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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、2,276本のファンド(~26%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 976 |
MI
976
M3F Inc
Salt Lake City,
Utah
| $3.91億 | -$3083万 | -7% | 12.3% | 139% | 25 | 28% | 4.5 |
|
| 977 |
977
Neumann Capital Management
Foster City,
California
| $3.91億 | +$2.4億 | +159% | 1.66% | 89.9% | 108 | 49.07% | 4.3 |
|
| 978 |
978
Client 1st Advisory Group
Dunedin,
Florida
| $3.91億 | +$725万 | +2% | 1.37% | 64.5% | 151 | 9.27% | 3.3 |
|
| 979 |
979
Quantum Private Wealth
Tampa,
Florida
| $3.91億 | +$37.5万 | +0.1% | 5.76% | 240% | 176 | 9.66% | 3 |
|
| 980 |
980
Juncture Wealth Strategies
Scottsdale,
Arizona
| $3.9億 | +$591万 | +2% | 0.7% | 76.5% | 193 | 11.4% | 2.6 |
|
| 981 |
981
SRH Advisors
Salina,
Kansas
| $3.89億 | -$321万 | -0.8% | 0.24% | 55.7% | 282 | 6.38% | 7.5 |
|
| 982 |
982
Patton Fund Management
Dallas,
Texas
| $3.89億 | -$7318万 | -16% | 4.15% | 211% | 114 | 57.02% | 1.8 |
|
| 983 |
983
Windsor Capital Management
Phoenix,
Arizona
| $3.89億 | +$415万 | +1% | 0.94% | 49.1% | 133 | 5.26% | 6.6 |
|
| 984 |
984
Sensible Money
Scottsdale,
Arizona
| $3.89億 | +$1166万 | +3% | 0.52% | 69.1% | 113 | 17.7% | 2.5 |
|
| 985 |
FP
985
Fiduciary Planning
Englewood,
Florida
| $3.89億 | +$641万 | +2% | 0.54% | 71.4% | 84 | 10.71% | 2.5 |
|
| 986 |
986
Trinity Financial Advisors
Columbus,
Ohio
| $3.88億 | -$59.6万 | -0.2% | 0.94% | 74.5% | 101 | 7.92% | 2.9 |
|
| 987 |
CIA
987
Cape Investment Advisory
Mcdonough,
Georgia
| $3.88億 | +$1428万 | +4% | 1.63% | 72.5% | 1,541 | 10.25% | 0.6 |
|
| 988 |
988
Penobscot Wealth Management
Portland,
Maine
| $3.88億 | +$1389万 | +4% | 0.49% | 56.7% | 121 | 4.13% | 2.5 |
|
| 989 |
989
Advanced Asset Management Advisors
Dublin,
Ohio
| $3.87億 | +$737万 | +2% | 2.92% | 93.6% | 89 | 5.62% | 5.4 |
|
| 990 |
990
Stolper & Co
Tulsa,
Oklahoma
| $3.87億 | -$8.9万 | -0% | 1.9% | 77.1% | 92 | 3.26% | 4.7 |
|
| 991 |
991
Colonial River Investments
Midlothian,
Virginia
| $3.87億 | +$3569万 | +10% | 2.04% | 156% | 278 | 16.91% | 2.1 |
|
| 992 |
992
Cherrydale Wealth Management
Hoboken,
New Jersey
| $3.86億 | +$371万 | +1% | 1.21% | 80.8% | 87 | 9.2% | 2.6 |
|
| 993 |
993
Oak Family Advisors
Chicago,
Illinois
| $3.85億 | -$644万 | -2% | 3.29% | 81.9% | 124 | 23.39% | 2.7 |
|
| 994 |
994
Cornell Pochily Investment Advisors
Ithaca,
New York
| $3.84億 | +$1212万 | +3% | 3.87% | 97% | 195 | 5.64% | 5.2 |
|
| 995 |
995
Vista Investment Partners
Oklahoma City,
Oklahoma
| $3.84億 | -$1361万 | -3% | 3.51% | 112% | 187 | 19.25% | 1.8 |
|
| 996 |
996
Sara-Bay Financial
Sarasota,
Florida
| $3.84億 | +$811万 | +2% | 3.65% | 233% | 96 | 16.67% | 2.9 |
|
| 997 |
997
Demars Financial Group
Spokane Valley,
Washington
| $3.83億 | +$2170万 | +6% | 2.78% | 69.1% | 127 | 16.54% | 2.2 |
|
| 998 |
998
OFS Enterprise
Kearney,
Nebraska
| $3.82億 | -$932万 | -2% | 1.73% | – | 110 | 9.09% | 0.5 |
|
| 999 |
999
Keating Investment Counselors
Delray Beach,
Florida
| $3.82億 | +$1771万 | +5% | 5.48% | 50% | 62 | 8.06% | 6.8 |
|
| 1000 |
1000
FC Advisory
West Chester,
Pennsylvania
| $3.82億 | +$404万 | +1% | 1.21% | 46.6% | 121 | 9.09% | 5.9 |
|