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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1051 |
1051
Shikiar Asset Management
New York
| $3.98億 | +$192万 | +0.5% | 4.84% | 117% | 124 | 17.74% | 3.8 |
|
| 1052 |
IWN
1052
Independent Wealth Network
Urbandale,
Iowa
| $3.97億 | +$397万 | +1% | 0.1% | 78.2% | 371 | 18.06% | 2.4 |
|
| 1053 |
1053
TSP Capital Management Group
Summit,
New Jersey
| $3.97億 | -$2095万 | -5% | 3.05% | 186% | 44 | 2.27% | 0.5 |
|
| 1054 |
1054
Net Worth Advisory Group
Sandy,
Utah
| $3.97億 | +$11.9万 | +0% | 0.79% | – | 470 | 21.06% | 1.3 |
|
| 1055 |
IFS
1055
Ifrah Financial Services
Little Rock,
Arkansas
| $3.96億 | -$1372万 | -3% | 0.85% | 64.1% | 228 | 16.23% | 5.4 |
|
| 1056 |
1056
Prairiewood Capital
Fargo,
North Dakota
| $3.96億 | +$986万 | +3% | 1.69% | 42.6% | 82 | 6.1% | 3.3 |
|
| 1057 |
1057
Parkshore Wealth Management
Granite Bay,
California
| $3.94億 | +$4541万 | +13% | 1.36% | – | 74 | 9.46% | 1.5 |
|
| 1058 |
1058
Retail Employees Superannuation Trust
Sydney,
| $3.93億 | +$1947万 | +5% | 6.46% | – | 30 | 10% | 0.6 |
|
| 1059 |
SC
1059
Steph & Co
Marinette,
Wisconsin
| $3.92億 | -$259万 | -0.7% | 0.46% | 61.6% | 293 | 8.19% | 3.9 |
|
| 1060 |
1060
Hoxton Planning & Management
Shepherdstown,
West Virginia
| $3.92億 | +$891万 | +2% | 0.86% | 77.8% | 242 | 12.4% | 2.3 |
|
| 1061 |
1061
Newton One Investments
Newark,
Delaware
| $3.92億 | -$505万 | -1% | 1.48% | 42% | 175 | 30.29% | 2.4 |
|
| 1062 |
MI
1062
M3F Inc
Salt Lake City,
Utah
| $3.91億 | -$3083万 | -7% | 12.3% | 139% | 25 | 28% | 4.5 |
|
| 1063 |
1063
Neumann Capital Management
Foster City,
California
| $3.91億 | +$2.4億 | +159% | 1.66% | 89.9% | 108 | 49.07% | 4.3 |
|
| 1064 |
1064
Client 1st Advisory Group
Dunedin,
Florida
| $3.91億 | +$725万 | +2% | 1.37% | 64.5% | 151 | 9.27% | 3.3 |
|
| 1065 |
1065
Quantum Private Wealth
Tampa,
Florida
| $3.91億 | +$37.5万 | +0.1% | 5.76% | 240% | 176 | 9.66% | 3 |
|
| 1066 |
1066
Juncture Wealth Strategies
Scottsdale,
Arizona
| $3.9億 | +$591万 | +2% | 0.7% | 76.5% | 193 | 11.4% | 2.6 |
|
| 1067 |
1067
SRH Advisors
Salina,
Kansas
| $3.89億 | -$321万 | -0.8% | 0.24% | 55.7% | 282 | 6.38% | 7.5 |
|
| 1068 |
1068
Patton Fund Management
Dallas,
Texas
| $3.89億 | -$7318万 | -16% | 4.15% | 211% | 114 | 57.02% | 1.8 |
|
| 1069 |
1069
Windsor Capital Management
Phoenix,
Arizona
| $3.89億 | +$415万 | +1% | 0.94% | 49.1% | 133 | 5.26% | 6.6 |
|
| 1070 |
1070
Sensible Money
Scottsdale,
Arizona
| $3.89億 | +$1166万 | +3% | 0.52% | 69.1% | 113 | 17.7% | 2.5 |
|
| 1071 |
FP
1071
Fiduciary Planning
Englewood,
Florida
| $3.89億 | +$641万 | +2% | 0.54% | 71.4% | 84 | 10.71% | 2.5 |
|
| 1072 |
1072
Trinity Financial Advisors
Columbus,
Ohio
| $3.88億 | -$59.6万 | -0.2% | 0.94% | 74.5% | 101 | 7.92% | 2.9 |
|
| 1073 |
CIA
1073
Cape Investment Advisory
Mcdonough,
Georgia
| $3.88億 | +$1428万 | +4% | 1.63% | 72.5% | 1,541 | 10.25% | 0.6 |
|
| 1074 |
1074
Sterling Wealth Management
Champaign,
Illinois
| $3.88億 | -$1437万 | -4% | 0.94% | – | 118 | 4.24% | 2.2 |
|
| 1075 |
1075
Leeward Financial Partners
Bellevue,
Washington
| $3.88億 | +$665万 | +2% | 4.58% | 97.9% | 115 | 9.57% | 2.8 |
|