で公開中です!
詳しく見る
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、5,393本のファンド(~60%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
4776
EDMP Inc
Lutz,
Florida
| $1.3億 | +$531万 | +4% | 1.73% | 78% | 75 | 8% | 4.3 |
|
| 4777 |
4777
KW Wealth Management
Sacramento,
California
| $1.3億 | – | – | 4.06% | – | 79 | – | 0.9 |
|
| 4778 |
4778
Tandem Investment Partners
Bordentown,
New Jersey
| $1.29億 | -$33.7万 | -0.3% | 1.56% | – | 77 | 2.6% | 1.5 |
|
| 4779 |
4779
Ativo Capital Management
Chicago,
Illinois
| $1.29億 | -$121万 | -0.9% | 0.18% | 63.2% | 61 | 18.03% | 2.1 |
|
| 4780 |
4780
Corps Capital Advisors
Southlake,
Texas
| $1.29億 | +$533万 | +4% | 8.16% | – | 102 | 8.82% | 1.1 |
|
| 4781 |
4781
Cedrus Wealth Group LLC
Andover,
Minnesota
| $1.29億 | +$1478万 | +13% | 0.1% | – | 55 | 9.09% | 0.5 |
|
| 4782 |
4782
Orca Investment Management
Roseburg,
Oregon
| $1.29億 | -$853万 | -6% | 3.35% | 139% | 62 | 12.9% | 8.4 |
|
| 4783 |
4783
Integrity Wealth Partners
Walnut Creek,
California
| $1.29億 | – | – | 1.57% | – | 103 | – | 0.5 |
|
| 4784 |
4784
Tribridge Partners Financial
Columbia,
Maryland
| $1.29億 | -$1.26億 | -49% | 0.18% | – | 86 | 38.37% | 1.1 |
|
| 4785 |
4785
Blue Line Capital
Chicago,
Illinois
| $1.29億 | +$888万 | +7% | 6.56% | – | 96 | 35.42% | 0.6 |
|
| 4786 |
4786
Pandowealth
Peachtree City,
Georgia
| $1.29億 | +$726万 | +6% | 0.06% | – | 30 | 50% | 0.4 |
|
| 4787 |
4787
Argus Investors Counsel
New York
| $1.29億 | -$123万 | -0.9% | 2.13% | 132% | 115 | 15.65% | 5.5 |
|
| 4788 |
4788
Platt Wealth Management
San Diego,
California
| $1.29億 | +$416万 | +3% | 0.64% | – | 66 | 16.67% | 0.6 |
|
| 4789 |
4789
Frisco Financial Planning
Frisco,
Texas
| $1.29億 | -$418万 | -3% | 3.15% | – | 34 | 14.71% | 1.2 |
|
| 4790 |
4790
C2C Wealth Management
Scottsdale,
Arizona
| $1.28億 | +$79万 | +0.6% | 3.62% | 77.2% | 97 | 9.28% | 3.7 |
|
| 4791 |
MSK
4791
Melissa S. Kampmann
| $1.28億 | -$395万 | -3% | 2.89% | 82.1% | 44 | 9.09% | 2.5 |
|
| 4792 |
RWIA
4792
Roger Wittlin Investment Advisory
San Francisco,
California
| $1.28億 | +$98.5万 | +0.8% | 0.93% | 61.3% | 48 | 14.58% | 2.5 |
|
| 4793 |
4793
Cornerstone Financial Management
Burlington,
Massachusetts
| $1.28億 | +$355万 | +3% | 0.09% | – | 2,126 | 33.02% | 0.4 |
|
| 4794 |
BI
4794
BluePrint Investing
San Francisco,
California
| $1.28億 | -$558万 | -4% | 0.38% | – | 26 | 3.85% | 0.8 |
|
| 4795 |
4795
Purewater Capital
Fort Worth,
Texas
| $1.28億 | -$1038万 | -7% | 7.41% | – | 70 | 30% | 0.4 |
|
| 4796 |
4796
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
| $1.28億 | -$119万 | -0.9% | 3.43% | 50.6% | 66 | 21.21% | 1.7 |
|
| 4797 |
4797
Financial Concepts Unlimited
Centreville,
Maine
| $1.28億 | +$37.1万 | +0.3% | 0.58% | – | 44 | 6.82% | 0.5 |
|
| 4798 |
WWMP
4798
Wagner Wealth Management (Pennsylvania)
Conyngham,
Pennsylvania
| $1.28億 | +$396万 | +3% | 0.76% | – | 117 | 28.21% | 0.6 |
|
| 4799 |
4799
DWM Financial Group
Palatine,
Illinois
| $1.28億 | +$1554万 | +14% | 0.41% | – | 68 | 45.59% | 0.8 |
|
| 4800 |
4800
AK Global Asset Management
Oakland,
California
| $1.28億 | +$961万 | +8% | 11.1% | – | 30 | 20% | 0.6 |
|