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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 451 |
451
U.S. Global Investors (USGI)
San Antonio,
Texas
| $10億 | -$3490万 | -3% | 7.27% | 151% | 148 | 21.62% | 2.7 |
|
| 452 |
452
Sendero Wealth Management
San Antonio,
Texas
| $10億 | -$257万 | -0.3% | 5.71% | 99.2% | 226 | 15.49% | 2.3 |
|
| 453 |
453
Toth Financial Advisory
Leesburg,
Virginia
| $10億 | -$2319万 | -2% | 0.03% | 90.4% | 1,123 | 30.19% | 3.3 |
|
| 454 |
454
Provident Investment Management
Novi,
Michigan
| $10億 | -$3050万 | -3% | 6.11% | 90.8% | 93 | 10.75% | 4.1 |
|
| 455 |
JWBC
455
J.W. Burns & Co
Dewitt,
New York
| $10億 | +$3830万 | +4% | 5.09% | 95.4% | 197 | 7.61% | 7.9 |
|
| 456 |
456
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $10億 | -$2862万 | -3% | 1.4% | 51.1% | 699 | 25.75% | 3.9 |
|
| 457 |
457
Jamison Private Wealth Management
Milton,
Georgia
| $9.9億 | -$284万 | -0.3% | 0.8% | 130% | 234 | 5.98% | 2.3 |
|
| 458 |
458
Segra Capital Management
Palm Beach,
Florida
| $9.9億 | +$4.92億 | +99% | 20.7% | 19% | 19 | 68.42% | 0.3 |
|
| 459 |
459
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $9.9億 | -$2835万 | -3% | 1% | 116% | 452 | 19.47% | 2 |
|
| 460 |
460
Foguth Wealth Management
Brighton,
Michigan
| $9.9億 | +$1.07億 | +12% | 0.3% | – | 239 | 15.9% | 1.4 |
|
| 461 |
461
Romano Brothers & Co
Evanston,
Illinois
| $9.8億 | -$950万 | -1% | 1.37% | 110% | 345 | 8.12% | 3.2 |
|
| 462 |
AAA
462
Adams Asset Advisors
Dallas,
Texas
| $9.8億 | +$1.03億 | +12% | 9.2% | 66.8% | 94 | 6.38% | 5.4 |
|
| 463 |
463
Hanson & Doremus Investment Management
Burlington,
Vermont
| $9.8億 | -$94.9万 | -0.1% | 0.2% | 86.3% | 513 | 9.55% | 6.7 |
|
| 464 |
464
L. Roy Papp & Associates
Phoenix,
Arizona
| $9.8億 | +$2959万 | +3% | 5.58% | 80.1% | 200 | 7% | 7.4 |
|
| 465 |
465
First Pacific Financial
Vancouver,
Washington
| $9.8億 | +$1.38億 | +16% | 0.85% | 53.6% | 559 | 12.52% | 2.2 |
|
| 466 |
466
LVZ Inc
Holland,
Michigan
| $9.7億 | -$931万 | -0.9% | 0.41% | 52.9% | 183 | 12.02% | 3.4 |
|
| 467 |
467
Barlow Wealth Partners
Louisville,
Kentucky
| $9.7億 | +$4457万 | +5% | 4.71% | 101% | 158 | 9.49% | 2 |
|
| 468 |
468
Parthenon LLC
Louisville,
Kentucky
| $9.7億 | +$536万 | +0.6% | 4.36% | 93.3% | 135 | 5.93% | 8.7 |
|
| 469 |
469
Bath Savings Trust
Bath,
Maine
| $9.7億 | +$71.1万 | +0.1% | 3.36% | 57.8% | 185 | 8.11% | 7 |
|
| 470 |
470
Strategic Planning Group
Bountiful,
Utah
| $9.6億 | +$4682万 | +5% | 3.73% | 162% | 88 | 25% | 1.4 |
|
| 471 |
471
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $9.6億 | -$2146万 | -2% | 0.68% | 76.7% | 266 | 11.65% | 3.2 |
|
| 472 |
472
Revolve Wealth Partners
Hackensack,
New Jersey
| $9.6億 | -$641万 | -0.7% | 0.96% | 67.4% | 369 | 17.07% | 2.2 |
|
| 473 |
473
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $9.6億 | -$4267万 | -4% | 0.72% | 83.4% | 418 | 10.05% | 5.5 |
|
| 474 |
GWM
474
Gibbs Wealth Management
Alpharetta,
Georgia
| $9.5億 | +$1.27億 | +15% | 1.18% | – | 535 | 19.07% | 1.2 |
|
| 475 |
475
Howard Financial Services
Dallas,
Texas
| $9.5億 | +$2704万 | +3% | 0.71% | 55.9% | 250 | 11.2% | 3 |
|