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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、4,686本のファンド(~52%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Chapman Investment Management
San Anselmo,
California
| $1.26億 | +$492万 | +4% | 7.09% | 57.3% | 57 | 100% | 0 |
|
| 4202 |
4202
Baer Investment Advisory
Corte Madera,
California
| $1.26億 | +$652万 | +5% | 8.45% | – | 66 | 36.36% | 0.8 |
|
| 4203 |
4203
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $1.26億 | -$2431万 | -16% | 1.81% | – | 55 | 10.91% | 4 |
|
| 4204 |
4204
Fulcrum Equity Management
Plano,
Texas
| $1.26億 | -$1053万 | -8% | 0.99% | 116% | 166 | 33.73% | 1.5 |
|
| 4205 |
4205
CenturyLink Investment Management
Denver,
Colorado
| $1.26億 | -$322万 | -2% | 2.37% | – | 3 | 0% | 1.9 |
|
| 4206 |
4206
KDK Private Wealth Management
Houston,
Texas
| $1.26億 | +$506万 | +4% | 4.44% | – | 58 | 1.72% | 1.6 |
|
| 4207 |
4207
Kennebec Savings Bank
Augusta,
Maine
| $1.26億 | +$97.6万 | +0.8% | 4.29% | – | 284 | 7.39% | 1.7 |
|
| 4208 |
4208
Kelsey Financial
Moorpark,
California
| $1.25億 | -$642万 | -5% | 0.59% | – | 67 | 8.96% | 0.7 |
|
| 4209 |
4209
Life Planning Partners
Jacksonville,
Florida
| $1.25億 | -$929万 | -7% | 0.73% | 50.3% | 72 | 5.56% | 3.7 |
|
| 4210 |
4210
Kane Co Wealth Management
Johnston,
Iowa
| $1.25億 | -$658万 | -5% | 1.25% | – | 57 | 12.28% | 0.7 |
|
| 4211 |
4211
Mann Financial Group
Detroit Lakes,
Minnesota
| $1.25億 | +$567万 | +5% | 0.21% | – | 47 | 27.66% | 0.7 |
|
| 4212 |
4212
J.M. Arbour
Gardiner,
Maine
| $1.25億 | +$896万 | +8% | 1.58% | – | 144 | 15.97% | 0.6 |
|
| 4213 |
4213
Boyer Financial Services
Newport Beach,
California
| $1.25億 | +$651万 | +5% | 1.87% | – | 64 | 15.63% | 0.5 |
|
| 4214 |
4214
Alexander Randolph Advisory
Mclean,
Virginia
| $1.25億 | +$347万 | +3% | 2.5% | 56% | 42 | 4.76% | 2.4 |
|
| 4215 |
4215
Connecticut Capital Management Group
Milford,
Connecticut
| $1.25億 | +$71.7万 | +0.6% | 1.74% | – | 144 | 19.44% | 0.6 |
|
| 4216 |
4216
Powerhouse Assets
Lincoln,
Massachusetts
| $1.25億 | +$192万 | +2% | 0.72% | – | 57 | 5.26% | 0.7 |
|
| 4217 |
4217
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| $1.25億 | +$534万 | +4% | 0.06% | 58.1% | 59 | 8.47% | 3.2 |
|
| 4218 |
TY
4218
Titiun Yejiel
| $1.24億 | +$913万 | +8% | 9.66% | – | 48 | 27.08% | 0.6 |
|
| 4219 |
4219
Sawyer Falduto Asset Management
Elmhurst,
Illinois
| $1.24億 | +$171万 | +1% | 0.31% | – | 279 | 8.24% | 0.7 |
|
| 4220 |
4220
William Howard & Co Financial Advisors
Memphis,
Tennessee
| $1.24億 | -$439万 | -3% | 1.57% | – | 56 | 12.5% | 2.2 |
|
| 4221 |
4221
First Growth Capital
Pikesville,
Maryland
| $1.24億 | -$772万 | -6% | 4.12% | – | 147 | 14.29% | 0.6 |
|
| 4222 |
4222
Infinity Wealth Counsel
Loveland,
Ohio
| $1.24億 | +$25.6万 | +0.2% | 0.56% | – | 67 | 7.46% | 1.5 |
|
| 4223 |
WW
4223
Wavvest Wealth
Chicago,
Illinois
| $1.24億 | – | – | 0.52% | – | 97 | – | 0 |
|
| 4224 |
4224
Miller Global Investments
Dallas,
Texas
| $1.24億 | +$328万 | +3% | 3.44% | – | 338 | 15.98% | 0.6 |
|
| 4225 |
DAM
4225
Directional Asset Management
Arlington Heights,
Illinois
| $1.24億 | +$566万 | +5% | 1.16% | – | 105 | 24.76% | 0.6 |
|