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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 801 |
801
McRae Capital Management
Morristown,
New Jersey
| $5.4億 | +$3177万 | +6% | 7.01% | 78.2% | 118 | 8.47% | 6.3 |
|
| 802 |
802
Voisard Asset Management Group
Grand Rapids,
Michigan
| $5.38億 | +$970万 | +2% | 0.49% | 50.5% | 119 | 11.76% | 1.8 |
|
| 803 |
803
Spirit of America Management Corp
Syosset,
New York
| $5.37億 | +$611万 | +1% | 4.53% | 113% | 309 | 1.94% | 6.3 |
|
| 804 |
804
Ballast Inc
Lexington,
Kentucky
| $5.36億 | +$627万 | +1% | 0.45% | 71.3% | 171 | 10.53% | 4.2 |
|
| 805 |
805
Silverlake Wealth Management
Williston,
Vermont
| $5.36億 | +$813万 | +2% | 1.62% | 73.3% | 420 | 11.43% | 2.5 |
|
| 806 |
806
RS Crum Inc
Newport Beach,
California
| $5.34億 | +$105万 | +0.2% | 0.1% | 54.2% | 106 | 6.6% | 3.3 |
|
| 807 |
807
NVWM LLC
Yardley,
Pennsylvania
| $5.33億 | +$3687万 | +7% | 3.32% | 119% | 837 | 12.31% | 3.2 |
|
| 808 |
808
55 North Private Wealth
Winter Park,
Florida
| $5.32億 | +$2422万 | +5% | 1.28% | – | 350 | 23.71% | 0.5 |
|
| 809 |
809
New Hampshire Trust
Concord,
New Hampshire
| $5.32億 | +$186万 | +0.4% | 3.55% | 88.5% | 182 | 9.34% | 3 |
|
| 810 |
810
Manitou Investment Management
Toronto,
Ontario, Canada
| $5.32億 | -$620万 | -1% | 5.29% | 69.3% | 52 | 11.54% | 4 |
|
| 811 |
811
Castle Rock Wealth Management
Walnut Creek,
California
| $5.31億 | +$2176万 | +4% | 2.91% | 115% | 287 | 12.89% | 3.4 |
|
| 812 |
812
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $5.31億 | +$2322万 | +5% | 0.97% | 62.3% | 136 | 7.35% | 5.2 |
|
| 813 |
813
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| $5.31億 | -$69.9万 | -0.1% | 0.92% | 38.9% | 606 | 6.11% | 2.7 |
|
| 814 |
814
Valicenti Advisory Services
Elmira,
New York
| $5.31億 | +$81.6万 | +0.2% | 2.35% | 134% | 86 | 9.3% | 5.8 |
|
| 815 |
TGY2IT
815
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
| $5.3億 | +$1964万 | +4% | 0.73% | – | 147 | 74.83% | 0.3 |
|
| 816 |
816
Kirr Marbach & Co
Columbus,
Indiana
| $5.3億 | -$6426万 | -11% | 6.67% | 121% | 61 | 13.11% | 4.7 |
|
| 817 |
817
Bright Rock Capital Management
Hanover,
Massachusetts
| $5.29億 | +$3004万 | +6% | 6.08% | 53.1% | 80 | 18.75% | 5.3 |
|
| 818 |
818
Beacon Financial Advisory
Cleveland,
Ohio
| $5.29億 | +$2049万 | +4% | 1.37% | 76.8% | 448 | 12.95% | 2.8 |
|
| 819 |
819
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $5.27億 | +$9209万 | +21% | 2.39% | 80% | 93 | 8.6% | 5.4 |
|
| 820 |
820
Highline Wealth Partners
Sherman Oaks,
California
| $5.27億 | +$3364万 | +7% | 3.19% | 93.8% | 1,552 | 15.01% | 1.5 |
|
| 821 |
RS
821
Retirement Solution
Redmond,
Washington
| $5.26億 | +$1426万 | +3% | 2.1% | 74.8% | 83 | 13.25% | 1.7 |
|
| 822 |
822
Weaver Capital Management
Suwanee,
Georgia
| $5.25億 | +$7145万 | +16% | 1.72% | 79.4% | 196 | 18.88% | 1.9 |
|
| 823 |
823
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $5.25億 | +$216万 | +0.4% | 1.89% | 82.6% | 203 | 14.29% | 6.4 |
|
| 824 |
824
Fulcrum Capital
Seattle,
Washington
| $5.25億 | +$3199万 | +6% | 5.88% | 102% | 106 | 7.55% | 4.1 |
|
| 825 |
825
Bender Robert & Associates
Pasadena,
California
| $5.25億 | +$4339万 | +9% | 9.61% | 146% | 49 | 26.53% | 1.5 |
|