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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、2,475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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1426 |
1426
Altus Wealth Group
Colorado Springs,
Colorado
| $2.66億 | -$1089万 | -4% | 1.39% | 76.7% | 158 | 8.86% | 3.3 |
|
| 1427 |
1427
Ballentine Capital Advisors
Greenville,
South Carolina
| $2.66億 | +$49.1万 | +0.2% | 0.94% | 48.8% | 27 | 7.41% | 2.4 |
|
| 1428 |
AAG
1428
Avalon Advisory Group
Wexford,
Pennsylvania
| $2.66億 | -$490万 | -2% | 1.13% | 46% | 15 | 6.67% | 4 |
|
| 1429 |
1429
Exeter Financial
Scottsdale,
Arizona
| $2.65億 | +$385万 | +1% | 2.83% | 59.1% | 106 | 10.38% | 6.1 |
|
| 1430 |
1430
Yoder Wealth Management
Walnut Creek,
California
| $2.65億 | +$918万 | +4% | 1.62% | 69.3% | 138 | 8.7% | 2.4 |
|
| 1431 |
1431
Cambridge Capital Management
O'fallon,
Illinois
| $2.65億 | +$158万 | +0.6% | 1.32% | 55.9% | 48 | 6.25% | 2.2 |
|
| 1432 |
1432
Greenfield Savings Bank
Greenfield,
Massachusetts
| $2.64億 | +$73.9万 | +0.3% | 2.77% | 108% | 153 | 7.19% | 3.4 |
|
| 1433 |
1433
Aspect Partners
Fairfax,
Virginia
| $2.64億 | -$369万 | -1% | 1.02% | 66.7% | 698 | 5.16% | 2 |
|
| 1434 |
1434
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
| $2.64億 | +$819万 | +3% | 0.26% | – | 122 | 16.39% | 1.7 |
|
| 1435 |
1435
Snow Phipps Group
New York
| $2.64億 | -$6175万 | -19% | 12.9% | 58% | 2 | 0% | 6.5 |
|
| 1436 |
1436
HMS Capital Management
Nashville,
Tennessee
| $2.64億 | -$330万 | -1% | 0.73% | 140% | 135 | 18.52% | 3.2 |
|
| 1437 |
1437
VMS Asset Management
Hong Kong,
| $2.64億 | -$5140万 | -16% | 2.01% | – | 48 | 64.58% | 0.2 |
|
| 1438 |
1438
Altus Wealth Management
Ft Mitchell,
Kentucky
| $2.63億 | +$365万 | +1% | 0.51% | 73% | 27 | 3.7% | 4.6 |
|
| 1439 |
SCM
1439
Sage Capital Management
Stockton,
New Jersey
| $2.63億 | +$710万 | +3% | 0.64% | 94.3% | 181 | 15.47% | 2.1 |
|
| 1440 |
1440
N10 Assets
Greenwich,
Connecticut
| $2.63億 | +$3176万 | +14% | 0.04% | – | 36 | 11.11% | 0.2 |
|
| 1441 |
1441
Eagle Wealth Strategies
West Deptford,
New Jersey
| $2.63億 | +$133万 | +0.5% | 1.22% | 85% | 121 | 6.61% | 1.9 |
|
| 1442 |
1442
Retirement Planning Company of New England
Warwick,
Rhode Island
| $2.63億 | -$1485万 | -5% | 0.54% | 125% | 268 | 7.46% | 3.3 |
|
| 1443 |
1443
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $2.63億 | +$761万 | +3% | 0.57% | 62% | 405 | 39.26% | 2.1 |
|
| 1444 |
1444
Private Wealth Group
Tampa,
Florida
| $2.63億 | +$371万 | +1% | 0.31% | 52.9% | 79 | 12.66% | 3.6 |
|
| 1445 |
FAG
1445
Fortitude Advisory Group
Gig Harbor,
Washington
| $2.62億 | +$74万 | +0.3% | 1.54% | 142% | 256 | 11.72% | 2.8 |
|
| 1446 |
1446
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $2.62億 | -$552万 | -2% | 0.26% | 98.6% | 167 | 10.78% | 4.9 |
|
| 1447 |
1447
Robbins Farley
Bedford,
New Hampshire
| $2.62億 | +$183万 | +0.7% | 0.69% | 106% | 162 | 5.56% | 3.2 |
|
| 1448 |
1448
Level Wealth Management
Greensboro,
North Carolina
| $2.62億 | +$1248万 | +5% | 0.61% | – | 91 | 25.27% | 1.1 |
|
| 1449 |
1449
Five Oceans Advisors
Santa Monica,
California
| $2.62億 | -$4931万 | -16% | 1.5% | 85.3% | 211 | 16.11% | 3 |
|
| 1450 |
1450
Emprise Bank
Wichita,
Kansas
| $2.62億 | -$985万 | -4% | 1.3% | – | 114 | 11.4% | 2 |
|