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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
| $1.31億 | +$316万 | +2% | 1.17% | – | 84 | 46.43% | 0.9 |
|
| 4152 |
4152
Virtus Family Office
El Paso,
Texas
| $1.31億 | +$439万 | +3% | 4.63% | 60.9% | 63 | 3.17% | 1.5 |
|
| 4153 |
4153
First Financial Group
Raleigh,
North Carolina
| $1.31億 | -$748万 | -5% | 3.13% | – | 92 | 18.48% | 1.3 |
|
| 4154 |
4154
Haven Capital Group
Westlake Village,
California
| $1.31億 | +$631万 | +5% | 4.34% | – | 41 | 14.63% | 1.3 |
|
| 4155 |
4155
City Center Advisors LLC
Troy,
Michigan
| $1.31億 | +$728万 | +6% | 1.43% | – | 208 | 29.33% | 1.2 |
|
| 4156 |
4156
Kennon-Green & Company
New Albany,
Ohio
| $1.31億 | +$228万 | +2% | 4.84% | 58.4% | 43 | 6.98% | 3 |
|
| 4157 |
4157
JHP Wealth Management
Centennial,
Colorado
| $1.3億 | +$840万 | +7% | 0% | – | 43 | 18.6% | 0.6 |
|
| 4158 |
4158
Roxbury Financial
Mount Arlington,
New Jersey
| $1.3億 | +$389万 | +3% | 3.84% | – | 446 | 12.78% | 1.3 |
|
| 4159 |
B
4159
Bayban
Bayport,
Minnesota
| $1.3億 | $0 | 0% | 1.2% | – | 595 | 0% | 0.7 |
|
| 4160 |
4160
Paller Financial Services
Centennial,
Colorado
| $1.3億 | -$346万 | -3% | 4.51% | – | 47 | 10.64% | 0.6 |
|
| 4161 |
4161
Benchmark Financial
Wilmington,
Delaware
| $1.3億 | +$748万 | +6% | 1.25% | – | 61 | 13.11% | 0.6 |
|
| 4162 |
4162
Freestate Advisors
Overland Park,
Kansas
| $1.3億 | -$388万 | -3% | 0.97% | – | 43 | 2.33% | 1.9 |
|
| 4163 |
4163
Hudson Oak Wealth Advisory
Hoboken,
New Jersey
| $1.3億 | +$33.5万 | +0.3% | 0.1% | – | 55 | 7.27% | 0.7 |
|
| 4164 |
4164
O'Domhnaill Enterprises
Cody,
Wyoming
| $1.3億 | +$472万 | +4% | 3.09% | – | 67 | 16.42% | 0.6 |
|
| 4165 |
4165
Aldebaran Financial
| $1.3億 | +$666万 | +5% | 5.88% | 115% | 90 | 12.22% | 5.7 |
|
| 4166 |
4166
Grand Central Investment Group
Tampa,
Florida
| $1.3億 | +$1020万 | +9% | 6.48% | – | 43 | 9.3% | 3.3 |
|
| 4167 |
4167
M Wealth Management LLC
San Diego,
California
| $1.3億 | +$238万 | +2% | 0.76% | – | 61 | 6.56% | 1.3 |
|
| 4168 |
4168
Ramiah Investment Group
Brookfield,
Wisconsin
| $1.3億 | -$132万 | -1% | 0.38% | 62.2% | 91 | 29.67% | 2.3 |
|
| 4169 |
4169
EDMP Inc
Lutz,
Florida
| $1.3億 | +$531万 | +4% | 1.73% | 78% | 75 | 8% | 4.3 |
|
| 4170 |
4170
KW Wealth Management
Sacramento,
California
| $1.3億 | – | – | 4.06% | – | 79 | – | 0.9 |
|
| 4171 |
4171
Tandem Investment Partners
Bordentown,
New Jersey
| $1.29億 | -$33.7万 | -0.3% | 1.56% | – | 77 | 2.6% | 1.5 |
|
| 4172 |
4172
Ativo Capital Management
Chicago,
Illinois
| $1.29億 | -$121万 | -0.9% | 0.18% | 63.2% | 61 | 18.03% | 2.1 |
|
| 4173 |
4173
Corps Capital Advisors
Southlake,
Texas
| $1.29億 | +$533万 | +4% | 8.16% | – | 102 | 8.82% | 1.1 |
|
| 4174 |
4174
Orca Investment Management
Roseburg,
Oregon
| $1.29億 | -$853万 | -6% | 3.35% | 139% | 62 | 12.9% | 8.4 |
|
| 4175 |
4175
Integrity Wealth Partners
Walnut Creek,
California
| $1.29億 | – | – | 1.57% | – | 103 | – | 0.5 |
|