 0.6 |
|
| 3940 |
ALAM
3940
Asahi Life Asset Management
Tokyo,
Japan
| $1.47億 | -$3035万 | -17% | 3.06% | 133% | 213 | 54.93% | 2.2 |
|
| 3941 |
3941
Virtue Asset Management
Barrington,
Illinois
| $1.47億 | +$413万 | +3% | 2.74% | – | 109 | 3.67% | 0.9 |
|
| 3942 |
3942
Clear Point Advisors
Melville,
New York
| $1.46億 | +$3366万 | +30% | 1.38% | 56.7% | 138 | 37.68% | 0.7 |
|
| 3943 |
3943
Collier Financial
Denver,
Colorado
| $1.46億 | +$14.2万 | +0.1% | 1.55% | – | 155 | 9.68% | 1.3 |
|
| 3944 |
AF
3944
ASL Financial
Los Gatos,
California
| $1.46億 | +$427万 | +3% | 0.65% | – | 102 | 6.86% | 0.7 |
|
| 3945 |
3945
Clarity Retirement & Wealth
New Bedford,
Massachusetts
| $1.46億 | +$111万 | +0.8% | 0.83% | – | 36 | 13.89% | 0.6 |
|
| 3946 |
HRC
3946
Hoertkorn Richard Charles
| $1.46億 | -$320万 | -2% | 0.33% | 182% | 71 | 4.23% | 8.9 |
|
| 3947 |
3947
LTG Capital
Newton,
Massachusetts
| $1.46億 | -$358万 | -2% | 4.48% | 59% | 25 | 4% | 4.3 |
|
| 3948 |
3948
Woodside Wealth Management
Framingham,
Massachusetts
| $1.46億 | +$240万 | +2% | 0.36% | – | 46 | 8.7% | 1.4 |
|
| 3949 |
3949
BFI Wealth Solutions
Dallas,
Texas
| $1.46億 | +$1088万 | +8% | 0.83% | – | 85 | 4.71% | 0.7 |
|
| 3950 |
SC
3950
Simcoe Capital
Spokane,
Washington
| $1.46億 | -$1816万 | -11% | 3.09% | – | 37 | 8.11% | 0.6 |
|