で公開中です!
詳しく見る
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 926 |
926
Harrell Investment Partners
Austin,
Texas
| $4.65億 | +$350万 | +0.8% | 5.09% | 121% | 150 | 11.33% | 3 |
|
| 927 |
927
Accel Wealth Management
Waverly,
Iowa
| $4.64億 | +$1989万 | +4% | 0.01% | 82.4% | 319 | 7.52% | 3 |
|
| 928 |
928
NovaPoint Capital
Atlanta,
Georgia
| $4.64億 | -$1706万 | -4% | 0.42% | 94% | 167 | 6.59% | 2.4 |
|
| 929 |
929
Augustine Asset Management
Jacksonville,
Florida
| $4.64億 | -$3032万 | -6% | 1.85% | 316% | 130 | 8.46% | 4.2 |
|
| 930 |
930
Bank of New Hampshire
Laconia,
New Hampshire
| $4.63億 | -$1604万 | -3% | 2.15% | 96.5% | 578 | 15.92% | 3.4 |
|
| 931 |
931
Kelly Financial Services
Braintree,
Massachusetts
| $4.63億 | -$408万 | -0.9% | 0.2% | 64.3% | 149 | 18.12% | 3.3 |
|
| 932 |
932
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
| $4.62億 | +$1676万 | +4% | 0.46% | – | 215 | 20.93% | 0.6 |
|
| 933 |
933
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $4.62億 | +$515万 | +1% | 0.15% | 57.8% | 152 | 10.53% | 2.9 |
|
| 934 |
934
RDA Financial Network
Akron,
Iowa
| $4.59億 | +$21.8万 | +0% | 3.29% | 93.4% | 300 | 15.67% | 3.8 |
|
| 935 |
935
Strengthening Families & Communities LLC
Boston,
Massachusetts
| $4.59億 | +$930万 | +2% | 1.01% | 116% | 867 | 18.11% | 1.4 |
|
| 936 |
936
Doliver Advisors
Houston,
Texas
| $4.58億 | +$1627万 | +4% | 9.34% | 92.3% | 203 | 16.75% | 4.1 |
|
| 937 |
937
LPWM LLC
Minneapolis,
Minnesota
| $4.58億 | +$718万 | +2% | 0.45% | 59.4% | 106 | 12.26% | 3.8 |
|
| 938 |
938
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| $4.58億 | +$1560万 | +4% | 1.57% | – | 177 | 10.17% | 3.4 |
|
| 939 |
939
Uncommon Cents Investing
Janesville,
Wisconsin
| $4.57億 | -$417万 | -0.9% | 0.16% | 91.4% | 218 | 2.29% | 5.4 |
|
| 940 |
940
SWMG LLC
Fort Worth,
Texas
| $4.57億 | +$3218万 | +8% | 0.65% | 68.7% | 127 | 28.35% | 2 |
|
| 941 |
941
Peavine Capital
Reno,
Nevada
| $4.57億 | -$1494万 | -3% | 1.18% | 30.8% | 10 | 20% | 6.5 |
|
| 942 |
942
Proathlete Wealth Management
Boca Raton,
Florida
| $4.57億 | +$5248万 | +13% | 1.91% | 73.9% | 1,241 | 77.2% | 0.3 |
|
| 943 |
943
First Affirmative Financial Network
Colorado Springs,
Colorado
| $4.56億 | – | – | 1.75% | – | 419 | – | 2 |
|
| 944 |
944
Legacy Wealth Asset Management
Woodbury,
Minnesota
| $4.56億 | +$62.9万 | +0.1% | 3.66% | 116% | 405 | 18.02% | 3.2 |
|
| 945 |
BWM
945
Brown Wealth Management
Naperville,
Illinois
| $4.56億 | +$861万 | +2% | 0.46% | 51.2% | 144 | 13.19% | 1.8 |
|
| 946 |
946
Stokes Capital Advisors
Greenwood,
South Carolina
| $4.55億 | -$1147万 | -2% | 0.01% | 61.3% | 125 | 11.2% | 3.5 |
|
| 947 |
DI
947
Diligent Investors
Redlands,
California
| $4.55億 | +$591万 | +1% | 2.43% | 82.2% | 373 | 7.24% | 4.6 |
|
| 948 |
948
Able Wealth Management
Toms River,
New Jersey
| $4.55億 | +$1904万 | +4% | 1.14% | 58.1% | 236 | 39.41% | 1 |
|
| 949 |
949
Freedom Day Solutions
Houston,
Texas
| $4.55億 | +$287万 | +0.6% | 0.32% | 86.6% | 146 | 17.12% | 3.1 |
|
| 950 |
950
Atwater Malick
Lancaster,
Pennsylvania
| $4.54億 | -$483万 | -1% | 1.01% | 83.4% | 139 | 12.23% | 2.9 |
|