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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、3,014本のファンド(~34%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1026 |
1026
Ballast Inc
Lexington,
Kentucky
| $5.36億 | +$627万 | +1% | 0.45% | 71.3% | 171 | 10.53% | 4.2 |
|
| 1027 |
1027
Silverlake Wealth Management
Williston,
Vermont
| $5.36億 | +$813万 | +2% | 1.62% | 73.3% | 420 | 11.43% | 2.5 |
|
| 1028 |
1028
Rockline Wealth Management
Plainview,
New York
| $5.35億 | +$1302万 | +2% | 6.1% | 176% | 114 | 11.4% | 1.9 |
|
| 1029 |
1029
RS Crum Inc
Newport Beach,
California
| $5.34億 | +$105万 | +0.2% | 0.1% | 54.2% | 106 | 6.6% | 3.3 |
|
| 1030 |
1030
NVWM LLC
Yardley,
Pennsylvania
| $5.33億 | +$3687万 | +7% | 3.32% | 119% | 837 | 12.31% | 3.2 |
|
| 1031 |
1031
55 North Private Wealth
Winter Park,
Florida
| $5.32億 | +$2422万 | +5% | 1.28% | – | 350 | 23.71% | 0.5 |
|
| 1032 |
1032
New Hampshire Trust
Concord,
New Hampshire
| $5.32億 | +$186万 | +0.4% | 3.55% | 88.5% | 182 | 9.34% | 3 |
|
| 1033 |
1033
Manitou Investment Management
Toronto,
Ontario, Canada
| $5.32億 | -$620万 | -1% | 5.29% | 69.3% | 52 | 11.54% | 4 |
|
| 1034 |
1034
Castle Rock Wealth Management
Walnut Creek,
California
| $5.31億 | +$2176万 | +4% | 2.91% | 115% | 287 | 12.89% | 3.4 |
|
| 1035 |
1035
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $5.31億 | +$2322万 | +5% | 0.97% | 62.3% | 136 | 7.35% | 5.2 |
|
| 1036 |
1036
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| $5.31億 | -$69.9万 | -0.1% | 0.92% | 38.9% | 606 | 6.11% | 2.7 |
|
| 1037 |
1037
Valicenti Advisory Services
Elmira,
New York
| $5.31億 | +$81.6万 | +0.2% | 2.35% | 134% | 86 | 9.3% | 5.8 |
|
| 1038 |
1038
Frontier Asset Management
Sheridan,
Wyoming
| $5.3億 | -$2856万 | -5% | 0.06% | 57.1% | 94 | 18.09% | 2.3 |
|
| 1039 |
TGY2IT
1039
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
| $5.3億 | +$1964万 | +4% | 0.73% | – | 147 | 74.83% | 0.3 |
|
| 1040 |
1040
Kirr Marbach & Co
Columbus,
Indiana
| $5.3億 | -$6426万 | -11% | 6.67% | 121% | 61 | 13.11% | 4.7 |
|
| 1041 |
1041
Bright Rock Capital Management
Hanover,
Massachusetts
| $5.29億 | +$3004万 | +6% | 6.08% | 53.1% | 80 | 18.75% | 5.3 |
|
| 1042 |
1042
Beacon Financial Advisory
Cleveland,
Ohio
| $5.29億 | +$2049万 | +4% | 1.37% | 76.8% | 448 | 12.95% | 2.8 |
|
| 1043 |
1043
Waterway Wealth Management
The Woodlands,
Texas
| $5.28億 | +$3818万 | +8% | 0.28% | 52.2% | 113 | 18.58% | 1.2 |
|
| 1044 |
1044
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $5.27億 | +$9209万 | +21% | 2.39% | 80% | 93 | 8.6% | 5.4 |
|
| 1045 |
1045
Brown Capital Management
Baltimore,
Maryland
| $5.27億 | +$2668万 | +5% | 10.7% | 107% | 58 | 12.07% | 3.8 |
|
| 1046 |
1046
Highline Wealth Partners
Sherman Oaks,
California
| $5.27億 | +$3364万 | +7% | 3.19% | 93.8% | 1,552 | 15.01% | 1.5 |
|
| 1047 |
1047
Weaver Capital Management
Suwanee,
Georgia
| $5.25億 | +$7145万 | +16% | 1.72% | 79.4% | 196 | 18.88% | 1.9 |
|
| 1048 |
1048
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $5.25億 | +$216万 | +0.4% | 1.89% | 82.6% | 203 | 14.29% | 6.4 |
|
| 1049 |
1049
Fulcrum Capital
Seattle,
Washington
| $5.25億 | +$3199万 | +6% | 5.88% | 102% | 106 | 7.55% | 4.1 |
|
| 1050 |
1050
Bender Robert & Associates
Pasadena,
California
| $5.25億 | +$4339万 | +9% | 9.61% | 146% | 49 | 26.53% | 1.5 |
|