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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、2,412本のファンド(~27%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 526 |
526
Cullen Investment Group
Lafayette,
Louisiana
| $8.57億 | +$3087万 | +4% | 4.06% | 102% | 185 | 5.41% | 2.3 |
|
| 527 |
527
Fiduciary Financial Group
San Rafael,
California
| $8.57億 | -$2581万 | -3% | 1.8% | – | 414 | 14.73% | 1.4 |
|
| 528 |
528
Premier Path Wealth Partners
Madison,
New Jersey
| $8.56億 | -$1323万 | -2% | 2.68% | 98.8% | 412 | 11.65% | 2.2 |
|
| 529 |
529
Affinity Capital Advisors
Berkeley,
California
| $8.56億 | +$4625万 | +6% | 1.72% | 72.7% | 245 | 22.04% | 2.9 |
|
| 530 |
530
Harbor Group
Bedford,
New Hampshire
| $8.49億 | -$233万 | -0.3% | 2.78% | 43% | 123 | 8.13% | 2.8 |
|
| 531 |
531
Dillon & Associates
Jackson,
Michigan
| $8.49億 | +$3150万 | +4% | 5.39% | 117% | 82 | 6.1% | 8.2 |
|
| 532 |
532
Cypress Wealth Services
Palm Desert,
California
| $8.48億 | +$3262万 | +4% | 2.23% | 82.7% | 456 | 9.21% | 2.6 |
|
| 533 |
533
Breakwater Capital Group
Paramus,
New Jersey
| $8.44億 | +$1079万 | +1% | 0.29% | 67.4% | 408 | 11.52% | 2.3 |
|
| 534 |
534
AA Financial Advisors
Columbus,
Ohio
| $8.4億 | +$868万 | +1% | 0.76% | 68.8% | 261 | 15.71% | 1.5 |
|
| 535 |
535
Professional Advisory Services
Vero Beach,
Florida
| $8.37億 | +$118万 | +0.1% | 1.6% | 69.3% | 96 | 9.38% | 5.7 |
|
| 536 |
536
Arvest Investments
Lowell,
Arkansas
| $8.35億 | +$821万 | +1% | 1.08% | 50% | 233 | 14.16% | 1.8 |
|
| 537 |
537
Capital Advantage
Walnut Creek,
California
| $8.34億 | +$1447万 | +2% | 0.6% | 49.2% | 166 | 14.46% | 2.7 |
|
| 538 |
538
Sharkey, Howes & Javer
Denver,
Colorado
| $8.3億 | +$163万 | +0.2% | 0.11% | 60.2% | 165 | 4.85% | 3.7 |
|
| 539 |
539
White Lighthouse Investment Management
Bedford,
Massachusetts
| $8.29億 | +$2687万 | +3% | 0.62% | 62% | 157 | 9.55% | 5.5 |
|
| 540 |
540
First Hawaiian Bank
Honolulu,
Hawaii
| $8.26億 | +$3626万 | +5% | 0.47% | 72.7% | 99 | 12.12% | 7.9 |
|
| 541 |
541
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $8.25億 | -$1675万 | -2% | 0.85% | 80.3% | 190 | 11.05% | 3.2 |
|
| 542 |
SIA
542
Schear Investment Advisers
Cincinnati,
Ohio
| $8.21億 | +$5.22億 | +174% | 0.44% | 241% | 272 | 79.41% | 0.7 |
|
| 543 |
543
Tempo Wealth
Independence,
Ohio
| $8.21億 | +$1.46億 | +22% | 0.44% | – | 258 | 13.18% | 0.6 |
|
| 544 |
544
Asio Capital
Lexington,
Kentucky
| $8.16億 | +$3476万 | +4% | 1.8% | 98% | 137 | 24.82% | 2.6 |
|
| 545 |
545
Riversedge Advisors
Wilmington,
Delaware
| $8.13億 | +$5393万 | +7% | 2.68% | 71.3% | 400 | 29% | 1.3 |
|
| 546 |
546
Cordoba Advisory Partners
New York
| $8.13億 | +$3.41億 | +72% | 3.28% | – | 156 | 9.62% | 0.6 |
|
| 547 |
547
Pembroke Management
Montreal,
Quebec, Canada
| $8.09億 | +$3483万 | +5% | 1.91% | 105% | 116 | 16.38% | 1.9 |
|
| 548 |
548
Trifecta Capital Advisors
Northbrook,
Illinois
| $8.08億 | +$3161万 | +4% | 5.51% | 149% | 499 | 38.08% | 2.3 |
|
| 549 |
549
Cornerstone Planning Group
Fairfield,
New Jersey
| $8.08億 | +$1355万 | +2% | 0.39% | 60% | 1,868 | 90.58% | 2.8 |
|
| 550 |
550
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $8.07億 | +$2495万 | +3% | 2.84% | 71.4% | 239 | 10.88% | 3.9 |
|