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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 726 |
726
North Point Portfolio Managers
Orange Village,
Ohio
| $5.95億 | -$1106万 | -2% | 1.98% | 72.8% | 274 | 74.45% | 1.4 |
|
| 727 |
727
CV Advisors
Aventura,
Florida
| $5.94億 | +$5217万 | +10% | 4.07% | 112% | 145 | 28.97% | 0.9 |
|
| 728 |
728
Paradice Investment Management
Denver,
Colorado
| $5.94億 | -$3290万 | -5% | 7.82% | 72.2% | 23 | 13.04% | 4.4 |
|
| 729 |
729
Iowa State Bank
Urbandale,
Iowa
| $5.92億 | -$668万 | -1% | 2.84% | 85.7% | 125 | 12.8% | 6.3 |
|
| 730 |
730
BetterWealth
San Jose,
California
| $5.91億 | +$2566万 | +5% | 0.77% | 63.3% | 89 | 6.74% | 2.3 |
|
| 731 |
HPC
731
Hobart Private Capital
Charlotte,
North Carolina
| $5.91億 | +$780万 | +1% | 0.09% | 60% | 155 | 14.19% | 1.7 |
|
| 732 |
732
Cedar Mountain Advisors
Lake Oswego,
Oregon
| $5.9億 | +$921万 | +2% | 0.6% | 57.7% | 1,238 | 11.07% | 1.8 |
|
| 733 |
733
Gibson Capital
Wexford,
Pennsylvania
| $5.89億 | -$2033万 | -3% | 0.57% | 67.2% | 109 | 29.36% | 4.3 |
|
| 734 |
734
Studio Investment Management
Chicago,
Illinois
| $5.89億 | -$271万 | -0.5% | 0.35% | 51.3% | 185 | 4.32% | 3.4 |
|
| 735 |
735
Marotta Asset Management
Charlottesville,
Virginia
| $5.89億 | -$1199万 | -2% | 0.85% | 51% | 104 | 3.85% | 5 |
|
| 736 |
736
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $5.89億 | +$208万 | +0.4% | 0.48% | 68.6% | 104 | 15.38% | 2.6 |
|
| 737 |
PFA
737
Professional Financial Advisors
North Platte,
Nebraska
| $5.88億 | +$979万 | +2% | 0.73% | 59.2% | 151 | 10.6% | 2.8 |
|
| 738 |
738
Teramo Advisors
Naples,
Florida
| $5.87億 | +$5766万 | +11% | 2.22% | 72.1% | 4 | 0% | 4.6 |
|
| 739 |
739
West Paces Advisors
Atlanta,
Georgia
| $5.86億 | -$956万 | -2% | 0.94% | 57.7% | 794 | 16.5% | 2.1 |
|
| 740 |
740
Fortitude Family Office
Scottsdale,
Arizona
| $5.86億 | +$6966万 | +13% | 0.79% | 81.1% | 2,780 | 23.24% | 1.2 |
|
| 741 |
741
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $5.83億 | +$2126万 | +4% | 6.36% | 81.8% | 85 | 4.71% | 7.9 |
|
| 742 |
742
Tufton Capital Management
Hunt Valley,
Maryland
| $5.83億 | -$1261万 | -2% | 1.72% | 96.1% | 134 | 7.46% | 8.1 |
|
| 743 |
SEP
743
Southland Equity Partners
Wildwood,
Missouri
| $5.83億 | +$1155万 | +2% | 1.67% | 66.1% | 321 | 13.71% | 3.1 |
|
| 744 |
PWM
744
Praetorian Wealth Management
Carmel,
California
| $5.82億 | +$265万 | +0.5% | 0.23% | 60.4% | 87 | 8.05% | 2.4 |
|
| 745 |
745
Rezny Wealth Management
Fort Myers,
Florida
| $5.82億 | +$349万 | +0.6% | 1.61% | 99.6% | 39 | 17.95% | 2.3 |
|
| 746 |
746
Cambridge Advisors
Omaha,
Nebraska
| $5.81億 | -$72.5万 | -0.1% | 0.65% | 58.6% | 185 | 2.7% | 7 |
|
| 747 |
WC
747
Weil Company
San Diego,
California
| $5.8億 | +$1252万 | +2% | 2.31% | 71.7% | 142 | 11.97% | 3.6 |
|
| 748 |
748
Intelligence Driven Advisers
Carlsbad,
California
| $5.79億 | -$3674万 | -6% | 1.51% | 65.6% | 145 | 11.03% | 2.5 |
|
| 749 |
CFMC
749
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $5.79億 | -$819万 | -1% | 0.97% | 69.6% | 217 | 7.83% | 7 |
|
| 750 |
750
GoalVest Advisory
New York
| $5.78億 | +$3908万 | +7% | 0.53% | 94.8% | 788 | 44.54% | 1.4 |
|