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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 901 |
901
Hill Island Financial
Grand Rapids,
Michigan
| $4.81億 | +$1215万 | +3% | 1.34% | 78.3% | 105 | 15.24% | 2.2 |
|
| 902 |
902
CLG LLC
Long Beach,
California
| $4.81億 | +$2521万 | +6% | 1.4% | – | 165 | 15.76% | 1.3 |
|
| 903 |
903
White Pine Investment Company
Livonia,
Michigan
| $4.8億 | +$1109万 | +2% | 3.28% | 73.3% | 74 | 10.81% | 5.9 |
|
| 904 |
904
Stewardship Advisors
Mount Joy,
Pennsylvania
| $4.8億 | -$144万 | -0.3% | 0.94% | 46.1% | 187 | 11.76% | 2.1 |
|
| 905 |
905
Monument Capital Management
Alexandria,
Virginia
| $4.8億 | -$1726万 | -3% | 3.1% | 170% | 288 | 20.49% | 2.4 |
|
| 906 |
906
Opal Wealth Advisors
Jericho,
New York
| $4.79億 | +$1649万 | +4% | 1.52% | 62.3% | 250 | 20.4% | 2.4 |
|
| 907 |
907
Guidance Point Advisors
Wellesley,
Massachusetts
| $4.77億 | +$387万 | +0.8% | 0.46% | 71.8% | 104 | 3.85% | 4.2 |
|
| 908 |
908
Anchyra Partners
Atlanta,
Georgia
| $4.77億 | +$6045万 | +15% | 4.07% | – | 483 | 37.89% | 0.4 |
|
| 909 |
909
Cornerstone Wealth Advisors
Edina,
Minnesota
| $4.77億 | -$54.6万 | -0.1% | 0.36% | 46.1% | 57 | 10.53% | 3.9 |
|
| 910 |
910
Pacific Center for Financial Services
San Ramon,
California
| $4.77億 | +$2839万 | +6% | 0.09% | 60.1% | 512 | 3.32% | 5.8 |
|
| 911 |
SSI
911
Scott & Selber Inc
Houston,
Texas
| $4.76億 | +$232万 | +0.5% | 1.23% | 202% | 95 | 7.37% | 5.6 |
|
| 912 |
912
Jessup Wealth Management
Dayton,
Ohio
| $4.76億 | +$1.4億 | +42% | 8.27% | 181% | 93 | 20.43% | 1.9 |
|
| 913 |
SA
913
Strategic Advisors
New York
| $4.75億 | +$1208万 | +3% | 6.41% | 106% | 169 | 7.69% | 5.7 |
|
| 914 |
914
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| $4.74億 | -$1252万 | -3% | 0.08% | 83.4% | 78 | 15.38% | 3.8 |
|
| 915 |
KDA
915
Kraft Davis & Associates
St. Louis,
Missouri
| $4.74億 | -$509万 | -1% | 0.48% | 81.8% | 164 | 15.24% | 2.3 |
|
| 916 |
GIL
916
Go Invest LLC
West Jordan,
Utah
| $4.73億 | +$4700万 | +11% | 0.53% | – | 137 | 28.47% | 0.6 |
|
| 917 |
ASG
917
Advisory Solutions Group
Plymouth,
Minnesota
| $4.72億 | +$1.77億 | +60% | 0.85% | – | 304 | 35.86% | 0.2 |
|
| 918 |
918
General Electric
Evendale,
Ohio
| $4.72億 | +$1.03億 | +28% | 29.4% | 23.2% | 2 | 0% | 2.4 |
|
| 919 |
919
Highland Financial Advisors
Wayne,
New Jersey
| $4.69億 | +$1482万 | +3% | 0.58% | 70% | 83 | 13.25% | 2.3 |
|
| 920 |
LAI
920
Legal Advantage Investments
Los Altos Hills,
California
| $4.68億 | +$1.83億 | +64% | 0.89% | 116% | 87 | 16.09% | 3 |
|
| 921 |
921
Ipswich Investment Management
Beverly,
Massachusetts
| $4.68億 | -$546万 | -1% | 3.61% | 104% | 196 | 8.16% | 6.7 |
|
| 922 |
922
Whitcomb & Hess
Ashland,
Ohio
| $4.67億 | +$393万 | +0.8% | 0.07% | 54% | 69 | 10.14% | 3.3 |
|
| 923 |
923
Cadent Capital Advisors
Tulsa,
Oklahoma
| $4.66億 | -$1863万 | -4% | 1% | 106% | 224 | 26.79% | 2.2 |
|
| 924 |
924
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $4.65億 | +$193万 | +0.4% | 1.36% | 74% | 117 | 3.42% | 5.4 |
|
| 925 |
925
Hilltop National Bank
Casper,
Wyoming
| $4.65億 | -$349万 | -0.7% | 3.85% | – | 847 | 12.16% | 2 |
|