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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、2,490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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1401 |
1401
Meritas Wealth Management
Larkspur,
California
| $2.78億 | +$2154万 | +8% | 2.14% | 69.4% | 74 | 16.22% | 2.3 |
|
| 1402 |
1402
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| $2.77億 | +$499万 | +2% | 2% | 82.3% | 149 | 1.34% | 5 |
|
| 1403 |
1403
Dupree Financial Group
Lexington,
Kentucky
| $2.77億 | +$1031万 | +4% | 4.82% | 75.8% | 90 | 22.22% | 1.7 |
|
| 1404 |
1404
Bell Asset Management
Melbourne,
Australia
| $2.77億 | -$9777万 | -26% | 5.19% | 45.3% | 75 | 25.33% | 2.5 |
|
| 1405 |
HIC
1405
Harbor Island Capital
Topsfield,
Massachusetts
| $2.76億 | -$9910万 | -26% | 8.68% | 218% | 16 | 0% | 7.3 |
|
| 1406 |
1406
Investors Asset Management of Georgia
Atlanta,
Georgia
| $2.76億 | -$1140万 | -4% | 1.5% | 118% | 199 | 4.52% | 6.7 |
|
| 1407 |
1407
Christensen King & Associates Investment Services
Richland,
Washington
| $2.76億 | +$2446万 | +10% | 0.11% | 57.9% | 124 | 15.32% | 2.1 |
|
| 1408 |
1408
Iridian Asset Management
Westport,
Connecticut
| $2.75億 | -$1615万 | -6% | 0.12% | 88.4% | 44 | 13.64% | 4.2 |
|
| 1409 |
1409
DLK Investment Management
Solana Beach,
California
| $2.75億 | +$3962万 | +17% | 4.71% | 80.4% | 130 | 50% | 1.6 |
|
| 1410 |
1410
Clarus Wealth Advisors
Peoria,
Arizona
| $2.75億 | +$1520万 | +6% | 1.76% | 89.7% | 96 | 20.83% | 3.1 |
|
| 1411 |
1411
Burford Brothers
Dallas,
Texas
| $2.75億 | +$202万 | +0.7% | 2.76% | 97.4% | 199 | 15.08% | 2 |
|
| 1412 |
1412
Financial Planning Navigators
Maple Grove,
Minnesota
| $2.74億 | +$717万 | +3% | 0.34% | – | 81 | 24.69% | 0.5 |
|
| 1413 |
1413
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| $2.74億 | -$362万 | -1% | 0.86% | – | 62 | 12.9% | 1.5 |
|
| 1414 |
1414
B.A. Schrock Wealth Management, Inc.
Wadsworth,
Ohio
| $2.74億 | – | – | 0.35% | – | 132 | – | 0 |
|
| 1415 |
1415
Kellett Wealth Advisors
Cincinnati,
Ohio
| $2.73億 | +$5851万 | +27% | 1.65% | 76.3% | 114 | 21.93% | 2.1 |
|
| 1416 |
FA
1416
FF Advisors
Manhattan Beach,
California
| $2.73億 | +$618万 | +2% | 0.88% | 59.7% | 132 | 12.12% | 1.9 |
|
| 1417 |
1417
MB, Levis & Associates
Center Valley,
Pennsylvania
| $2.73億 | +$142万 | +0.5% | 1.55% | 43.1% | 259 | 5.79% | 2.9 |
|
| 1418 |
1418
Unique Wealth Strategies
Burr Ridge,
Illinois
| $2.73億 | -$238万 | -0.9% | 0.21% | 96.9% | 227 | 3.96% | 1.3 |
|
| 1419 |
1419
Peirce Capital Management
The Woodlands,
Texas
| $2.72億 | -$58.2万 | -0.2% | 0.22% | 56.6% | 48 | 8.33% | 2 |
|
| 1420 |
1420
ARWA LLC
Fort Worth,
Texas
| $2.72億 | +$3087万 | +13% | 0.56% | – | 164 | 26.83% | 0.5 |
|
| 1421 |
SLA
1421
Silver Lake Advisory
Cottonwood Heights,
Utah
| $2.72億 | -$827万 | -3% | 0.28% | 76.7% | 111 | 7.21% | 5.1 |
|
| 1422 |
1422
Ridgewood Investments
Springfield,
New Jersey
| $2.71億 | +$416万 | +2% | 0.04% | – | 221 | 7.69% | 3.8 |
|
| 1423 |
1423
Reliant Investment Management
Memphis,
Tennessee
| $2.71億 | -$990万 | -4% | 2.52% | 129% | 57 | 7.02% | 4.1 |
|
| 1424 |
1424
True Blue Financial
Stevensville,
Michigan
| $2.7億 | +$3351万 | +14% | 1.83% | – | 65 | 16.92% | 0.6 |
|
| 1425 |
1425
Verisail Partners
Chamblee,
Georgia
| $2.7億 | +$31.8万 | +0.1% | 1.43% | – | 30 | 16.67% | 1.2 |
|