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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、2,845本のファンド(~32%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1326 |
1326
HT Partners
Centerbrook,
Connecticut
| $3.64億 | +$329万 | +0.9% | 1.14% | 71.1% | 56 | 5.36% | 6 |
|
| 1327 |
CCM
1327
Consolidated Capital Management
Burbank,
California
| $3.64億 | -$1088万 | -3% | 0.9% | 166% | 74 | 4.05% | 2.7 |
|
| 1328 |
1328
Verger Capital Management
Winston-Salem,
North Carolina
| $3.63億 | +$2172万 | +6% | 1.13% | 58.3% | 14 | 21.43% | 8.1 |
|
| 1329 |
1329
Family Legacy Inc
Greenville,
South Carolina
| $3.63億 | -$1194万 | -3% | 2.48% | 89% | 128 | 6.25% | 6.2 |
|
| 1330 |
1330
Global Financial Private Client
Sarasota,
Florida
| $3.62億 | -$639万 | -2% | 2.2% | 100% | 253 | 9.49% | 4.3 |
|
| 1331 |
1331
PhiloSmith Capital
Stamford,
Connecticut
| $3.62億 | -$663万 | -2% | 1.14% | 47% | 23 | 4.35% | 7.8 |
|
| 1332 |
1332
Kercheville Advisors
San Antonio,
Texas
| $3.61億 | +$3294万 | +10% | 5.57% | 261% | 125 | 18.4% | 2.6 |
|
| 1333 |
1333
Grandview Asset Management
Harrisburg,
Pennsylvania
| $3.61億 | -$4154万 | -10% | 6.77% | 200% | 156 | 21.79% | 2.6 |
|
| 1334 |
1334
Range Financial Group
Tigard,
Oregon
| $3.61億 | -$503万 | -1% | 2.6% | 195% | 240 | 27.92% | 1.9 |
|
| 1335 |
1335
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $3.6億 | -$55万 | -0.2% | 4.19% | 69.7% | 61 | 6.56% | 6.9 |
|
| 1336 |
1336
Autumn Glory Partners
Dallas,
Texas
| $3.6億 | +$706万 | +2% | 1.14% | 76% | 219 | 15.98% | 2.5 |
|
| 1337 |
1337
Greystone Financial Group
Bloomfield Hills,
Michigan
| $3.6億 | +$179万 | +0.5% | 5.65% | 79.3% | 84 | 25% | 2.3 |
|
| 1338 |
1338
LifeWealth Investments
Winter Garden,
Florida
| $3.6億 | -$1461万 | -4% | 1.06% | – | 150 | 16.67% | 1.2 |
|
| 1339 |
1339
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| $3.59億 | -$1146万 | -3% | 2.54% | 961% | 78 | 64.1% | 0.6 |
|
| 1340 |
1340
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $3.58億 | +$1147万 | +3% | 2.41% | 107% | 246 | 12.6% | 2.6 |
|
| 1341 |
1341
Gold Investment Management
Edmonton,
Alberta, Canada
| $3.58億 | -$1100万 | -3% | 1.14% | 117% | 202 | 1.98% | 2.6 |
|
| 1342 |
1342
WT Wealth Management
Scottsdale,
Arizona
| $3.57億 | -$392万 | -1% | 1.33% | 72% | 174 | 37.36% | 2.3 |
|
| 1343 |
CAM
1343
CPA Asset Management
West Palm Beach,
Florida
| $3.57億 | +$982万 | +3% | 0.32% | 53.3% | 101 | 18.81% | 2.6 |
|
| 1344 |
1344
Elevated Financial Group
Indianapolis,
Indiana
| $3.57億 | -$781万 | -2% | 0.59% | – | 142 | 29.58% | 0.6 |
|
| 1345 |
1345
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $3.57億 | +$2217万 | +7% | 4.6% | 90.8% | 127 | 11.02% | 3.5 |
|
| 1346 |
1346
TSA Wealth Management
Houston,
Texas
| $3.56億 | +$276万 | +0.8% | 0.15% | 62.4% | 132 | 15.91% | 1.4 |
|
| 1347 |
SIIL
1347
Sinvest Investments II Ltd
Nassau, New Providence,
| $3.56億 | +$5853万 | +20% | 13.5% | – | 2 | 50% | 0.4 |
|
| 1348 |
1348
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| $3.56億 | +$479万 | +1% | 2.75% | 35.4% | 49 | 12.24% | 2.9 |
|
| 1349 |
1349
Elevation Wealth Partners
Santa Rosa,
California
| $3.56億 | +$2202万 | +7% | 0.31% | 69.9% | 1,423 | 13.91% | 1.3 |
|
| 1350 |
RC
1350
Reik & Co
New York
| $3.56億 | -$2839万 | -7% | 1.75% | 47.2% | 60 | 0% | 8.6 |
|