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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 951 |
951
CWS Financial Advisors
Kalamazoo,
Michigan
| $4.54億 | +$350万 | +0.8% | 0.72% | 55.7% | 176 | 5.68% | 3.6 |
|
| 952 |
952
Mokosak Advisory Group
Urbandale,
Iowa
| $4.54億 | -$787万 | -2% | 2.99% | 59.2% | 43 | 11.63% | 4.2 |
|
| 953 |
953
Syquant Capital SAS
Paris,
France
| $4.53億 | +$627万 | +1% | 6.4% | 160% | 71 | 61.97% | 0.3 |
|
| 954 |
954
Briaud Financial Planning
College Station,
Texas
| $4.53億 | +$7310万 | +19% | 5.67% | 113% | 46 | 13.04% | 2.1 |
|
| 955 |
955
Brown, Lisle/Cummings
Providence,
Rhode Island
| $4.53億 | +$722万 | +2% | 3.36% | 82.3% | 1,081 | 4.63% | 2.5 |
|
| 956 |
956
Level Financial Advisors
East Amherst,
New York
| $4.53億 | +$501万 | +1% | 1.07% | 44% | 99 | 12.12% | 3.3 |
|
| 957 |
957
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $4.52億 | +$3155万 | +8% | 2.38% | 73.9% | 192 | 11.46% | 3.8 |
|
| 958 |
MAM
958
Mystic Asset Management
Warwick,
Rhode Island
| $4.51億 | -$1703万 | -4% | 2.02% | 114% | 229 | 8.3% | 3.3 |
|
| 959 |
959
CGC Financial Services
Lake Oswego,
Oregon
| $4.51億 | +$615万 | +1% | 0.21% | 46% | 347 | 5.48% | 2.6 |
|
| 960 |
960
Prosperity Planning
Kansas City,
Missouri
| $4.51億 | +$1440万 | +3% | 1% | 43.5% | 124 | 8.06% | 3.3 |
|
| 961 |
CWM
961
Cordatus Wealth Management
Newtown,
Pennsylvania
| $4.51億 | -$473万 | -1% | 4.99% | 108% | 196 | 32.65% | 1.7 |
|
| 962 |
962
Eldred Rock Partners
San Antonio,
Texas
| $4.51億 | -$1451万 | -3% | 1.44% | 109% | 29 | 0% | 2.3 |
|
| 963 |
963
Morton Brown Family Wealth
Allentown,
Pennsylvania
| $4.5億 | +$853万 | +2% | 0.92% | 54.5% | 444 | 13.51% | 2.1 |
|
| 964 |
964
Straight Path Wealth Management
Jenison,
Michigan
| $4.49億 | +$2142万 | +5% | 2.4% | 70.4% | 160 | 13.75% | 1.8 |
|
| 965 |
965
Hartford Financial Management
Hartford,
Connecticut
| $4.48億 | -$5万 | -0% | 1.23% | 87.9% | 357 | 4.76% | 7.2 |
|
| 966 |
966
Genoa Capital Gestora de Recursos
Sao Paulo,
| $4.46億 | -$1.05億 | -19% | 6.02% | – | 24 | 75% | 0.3 |
|
| 967 |
967
Roberts Wealth Advisors
Palo Alto,
California
| $4.45億 | +$513万 | +1% | 1.97% | 81.1% | 111 | 2.7% | 2.8 |
|
| 968 |
968
Intergy Private Wealth
Colorado Springs,
Colorado
| $4.45億 | +$1220万 | +3% | 0.12% | 73.8% | 152 | 10.53% | 2.5 |
|
| 969 |
TA
969
TrueWealth Advisors
Birmingham,
Alabama
| $4.45億 | +$157万 | +0.4% | 0.75% | 60.9% | 252 | 11.51% | 3 |
|
| 970 |
PWMG
970
Private Wealth Management Group
Princeton,
New Jersey
| $4.45億 | +$1361万 | +3% | 1.03% | 63.2% | 1,584 | 13.19% | 2.1 |
|
| 971 |
LFGO
971
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| $4.44億 | +$1497万 | +3% | 0.63% | 64.2% | 114 | 14.04% | 2.3 |
|
| 972 |
972
Boltwood Capital Management
Walnut Creek,
California
| $4.43億 | +$690万 | +2% | 0.78% | 63% | 200 | 6.5% | 6.5 |
|
| 973 |
IPA
973
Investment Planning Advisors
Cumming,
Georgia
| $4.43億 | +$1124万 | +3% | 0.8% | – | 123 | 10.57% | 1.4 |
|
| 974 |
AWA
974
Aquire Wealth Advisors
South Jordan,
Utah
| $4.43億 | +$654万 | +1% | 0.25% | 60.2% | 56 | 7.14% | 3.1 |
|
| 975 |
975
West Branch Capital
Amherst,
Massachusetts
| $4.42億 | +$1147万 | +3% | 4.56% | 156% | 394 | 11.42% | 3.9 |
|