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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
Winter & Associates
St. Paul,
Minnesota
| $1.39億 | +$545万 | +4% | 0.9% | – | 92 | 19.57% | 0.6 |
|
| 4052 |
4052
Antonelli Financial Advisors
Grosse Pointe,
Michigan
| $1.38億 | -$758万 | -5% | 2.22% | – | 53 | 3.77% | 1.4 |
|
| 4053 |
4053
Nvest Wealth Strategies
Powell,
Ohio
| $1.38億 | -$2180万 | -14% | 0.39% | – | 422 | 34.12% | 0.5 |
|
| 4054 |
4054
ClientFirst Wealth Management
Little Rock,
Arkansas
| $1.38億 | +$1645万 | +14% | 16.1% | – | 54 | 5.56% | 3.1 |
|
| 4055 |
4055
AG Asset Advisory
Los Angeles,
California
| $1.38億 | +$1437万 | +12% | 13% | – | 29 | 3.45% | 1.4 |
|
| 4056 |
4056
Smith Partners Wealth Management
Greensboro,
North Carolina
| $1.38億 | +$1208万 | +10% | 0.55% | – | 80 | 25% | 0.6 |
|
| 4057 |
4057
Ferguson Johnson Wealth Management
Rockville,
Maryland
| $1.38億 | +$61.2万 | +0.4% | 2.07% | – | 40 | 7.5% | 0.7 |
|
| 4058 |
4058
MFG Wealth Management
Indianapolis,
Indiana
| $1.38億 | -$209万 | -1% | 1.65% | – | 69 | 18.84% | 1 |
|
| 4059 |
4059
Box Hill Private Wealth
Scottsdale,
Arizona
| $1.38億 | +$1287万 | +10% | 1.57% | – | 79 | 20.25% | 0.6 |
|
| 4060 |
4060
Dynamic Financial Group
Cedar Falls,
Iowa
| $1.38億 | +$511万 | +4% | 0.95% | – | 80 | 7.5% | 1.3 |
|
| 4061 |
4061
Innovative Advisory Group
Lexington,
Massachusetts
| $1.37億 | +$555万 | +4% | 5.85% | – | 37 | 29.73% | 1.2 |
|
| 4062 |
TL
4062
TowerView LLC
New York
| $1.37億 | -$1520万 | -10% | 3.71% | 16.3% | 17 | 5.88% | 6.2 |
|
| 4063 |
4063
Eagle Bay Advisors
New York
| $1.37億 | +$367万 | +3% | 1.57% | 85% | 159 | 20.13% | 2.6 |
|
| 4064 |
4064
Luts & Greenleigh Group
Bethesda,
Maryland
| $1.37億 | +$501万 | +4% | 6.72% | – | 107 | 7.48% | 2.4 |
|
| 4065 |
4065
MY Wealth Management
Germantown,
Maryland
| $1.37億 | -$499万 | -4% | 1.03% | 41.2% | 47 | 10.64% | 2 |
|
| 4066 |
VIS
4066
Vertex Investment Solutions
Chiyoda-Ku,
| $1.37億 | -$1121万 | -8% | 3.13% | – | 30 | 30% | 0.6 |
|
| 4067 |
4067
Challenger Wealth Management
Aliso Viejo,
California
| $1.37億 | +$113万 | +0.8% | 3.16% | – | 66 | 6.06% | 1.6 |
|
| 4068 |
4068
Robocap Asset Management
London,
United Kingdom
| $1.37億 | +$1287万 | +10% | 3.63% | 274% | 24 | 12.5% | 2 |
|
| 4069 |
4069
Aventus Investment Advisors
Naples,
Florida
| $1.37億 | +$37.7万 | +0.3% | 0.96% | – | 181 | 17.68% | 0.9 |
|
| 4070 |
4070
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $1.37億 | -$288万 | -2% | 0.27% | 44.9% | 47 | 14.89% | 2.1 |
|
| 4071 |
4071
Titan Investment Management
Indianapolis,
Indiana
| $1.37億 | +$175万 | +1% | 3.84% | – | 52 | 50% | 0.5 |
|
| 4072 |
4072
TT Capital Management
Coto De Caza,
California
| $1.37億 | +$842万 | +7% | 2.49% | – | 91 | 19.78% | 1 |
|
| 4073 |
AA
4073
Alpha Advisors
Richmond,
Virginia
| $1.37億 | +$368万 | +3% | 2.88% | – | 53 | 9.43% | 1.4 |
|
| 4074 |
4074
Financial Planning Fort Collins
Fort Collins,
Colorado
| $1.37億 | +$468万 | +4% | 2.35% | – | 34 | 2.94% | 0.7 |
|
| 4075 |
OF
4075
Outfitter Financial
Brunswick,
Maine
| $1.37億 | -$593万 | -4% | 0.65% | 97.6% | 80 | 7.5% | 3.6 |
|