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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
1551
Econ Financial Services
Harrisburg,
Pennsylvania
| $2.39億 | +$2512万 | +12% | 4.5% | 16.9% | 115 | 63.48% | 0.6 |
|
| 1552 |
1552
Olistico Wealth
Tulsa,
Oklahoma
| $2.39億 | +$529万 | +2% | 2.7% | 108% | 367 | 12.53% | 1.4 |
|
| 1553 |
1553
Bright Financial Advisors
Portage,
Michigan
| $2.39億 | +$14.9万 | +0.1% | 0.34% | – | 73 | 2.74% | 1.8 |
|
| 1554 |
1554
Brighton Securities
Rochester,
New York
| $2.39億 | +$614万 | +3% | 0.51% | – | 57 | 28.07% | 1.2 |
|
| 1555 |
1555
One Plus One Wealth Management
Jupiter,
Florida
| $2.39億 | +$715万 | +3% | 2.87% | 71.9% | 97 | 11.34% | 2.9 |
|
| 1556 |
1556
Ryan Investment Management
Basalt,
Colorado
| $2.39億 | +$1776万 | +8% | 0.32% | – | 46 | 41.3% | 0.5 |
|
| 1557 |
1557
Blue Sky Capital Consultants Group
Poway,
California
| $2.39億 | +$473万 | +2% | 7.41% | – | 81 | 11.11% | 1.2 |
|
| 1558 |
1558
Oasis Advisors
Forest City,
Iowa
| $2.38億 | +$8428万 | +55% | 0.12% | – | 93 | 50.54% | 0.2 |
|
| 1559 |
1559
Brucke Financial
Indianapolis,
Indiana
| $2.38億 | +$1329万 | +6% | 2.36% | – | 202 | 21.78% | 1.1 |
|
| 1560 |
1560
Saxony Capital Management
St. Louis,
Missouri
| $2.38億 | +$1977万 | +9% | 3.06% | 90% | 215 | 24.19% | 1.3 |
|
| 1561 |
FCFC
1561
First Citizens Financial Corp
Mason City,
Iowa
| $2.38億 | -$126万 | -0.5% | 0.45% | 72.9% | 142 | 5.63% | 3.9 |
|
| 1562 |
1562
Wealth Science Advisors
Alpharetta,
Georgia
| $2.38億 | +$1287万 | +6% | 0.01% | – | 98 | 19.39% | 0.6 |
|
| 1563 |
EV
1563
EJMK Ventures
Itasca,
Illinois
| $2.37億 | +$1698万 | +8% | 1.75% | – | 185 | 18.38% | 0.6 |
|
| 1564 |
1564
Ardent Capital Management
Cincinnati,
Ohio
| $2.37億 | -$346万 | -1% | 3.06% | 87.2% | 49 | 38.78% | 3 |
|
| 1565 |
1565
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| $2.37億 | +$52.1万 | +0.2% | 0.08% | 38.1% | 29 | 27.59% | 3.4 |
|
| 1566 |
AIFS
1566
A&I Financial Services
Lone Tree,
Colorado
| $2.37億 | +$690万 | +3% | 1.12% | – | 83 | 16.87% | 1.9 |
|
| 1567 |
1567
Braeburn Wealth Management
Muskegon,
Michigan
| $2.36億 | +$340万 | +1% | 2.45% | – | 122 | 38.52% | 0.5 |
|
| 1568 |
1568
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| $2.36億 | -$43.1万 | -0.2% | 1.5% | 83.9% | 100 | 11% | 3.4 |
|
| 1569 |
1569
Signature Resources Capital Management
Newport Beach,
California
| $2.36億 | -$1738万 | -7% | 0.81% | 67.8% | 1,001 | 37.46% | 1.2 |
|
| 1570 |
1570
PFG Private Wealth Management
Lutz,
Florida
| $2.36億 | +$531万 | +2% | 0.44% | 52.6% | 84 | 25% | 1.7 |
|
| 1571 |
RCS
1571
R2 Capital Strategies
Lincoln,
Nebraska
| $2.36億 | +$1499万 | +7% | 3.82% | – | 118 | 5.93% | 0.2 |
|
| 1572 |
FG
1572
Franchise GP
Grand Cayman,
| $2.36億 | +$2040万 | +9% | 7.66% | – | 48 | 31.25% | 0.5 |
|
| 1573 |
1573
LCM Capital Management
Chicago,
Illinois
| $2.35億 | +$536万 | +2% | 4.98% | 128% | 136 | 13.24% | 3.5 |
|
| 1574 |
1574
PTM Wealth Management
North Wales,
United States
| $2.35億 | +$1325万 | +6% | 1.19% | – | 63 | 4.76% | 1.2 |
|
| 1575 |
1575
Lauterbach Financial Advisors
El Paso,
Texas
| $2.35億 | +$206万 | +0.9% | 0.9% | 76.5% | 92 | 9.78% | 3.1 |
|