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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、3,056本のファンド(~34%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
1501
Etesian Wealth Advisors
West Linn,
Oregon
| $3.44億 | +$575万 | +2% | 1.34% | 60.6% | 144 | 4.17% | 2.8 |
|
| 1502 |
1502
Ferguson Shapiro
Decatur,
Georgia
| $3.44億 | +$193万 | +0.6% | 0.61% | 42.7% | 97 | 16.49% | 1.5 |
|
| 1503 |
1503
Mosley Wealth Management
Anaheim,
California
| $3.43億 | +$2915万 | +9% | 0.77% | – | 826 | 8.11% | 0.6 |
|
| 1504 |
1504
Worth Asset Management
Dallas,
Texas
| $3.43億 | +$3051万 | +10% | 1.45% | 115% | 267 | 34.83% | 1.2 |
|
| 1505 |
1505
Master's Wealth Management
Lancaster,
Pennsylvania
| $3.43億 | +$1058万 | +3% | 0.85% | – | 94 | 12.77% | 1 |
|
| 1506 |
MCG
1506
McCollum Christoferson Group
Amherst,
New York
| $3.43億 | +$172万 | +0.5% | 3.26% | 59.4% | 93 | 19.35% | 3.8 |
|
| 1507 |
WOCP
1507
White Oak Capital Partners
Singapore
| $3.43億 | -$8259万 | -19% | 5.74% | – | 21 | 23.81% | 1.1 |
|
| 1508 |
1508
Midwest Heritage Bank
West Des Moines,
Iowa
| $3.42億 | -$1038万 | -3% | 1.31% | 52.2% | 54 | 5.56% | 3.2 |
|
| 1509 |
1509
Realta Investment Advisors
Wilmington,
Delaware
| $3.42億 | +$2044万 | +6% | 6.59% | 151% | 423 | 25.53% | 2.9 |
|
| 1510 |
1510
Iams Wealth Management
Omaha,
Nebraska
| $3.42億 | +$974万 | +3% | 1.5% | 57.7% | 221 | 30.77% | 1.6 |
|
| 1511 |
1511
Amtrust Financial Services
New York
| $3.42億 | +$544万 | +2% | 1.68% | 61.9% | 18 | 22.22% | 3.5 |
|
| 1512 |
1512
Stash Investments
New York
| $3.42億 | +$3129万 | +10% | 0.27% | 40.7% | 21 | 28.57% | 0.9 |
|
| 1513 |
1513
Walker Financial Services
Bowling Green,
Kentucky
| $3.41億 | +$1812万 | +6% | 0.4% | 20.8% | 50 | 20% | 2.3 |
|
| 1514 |
1514
Greenbush Financial Group
Albany,
New York
| $3.41億 | +$135万 | +0.4% | 0.41% | – | 38 | 7.89% | 1.4 |
|
| 1515 |
1515
Quaker Wealth Management
Moorestown,
New Jersey
| $3.41億 | -$213万 | -0.6% | 0.22% | – | 1,023 | 11.73% | 1 |
|
| 1516 |
1516
Nova R Wealth
Overland Park,
Kansas
| $3.41億 | -$142万 | -0.4% | 0% | 60.7% | 91 | 6.59% | 3 |
|
| 1517 |
1517
S.A. Mason
Holland,
Michigan
| $3.41億 | +$1511万 | +5% | 2.92% | 116% | 292 | 6.16% | 4.7 |
|
| 1518 |
1518
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $3.41億 | +$1105万 | +3% | 5.67% | 87.3% | 345 | 13.91% | 3.7 |
|
| 1519 |
1519
Act Wealth Management
Plano,
Texas
| $3.4億 | -$19.1万 | -0.1% | 0.79% | 70% | 67 | 7.46% | 2.9 |
|
| 1520 |
1520
PKO BP Bankowy Universal Pension Society
Warsaw,
Poland
| $3.4億 | -$1015万 | -3% | 0.26% | – | 14 | 14.29% | 1.5 |
|
| 1521 |
EWA
1521
ERTS Wealth Advisors
Marquette,
Michigan
| $3.4億 | -$182万 | -0.5% | 1.74% | 39.3% | 34 | 8.82% | 4.8 |
|
| 1522 |
1522
Lazari Capital Management
Woodland Hills,
California
| $3.39億 | +$1486万 | +5% | 6.17% | 145% | 198 | 10.61% | 2.2 |
|
| 1523 |
1523
School Employees Retirement Board of Ohio
Columbus,
Ohio
| $3.39億 | +$6177万 | +22% | 2.07% | – | 6 | 16.67% | 1.4 |
|
| 1524 |
1524
Penney Financial
Houston,
Texas
| $3.39億 | +$5281万 | +18% | 0.15% | 54.8% | 54 | 20.37% | 1.8 |
|
| 1525 |
1525
Consilium Wealth Advisory
Richardson,
Texas
| $3.38億 | +$148万 | +0.4% | 1.15% | 126% | 104 | 5.77% | 2.8 |
|