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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、2,736本のファンド(~31%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 751 |
751
Asset Allocation Strategies
Farmington,
Michigan
| $6.68億 | +$1895万 | +3% | 0.12% | 58.1% | 187 | 13.9% | 2 |
|
| 752 |
752
Jackson Square Capital
San Francisco,
California
| $6.67億 | -$5172万 | -7% | 1.63% | 423% | 161 | 24.84% | 2.7 |
|
| 753 |
753
Harfst & Associates
Sheridan,
Wyoming
| $6.67億 | +$2386万 | +4% | 0.31% | 88.1% | 129 | 9.3% | 3.9 |
|
| 754 |
754
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $6.67億 | -$667万 | -1% | 0.18% | 73.7% | 122 | 5.74% | 4.5 |
|
| 755 |
755
Crusonia Wealth Advisors
Denver,
Colorado
| $6.67億 | +$5737万 | +9% | 0.13% | – | 260 | 15% | 0.6 |
|
| 756 |
756
Edge Wealth Management
New York
| $6.66億 | +$7189万 | +12% | 3.29% | 75.3% | 94 | 12.77% | 5.8 |
|
| 757 |
757
Armbruster Capital Management
Pittsford,
New York
| $6.66億 | -$501万 | -0.7% | 1.44% | 66.7% | 132 | 5.3% | 5.9 |
|
| 758 |
AMCA
758
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $6.66億 | +$2547万 | +4% | 7.36% | 129% | 142 | 7.04% | 5.4 |
|
| 759 |
759
West Financial Advisors
Des Moines,
Iowa
| $6.65億 | +$653万 | +1% | 1.19% | 49.1% | 310 | 39.03% | 2.3 |
|
| 760 |
760
Alpha Omega Wealth Management
Richmond,
Virginia
| $6.65億 | +$782万 | +1% | 3.26% | 65.9% | 214 | 6.07% | 6.9 |
|
| 761 |
761
CMH Wealth Management
Portsmouth,
New Hampshire
| $6.64億 | +$821万 | +1% | 3.19% | 88% | 119 | 7.56% | 2.4 |
|
| 762 |
762
Montecito Bank & Trust
Santa Barbara,
California
| $6.6億 | -$792万 | -1% | 1.4% | – | 280 | 6.07% | 6.6 |
|
| 763 |
763
Essex LLC
Deer Park,
Illinois
| $6.6億 | +$110万 | +0.2% | 1.73% | 91.4% | 194 | 12.89% | 3.2 |
|
| 764 |
764
Garrett Wealth Advisory Group
Weatherford,
Texas
| $6.59億 | +$799万 | +1% | 1.81% | 74.6% | 155 | 7.1% | 2.7 |
|
| 765 |
765
Clear Trail Advisors
Houston,
Texas
| $6.57億 | +$182万 | +0.3% | 2.67% | – | 166 | 7.23% | 0.6 |
|
| 766 |
766
JSF Financial
Los Angeles,
California
| $6.55億 | +$2326万 | +4% | 2.02% | 91% | 162 | 22.22% | 3 |
|
| 767 |
CFSG
767
Community Financial Services Group
Newport,
Vermont
| $6.55億 | -$3145万 | -5% | 1.94% | – | 563 | 9.77% | 1.3 |
|
| 768 |
CA
768
Clune & Associates
Chicago,
Illinois
| $6.54億 | -$737万 | -1% | 0.89% | – | 177 | 11.86% | 1.4 |
|
| 769 |
769
Precedent Wealth Partners
Houston,
Texas
| $6.51億 | +$4958万 | +8% | 0.7% | 61.1% | 239 | 26.78% | 1.6 |
|
| 770 |
770
Strategy Asset Managers
Pasadena,
California
| $6.5億 | -$1936万 | -3% | 1.03% | 115% | 295 | 21.36% | 3.7 |
|
| 771 |
771
Patten Group
Chattanooga,
Tennessee
| $6.49億 | +$535万 | +0.8% | 1.74% | 99% | 347 | 16.14% | 5.3 |
|
| 772 |
DCPAL
772
Div Capital Phoenix Assets Ltd
Georgetown,
| $6.48億 | +$6487万 | +11% | 5.33% | – | 10 | 10% | 0.6 |
|
| 773 |
773
Advocate Group
Minnetonka,
Minnesota
| $6.46億 | -$1909万 | -3% | 0.96% | 56.3% | 128 | 9.38% | 3.2 |
|
| 774 |
774
Madrona Financial Services
Everett,
Washington
| $6.46億 | +$1.03億 | +19% | 2.16% | 85.1% | 176 | 25.57% | 2.6 |
|
| 775 |
775
West Wealth Group
Irvine,
California
| $6.45億 | +$3332万 | +5% | 0.81% | 79.8% | 155 | 14.19% | 2 |
|