で公開中です!
詳しく見る
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1176 |
1176
Hixon Zuercher
Findlay,
Ohio
| $3.47億 | +$596万 | +2% | 3.39% | 101% | 95 | 10.53% | 3.5 |
|
| 1177 |
1177
Spectrum Asset Management (California)
Newport Beach,
California
| $3.46億 | -$1410万 | -4% | 1.8% | 68.3% | 126 | 18.25% | 3.6 |
|
| 1178 |
1178
Forza Wealth Management
Sarasota,
Florida
| $3.46億 | +$1974万 | +6% | 0.8% | 69.8% | 200 | 6% | 2.9 |
|
| 1179 |
1179
G&S Capital
Denver,
Colorado
| $3.45億 | -$16.6万 | -0% | 2.13% | 85.6% | 171 | 17.54% | 2.9 |
|
| 1180 |
1180
Mayfair Advisory Group
Birmingham,
Alabama
| $3.45億 | +$1299万 | +4% | 1.31% | 71.5% | 195 | 9.74% | 3.2 |
|
| 1181 |
1181
Acima Private Wealth
Richmond,
Virginia
| $3.44億 | +$3.38万 | +0% | 0.47% | 51.1% | 177 | 3.95% | 6.3 |
|
| 1182 |
1182
Ferguson Shapiro
Decatur,
Georgia
| $3.44億 | +$193万 | +0.6% | 0.61% | 42.7% | 97 | 16.49% | 1.5 |
|
| 1183 |
1183
Mosley Wealth Management
Anaheim,
California
| $3.43億 | +$2915万 | +9% | 0.77% | – | 826 | 8.11% | 0.6 |
|
| 1184 |
1184
Worth Asset Management
Dallas,
Texas
| $3.43億 | +$3051万 | +10% | 1.45% | 115% | 267 | 34.83% | 1.2 |
|
| 1185 |
1185
Master's Wealth Management
Lancaster,
Pennsylvania
| $3.43億 | +$1058万 | +3% | 0.85% | – | 94 | 12.77% | 1 |
|
| 1186 |
MCG
1186
McCollum Christoferson Group
Amherst,
New York
| $3.43億 | +$172万 | +0.5% | 3.26% | 59.4% | 93 | 19.35% | 3.8 |
|
| 1187 |
1187
Realta Investment Advisors
Wilmington,
Delaware
| $3.42億 | +$2044万 | +6% | 6.59% | 151% | 423 | 25.53% | 2.9 |
|
| 1188 |
1188
Iams Wealth Management
Omaha,
Nebraska
| $3.42億 | +$974万 | +3% | 1.5% | 57.7% | 221 | 30.77% | 1.6 |
|
| 1189 |
1189
Amtrust Financial Services
New York
| $3.42億 | +$544万 | +2% | 1.68% | 61.9% | 18 | 22.22% | 3.5 |
|
| 1190 |
1190
Greenbush Financial Group
Albany,
New York
| $3.41億 | +$135万 | +0.4% | 0.41% | – | 38 | 7.89% | 1.4 |
|
| 1191 |
1191
Quaker Wealth Management
Moorestown,
New Jersey
| $3.41億 | -$213万 | -0.6% | 0.22% | – | 1,023 | 11.73% | 1 |
|
| 1192 |
1192
S.A. Mason
Holland,
Michigan
| $3.41億 | +$1511万 | +5% | 2.92% | 116% | 292 | 6.16% | 4.7 |
|
| 1193 |
1193
Act Wealth Management
Plano,
Texas
| $3.4億 | -$19.1万 | -0.1% | 0.79% | 70% | 67 | 7.46% | 2.9 |
|
| 1194 |
1194
PKO BP Bankowy Universal Pension Society
Warsaw,
Poland
| $3.4億 | -$1015万 | -3% | 0.26% | – | 14 | 14.29% | 1.5 |
|
| 1195 |
EWA
1195
ERTS Wealth Advisors
Marquette,
Michigan
| $3.4億 | -$182万 | -0.5% | 1.74% | 39.3% | 34 | 8.82% | 4.8 |
|
| 1196 |
1196
Lazari Capital Management
Woodland Hills,
California
| $3.39億 | +$1486万 | +5% | 6.17% | 145% | 198 | 10.61% | 2.2 |
|
| 1197 |
1197
School Employees Retirement Board of Ohio
Columbus,
Ohio
| $3.39億 | +$6177万 | +22% | 2.07% | – | 6 | 16.67% | 1.4 |
|
| 1198 |
1198
Penney Financial
Houston,
Texas
| $3.39億 | +$5281万 | +18% | 0.15% | 54.8% | 54 | 20.37% | 1.8 |
|
| 1199 |
1199
Consilium Wealth Advisory
Richardson,
Texas
| $3.38億 | +$148万 | +0.4% | 1.15% | 126% | 104 | 5.77% | 2.8 |
|
| 1200 |
FP
1200
FFG Partners
Fort Lauderdale,
Florida
| $3.38億 | -$1464万 | -4% | 2.3% | 277% | 57 | 38.6% | 0.9 |
|