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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
Chung Wu Investment Group
Sugar Land,
Texas
| $1.37億 | -$1551万 | -10% | 2.83% | – | 330 | 27.27% | 0.9 |
|
| 4077 |
4077
Koenig Investment Advisory
Ashland,
Oregon
| $1.37億 | +$785万 | +6% | 2.68% | – | 38 | 2.63% | 0.7 |
|
| 4078 |
4078
Roan Capital Partners
Johnson City,
Tennessee
| $1.37億 | +$1596万 | +13% | 0.54% | – | 81 | 7.41% | 0.4 |
|
| 4079 |
4079
ICG Advisors
Los Angeles,
California
| $1.36億 | +$1.06億 | +354% | 1.37% | – | 7 | 28.57% | 0.5 |
|
| 4080 |
4080
TABR Capital Management
Orange,
California
| $1.36億 | +$1905万 | +16% | 0.27% | – | 82 | 62.2% | 0.6 |
|
| 4081 |
4081
Targeted Financial Services
Seminole,
Florida
| $1.36億 | +$90.6万 | +0.7% | 0.53% | – | 67 | 11.94% | 0.6 |
|
| 4082 |
4082
Summit Financial Consulting
Sterling Heights,
Michigan
| $1.36億 | -$1106万 | -8% | 1.6% | – | 53 | 16.98% | 1 |
|
| 4083 |
4083
Lynch Investment Planning
Newtown Square,
Pennsylvania
| $1.36億 | +$617万 | +5% | 0.91% | – | 232 | 75.86% | 0.2 |
|
| 4084 |
4084
Seelaus Asset Management
Chatham,
New Jersey
| $1.36億 | -$608万 | -4% | 3.88% | 134% | 216 | 17.59% | 3.3 |
|
| 4085 |
4085
Eagle Wealth Advisors
Westport,
Connecticut
| $1.36億 | +$510万 | +4% | 4.65% | – | 103 | 3.88% | 0.6 |
|
| 4086 |
4086
Avail Investment Partners
Lemont,
Pennsylvania
| $1.36億 | +$625万 | +5% | 3.5% | – | 225 | 20.44% | 0.4 |
|
| 4087 |
4087
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| $1.36億 | -$7640万 | -36% | 0.18% | 88.8% | 8 | 0% | 3.4 |
|
| 4088 |
4088
Donalies Financial Planning
Washington,
District of Columbia
| $1.36億 | +$36.6万 | +0.3% | 0.81% | – | 82 | 9.76% | 0.7 |
|
| 4089 |
4089
CrossGen Wealth
Greenville,
North Carolina
| $1.36億 | +$729万 | +6% | 7.07% | – | 231 | 19.91% | 0.7 |
|
| 4090 |
ALS
4090
Andrew L. Share
| $1.36億 | -$5760万 | -30% | 5.83% | 3.31% | 52 | 63.46% | 0.8 |
|
| 4091 |
4091
SeedSafe Financial
Austin,
Texas
| $1.36億 | -$325万 | -2% | 1.31% | – | 42 | 14.29% | 0.6 |
|
| 4092 |
4092
Finward Bancorp
Munster,
Indiana
| $1.36億 | +$377万 | +3% | 3.04% | – | 109 | 7.34% | 1.6 |
|
| 4093 |
4093
Providence Financial Advisors
Overland Park,
Kansas
| $1.36億 | -$4025万 | -23% | 1.22% | – | 62 | 14.52% | 0.8 |
|
| 4094 |
4094
Farnam Financial
Phoenix,
Arizona
| $1.35億 | -$166万 | -1% | 0.11% | – | 62 | 20.97% | 1.3 |
|
| 4095 |
4095
Broussard Financial Group
Kaplan,
Louisiana
| $1.35億 | +$1056万 | +8% | 2.95% | – | 45 | 37.78% | 0.5 |
|
| 4096 |
4096
Approach Retirement Advisors
Vestavia,
Alabama
| $1.35億 | -$231万 | -2% | 0.81% | – | 85 | 9.41% | 0.7 |
|
| 4097 |
4097
Capital CS Group
Irvine,
California
| $1.35億 | +$846万 | +7% | 3.77% | 27.8% | 113 | 58.41% | 1 |
|
| 4098 |
SR
4098
Summer Road
West Palm Beach,
Florida
| $1.35億 | -$2584万 | -16% | 16.7% | 214% | 26 | 30.77% | 1.7 |
|
| 4099 |
4099
Littlejohn Financial Services
Roseburg,
Oregon
| $1.35億 | -$249万 | -2% | 1.91% | – | 82 | 28.05% | 0.9 |
|
| 4100 |
4100
Dala Group
Hoffman Estates,
Illinois
| $1.35億 | +$1365万 | +11% | 1.7% | – | 72 | 6.94% | 0.7 |
|