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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 551 |
551
AA Financial Advisors
Columbus,
Ohio
| $8.4億 | +$868万 | +1% | 0.76% | 68.8% | 261 | 15.71% | 1.5 |
|
| 552 |
552
Professional Advisory Services
Vero Beach,
Florida
| $8.37億 | +$118万 | +0.1% | 1.6% | 69.3% | 96 | 9.38% | 5.7 |
|
| 553 |
553
Arvest Investments
Lowell,
Arkansas
| $8.35億 | +$821万 | +1% | 1.08% | 50% | 233 | 14.16% | 1.8 |
|
| 554 |
554
Capital Advantage
Walnut Creek,
California
| $8.34億 | +$1447万 | +2% | 0.6% | 49.2% | 166 | 14.46% | 2.7 |
|
| 555 |
555
Sharkey, Howes & Javer
Denver,
Colorado
| $8.3億 | +$163万 | +0.2% | 0.11% | 60.2% | 165 | 4.85% | 3.7 |
|
| 556 |
556
White Lighthouse Investment Management
Bedford,
Massachusetts
| $8.29億 | +$2687万 | +3% | 0.62% | 62% | 157 | 9.55% | 5.5 |
|
| 557 |
557
Morton Capital Management
Calabasas,
California
| $8.28億 | +$9658万 | +13% | 2.36% | 75.4% | 167 | 11.98% | 2.7 |
|
| 558 |
558
First Hawaiian Bank
Honolulu,
Hawaii
| $8.26億 | +$3626万 | +5% | 0.47% | 72.7% | 99 | 12.12% | 7.9 |
|
| 559 |
559
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $8.25億 | -$1675万 | -2% | 0.85% | 80.3% | 190 | 11.05% | 3.2 |
|
| 560 |
SIA
560
Schear Investment Advisers
Cincinnati,
Ohio
| $8.21億 | +$5.22億 | +174% | 0.44% | 241% | 272 | 79.41% | 0.7 |
|
| 561 |
561
Tempo Wealth
Independence,
Ohio
| $8.21億 | +$1.46億 | +22% | 0.44% | – | 258 | 13.18% | 0.6 |
|
| 562 |
562
Asio Capital
Lexington,
Kentucky
| $8.16億 | +$3476万 | +4% | 1.8% | 98% | 137 | 24.82% | 2.6 |
|
| 563 |
563
Riversedge Advisors
Wilmington,
Delaware
| $8.13億 | +$5393万 | +7% | 2.68% | 71.3% | 400 | 29% | 1.3 |
|
| 564 |
564
Cordoba Advisory Partners
New York
| $8.13億 | +$3.41億 | +72% | 3.28% | – | 156 | 9.62% | 0.6 |
|
| 565 |
565
Pembroke Management
Montreal,
Quebec, Canada
| $8.09億 | +$3483万 | +5% | 1.91% | 105% | 116 | 16.38% | 1.9 |
|
| 566 |
566
Trifecta Capital Advisors
Northbrook,
Illinois
| $8.08億 | +$3161万 | +4% | 5.51% | 149% | 499 | 38.08% | 2.3 |
|
| 567 |
567
Cornerstone Planning Group
Fairfield,
New Jersey
| $8.08億 | +$1355万 | +2% | 0.39% | 60% | 1,868 | 90.58% | 2.8 |
|
| 568 |
568
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $8.07億 | +$2495万 | +3% | 2.84% | 71.4% | 239 | 10.88% | 3.9 |
|
| 569 |
569
Capital Investment Counsel (Colorado)
Denver,
Colorado
| $8.05億 | -$325万 | -0.4% | 0.46% | 68.7% | 162 | 8.02% | 1.7 |
|
| 570 |
570
Thrive Wealth Management
Audubon,
Pennsylvania
| $8.05億 | +$1796万 | +2% | 2.64% | 84.1% | 279 | 13.62% | 2.7 |
|
| 571 |
571
Hudson Valley Investment Advisors
Goshen,
New York
| $8.02億 | -$2127万 | -3% | 2.57% | 102% | 146 | 8.22% | 7.5 |
|
| 572 |
572
Klaas Financial Asset Advisors
Loves Park,
Illinois
| $8.01億 | -$156万 | -0.2% | 1.19% | 39.5% | 62 | 8.06% | 3.2 |
|
| 573 |
573
Lee Financial
Dallas,
Texas
| $8.01億 | +$1776万 | +2% | 0.61% | 75% | 166 | 9.64% | 5.2 |
|
| 574 |
574
Eagle Rock Investment Company
Atlanta,
Georgia
| $7.99億 | -$925万 | -1% | 0.73% | 121% | 165 | 10.91% | 3.2 |
|
| 575 |
575
Mechanics Bank - Trust Department
Walnut Creek,
California
| $7.98億 | -$1009万 | -1% | 2.06% | 76.8% | 217 | 8.29% | 6.9 |
|