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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1126 |
1126
Purus Wealth Management
Newport Beach,
California
| $3.66億 | +$304万 | +0.8% | 4.14% | 174% | 183 | 13.66% | 3 |
|
| 1127 |
1127
Gill Capital Partners
Denver,
Colorado
| $3.66億 | -$1175万 | -3% | 0.28% | 59% | 703 | 78.52% | 4.1 |
|
| 1128 |
1128
Barrett & Company
Providence,
Rhode Island
| $3.66億 | +$851万 | +2% | 1.91% | 83.6% | 727 | 10.45% | 3 |
|
| 1129 |
1129
Essential Planning
Portsmouth,
New Hampshire
| $3.65億 | +$1159万 | +3% | 0.82% | 40.9% | 90 | 5.56% | 2.7 |
|
| 1130 |
1130
Planned Solutions
Folsom,
California
| $3.65億 | +$1618万 | +5% | 1.59% | 68.3% | 164 | 10.37% | 2.8 |
|
| 1131 |
1131
Impact Capital Partners
Greenwood Village,
Colorado
| $3.65億 | -$188万 | -0.5% | 3.47% | – | 297 | 14.81% | 1.4 |
|
| 1132 |
1132
HT Partners
Centerbrook,
Connecticut
| $3.64億 | +$329万 | +0.9% | 1.14% | 71.1% | 56 | 5.36% | 6 |
|
| 1133 |
CCM
1133
Consolidated Capital Management
Burbank,
California
| $3.64億 | -$1088万 | -3% | 0.9% | 166% | 74 | 4.05% | 2.7 |
|
| 1134 |
1134
Verger Capital Management
Winston-Salem,
North Carolina
| $3.63億 | +$2172万 | +6% | 1.13% | 58.3% | 14 | 21.43% | 8.1 |
|
| 1135 |
1135
Family Legacy Inc
Greenville,
South Carolina
| $3.63億 | -$1194万 | -3% | 2.48% | 89% | 128 | 6.25% | 6.2 |
|
| 1136 |
1136
Global Financial Private Client
Sarasota,
Florida
| $3.62億 | -$639万 | -2% | 2.2% | 100% | 253 | 9.49% | 4.3 |
|
| 1137 |
1137
PhiloSmith Capital
Stamford,
Connecticut
| $3.62億 | -$663万 | -2% | 1.14% | 47% | 23 | 4.35% | 7.8 |
|
| 1138 |
1138
Kercheville Advisors
San Antonio,
Texas
| $3.61億 | +$3294万 | +10% | 5.57% | 261% | 125 | 18.4% | 2.6 |
|
| 1139 |
1139
Grandview Asset Management
Harrisburg,
Pennsylvania
| $3.61億 | -$4154万 | -10% | 6.77% | 200% | 156 | 21.79% | 2.6 |
|
| 1140 |
1140
Range Financial Group
Tigard,
Oregon
| $3.61億 | -$503万 | -1% | 2.6% | 195% | 240 | 27.92% | 1.9 |
|
| 1141 |
1141
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $3.6億 | -$55万 | -0.2% | 4.19% | 69.7% | 61 | 6.56% | 6.9 |
|
| 1142 |
1142
LifeWealth Investments
Winter Garden,
Florida
| $3.6億 | -$1461万 | -4% | 1.06% | – | 150 | 16.67% | 1.2 |
|
| 1143 |
1143
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| $3.59億 | -$1146万 | -3% | 2.54% | 961% | 78 | 64.1% | 0.6 |
|
| 1144 |
1144
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $3.58億 | +$1147万 | +3% | 2.41% | 107% | 246 | 12.6% | 2.6 |
|
| 1145 |
1145
Gold Investment Management
Edmonton,
Alberta, Canada
| $3.58億 | -$1100万 | -3% | 1.14% | 117% | 202 | 1.98% | 2.6 |
|
| 1146 |
1146
WT Wealth Management
Scottsdale,
Arizona
| $3.57億 | -$392万 | -1% | 1.33% | 72% | 174 | 37.36% | 2.3 |
|
| 1147 |
1147
Elevated Financial Group
Indianapolis,
Indiana
| $3.57億 | -$781万 | -2% | 0.59% | – | 142 | 29.58% | 0.6 |
|
| 1148 |
1148
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $3.57億 | +$2217万 | +7% | 4.6% | 90.8% | 127 | 11.02% | 3.5 |
|
| 1149 |
1149
TSA Wealth Management
Houston,
Texas
| $3.56億 | +$276万 | +0.8% | 0.15% | 62.4% | 132 | 15.91% | 1.4 |
|
| 1150 |
SIIL
1150
Sinvest Investments II Ltd
Nassau, New Providence,
| $3.56億 | +$5853万 | +20% | 13.5% | – | 2 | 50% | 0.4 |
|