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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1476 |
1476
Woodward Financial Advisors
Chapel Hill,
North Carolina
| $2.54億 | -$4527万 | -15% | 0.15% | 55% | 68 | 5.88% | 3.2 |
|
| 1477 |
1477
Udine Wealth Management
Boca Raton,
Florida
| $2.53億 | +$1056万 | +4% | 4.64% | 141% | 46 | 30.43% | 1.9 |
|
| 1478 |
1478
Ergawealth Advisors
Oak Brook,
Illinois
| $2.53億 | -$412万 | -2% | 1.58% | 50% | 54 | 1.85% | 2.5 |
|
| 1479 |
1479
Davidson Trust Company
Seattle,
Washington
| $2.53億 | -$332万 | -1% | 3.84% | 77% | 194 | 7.73% | 3.9 |
|
| 1480 |
1480
Finer Wealth Management
Salem,
Massachusetts
| $2.53億 | +$2908万 | +13% | 8.23% | 175% | 94 | 8.51% | 3.1 |
|
| 1481 |
1481
MW Advisory
Atlanta,
Georgia
| $2.52億 | +$174万 | +0.7% | 3.03% | – | 167 | 25.75% | 0.2 |
|
| 1482 |
1482
Pennsylvania State University
University Park,
Pennsylvania
| $2.52億 | +$312万 | +1% | 1.46% | – | 3 | 0% | 0.6 |
|
| 1483 |
1483
Applied Capital LLC
Hollywood,
Florida
| $2.52億 | +$542万 | +2% | 1.45% | 78.3% | 97 | 8.25% | 2.7 |
|
| 1484 |
1484
Aurelius Family Office
Bedford,
New Hampshire
| $2.52億 | -$227万 | -0.9% | 1.52% | – | 50 | 2% | 1.6 |
|
| 1485 |
1485
GEM Asset Management
Plymouth,
Michigan
| $2.52億 | -$230万 | -0.9% | 0.35% | 62.9% | 123 | 13.01% | 2.6 |
|
| 1486 |
1486
Kieckhefer Group
Mequon,
Wisconsin
| $2.52億 | +$578万 | +2% | 10.7% | – | 68 | 13.24% | 1.2 |
|
| 1487 |
1487
Client First Capital
San Diego,
California
| $2.51億 | +$19.2万 | +0.1% | 0.88% | 54.6% | 35 | 25.71% | 1.6 |
|
| 1488 |
1488
Tealwood Asset Management
Minneapolis,
Minnesota
| $2.51億 | -$940万 | -4% | 0.87% | 128% | 126 | 7.14% | 3.9 |
|
| 1489 |
1489
HRC Wealth Management
Moscow,
Idaho
| $2.51億 | +$661万 | +3% | 1.85% | 82.2% | 71 | 11.27% | 1.8 |
|
| 1490 |
1490
Visionary Horizons
Knoxville,
Tennessee
| $2.51億 | +$1175万 | +5% | 0.92% | 69.2% | 157 | 15.92% | 1.4 |
|
| 1491 |
1491
Taylor Securities Services
Harrisburg,
Pennsylvania
| $2.5億 | +$454万 | +2% | 1.89% | – | 65 | 12.31% | 0.7 |
|
| 1492 |
1492
Darrow Company
Needham,
Massachusetts
| $2.5億 | -$772万 | -3% | 0.64% | 44.5% | 60 | 6.67% | 3 |
|
| 1493 |
1493
GoalFusion Wealth Management
Austin,
Texas
| $2.5億 | +$241万 | +1% | 0.1% | 47.6% | 35 | 11.43% | 2.5 |
|
| 1494 |
1494
Union Savings Bank
Litchfield,
Connecticut
| $2.5億 | +$117万 | +0.5% | 0.08% | – | 333 | 5.41% | 2.6 |
|
| 1495 |
1495
Walser Wealth Management
Tampa,
Florida
| $2.5億 | +$904万 | +4% | 2.56% | – | 249 | 26.51% | 0.5 |
|
| 1496 |
1496
Sard Wealth Management Group
Atlanta,
Georgia
| $2.5億 | +$4051万 | +19% | 0.88% | 51.3% | 68 | 14.71% | 2 |
|
| 1497 |
DFS
1497
Dixon Fnancial Services
Lafayette,
California
| $2.49億 | +$252万 | +1% | 1.4% | 76.6% | 49 | 4.08% | 2.6 |
|
| 1498 |
GRWP
1498
Green Ridge Wealth Planning
Montville,
New Jersey
| $2.49億 | +$1148万 | +5% | 2.58% | – | 99 | 16.16% | 0.6 |
|
| 1499 |
1499
IVC Wealth Advisors
Silverdale,
Pennsylvania
| $2.49億 | -$718万 | -3% | 2.14% | 81.9% | 179 | 8.38% | 3.7 |
|
| 1500 |
1500
XXI Wealth LLC
Chicago,
Illinois
| $2.49億 | +$3147万 | +14% | 4.28% | – | 257 | 17.51% | 0.6 |
|