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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、2,269本のファンド(~25%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1101 |
1101
PFW Advisors
Atlanta,
Georgia
| $3.37億 | -$626万 | -2% | 0.21% | – | 135 | 17.78% | 4.7 |
|
| 1102 |
1102
Investment Research & Advisory Group
Atlanta,
Georgia
| $3.37億 | +$1269万 | +4% | 5.35% | 105% | 352 | 16.76% | 2.8 |
|
| 1103 |
1103
Nicollet Investment Management
Minneapolis,
Minnesota
| $3.36億 | +$1220万 | +4% | 8.91% | 104% | 81 | 9.88% | 5.2 |
|
| 1104 |
1104
HF Advisory Group
Annapolis,
Maryland
| $3.36億 | +$1230万 | +4% | 2.33% | 73.2% | 175 | 4.57% | 3 |
|
| 1105 |
1105
Core Wealth Management
Jupiter,
Florida
| $3.36億 | -$2009万 | -6% | 1.42% | 44.5% | 44 | 31.82% | 2.5 |
|
| 1106 |
1106
Wilkerson Advisory Group
Columbia,
Missouri
| $3.35億 | +$971万 | +3% | 1.11% | – | 678 | 13.72% | 0.6 |
|
| 1107 |
1107
Shayne & Jacobs LLC
Nashville,
Tennessee
| $3.35億 | -$224万 | -0.7% | 0.42% | 79.4% | 103 | 4.85% | 4.4 |
|
| 1108 |
1108
Roth Financial Partners
Kingwood,
Texas
| $3.35億 | -$157万 | -0.5% | 0.14% | 61% | 37 | 10.81% | 3.7 |
|
| 1109 |
1109
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| $3.35億 | -$3855万 | -10% | 0.61% | 83% | 175 | 19.43% | 2.3 |
|
| 1110 |
1110
Glynn Capital Management
Menlo Park,
California
| $3.34億 | -$2940万 | -8% | 9.15% | 252% | 46 | 19.57% | 2.8 |
|
| 1111 |
1111
Enzi Wealth
Austin,
Texas
| $3.34億 | +$1782万 | +6% | 0.22% | 77% | 84 | 9.52% | 2.5 |
|
| 1112 |
1112
Bank of Stockton
Stockton,
California
| $3.33億 | -$2335万 | -7% | 0.07% | 99.2% | 128 | 4.69% | 7.1 |
|
| 1113 |
1113
Hassell Wealth Management
Houma,
Louisiana
| $3.32億 | +$621万 | +2% | 0.92% | 49.7% | 29 | 3.45% | 3 |
|
| 1114 |
1114
Pacifica Partners
Surrey,
Canada
| $3.32億 | +$55.9万 | +0.2% | 0.45% | 127% | 429 | 7.69% | 4 |
|
| 1115 |
1115
IFS Advisors
Overland Park,
Kansas
| $3.32億 | +$1.23億 | +59% | 0.42% | 54.2% | 465 | 53.12% | 1.4 |
|
| 1116 |
1116
Burkett Financial Services
Rock Hill,
South Carolina
| $3.31億 | +$1179万 | +4% | 1.41% | 63.6% | 389 | 35.22% | 1.3 |
|
| 1117 |
1117
Miramontes Capital
Newport,
California
| $3.31億 | +$998万 | +3% | 4.13% | – | 149 | 8.72% | 0.6 |
|
| 1118 |
1118
Family Wealth Partners
Matthews,
North Carolina
| $3.31億 | +$523万 | +2% | 0.24% | 58.5% | 125 | 28.8% | 1.5 |
|
| 1119 |
1119
Buttonwood Financial Advisors
Baltimore,
Maryland
| $3.31億 | +$233万 | +0.7% | 1.64% | 73.4% | 112 | 3.57% | 3.4 |
|
| 1120 |
1120
Tenon Financial
Metuchen,
New Jersey
| $3.31億 | +$1983万 | +6% | 0.85% | – | 72 | 18.06% | 1.5 |
|
| 1121 |
1121
Powers Advisory Group
Highland,
Illinois
| $3.3億 | +$1092万 | +3% | 0.36% | 49.8% | 133 | 6.02% | 3.3 |
|
| 1122 |
1122
Henry James International Management
New York
| $3.3億 | -$383万 | -1% | 0.93% | 125% | 91 | 1.1% | 6.1 |
|
| 1123 |
1123
Flagstar Advisors
New York
| $3.3億 | -$150万 | -0.5% | 1.69% | 81.9% | 190 | 10% | 3.4 |
|
| 1124 |
1124
Tred Avon Family Wealth
Easton,
Maryland
| $3.29億 | +$268万 | +0.8% | 2.82% | – | 274 | 9.12% | 0.9 |
|
| 1125 |
1125
New Perspectives Inc
Ridgeland,
Mississippi
| $3.29億 | +$319万 | +1% | 1.02% | – | 49 | 2.04% | 2.8 |
|