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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、2,333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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1151 |
1151
Powers Advisory Group
Highland,
Illinois
| $3.3億 | +$1092万 | +3% | 0.36% | 49.8% | 133 | 6.02% | 3.3 |
|
| 1152 |
1152
Henry James International Management
New York
| $3.3億 | -$383万 | -1% | 0.93% | 125% | 91 | 1.1% | 6.1 |
|
| 1153 |
1153
Flagstar Advisors
New York
| $3.3億 | -$150万 | -0.5% | 1.69% | 81.9% | 190 | 10% | 3.4 |
|
| 1154 |
1154
Tred Avon Family Wealth
Easton,
Maryland
| $3.29億 | +$268万 | +0.8% | 2.82% | – | 274 | 9.12% | 0.9 |
|
| 1155 |
1155
New Perspectives Inc
Ridgeland,
Mississippi
| $3.29億 | +$319万 | +1% | 1.02% | – | 49 | 2.04% | 2.8 |
|
| 1156 |
1156
Norman Fields Gottscho Capital Management
New York
| $3.29億 | -$134万 | -0.4% | 0.8% | 96.9% | 65 | 4.62% | 6.6 |
|
| 1157 |
1157
TMB Capital Partners
Little Rock,
Arkansas
| $3.29億 | +$818万 | +3% | 1.06% | – | 192 | 13.54% | 0.7 |
|
| 1158 |
1158
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
| $3.29億 | -$1115万 | -3% | 1.85% | – | 119 | 41.18% | 1.1 |
|
| 1159 |
1159
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| $3.28億 | +$973万 | +3% | 0.17% | 55.5% | 73 | 24.66% | 2.2 |
|
| 1160 |
1160
Sunpointe
St. Louis,
Missouri
| $3.28億 | -$2379万 | -7% | 2.84% | 122% | 305 | 28.2% | 1.5 |
|
| 1161 |
1161
Wealth Quarterback
Toms River,
New Jersey
| $3.28億 | +$428万 | +1% | 2.37% | 109% | 185 | 9.73% | 2.9 |
|
| 1162 |
1162
LifeGoal Wealth Advisors
Saratoga Springs,
New York
| $3.28億 | +$1.1億 | +50% | 2.29% | – | 232 | 41.38% | 0.6 |
|
| 1163 |
1163
Richards, Merrill & Peterson
Spokane,
Washington
| $3.28億 | +$1290万 | +4% | 3.12% | – | 302 | 8.61% | 1.3 |
|
| 1164 |
1164
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $3.28億 | -$3784万 | -10% | 0.35% | 70.3% | 157 | 8.92% | 5 |
|
| 1165 |
1165
Bennett Selby Investments
Falmouth,
Maine
| $3.27億 | +$1397万 | +4% | 5.28% | 82.1% | 89 | 8.99% | 3.4 |
|
| 1166 |
1166
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| $3.26億 | +$820万 | +3% | 1.05% | 72.4% | 110 | 10.91% | 2.7 |
|
| 1167 |
1167
Raub Brock Capital Management
Larkspur,
California
| $3.26億 | -$3728万 | -10% | 2% | 54.7% | 51 | 19.61% | 2.6 |
|
| 1168 |
1168
Paragon Private Wealth Management
Lexington,
Kentucky
| $3.26億 | -$5720万 | -15% | 1.09% | 104% | 235 | 22.13% | 2.7 |
|
| 1169 |
1169
Bluesphere Advisors
East Norriton,
Pennsylvania
| $3.25億 | +$125万 | +0.4% | 2.26% | 105% | 125 | 11.2% | 2.7 |
|
| 1170 |
1170
Berkeley Inc
Boise,
Idaho
| $3.24億 | +$554万 | +2% | 3.02% | 49.4% | 91 | 13.19% | 3.3 |
|
| 1171 |
1171
Robinswood Financial
Kirkland,
Washington
| $3.24億 | -$2480万 | -7% | 0.62% | 43.2% | 428 | 83.18% | 3 |
|
| 1172 |
1172
River Street Advisors
Aurora,
Illinois
| $3.24億 | -$1541万 | -5% | 0.14% | 93.5% | 185 | 9.19% | 2.3 |
|
| 1173 |
1173
Traveka Wealth
Los Altos,
California
| $3.24億 | +$2336万 | +8% | 1.38% | 78.1% | 221 | 13.57% | 1.6 |
|
| 1174 |
1174
ticino wealth
Mission Viejo,
California
| $3.24億 | +$687万 | +2% | 1.92% | – | 140 | 6.43% | 0.7 |
|
| 1175 |
1175
Wealth Management Resources
Smithfield,
Rhode Island
| $3.24億 | -$42.7万 | -0.1% | 2.21% | 37.7% | 31 | 6.45% | 3.5 |
|