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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、2,091本のファンド(~23%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 851 |
851
LongView Wealth Management
Atlanta,
Georgia
| $4.15億 | +$2502万 | +6% | 0.52% | 60.8% | 244 | 13.11% | 1.9 |
|
| 852 |
852
Snider Financial Group
Bellevue,
Washington
| $4.15億 | +$2194万 | +6% | 4.98% | 87% | 108 | 10.19% | 2.2 |
|
| 853 |
IAA
853
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $4.14億 | -$1282万 | -3% | 2.86% | 49.3% | 93 | 17.2% | 3.2 |
|
| 854 |
854
Lifestyle Asset Management
Friendswood,
Texas
| $4.14億 | +$4169万 | +11% | 0.44% | 88.3% | 143 | 19.58% | 1.6 |
|
| 855 |
855
TriaGen Wealth Management
Calabasas,
California
| $4.13億 | +$1325万 | +3% | 5.73% | 132% | 218 | 28.44% | 2.6 |
|
| 856 |
856
Inlet Private Wealth
Jupiter,
Florida
| $4.13億 | +$117万 | +0.3% | 1.86% | 111% | 138 | 5.8% | 4.9 |
|
| 857 |
857
Fruth Investment Management
Houston,
Texas
| $4.09億 | -$1136万 | -3% | 2.62% | 79.4% | 230 | 5.65% | 8.8 |
|
| 858 |
858
S.E.E.D. Planning Group
Binghamton,
New York
| $4.08億 | +$2939万 | +8% | 3.79% | 57.3% | 103 | 19.42% | 3 |
|
| 859 |
859
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $4.07億 | -$326万 | -0.8% | 0.17% | 58.8% | 317 | 9.15% | 3.4 |
|
| 860 |
860
Prospera Capital Management
Gilbert,
Arizona
| $4.06億 | +$8652万 | +27% | 0.03% | – | 77 | 20.78% | 0.9 |
|
| 861 |
HCM
861
Hudson Capital Management
Ramsey,
New Jersey
| $4.05億 | -$820万 | -2% | 1.11% | 66.8% | 81 | 12.35% | 4.2 |
|
| 862 |
862
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $4.05億 | +$56.8万 | +0.1% | 1.01% | 81% | 99 | 1.01% | 6.9 |
|
| 863 |
863
Arcataur Capital Management
Milwaukee,
Wisconsin
| $4.05億 | +$131万 | +0.3% | 0.63% | 65.4% | 106 | 6.6% | 2.8 |
|
| 864 |
864
Revisor Wealth Management
Akron,
Ohio
| $4.04億 | -$1211万 | -3% | 2.18% | 72% | 403 | 18.36% | 1.5 |
|
| 865 |
865
Keystone Financial Planning
Cleveland,
Ohio
| $4.04億 | +$1592万 | +4% | 3.95% | 46% | 40 | 5% | 7.2 |
|
| 866 |
866
Crown Wealth Group
Charlotte,
North Carolina
| $4.04億 | +$1054万 | +3% | 3.69% | 98.2% | 162 | 16.05% | 2 |
|
| 867 |
867
St. Clair Advisors
Mayfield Hts,
Ohio
| $4.02億 | +$1366万 | +4% | 3.92% | 77.5% | 81 | 3.7% | 3.9 |
|
| 868 |
868
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $4.02億 | +$835万 | +2% | 0.9% | 65.5% | 464 | 28.02% | 4.6 |
|
| 869 |
869
FNY Investment Advisers
New York
| $4.02億 | +$1.24億 | +45% | 14.7% | 357% | 1,132 | 49.47% | 0.9 |
|
| 870 |
870
Focused Alpha LLC
Denver,
Colorado
| $4.02億 | +$1186万 | +3% | 2.81% | – | 289 | 22.49% | 0.6 |
|
| 871 |
871
Meredith Wealth Planning
Maryville,
Illinois
| $4.01億 | -$2306万 | -5% | 1.33% | 66.5% | 85 | 18.82% | 2 |
|
| 872 |
872
15 Wealth Advisors LLC
Mundelein,
Illinois
| $3.99億 | – | – | 0.72% | – | 108 | – | 0 |
|
| 873 |
873
Prism Advisors
Studio City,
California
| $3.99億 | -$1306万 | -3% | 0.7% | 54.6% | 88 | 19.32% | 3.1 |
|
| 874 |
874
Independence Financial Advisors
Franklin,
New Hampshire
| $3.98億 | +$1283万 | +3% | 0.81% | – | 56 | 3.57% | 1.2 |
|
| 875 |
875
Harmony Asset Management
Scottsdale,
Arizona
| $3.98億 | +$2543万 | +7% | 4.55% | 138% | 211 | 11.37% | 1.9 |
|