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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1076 |
1076
Avaii Wealth Management
Appleton,
Wisconsin
| $3.48億 | +$767万 | +2% | 0.91% | 100% | 196 | 17.86% | 2 |
|
| 1077 |
1077
N10 Wealth
Greenwich,
Connecticut
| $3.48億 | +$6573万 | +23% | 0.76% | – | 69 | 43.48% | 0.2 |
|
| 1078 |
1078
JVL Associates
Wyoming,
Michigan
| $3.47億 | -$506万 | -1% | 0.54% | 81% | 83 | 14.46% | 3.9 |
|
| 1079 |
1079
Weybosset Research & Management
Province,
Rhode Island
| $3.47億 | -$3368万 | -9% | 5.29% | 74.8% | 33 | 6.06% | 6.7 |
|
| 1080 |
1080
First United Bank & Trust
Oakland,
Maryland
| $3.47億 | -$81.3万 | -0.2% | 1.85% | 78% | 427 | 6.09% | 4.3 |
|
| 1081 |
1081
Hixon Zuercher
Findlay,
Ohio
| $3.47億 | +$596万 | +2% | 3.39% | 101% | 95 | 10.53% | 3.5 |
|
| 1082 |
1082
Spectrum Asset Management (California)
Newport Beach,
California
| $3.46億 | -$1410万 | -4% | 1.8% | 68.3% | 126 | 18.25% | 3.6 |
|
| 1083 |
1083
Forza Wealth Management
Sarasota,
Florida
| $3.46億 | +$1974万 | +6% | 0.8% | 69.8% | 200 | 6% | 2.9 |
|
| 1084 |
1084
Mayfair Advisory Group
Birmingham,
Alabama
| $3.45億 | +$1299万 | +4% | 1.31% | 71.5% | 195 | 9.74% | 3.2 |
|
| 1085 |
1085
Acima Private Wealth
Richmond,
Virginia
| $3.44億 | +$3.38万 | +0% | 0.47% | 51.1% | 177 | 3.95% | 6.3 |
|
| 1086 |
1086
Ferguson Shapiro
Decatur,
Georgia
| $3.44億 | +$193万 | +0.6% | 0.61% | 42.7% | 97 | 16.49% | 1.5 |
|
| 1087 |
1087
Mosley Wealth Management
Anaheim,
California
| $3.43億 | +$2915万 | +9% | 0.77% | – | 826 | 8.11% | 0.6 |
|
| 1088 |
1088
Worth Asset Management
Dallas,
Texas
| $3.43億 | +$3051万 | +10% | 1.45% | 115% | 267 | 34.83% | 1.2 |
|
| 1089 |
1089
Master's Wealth Management
Lancaster,
Pennsylvania
| $3.43億 | +$1058万 | +3% | 0.85% | – | 94 | 12.77% | 1 |
|
| 1090 |
MCG
1090
McCollum Christoferson Group
Amherst,
New York
| $3.43億 | +$172万 | +0.5% | 3.26% | 59.4% | 93 | 19.35% | 3.8 |
|
| 1091 |
1091
Realta Investment Advisors
Wilmington,
Delaware
| $3.42億 | +$2044万 | +6% | 6.59% | 151% | 423 | 25.53% | 2.9 |
|
| 1092 |
1092
Iams Wealth Management
Omaha,
Nebraska
| $3.42億 | +$974万 | +3% | 1.5% | 57.7% | 221 | 30.77% | 1.6 |
|
| 1093 |
1093
Amtrust Financial Services
New York
| $3.42億 | +$544万 | +2% | 1.68% | 61.9% | 18 | 22.22% | 3.5 |
|
| 1094 |
1094
Greenbush Financial Group
Albany,
New York
| $3.41億 | +$135万 | +0.4% | 0.41% | – | 38 | 7.89% | 1.4 |
|
| 1095 |
1095
Quaker Wealth Management
Moorestown,
New Jersey
| $3.41億 | -$213万 | -0.6% | 0.22% | – | 1,023 | 11.73% | 1 |
|
| 1096 |
1096
S.A. Mason
Holland,
Michigan
| $3.41億 | +$1511万 | +5% | 2.92% | 116% | 292 | 6.16% | 4.7 |
|
| 1097 |
1097
Act Wealth Management
Plano,
Texas
| $3.4億 | -$19.1万 | -0.1% | 0.79% | 70% | 67 | 7.46% | 2.9 |
|
| 1098 |
1098
PKO BP Bankowy Universal Pension Society
Warsaw,
Poland
| $3.4億 | -$1015万 | -3% | 0.26% | – | 14 | 14.29% | 1.5 |
|
| 1099 |
1099
Lazari Capital Management
Woodland Hills,
California
| $3.39億 | +$1486万 | +5% | 6.17% | 145% | 198 | 10.61% | 2.2 |
|
| 1100 |
1100
School Employees Retirement Board of Ohio
Columbus,
Ohio
| $3.39億 | +$6177万 | +22% | 2.07% | – | 6 | 16.67% | 1.4 |
|