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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 576 |
576
Arlington Financial Advisors
Santa Barbara,
California
| $7.96億 | +$880万 | +1% | 0.46% | 67.6% | 123 | 21.95% | 3.3 |
|
| 577 |
577
Enclave Advisors
Austin,
Texas
| $7.93億 | +$308万 | +0.4% | 1.18% | – | 152 | 21.05% | 1.4 |
|
| 578 |
578
Perryman Financial Advisory
Dallas,
Texas
| $7.91億 | +$4005万 | +5% | 5.57% | – | 193 | 2.59% | 0.7 |
|
| 579 |
579
Regatta Capital Group
El Segundo,
California
| $7.91億 | +$4698万 | +6% | 2.19% | 78.1% | 247 | 15.38% | 2.8 |
|
| 580 |
580
Hudock Inc
Williamsport,
Pennsylvania
| $7.9億 | +$842万 | +1% | 0.5% | 69.7% | 233 | 10.3% | 5.9 |
|
| 581 |
581
Human Investing
Lake Oswego,
Oregon
| $7.87億 | +$1601万 | +2% | 0.16% | 56.9% | 113 | 12.39% | 3.8 |
|
| 582 |
582
Financial Advisory Corporation
Grand Rapids,
Michigan
| $7.84億 | +$2981万 | +4% | 0.76% | – | 58 | 6.9% | 1.5 |
|
| 583 |
583
Emerald Advisors
Bellevue,
Washington
| $7.81億 | -$1460万 | -2% | 0.81% | 71.8% | 133 | 18.05% | 3.6 |
|
| 584 |
584
Loftus Peak Pty Ltd
Sydney,
Australia
| $7.81億 | +$4647万 | +6% | 1.96% | – | 28 | 14.29% | 0.2 |
|
| 585 |
585
Chatham Capital Group
Savannah,
Georgia
| $7.77億 | -$575万 | -0.7% | 0.51% | 97% | 209 | 7.18% | 6.3 |
|
| 586 |
586
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| $7.76億 | +$1.05億 | +16% | 3.71% | 31.3% | 306 | 42.48% | 0.7 |
|
| 587 |
587
Alpine Bank Wealth Management
Grand Junction,
Colorado
| $7.73億 | -$616万 | -0.8% | 0.41% | – | 450 | 14.67% | 0.8 |
|
| 588 |
588
Pacific Sage Partners
Edmonds,
Washington
| $7.72億 | +$6755万 | +10% | 4.28% | 58.9% | 148 | 10.14% | 2.3 |
|
| 589 |
589
Seilern Investment Management
London,
United Kingdom
| $7.71億 | -$2254万 | -3% | 9.22% | – | 24 | 0% | 1.6 |
|
| 590 |
590
Cigna Investments
Bloomfield,
Connecticut
| $7.7億 | -$236万 | -0.3% | 3.99% | 154% | 494 | 8.7% | 6.6 |
|
| 591 |
591
Heirloom Wealth Management
Greenwood Village,
Colorado
| $7.69億 | +$7937万 | +12% | 2.75% | 81.8% | 68 | 16.18% | 2 |
|
| 592 |
592
Fourpath Capital Management
Oklahoma City,
Oklahoma
| $7.69億 | +$967万 | +1% | 2.43% | 82.1% | 243 | 13.17% | 2.3 |
|
| 593 |
593
Ignite Planners
San Clemente,
California
| $7.69億 | +$3967万 | +5% | 2.27% | 83.8% | 480 | 18.54% | 2.2 |
|
| 594 |
594
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $7.68億 | +$1593万 | +2% | 0.7% | 57.9% | 1,358 | 85.64% | 1.6 |
|
| 595 |
595
Marquette Asset Management
Minneapolis,
Minnesota
| $7.66億 | -$1269万 | -2% | 0.62% | 69.6% | 934 | 26.98% | 1.4 |
|
| 596 |
596
Meiji Yasuda America
New York
| $7.64億 | +$1.66億 | +28% | 5.11% | – | 60 | 10% | 0.7 |
|
| 597 |
597
Skylands Capital
Milwaukee,
Wisconsin
| $7.62億 | -$5188万 | -6% | 4.41% | 61% | 180 | 16.67% | 5.3 |
|
| 598 |
598
Triasima Portfolio Management
Montreal,
Quebec, Canada
| $7.58億 | +$1754万 | +2% | 2.25% | 224% | 161 | 36.02% | 1.2 |
|
| 599 |
599
Sanders Morris Harris
Houston,
Texas
| $7.55億 | +$5.83億 | +338% | 1.34% | 85.8% | 329 | 78.42% | 0.1 |
|
| 600 |
600
Secure Asset Management
Troy,
Michigan
| $7.53億 | +$3935万 | +6% | 1.59% | 97.2% | 363 | 15.15% | 2.2 |
|