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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、2,475本のファンド(~28%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 426 |
426
Rodgers & Associates
Lancaster,
Pennsylvania
| $10.6億 | -$4235万 | -4% | 2.63% | 56.3% | 113 | 6.19% | 3.9 |
|
| 427 |
427
Allied Investment Advisors
Billings,
Montana
| $10.6億 | +$2.62億 | +33% | 0.77% | 68.4% | 116 | 8.62% | 4.1 |
|
| 428 |
428
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $10.5億 | -$2036万 | -2% | 0.86% | – | 364 | 20.05% | 3.4 |
|
| 429 |
429
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $10.5億 | +$1275万 | +1% | 1.47% | 55.8% | 209 | 3.83% | 4.4 |
|
| 430 |
430
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $10.5億 | +$7138万 | +7% | 1.83% | 97.3% | 535 | 14.95% | 4 |
|
| 431 |
431
Abner Herrman & Brock
Jersey City,
New Jersey
| $10.4億 | -$1029万 | -1% | 4.58% | 156% | 128 | 18.75% | 3.2 |
|
| 432 |
432
Isthmus Partners
Madison,
Wisconsin
| $10.4億 | +$762万 | +0.7% | 2.64% | 73.7% | 242 | 12.4% | 3.1 |
|
| 433 |
433
Tetrad Corporation
Omaha,
Nebraska
| $10.4億 | -$783万 | -0.7% | 0.74% | 45.6% | 3 | 0% | 13.3 |
|
| 434 |
434
Pine Grove Financial Group
Woodbury,
Minnesota
| $10.3億 | +$4263万 | +4% | 0.25% | – | 242 | 17.36% | 0.6 |
|
| 435 |
435
Eagle Strategies
New York
| $10.3億 | +$2455万 | +2% | 0.96% | 77.7% | 284 | 9.86% | 2.4 |
|
| 436 |
436
Columbus Macro
New Castle,
Pennsylvania
| $10.3億 | +$14.8万 | +0% | 1.8% | 48.7% | 222 | 13.06% | 3.6 |
|
| 437 |
TIM
437
Total Investment Management
Scottsdale,
Arizona
| $10.3億 | +$7853万 | +8% | 0.71% | 44.4% | 99 | 12.12% | 3 |
|
| 438 |
438
KMG Fiduciary Partners
Toledo,
Ohio
| $10.2億 | -$5276万 | -5% | 4.87% | 114% | 211 | 21.8% | 5 |
|
| 439 |
439
Embree Financial Group
Chicago,
Illinois
| $10.2億 | +$2429万 | +2% | 2.99% | 87.6% | 309 | 16.83% | 1.8 |
|
| 440 |
440
ABC Arbitrage
Paris,
France
| $10.2億 | +$9380万 | +10% | 0.29% | – | 541 | 53.6% | 0.3 |
|
| 441 |
SWL
441
STACKSTONE WEALTH, LLC
Dubuque,
Iowa
| $10.1億 | – | – | 1.1% | – | 323 | – | 0 |
|
| 442 |
442
Ascent Wealth Partners
New Hartford,
New York
| $10.1億 | +$1278万 | +1% | 1.91% | 105% | 219 | 11.42% | 4 |
|
| 443 |
443
Insight Wealth Strategies
San Ramon,
California
| $10.1億 | -$1354万 | -1% | 0.3% | 83.5% | 206 | 16.99% | 2.7 |
|
| 444 |
444
HBW Advisory Services
Simi Valley,
California
| $10.1億 | -$9565万 | -9% | 0.38% | 68.6% | 492 | 16.46% | 2.6 |
|
| 445 |
445
Archford Capital Strategies
Swansea,
Illinois
| $10.1億 | +$2155万 | +2% | 2.79% | 87.4% | 402 | 20.4% | 4.1 |
|
| 446 |
446
Novem Group
Rochester,
New York
| $10.1億 | +$1931万 | +2% | 0.15% | – | 479 | 14.41% | 1.2 |
|
| 447 |
447
Van Cleef Asset Management
Beachwood,
Ohio
| $10.1億 | +$2625万 | +3% | 7.15% | 104% | 122 | 4.1% | 8.1 |
|
| 448 |
448
TritonPoint Wealth
Chevy Chase,
Maryland
| $10.1億 | -$1051万 | -1% | 2.59% | 92.7% | 299 | 8.03% | 2.1 |
|
| 449 |
449
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| $10.1億 | -$469万 | -0.5% | 1.5% | 42.7% | 1,395 | 5.38% | 2.4 |
|
| 450 |
450
Grove Bank & Trust
Miami,
Florida
| $10.1億 | -$263万 | -0.3% | 1.52% | 80.5% | 959 | 10.43% | 3.4 |
|