で公開中です!
詳しく見る
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、7,143本のファンド(~80%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
Zullo Investment Group
Scranton,
Pennsylvania
| $3.1億 | +$1661万 | +6% | 7.44% | 143% | 163 | 7.98% | 3.6 |
|
| 4052 |
4052
Legacy Bridge
West Des Moines,
Iowa
| $3.1億 | -$1416万 | -4% | 0.92% | 236% | 334 | 5.39% | 4.6 |
|
| 4053 |
4053
Windward Private Wealth Management
Overland Park,
Kansas
| $3.09億 | -$313万 | -1% | 0.96% | 38.5% | 43 | 0% | 5.1 |
|
| 4054 |
4054
Blue Water Asset Management
Grand Rapids,
Michigan
| $3.09億 | -$45.5万 | -0.1% | 0.85% | – | 115 | 7.83% | 0.7 |
|
| 4055 |
4055
BCU Wealth Advisors
Vernon Hills,
Illinois
| $3.09億 | +$826万 | +3% | 0.42% | 57.7% | 66 | 7.58% | 1.9 |
|
| 4056 |
4056
BKM Wealth Management
Brookfield,
Wisconsin
| $3.09億 | +$2697万 | +10% | 1.8% | 69.6% | 159 | 10.06% | 2.1 |
|
| 4057 |
4057
First Citizens Asset Management
Raleigh,
North Carolina
| $3.09億 | -$383万 | -1% | 0.44% | 48.4% | 33 | 12.12% | 2.8 |
|
| 4058 |
CNBT
4058
Cornerstone National Bank & Trust
Palatine,
Illinois
| $3.09億 | +$1315万 | +4% | 0.11% | 38.5% | 241 | 12.86% | 2.3 |
|
| 4059 |
LI
4059
LHM Inc
Sandy,
Utah
| $3.09億 | +$1578万 | +5% | 3.89% | 82.5% | 25 | 12% | 1.7 |
|
| 4060 |
4060
Tanglewood Legacy Advisors
Houston,
Texas
| $3.09億 | -$109万 | -0.4% | 1.86% | 69.1% | 304 | 8.55% | 2.8 |
|
| 4061 |
LJCM
4061
Lee Johnson Capital Management
Fort Worth,
Texas
| $3.09億 | -$1114万 | -3% | 4.89% | 136% | 95 | 41.05% | 1.2 |
|
| 4062 |
4062
Maltin Wealth Management
Ridgewood,
New Jersey
| $3.08億 | +$937万 | +3% | 1% | 58.2% | 160 | 14.38% | 3.4 |
|
| 4063 |
4063
Excalibur Management
Waltham,
Massachusetts
| $3.08億 | +$480万 | +2% | 2.83% | 93% | 178 | 8.43% | 6.6 |
|
| 4064 |
4064
Investmark Advisory Group
Shelton,
Connecticut
| $3.08億 | +$4487万 | +17% | 1.66% | 73.8% | 174 | 16.67% | 2.6 |
|
| 4065 |
4065
ACT Advisors
Asheville,
North Carolina
| $3.08億 | +$700万 | +2% | 0.71% | 75.4% | 97 | 24.74% | 1.8 |
|
| 4066 |
BE
4066
Bonness Enterprises
Washington,
District of Columbia
| $3.07億 | -$261万 | -0.8% | 0.82% | 98.6% | 39 | 5.13% | 11.8 |
|
| 4067 |
4067
Singapore Technologies Telemedia
Singapore
| $3.07億 | +$1180万 | +4% | 4% | 185% | 1 | 0% | 9.5 |
|
| 4068 |
4068
Patriot Financial Partners GP II
Radnor,
Pennsylvania
| $3.07億 | -$8422万 | -22% | 3.9% | – | 12 | 8.33% | 0.9 |
|
| 4069 |
4069
Armor Investment Advisors
Raleigh,
North Carolina
| $3.07億 | -$475万 | -2% | 0.01% | 62% | 160 | 8.13% | 5.4 |
|
| 4070 |
4070
Liberty One Investment Management
Libertyville,
Illinois
| $3.07億 | -$6.93億 | -69% | 0.93% | 48.4% | 157 | 13.38% | 4.1 |
|
| 4071 |
4071
Continuum Wealth Advisors
Saratoga Springs,
New York
| $3.07億 | +$1056万 | +4% | 2.25% | 69% | 88 | 19.32% | 1.9 |
|
| 4072 |
4072
Everest Management Corp
Cupertino,
California
| $3.07億 | +$3883万 | +14% | 3.91% | – | 114 | 28.95% | 0.9 |
|
| 4073 |
4073
LifePlan Investment Advisors
Raleigh,
North Carolina
| $3.07億 | +$1604万 | +6% | 1.29% | 65.7% | 139 | 8.63% | 2 |
|
| 4074 |
4074
Texas Bank & Trust
Longview,
Texas
| $3.06億 | +$135万 | +0.4% | 4.31% | – | 195 | 10.26% | 1.4 |
|
| 4075 |
4075
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $3.06億 | -$132万 | -0.4% | 1.21% | 82% | 109 | 17.43% | 3.4 |
|