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、4,696本のファンド(~53%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1251 |
1251
MATAURO
New York
| $8.14億 | +$5785万 | +8% | 4.04% | – | 189 | 26.98% | 1 |
|
| 1252 |
1252
Riversedge Advisors
Wilmington,
Delaware
| $8.13億 | +$5393万 | +7% | 2.68% | 71.3% | 400 | 29% | 1.3 |
|
| 1253 |
1253
Greenup Street Wealth Management
Ann Arbor,
Michigan
| $8.13億 | -$869万 | -1% | 0.44% | 69.8% | 155 | 22.58% | 2 |
|
| 1254 |
1254
Cordoba Advisory Partners
New York
| $8.13億 | +$3.41億 | +72% | 3.28% | – | 156 | 9.62% | 0.6 |
|
| 1255 |
1255
Pembroke Management
Montreal,
Quebec, Canada
| $8.09億 | +$3483万 | +5% | 1.91% | 105% | 116 | 16.38% | 1.9 |
|
| 1256 |
1256
Trifecta Capital Advisors
Northbrook,
Illinois
| $8.08億 | +$3161万 | +4% | 5.51% | 149% | 499 | 38.08% | 2.3 |
|
| 1257 |
1257
Nexus Investment Management
Toronto,
Ontario, Canada
| $8.08億 | +$4105万 | +5% | 5.42% | 93.5% | 73 | 1.37% | 5.5 |
|
| 1258 |
1258
Cornerstone Planning Group
Fairfield,
New Jersey
| $8.08億 | +$1355万 | +2% | 0.39% | 60% | 1,868 | 90.58% | 2.8 |
|
| 1259 |
1259
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $8.07億 | +$2495万 | +3% | 2.84% | 71.4% | 239 | 10.88% | 3.9 |
|
| 1260 |
1260
Barton Investment Management
West Conshohocken,
Pennsylvania
| $8.07億 | +$6840万 | +9% | 15.1% | 124% | 61 | 6.56% | 6.6 |
|
| 1261 |
1261
Strategic Wealth Investment Group
Louisville,
Kentucky
| $8.06億 | -$1849万 | -2% | 2.86% | – | 108 | 11.11% | 2.6 |
|
| 1262 |
1262
Suncoast Equity Management
Tampa,
Florida
| $8.06億 | +$751万 | +0.9% | 6.14% | 96.1% | 67 | 10.45% | 3.3 |
|
| 1263 |
1263
Capital Investment Counsel (Colorado)
Denver,
Colorado
| $8.05億 | -$325万 | -0.4% | 0.46% | 68.7% | 162 | 8.02% | 1.7 |
|
| 1264 |
1264
Thrive Wealth Management
Audubon,
Pennsylvania
| $8.05億 | +$1796万 | +2% | 2.64% | 84.1% | 279 | 13.62% | 2.7 |
|
| 1265 |
1265
CFM Wealth Partners
Austin,
Texas
| $8.03億 | +$1945万 | +2% | 6.05% | 175% | 153 | 6.54% | 4.6 |
|
| 1266 |
1266
Hudson Valley Investment Advisors
Goshen,
New York
| $8.02億 | -$2127万 | -3% | 2.57% | 102% | 146 | 8.22% | 7.5 |
|
| 1267 |
1267
Klaas Financial Asset Advisors
Loves Park,
Illinois
| $8.01億 | -$156万 | -0.2% | 1.19% | 39.5% | 62 | 8.06% | 3.2 |
|
| 1268 |
1268
Lee Financial
Dallas,
Texas
| $8.01億 | +$1776万 | +2% | 0.61% | 75% | 166 | 9.64% | 5.2 |
|
| 1269 |
1269
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $8.01億 | +$3857万 | +5% | 0.47% | 52.1% | 161 | 11.18% | 2.9 |
|
| 1270 |
1270
Eagle Rock Investment Company
Atlanta,
Georgia
| $7.99億 | -$925万 | -1% | 0.73% | 121% | 165 | 10.91% | 3.2 |
|
| 1271 |
1271
Mechanics Bank - Trust Department
Walnut Creek,
California
| $7.98億 | -$1009万 | -1% | 2.06% | 76.8% | 217 | 8.29% | 6.9 |
|
| 1272 |
1272
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $7.98億 | -$6498万 | -8% | 1.54% | 94.2% | 453 | 20.31% | 0.9 |
|
| 1273 |
1273
Acorn Financial Advisory Services
Reston,
Virginia
| $7.98億 | +$4460万 | +6% | 3.18% | 108% | 249 | 14.86% | 3.4 |
|
| 1274 |
1274
Arlington Financial Advisors
Santa Barbara,
California
| $7.96億 | +$880万 | +1% | 0.46% | 67.6% | 123 | 21.95% | 3.3 |
|
| 1275 |
1275
Horizon Wealth Management
La Grange,
Illinois
| $7.94億 | +$908万 | +1% | 1.71% | 109% | 173 | 23.7% | 2.1 |
|