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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 626 |
626
Element Pointe Advisors
Miami,
Florida
| $7.09億 | +$8781万 | +14% | 1.47% | 75.1% | 97 | 13.4% | 3.2 |
|
| 627 |
627
Crane Advisory
Fullerton,
California
| $7.07億 | +$1064万 | +2% | 0.36% | 38.2% | 56 | 3.57% | 2.6 |
|
| 628 |
628
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $7.03億 | -$11.5万 | -0% | 0.64% | 44% | 142 | 19.72% | 3.3 |
|
| 629 |
CBT
629
Central Bank & Trust
Lexington,
Kentucky
| $7.01億 | -$383万 | -0.5% | 2.03% | 118% | 187 | 4.28% | 8.1 |
|
| 630 |
630
Affiance Financial
St. Louis Park,
Minnesota
| $7.01億 | +$566万 | +0.8% | 0.03% | 57.8% | 117 | 10.26% | 5.8 |
|
| 631 |
631
Probity Advisors
Dallas,
Texas
| $7億 | +$74.3万 | +0.1% | 0.14% | 61.7% | 235 | 5.11% | 5.8 |
|
| 632 |
632
Towercrest Capital Management
Newtown,
Pennsylvania
| $7億 | -$1748万 | -2% | 1.14% | 42.6% | 111 | 6.31% | 6.1 |
|
| 633 |
LA
633
Lynch & Associates
Newburgh,
Indiana
| $6.99億 | +$1.26億 | +22% | 2.59% | 73.5% | 132 | 5.3% | 8.2 |
|
| 634 |
634
Pacific Capital Wealth Advisors
Corona,
California
| $6.98億 | +$3438万 | +5% | 0.5% | 54.1% | 106 | 25.47% | 3 |
|
| 635 |
635
Bourgeon Capital Management
Darien,
Connecticut
| $6.96億 | +$1718万 | +3% | 1.49% | 121% | 122 | 22.13% | 3.3 |
|
| 636 |
636
Scott Capital Advisors
Portland,
Oregon
| $6.96億 | +$5770万 | +9% | 0.75% | 50.9% | 76 | 15.79% | 2.5 |
|
| 637 |
637
Boston Standard Wealth Management
Winchester,
Massachusetts
| $6.96億 | +$654万 | +0.9% | 0.65% | 47.1% | 63 | 15.87% | 5.4 |
|
| 638 |
638
Financial Management Network
Mission Viejo,
California
| $6.95億 | -$217万 | -0.3% | 0.24% | 62.5% | 222 | 10.81% | 3 |
|
| 639 |
639
Sloy Dahl & Holst
Vancouver,
Washington
| $6.93億 | -$1.18億 | -15% | 5.03% | 132% | 129 | 12.4% | 3.2 |
|
| 640 |
640
Princeton Global Asset Management
Princeton,
New Jersey
| $6.92億 | -$538万 | -0.8% | 0.91% | 110% | 859 | 6.64% | 3.5 |
|
| 641 |
MTC
641
Matrix Trust Company
Denver,
Colorado
| $6.88億 | -$192万 | -0.3% | 0.45% | 51.4% | 105 | 8.57% | 2.6 |
|
| 642 |
FBT
642
First Bank & Trust
Brookings,
South Dakota
| $6.87億 | +$698万 | +1% | 1.11% | 85.6% | 289 | 10.73% | 3.9 |
|
| 643 |
643
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $6.84億 | +$1438万 | +2% | 5.05% | 99.9% | 83 | 7.23% | 6.6 |
|
| 644 |
644
Bellecapital
Zurich,
Switzerland
| $6.83億 | +$5749万 | +9% | 8.62% | 152% | 161 | 42.24% | 2.9 |
|
| 645 |
645
Wilsey Asset Management
San Diego,
California
| $6.81億 | +$19.1万 | +0% | 2.23% | 66.9% | 30 | 16.67% | 3.5 |
|
| 646 |
646
Encompass Wealth Advisors
Portland,
Oregon
| $6.76億 | +$3.48億 | +106% | 1.21% | 68.7% | 122 | 13.93% | 3.6 |
|
| 647 |
647
Essex Investment Management
Boston,
Massachusetts
| $6.75億 | -$8867万 | -12% | 1.67% | 370% | 324 | 12.65% | 4.1 |
|
| 648 |
648
BG Investment Services
Hagatna,
Guam
| $6.73億 | +$5.34億 | +385% | 2.36% | – | 153 | 67.32% | 0.7 |
|
| 649 |
649
Cornerstone Management
Duluth,
Georgia
| $6.73億 | -$2242万 | -3% | 0.09% | 43.6% | 68 | 2.94% | 5.5 |
|
| 650 |
650
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| $6.73億 | +$1498万 | +2% | 2.98% | 78.9% | 161 | 7.45% | 3.3 |
|