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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
3951
South Shore Capital Advisors
Cohasset,
Massachusetts
| $1.46億 | -$354万 | -2% | 2.7% | – | 187 | 33.69% | 1.6 |
|
| 3952 |
PR
3952
PSP Research
Newtown Square,
Pennsylvania
| $1.46億 | -$4205万 | -22% | 0.09% | – | 76 | 43.42% | 0.6 |
|
| 3953 |
3953
Bridgelight Financial Advisors
Shelton,
Connecticut
| $1.46億 | -$22.5万 | -0.2% | 1.27% | – | 49 | 6.12% | 0.6 |
|
| 3954 |
3954
Post Resch Tallon Group
Pittsford,
New York
| $1.46億 | +$107万 | +0.7% | 0.71% | – | 151 | 17.22% | 1.2 |
|
| 3955 |
3955
Delta Wealth Advisors
Indianapolis,
Indiana
| $1.46億 | +$560万 | +4% | 0.51% | – | 48 | 4.17% | 1.8 |
|
| 3956 |
3956
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| $1.46億 | -$261万 | -2% | 3.17% | 96.8% | 416 | 2.4% | 4 |
|
| 3957 |
KL
3957
Keenan LLC
Boston,
Massachusetts
| $1.46億 | +$397万 | +3% | 0.58% | – | 48 | 8.33% | 0.7 |
|
| 3958 |
3958
Greenhouse Wealth Management
Westport,
Connecticut
| $1.45億 | +$318万 | +2% | 0.93% | 87.2% | 56 | 8.93% | 3.9 |
|
| 3959 |
3959
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
| $1.45億 | -$246万 | -2% | 0.66% | – | 114 | 7.89% | 1.6 |
|
| 3960 |
3960
Strategic Advisory Partners
Greensboro,
North Carolina
| $1.45億 | +$414万 | +3% | 0.26% | – | 44 | 4.55% | 0.7 |
|
| 3961 |
3961
Platt Investment Counsel
Lake Mary,
Florida
| $1.45億 | -$396万 | -3% | 1.93% | 62.9% | 15 | 6.67% | 2.8 |
|
| 3962 |
3962
Tepp RIA
Westfield,
New Jersey
| $1.45億 | -$238万 | -2% | 0.43% | – | 53 | 11.32% | 0.9 |
|
| 3963 |
3963
Leibman Financial Services
Louisville,
Nebraska
| $1.45億 | -$545万 | -4% | 1.84% | 59.2% | 49 | 14.29% | 1.6 |
|
| 3964 |
3964
Lesa Sroufe & Co
Seattle,
Washington
| $1.45億 | +$447万 | +3% | 7.38% | – | 71 | 11.27% | 5.5 |
|
| 3965 |
ML
3965
MILFAM LLC
Stuart,
Florida
| $1.45億 | +$1648万 | +13% | 20.9% | – | 16 | 31.25% | 0.3 |
|
| 3966 |
3966
Renaissance Capital
Stamford,
Connecticut
| $1.45億 | -$3671万 | -20% | 3.3% | 392% | 61 | 26.23% | 0.9 |
|
| 3967 |
3967
Bright Futures Wealth Management
Webster, Ny 14580,
New York
| $1.45億 | -$1022万 | -7% | 0.08% | – | 224 | 20.09% | 1.2 |
|
| 3968 |
3968
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $1.45億 | -$302万 | -2% | 1.23% | 234% | 151 | 27.81% | 3.4 |
|
| 3969 |
3969
4Wealth Advisors
Burr Ridge,
Illinois
| $1.45億 | +$1430万 | +11% | 0.15% | – | 169 | 25.44% | 1.2 |
|
| 3970 |
3970
Ares Financial Consulting
Calabasas,
California
| $1.45億 | +$517万 | +4% | 0.94% | – | 1,148 | 8.28% | 0.7 |
|
| 3971 |
LC
3971
Lawood & Co
Williamsport,
Pennsylvania
| $1.45億 | -$310万 | -2% | 0.5% | – | 97 | 5.15% | 0.7 |
|
| 3972 |
3972
New Covenant Trust Company
Jeffersonville,
Indiana
| $1.44億 | +$1182万 | +9% | 2.38% | – | 115 | 10.43% | 1.7 |
|
| 3973 |
3973
DWR Wealth Management
San Jose,
California
| $1.44億 | +$1071万 | +8% | 0.83% | – | 59 | 6.78% | 0.7 |
|
| 3974 |
3974
Enhancing Capital
Harrisburg,
Pennsylvania
| $1.44億 | -$124万 | -0.8% | 2.81% | – | 93 | 8.6% | 3.4 |
|
| 3975 |
3975
Carbahal Olsen Financial Services Group
Davis,
California
| $1.44億 | +$14.6万 | +0.1% | 1.23% | – | 41 | 9.76% | 1.5 |
|