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、6,148本のファンド(~69%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
Chapman Investment Management
San Anselmo,
California
| $1.26億 | +$492万 | +4% | 7.09% | 57.3% | 57 | 100% | 0 |
|
| 5502 |
5502
Baer Investment Advisory
Corte Madera,
California
| $1.26億 | +$652万 | +5% | 8.45% | – | 66 | 36.36% | 0.8 |
|
| 5503 |
5503
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $1.26億 | -$2431万 | -16% | 1.81% | – | 55 | 10.91% | 4 |
|
| 5504 |
5504
Fulcrum Equity Management
Plano,
Texas
| $1.26億 | -$1053万 | -8% | 0.99% | 116% | 166 | 33.73% | 1.5 |
|
| 5505 |
5505
CenturyLink Investment Management
Denver,
Colorado
| $1.26億 | -$322万 | -2% | 2.37% | – | 3 | 0% | 1.9 |
|
| 5506 |
5506
KDK Private Wealth Management
Houston,
Texas
| $1.26億 | +$506万 | +4% | 4.44% | – | 58 | 1.72% | 1.6 |
|
| 5507 |
5507
Kennebec Savings Bank
Augusta,
Maine
| $1.26億 | +$97.6万 | +0.8% | 4.29% | – | 284 | 7.39% | 1.7 |
|
| 5508 |
5508
Barington Capital Group
New York
| $1.26億 | -$1667万 | -12% | 10.7% | 62.7% | 10 | 20% | 2.3 |
|
| 5509 |
5509
Kelsey Financial
Moorpark,
California
| $1.25億 | -$642万 | -5% | 0.59% | – | 67 | 8.96% | 0.7 |
|
| 5510 |
5510
Life Planning Partners
Jacksonville,
Florida
| $1.25億 | -$929万 | -7% | 0.73% | 50.3% | 72 | 5.56% | 3.7 |
|
| 5511 |
5511
Kane Co Wealth Management
Johnston,
Iowa
| $1.25億 | -$658万 | -5% | 1.25% | – | 57 | 12.28% | 0.7 |
|
| 5512 |
5512
Mann Financial Group
Detroit Lakes,
Minnesota
| $1.25億 | +$567万 | +5% | 0.21% | – | 47 | 27.66% | 0.7 |
|
| 5513 |
5513
J.M. Arbour
Gardiner,
Maine
| $1.25億 | +$896万 | +8% | 1.58% | – | 144 | 15.97% | 0.6 |
|
| 5514 |
5514
Boyer Financial Services
Newport Beach,
California
| $1.25億 | +$651万 | +5% | 1.87% | – | 64 | 15.63% | 0.5 |
|
| 5515 |
5515
Signet Private Wealth
Chicago,
Illinois
| $1.25億 | -$49.6万 | -0.4% | 1.73% | – | 146 | 25.34% | 0.5 |
|
| 5516 |
5516
Alexander Randolph Advisory
Mclean,
Virginia
| $1.25億 | +$347万 | +3% | 2.5% | 56% | 42 | 4.76% | 2.4 |
|
| 5517 |
5517
Connecticut Capital Management Group
Milford,
Connecticut
| $1.25億 | +$71.7万 | +0.6% | 1.74% | – | 144 | 19.44% | 0.6 |
|
| 5518 |
5518
Powerhouse Assets
Lincoln,
Massachusetts
| $1.25億 | +$192万 | +2% | 0.71% | – | 57 | 5.26% | 0.7 |
|
| 5519 |
5519
Godfrey Financial Associates
Glenmont,
New York
| $1.25億 | -$610万 | -5% | 0.84% | – | 1,129 | 9.74% | 0.7 |
|
| 5520 |
5520
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| $1.25億 | +$534万 | +4% | 0.06% | 58.1% | 59 | 8.47% | 3.2 |
|
| 5521 |
TY
5521
Titiun Yejiel
| $1.24億 | +$913万 | +8% | 9.66% | – | 48 | 27.08% | 0.6 |
|
| 5522 |
5522
Sawyer Falduto Asset Management
Elmhurst,
Illinois
| $1.24億 | +$171万 | +1% | 0.31% | – | 279 | 8.24% | 0.7 |
|
| 5523 |
5523
William Howard & Co Financial Advisors
Memphis,
Tennessee
| $1.24億 | -$439万 | -3% | 1.57% | – | 56 | 12.5% | 2.2 |
|
| 5524 |
5524
First Growth Capital
Pikesville,
Maryland
| $1.24億 | -$772万 | -6% | 4.12% | – | 147 | 14.29% | 0.6 |
|
| 5525 |
5525
Infinity Wealth Counsel
Loveland,
Ohio
| $1.24億 | +$25.6万 | +0.2% | 0.56% | – | 67 | 7.46% | 1.5 |
|