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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、4,658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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
4376
Xena Financial Planning
Portland,
Oregon
| $1.05億 | +$55.2万 | +0.5% | 1.08% | – | 40 | 10% | 0.7 |
|
| 4377 |
4377
Hyposwiss Advisors
Geneva,
| $1.05億 | -$80.6万 | -0.8% | 0.21% | – | 104 | 1.92% | 0.7 |
|
| 4378 |
4378
Reality Financial Planning Services
Sarasota,
Florida
| $1.05億 | +$112万 | +1% | 0.65% | – | 20 | 10% | 0.7 |
|
| 4379 |
4379
Freemont Management
Vaud,
Switzerland
| $1.05億 | +$135万 | +1% | 6.64% | 102% | 17 | 23.53% | 2.5 |
|
| 4380 |
CF
4380
Calder Financial
Downingtown,
Pennsylvania
| $1.05億 | -$156万 | -1% | 0.67% | – | 43 | 2.33% | 0.7 |
|
| 4381 |
4381
Surience Private Wealth
Yakima,
Washington
| $1.04億 | -$952万 | -8% | 0.47% | 169% | 64 | 62.5% | 0.4 |
|
| 4382 |
4382
Q Fund Management (Hong Kong)
Hong Kong,
| $1.04億 | -$552万 | -5% | 9.72% | – | 42 | 47.62% | 0.4 |
|
| 4383 |
4383
Montchanin Asset Management
Montchanin,
Delaware
| $1.04億 | +$589万 | +6% | 7.66% | 120% | 66 | 12.12% | 2.4 |
|
| 4384 |
4384
Succession Financial
Mckinney,
Texas
| $1.04億 | -$123万 | -1% | 2.69% | – | 55 | 21.82% | 0.2 |
|
| 4385 |
4385
T3 Companies
New York
| $1.03億 | +$970万 | +10% | 1.69% | – | 292 | 72.26% | 0.2 |
|
| 4386 |
UPWM
4386
UMB Private Wealth Management
Kansas City,
Missouri
| $1.03億 | – | – | 1.91% | – | 1,409 | – | 0 |
|
| 4387 |
4387
Strategic Financial Group
Grand Haven,
Michigan
| $1.03億 | -$112万 | -1% | 2.08% | – | 20 | 5% | 0.5 |
|
| 4388 |
4388
Gritstone Asset Management
Bethesda,
Maryland
| $1.03億 | -$84.6万 | -0.8% | 0.36% | – | 226 | 36.73% | 0.6 |
|
| 4389 |
4389
Provident Living Financial Services
Lehi,
Utah
| $1.03億 | +$143万 | +1% | 2.03% | – | 54 | 9.26% | 0.7 |
|
| 4390 |
4390
Willow Creek Capital Management
Missoula,
Montana
| $1.03億 | -$23.3万 | -0.2% | 0.55% | – | 101 | 1.98% | 0.2 |
|
| 4391 |
4391
Parrish Capital
Kennesaw,
Georgia
| $1.03億 | -$109万 | -1% | 2.12% | – | 88 | 5.68% | 0.7 |
|
| 4392 |
PBK
4392
Peoples Bank (Kansas)
Pratt,
Kansas
| $1.03億 | -$33.9万 | -0.3% | 3.28% | 74.5% | 101 | 6.93% | 2.6 |
|
| 4393 |
RCDBASW
4393
Rudd Co d/b/a Styre Wealth
Fort Worth,
Texas
| $1.03億 | – | – | 2.29% | – | 75 | – | 0 |
|
| 4394 |
4394
Langley Wealth Management
Corinth,
Mississippi
| $1.02億 | -$20.9万 | -0.2% | 1.68% | – | 139 | 23.02% | 0.2 |
|
| 4395 |
4395
Guilbault Capital
Metairie,
Louisiana
| $1.02億 | +$244万 | +2% | 1.75% | – | 81 | 19.75% | 0.6 |
|
| 4396 |
4396
Schuylkill Financial
Wyomissing,
Pennsylvania
| $1.02億 | -$623万 | -6% | 2.19% | – | 72 | 16.67% | 0.2 |
|
| 4397 |
IWMO
4397
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
| $1.02億 | +$690万 | +7% | 1.93% | – | 104 | 17.31% | 0.5 |
|
| 4398 |
4398
Financial Network Wealth Advisors
Murray,
Utah
| $1.01億 | +$273万 | +3% | 1.88% | 57.7% | 973 | 18.5% | 1.4 |
|
| 4399 |
4399
Englebert Financial Advisers
Allentown,
Pennsylvania
| $1.01億 | -$47.8万 | -0.5% | 0.58% | – | 80 | 41.25% | 0.5 |
|
| 4400 |
4400
Katamaran Capital
London,
United Kingdom
| $1.01億 | -$2447万 | -19% | 0.1% | – | 49 | 57.14% | 0.6 |
|