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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 651 |
651
Mengis Capital Management
Portland,
Oregon
| $6.73億 | +$1484万 | +2% | 3.3% | 104% | 226 | 8.41% | 5.9 |
|
| 652 |
652
Matthew Goff Investment Advisor
Houston,
Texas
| $6.72億 | +$7944万 | +13% | 2.39% | 89.6% | 109 | 18.35% | 3.9 |
|
| 653 |
653
Northcape Capital
Sydney,
Australia
| $6.71億 | -$7120万 | -10% | 8.7% | – | 8 | 0% | 9.4 |
|
| 654 |
654
New Harbor Financial Group
Worcester,
Massachusetts
| $6.69億 | +$3654万 | +6% | 0.97% | 94.6% | 77 | 31.17% | 2.4 |
|
| 655 |
655
Perennial Advisors
New York
| $6.69億 | +$2016万 | +3% | 2.84% | – | 146 | 8.9% | 4.1 |
|
| 656 |
656
Ellis Investment Partners
Berwyn,
Pennsylvania
| $6.69億 | +$935万 | +1% | 0.39% | 70.8% | 295 | 9.15% | 4.4 |
|
| 657 |
657
Asset Allocation Strategies
Farmington,
Michigan
| $6.68億 | +$1895万 | +3% | 0.12% | 58.1% | 187 | 13.9% | 2 |
|
| 658 |
658
Jackson Square Capital
San Francisco,
California
| $6.67億 | -$5172万 | -7% | 1.63% | 423% | 161 | 24.84% | 2.7 |
|
| 659 |
659
Harfst & Associates
Sheridan,
Wyoming
| $6.67億 | +$2386万 | +4% | 0.31% | 88.1% | 129 | 9.3% | 3.9 |
|
| 660 |
660
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $6.67億 | -$667万 | -1% | 0.18% | 73.7% | 122 | 5.74% | 4.5 |
|
| 661 |
661
Edge Wealth Management
New York
| $6.66億 | +$7189万 | +12% | 3.29% | 75.3% | 94 | 12.77% | 5.8 |
|
| 662 |
662
Armbruster Capital Management
Pittsford,
New York
| $6.66億 | -$501万 | -0.7% | 1.44% | 66.7% | 132 | 5.3% | 5.9 |
|
| 663 |
663
West Financial Advisors
Des Moines,
Iowa
| $6.65億 | +$653万 | +1% | 1.19% | 49.1% | 310 | 39.03% | 2.3 |
|
| 664 |
664
Alpha Omega Wealth Management
Richmond,
Virginia
| $6.65億 | +$782万 | +1% | 3.26% | 65.9% | 214 | 6.07% | 6.9 |
|
| 665 |
665
CMH Wealth Management
Portsmouth,
New Hampshire
| $6.64億 | +$821万 | +1% | 3.19% | 88% | 119 | 7.56% | 2.4 |
|
| 666 |
666
Montecito Bank & Trust
Santa Barbara,
California
| $6.6億 | -$792万 | -1% | 1.4% | – | 280 | 6.07% | 6.6 |
|
| 667 |
667
Essex LLC
Deer Park,
Illinois
| $6.6億 | +$110万 | +0.2% | 1.73% | 91.4% | 194 | 12.89% | 3.2 |
|
| 668 |
668
San Luis Wealth Advisors
San Luis Obispo,
California
| $6.6億 | -$492万 | -0.7% | 0.36% | 61.9% | 187 | 1.07% | 1.8 |
|
| 669 |
669
Garrett Wealth Advisory Group
Weatherford,
Texas
| $6.59億 | +$799万 | +1% | 1.81% | 74.6% | 155 | 7.1% | 2.7 |
|
| 670 |
670
Clear Trail Advisors
Houston,
Texas
| $6.57億 | +$182万 | +0.3% | 2.67% | – | 166 | 7.23% | 0.6 |
|
| 671 |
671
JSF Financial
Los Angeles,
California
| $6.55億 | +$2326万 | +4% | 2.02% | 91% | 162 | 22.22% | 3 |
|
| 672 |
CFSG
672
Community Financial Services Group
Newport,
Vermont
| $6.55億 | -$3145万 | -5% | 1.94% | – | 563 | 9.77% | 1.3 |
|
| 673 |
CA
673
Clune & Associates
Chicago,
Illinois
| $6.54億 | -$737万 | -1% | 0.89% | – | 177 | 11.86% | 1.4 |
|
| 674 |
674
Precedent Wealth Partners
Houston,
Texas
| $6.51億 | +$4958万 | +8% | 0.7% | 61.1% | 239 | 26.78% | 1.6 |
|
| 675 |
675
Strategy Asset Managers
Pasadena,
California
| $6.5億 | -$1936万 | -3% | 1.03% | 115% | 295 | 21.36% | 3.7 |
|