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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、2,471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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1301 |
1301
Rede Wealth
Charlottesville,
Virginia
| $3.04億 | +$240万 | +0.8% | 1.83% | 84.4% | 119 | 4.2% | 1.8 |
|
| 1302 |
1302
FCG Investment Company
Germantown,
Tennessee
| $3.04億 | +$1449万 | +5% | 3.18% | – | 130 | 13.08% | 1 |
|
| 1303 |
1303
Clarus Group
Houston,
Texas
| $3.03億 | +$827万 | +3% | 1.95% | 67.5% | 134 | 13.43% | 2.8 |
|
| 1304 |
1304
Shaker Financial Services
Arlington,
Virginia
| $3.03億 | -$1610万 | -5% | 5.35% | 12.9% | 167 | 25.15% | 2.4 |
|
| 1305 |
1305
Ted Buchan & Co
San Diego,
California
| $3.03億 | -$263万 | -0.9% | 0.75% | 65.2% | 100 | 11% | 2.2 |
|
| 1306 |
1306
FIDELIS iM
Medford,
Oregon
| $3.02億 | +$921万 | +3% | 0.65% | 44.8% | 36 | 27.78% | 2.5 |
|
| 1307 |
1307
David Kennon
Sarasota,
Florida
| $3.02億 | -$29.4万 | -0.1% | 0.21% | 52.4% | 45 | 0% | 2.8 |
|
| 1308 |
1308
Decker Retirement Planning
Levi,
Utah
| $3.02億 | +$818万 | +3% | 4.27% | – | 497 | 39.03% | 0.8 |
|
| 1309 |
1309
Breakwater Investment Management
Seattle,
Washington
| $3.02億 | +$797万 | +3% | 1.36% | – | 845 | 37.4% | 1 |
|
| 1310 |
1310
Denver PWM
Denver,
Colorado
| $3.01億 | -$432万 | -1% | 0.76% | 48.6% | 91 | 3.3% | 3.2 |
|
| 1311 |
1311
Muzinich & Co
New York
| $3.01億 | +$859万 | +3% | 0.15% | 13.5% | 38 | 39.47% | 9.7 |
|
| 1312 |
1312
Western Financial Corp
San Diego,
California
| $3億 | -$4112万 | -12% | 0.89% | 275% | 159 | 31.45% | 1.7 |
|
| 1313 |
1313
First Community Trust
Dubuque,
Iowa
| $3億 | +$7881万 | +36% | 3.05% | 128% | 360 | 13.61% | 3.2 |
|
| 1314 |
1314
Kondo Wealth Advisors
Pasadena,
California
| $3億 | +$101万 | +0.3% | 0.17% | – | 79 | 11.39% | 1.4 |
|
| 1315 |
1315
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
| $3億 | -$3160万 | -10% | 0.65% | – | 107 | 10.28% | 1.5 |
|
| 1316 |
1316
Trellis Wealth Advisors
San Luis Obispo,
California
| $2.99億 | +$793万 | +3% | 0.03% | 62.2% | 116 | 58.62% | 0.9 |
|
| 1317 |
1317
Maestria Partners
Atlanta,
Georgia
| $2.98億 | +$1025万 | +4% | 1.96% | – | 15 | 6.67% | 1.2 |
|
| 1318 |
1318
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| $2.98億 | +$7526万 | +34% | 0.28% | 72.3% | 138 | 29.71% | 2 |
|
| 1319 |
SC
1319
Sawyer & Company
Boston,
Massachusetts
| $2.98億 | -$24.9万 | -0.1% | 5.26% | 111% | 210 | 9.05% | 4.6 |
|
| 1320 |
1320
Shrier Wealth Management
Los Angeles,
California
| $2.98億 | +$114万 | +0.4% | 1% | – | 137 | 5.11% | 0.7 |
|
| 1321 |
1321
Weitzel Financial Services
Dubuque,
Iowa
| $2.98億 | +$341万 | +1% | 0.71% | 46.3% | 56 | 14.29% | 3.5 |
|
| 1322 |
HCC
1322
Hatch Cove Capital
Chicago,
Illinois
| $2.97億 | +$7196万 | +32% | 15.6% | – | 32 | 40.63% | 0.3 |
|
| 1323 |
1323
Lodestone Wealth Management
Spokane,
Washington
| $2.97億 | +$1400万 | +5% | 2.05% | 87.1% | 821 | 7.67% | 1.2 |
|
| 1324 |
1324
Citrine Capital
San Francisco,
California
| $2.97億 | +$2705万 | +10% | 4.58% | – | 65 | 15.38% | 1.2 |
|
| 1325 |
1325
Mainsail Financial Group
Bellevue,
Washington
| $2.97億 | +$269万 | +0.9% | 0.87% | 61.9% | 75 | 9.33% | 2.5 |
|