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、2,411本のファンド(~27%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1001 |
1001
Fruth Investment Management
Houston,
Texas
| $4.09億 | -$1136万 | -3% | 2.62% | 79.4% | 230 | 5.65% | 8.8 |
|
| 1002 |
1002
S.E.E.D. Planning Group
Binghamton,
New York
| $4.08億 | +$2939万 | +8% | 3.79% | 57.3% | 103 | 19.42% | 3 |
|
| 1003 |
1003
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $4.07億 | -$326万 | -0.8% | 0.17% | 58.8% | 317 | 9.15% | 3.4 |
|
| 1004 |
1004
Prospera Capital Management
Gilbert,
Arizona
| $4.06億 | +$8652万 | +27% | 0.03% | – | 77 | 20.78% | 0.9 |
|
| 1005 |
HCM
1005
Hudson Capital Management
Ramsey,
New Jersey
| $4.05億 | -$820万 | -2% | 1.11% | 66.8% | 81 | 12.35% | 4.2 |
|
| 1006 |
1006
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $4.05億 | +$56.8万 | +0.1% | 1.01% | 81% | 99 | 1.01% | 6.9 |
|
| 1007 |
1007
Arcataur Capital Management
Milwaukee,
Wisconsin
| $4.05億 | +$131万 | +0.3% | 0.63% | 65.4% | 106 | 6.6% | 2.8 |
|
| 1008 |
1008
Revisor Wealth Management
Akron,
Ohio
| $4.04億 | -$1211万 | -3% | 2.18% | 72% | 403 | 18.36% | 1.5 |
|
| 1009 |
1009
Keystone Financial Planning
Cleveland,
Ohio
| $4.04億 | +$1592万 | +4% | 3.95% | 46% | 40 | 5% | 7.2 |
|
| 1010 |
1010
Crown Wealth Group
Charlotte,
North Carolina
| $4.04億 | +$1054万 | +3% | 3.69% | 98.2% | 162 | 16.05% | 2 |
|
| 1011 |
1011
St. Clair Advisors
Mayfield Hts,
Ohio
| $4.02億 | +$1366万 | +4% | 3.92% | 77.5% | 81 | 3.7% | 3.9 |
|
| 1012 |
1012
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $4.02億 | +$835万 | +2% | 0.9% | 65.5% | 464 | 28.02% | 4.6 |
|
| 1013 |
1013
FNY Investment Advisers
New York
| $4.02億 | +$1.22億 | +44% | 14.7% | 386% | 1,132 | 49.47% | 0.9 |
|
| 1014 |
1014
Focused Alpha LLC
Denver,
Colorado
| $4.02億 | +$1186万 | +3% | 2.81% | – | 289 | 22.49% | 0.6 |
|
| 1015 |
1015
OLIO Financial Planning
Mclean,
Virginia
| $4.02億 | -$119万 | -0.3% | 0.58% | 52.9% | 72 | 8.33% | 2.9 |
|
| 1016 |
1016
Meredith Wealth Planning
Maryville,
Illinois
| $4.01億 | -$2306万 | -5% | 1.33% | 66.5% | 85 | 18.82% | 2 |
|
| 1017 |
1017
ETF Portfolio Partners
Leawood,
Kansas
| $3.99億 | -$2099万 | -5% | 0.61% | 50.2% | 70 | 4.29% | 4.9 |
|
| 1018 |
1018
15 Wealth Advisors LLC
Mundelein,
Illinois
| $3.99億 | – | – | 0.72% | – | 108 | – | 0 |
|
| 1019 |
1019
Prism Advisors
Studio City,
California
| $3.99億 | -$1306万 | -3% | 0.7% | 54.6% | 88 | 19.32% | 3.1 |
|
| 1020 |
1020
Independence Financial Advisors
Franklin,
New Hampshire
| $3.98億 | +$1283万 | +3% | 0.81% | – | 56 | 3.57% | 1.2 |
|
| 1021 |
1021
Harmony Asset Management
Scottsdale,
Arizona
| $3.98億 | +$2543万 | +7% | 4.55% | 138% | 211 | 11.37% | 1.9 |
|
| 1022 |
1022
Shikiar Asset Management
New York
| $3.98億 | +$192万 | +0.5% | 4.84% | 117% | 124 | 17.74% | 3.8 |
|
| 1023 |
IWN
1023
Independent Wealth Network
Urbandale,
Iowa
| $3.97億 | +$397万 | +1% | 0.1% | 78.2% | 371 | 18.06% | 2.4 |
|
| 1024 |
1024
TSP Capital Management Group
Summit,
New Jersey
| $3.97億 | -$2095万 | -5% | 3.05% | 186% | 44 | 2.27% | 0.5 |
|
| 1025 |
1025
Net Worth Advisory Group
Sandy,
Utah
| $3.97億 | +$11.9万 | +0% | 0.79% | – | 470 | 21.06% | 1.3 |
|