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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 676 |
DCPAL
676
Div Capital Phoenix Assets Ltd
Georgetown,
| $6.48億 | +$6487万 | +11% | 5.33% | – | 10 | 10% | 0.6 |
|
| 677 |
677
Advocate Group
Minnetonka,
Minnesota
| $6.46億 | -$1909万 | -3% | 0.96% | 56.3% | 128 | 9.38% | 3.2 |
|
| 678 |
678
Madrona Financial Services
Everett,
Washington
| $6.46億 | +$1.03億 | +19% | 2.16% | 85.1% | 176 | 25.57% | 2.6 |
|
| 679 |
679
West Wealth Group
Irvine,
California
| $6.45億 | +$3332万 | +5% | 0.81% | 79.8% | 155 | 14.19% | 2 |
|
| 680 |
680
Marino Stram & Associates
Braintree,
Massachusetts
| $6.44億 | +$1624万 | +3% | 1.54% | 72.2% | 214 | 9.81% | 4.2 |
|
| 681 |
681
Ironwood Financial
Tucson,
Arizona
| $6.44億 | +$495万 | +0.8% | 0.1% | 54.1% | 181 | 6.08% | 5.8 |
|
| 682 |
682
Overbrook Management Corp
New York
| $6.43億 | -$1970万 | -3% | 2.65% | 157% | 74 | 36.49% | 3.2 |
|
| 683 |
683
TruNorth Capital Management
Kalamazoo,
Michigan
| $6.41億 | +$1874万 | +3% | 0.69% | – | 132 | 13.64% | 1.8 |
|
| 684 |
684
GenWealth Group
Maplewood,
New Jersey
| $6.41億 | -$50万 | -0.1% | 0.89% | 73.9% | 92 | 7.61% | 4.9 |
|
| 685 |
685
ABLE Financial Group
Scottsdale,
Arizona
| $6.4億 | +$4405万 | +7% | 0.52% | 64.2% | 241 | 16.18% | 2 |
|
| 686 |
686
Chemistry Wealth Management
New York
| $6.39億 | +$1344万 | +2% | 1.91% | 77.1% | 212 | 2.83% | 3 |
|
| 687 |
687
Oliver Luxxe Assets
Gladstone,
New Jersey
| $6.38億 | -$4213万 | -6% | 1.43% | 137% | 210 | 12.86% | 3.2 |
|
| 688 |
688
Martel Wealth Advisors
Vancouver,
Washington
| $6.38億 | +$194万 | +0.3% | 0.79% | 43.4% | 65 | 16.92% | 4.6 |
|
| 689 |
689
Blue Zone Wealth Advisors
Los Angeles,
California
| $6.36億 | +$6316万 | +11% | 4.91% | 91.1% | 135 | 12.59% | 2.9 |
|
| 690 |
690
VisionPoint Advisory Group
Dallas,
Texas
| $6.36億 | +$2301万 | +4% | 1% | 79.3% | 517 | 18.57% | 1.5 |
|
| 691 |
691
Spinnaker Investment Group
Newport Beach,
California
| $6.35億 | +$1056万 | +2% | 1.7% | 56.9% | 193 | 15.54% | 1.9 |
|
| 692 |
692
ALM First Financial Advisors
Dallas,
Texas
| $6.33億 | +$3942万 | +7% | 2.75% | 50.5% | 31 | 38.71% | 2 |
|
| 693 |
693
Sunburst Financial Group
Vestavia Hills,
Alabama
| $6.31億 | +$1411万 | +2% | 0.24% | 55.7% | 140 | 7.14% | 3.6 |
|
| 694 |
MAM
694
Milestone Asset Management
Pittsburgh,
Pennsylvania
| $6.31億 | -$703万 | -1% | 3.51% | 64.4% | 280 | 21.43% | 1.6 |
|
| 695 |
695
RAM Investment Partners
Bellevue,
Washington
| $6.31億 | +$564万 | +0.9% | 2.14% | 61.9% | 146 | 15.07% | 1.9 |
|
| 696 |
696
Great Point Wealth Advisors
Boston,
Massachusetts
| $6.3億 | +$1044万 | +2% | 0.6% | – | 73 | 10.96% | 4.1 |
|
| 697 |
697
Dudley & Shanley
Palm Beach,
Florida
| $6.29億 | -$3313万 | -5% | 0.33% | 67.9% | 38 | 7.89% | 4.7 |
|
| 698 |
698
TLWM Financial
San Antonio,
Texas
| $6.28億 | +$1259万 | +2% | 1.16% | 53.9% | 76 | 6.58% | 4.1 |
|
| 699 |
699
Three Arch Wealth Management
Irvine,
California
| $6.27億 | -$2461万 | -4% | 1.68% | – | 71 | 7.04% | 0.7 |
|
| 700 |
700
Helen Stephens Group
Fort Worth,
Texas
| $6.27億 | +$3849万 | +7% | 0.23% | 53.4% | 144 | 15.28% | 2.4 |
|