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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、2,269本のファンド(~25%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1376 |
1376
Mainsail Asset Management
Birmingham,
Alabama
| $2.49億 | -$603万 | -2% | 3.82% | 90.4% | 219 | 36.99% | 1.1 |
|
| 1377 |
1377
Aletheian Wealth Advisors
Bellevue,
Washington
| $2.49億 | +$1489万 | +6% | 0.31% | – | 118 | 11.86% | 2.8 |
|
| 1378 |
1378
Rockingstone Advisors
Great Barrington,
Massachusetts
| $2.49億 | -$47.9万 | -0.2% | 3.71% | 114% | 117 | 5.98% | 2.9 |
|
| 1379 |
1379
Vista Investment Partners II
Richmond,
Indiana
| $2.48億 | -$654万 | -3% | 5.07% | – | 172 | 15.12% | 1.2 |
|
| 1380 |
1380
Cobblestone Asset Management
Richmond,
Virginia
| $2.48億 | +$843万 | +4% | 2.12% | 60.6% | 81 | 13.58% | 1.5 |
|
| 1381 |
1381
Massachusetts Wealth Management
North Andover,
Massachusetts
| $2.48億 | -$1440万 | -5% | 0.93% | 110% | 99 | 4.04% | 2.9 |
|
| 1382 |
1382
Fairfield Financial Advisors
Wellesley,
Massachusetts
| $2.48億 | -$578万 | -2% | 1.7% | – | 74 | 14.86% | 2.4 |
|
| 1383 |
1383
Forte Asset Management
Bedford,
New York
| $2.48億 | +$340万 | +1% | 1.82% | 57.7% | 80 | 8.75% | 2.7 |
|
| 1384 |
IGYL
1384
I.G.Y. Ltd
London,
United Kingdom
| $2.48億 | +$242万 | +1% | 1.09% | 80.5% | 3 | 0% | 6.5 |
|
| 1385 |
1385
InvesTrust
Oklahoma City,
Oklahoma
| $2.47億 | -$1260万 | -5% | 1.11% | – | 95 | 4.21% | 1.7 |
|
| 1386 |
1386
Kaufman Rossin Wealth
Miami,
Florida
| $2.47億 | +$3605万 | +17% | 2% | – | 187 | 43.85% | 0.7 |
|
| 1387 |
1387
Wealthcare Capital Partners
West Chester,
Pennsylvania
| $2.47億 | +$508万 | +2% | 0.32% | – | 185 | 12.43% | 1.3 |
|
| 1388 |
CCM
1388
Capstone Capital Management
Hong Kong,
| $2.47億 | +$2351万 | +11% | 11.6% | – | 230 | 65.22% | 0.2 |
|
| 1389 |
1389
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $2.47億 | +$667万 | +3% | 4.36% | 85.6% | 160 | 6.25% | 5.4 |
|
| 1390 |
1390
Sound Stewardship
Overland Park,
Kansas
| $2.46億 | +$369万 | +2% | 1.15% | 45.9% | 81 | 16.05% | 2.4 |
|
| 1391 |
1391
PFS Partners
Mine Hill,
New Jersey
| $2.46億 | -$89.6万 | -0.4% | 0.97% | 65.2% | 624 | 6.73% | 2.7 |
|
| 1392 |
1392
Fortune 45 LLC
Gonzales,
Louisiana
| $2.46億 | +$1200万 | +5% | 0.83% | 85.2% | 38 | 13.16% | 2.8 |
|
| 1393 |
1393
Heritage Wealth Architects
Mendota Heights,
Minnesota
| $2.46億 | -$517万 | -2% | 0.14% | – | 74 | 10.81% | 1.1 |
|
| 1394 |
1394
Victrix Investment Advisors
Stuart,
Florida
| $2.46億 | +$733万 | +3% | 3.91% | – | 78 | 8.97% | 1.4 |
|
| 1395 |
1395
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $2.46億 | -$55.2万 | -0.2% | 0.18% | 66.8% | 146 | 6.16% | 2.4 |
|
| 1396 |
1396
BostonPremier Wealth
Hanover,
Massachusetts
| $2.45億 | +$961万 | +4% | 0.71% | – | 86 | 9.3% | 1.3 |
|
| 1397 |
APSI
1397
Asset Planning Services Inc
Covington,
Louisiana
| $2.45億 | +$928万 | +4% | 6.38% | 138% | 36 | 0% | 6.3 |
|
| 1398 |
1398
Ring Mountain Capital
Tiburon,
California
| $2.45億 | +$655万 | +3% | 3.8% | – | 119 | 15.13% | 1.3 |
|
| 1399 |
1399
Sentinel Advisory Group
Middleton,
Wisconsin
| $2.45億 | -$5.5万 | -0% | 0.74% | – | 62 | 9.68% | 0.5 |
|
| 1400 |
1400
Deane Retirement Strategies
New Orleans,
Louisiana
| $2.44億 | +$790万 | +3% | 4.15% | 73.4% | 64 | 35.94% | 1.3 |
|