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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 826 |
826
Barry Investment Advisors
New Bedford,
Massachusetts
| $5.24億 | +$4545万 | +10% | 1.9% | 66.7% | 105 | 5.71% | 4.4 |
|
| 827 |
827
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $5.22億 | +$1837万 | +4% | 0.75% | 83.6% | 221 | 10.41% | 6.6 |
|
| 828 |
828
Tempus Wealth Planning
Irvine,
California
| $5.22億 | +$1019万 | +2% | 0.67% | 95% | 301 | 12.62% | 2.9 |
|
| 829 |
829
Integris Wealth Management
Monterey,
California
| $5.2億 | +$2509万 | +5% | 0.33% | 60.3% | 140 | 6.43% | 2.4 |
|
| 830 |
830
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
Skopje,
| $5.2億 | +$261万 | +0.5% | 0.74% | – | 12 | 0% | 0.3 |
|
| 831 |
831
Chapin Davis
Baltimore,
Maryland
| $5.2億 | -$4841万 | -9% | 2.09% | 339% | 278 | 15.11% | 2.4 |
|
| 832 |
832
Next Level Private
Harrison,
New York
| $5.2億 | +$929万 | +2% | 1.21% | 95.9% | 190 | 9.47% | 2.4 |
|
| 833 |
EGA
833
E&G Advisors
Houston,
Texas
| $5.19億 | +$155万 | +0.3% | 0.68% | 97.7% | 256 | 6.64% | 3.4 |
|
| 834 |
834
Aries Wealth Management
Portland,
Maine
| $5.19億 | +$999万 | +2% | 4.03% | 87.7% | 254 | 8.27% | 3.3 |
|
| 835 |
CWM
835
Compass Wealth Management
Guilford,
Connecticut
| $5.19億 | -$933万 | -2% | 2.02% | 103% | 418 | 60.29% | 0.6 |
|
| 836 |
836
Fermata Advisors
Sonoma,
California
| $5.17億 | +$2247万 | +5% | 1.63% | 58.3% | 319 | 21.94% | 2 |
|
| 837 |
837
Generali Investments Management
Ljubljana,
Slovenia
| $5.17億 | +$5640万 | +12% | 9.9% | – | 168 | 2.38% | 1.4 |
|
| 838 |
838
Benin Management Corp
Wilton,
Connecticut
| $5.17億 | +$2277万 | +5% | 4.78% | 91.7% | 156 | 5.77% | 6.5 |
|
| 839 |
839
WealthBridge Capital Management
Westerville,
Ohio
| $5.15億 | +$1150万 | +2% | 1.08% | 89.4% | 259 | 12.74% | 3.9 |
|
| 840 |
840
Peddock Capital Advisors
Braintree,
Massachusetts
| $5.14億 | +$1344万 | +3% | 3.14% | 113% | 173 | 8.09% | 6.7 |
|
| 841 |
841
USA Financial Formulas
Ada,
Michigan
| $5.14億 | -$3190万 | -6% | 2% | 104% | 545 | 52.11% | 0.9 |
|
| 842 |
842
Weaver Consulting Group
Huntington Beach,
California
| $5.14億 | +$2652万 | +5% | 0.85% | 56.4% | 318 | 10.69% | 3.5 |
|
| 843 |
843
Standpoint Asset Management
Scottsdale,
Arizona
| $5.14億 | +$3714万 | +8% | 1.22% | 71.9% | 8 | 0% | 3.8 |
|
| 844 |
CH
844
Canton Hathaway
Providence,
Rhode Island
| $5.13億 | -$908万 | -2% | 1.21% | 87.8% | 484 | 44.42% | 2.3 |
|
| 845 |
845
Herold Advisors
New York
| $5.12億 | +$626万 | +1% | 3.08% | 90.2% | 283 | 8.48% | 3.4 |
|
| 846 |
846
Churchill Financial Advisors
Louisville,
Kentucky
| $5.11億 | -$889万 | -2% | 0.38% | – | 132 | 9.09% | 0.7 |
|
| 847 |
847
Baker Tilly Wealth Management
Madison,
Wisconsin
| $5.1億 | +$3962万 | +8% | 3.51% | 96.9% | 310 | 15.48% | 3.1 |
|
| 848 |
848
Plan Group Financial
Oklahoma City,
Oklahoma
| $5.1億 | +$2414万 | +5% | 1.18% | 63.4% | 269 | 22.68% | 1.6 |
|
| 849 |
849
Marion Wealth Management
Monroeville,
Pennsylvania
| $5.08億 | +$1659万 | +3% | 2.09% | 51.7% | 166 | 7.83% | 2.8 |
|
| 850 |
DI
850
DDFG Inc
Thousand Oaks,
California
| $5.08億 | +$425万 | +0.8% | 0.08% | 56.3% | 93 | 6.45% | 2.8 |
|