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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
1576
Signature Wealth Management Partners
Montvale,
New Jersey
| $2.34億 | +$1985万 | +9% | 5.21% | 97.9% | 132 | 13.64% | 3.4 |
|
| 1577 |
1577
Whalen Wealth Management
Las Vegas,
Nevada
| $2.34億 | +$1207万 | +5% | 2.34% | 90.2% | 258 | 45.74% | 0.8 |
|
| 1578 |
1578
Alhambra Investment Management
Palmetto Bay,
Florida
| $2.34億 | +$518万 | +2% | 1.71% | 67.7% | 195 | 12.31% | 3.9 |
|
| 1579 |
GBI
1579
GP Brinson Investments
Chicago,
Illinois
| $2.34億 | -$1083万 | -4% | 0.1% | 51.2% | 14 | 7.14% | 4.8 |
|
| 1580 |
1580
tru Independence
Portland,
Oregon
| $2.34億 | +$524万 | +2% | 0.88% | 67.4% | 117 | 14.53% | 3 |
|
| 1581 |
1581
Flower City Capital
Pittsford,
New York
| $2.34億 | +$649万 | +3% | 1.13% | 69.5% | 50 | 14% | 3 |
|
| 1582 |
CA
1582
Continental Advisors
Park City,
Utah
| $2.33億 | -$337万 | -1% | 1.83% | 73.6% | 55 | 14.55% | 5.3 |
|
| 1583 |
LMHBHCT
1583
Leona M. & Harry B. Helmsley Charitable Trust
New York
| $2.33億 | +$1806万 | +8% | 1.76% | – | 2 | 0% | 0.6 |
|
| 1584 |
1584
Attessa Capital
Tucson,
Arizona
| $2.33億 | +$1014万 | +5% | 0.36% | – | 54 | 14.81% | 1.1 |
|
| 1585 |
1585
Cohen Investment Advisors
Bedford,
New Hampshire
| $2.33億 | +$985万 | +4% | 6.37% | 90.6% | 84 | 7.14% | 4.9 |
|
| 1586 |
1586
Steinberganna Wealth Management
Huntington,
New York
| $2.33億 | -$1340万 | -5% | 1.76% | – | 148 | 12.16% | 0.8 |
|
| 1587 |
1587
Lantern Wealth Advisors
Melville,
New York
| $2.32億 | +$1401万 | +6% | 1.77% | – | 205 | 14.15% | 1.6 |
|
| 1588 |
1588
EPIQ Partners
Minneapolis,
Minnesota
| $2.32億 | -$365万 | -2% | 0.64% | 49.6% | 102 | 6.86% | 3.3 |
|
| 1589 |
1589
Downshift Financial
Boulder,
Colorado
| $2.32億 | +$927万 | +4% | 0% | – | 745 | 13.02% | 0.3 |
|
| 1590 |
1590
Asset Advisory Group
Kinnelon,
New Jersey
| $2.32億 | +$293万 | +1% | 2.08% | – | 126 | 4.76% | 0.7 |
|
| 1591 |
1591
OxenFree Capital
Satellite Beach,
Florida
| $2.31億 | +$1326万 | +6% | 0.74% | 56.4% | 58 | 5.17% | 1.9 |
|
| 1592 |
BWG
1592
Boomfish Wealth Group
Alpharetta,
Georgia
| $2.31億 | +$1150万 | +5% | 3.68% | 86% | 106 | 14.15% | 1.9 |
|
| 1593 |
1593
Tower View Wealth Management
Shorewood,
Wisconsin
| $2.31億 | +$360万 | +2% | 0.08% | 135% | 211 | 11.37% | 3.9 |
|
| 1594 |
1594
Aull & Monroe Investment Management
Mobile,
Alabama
| $2.31億 | -$857万 | -4% | 0.42% | 98.3% | 128 | 3.91% | 9.2 |
|
| 1595 |
1595
Tuttle Capital Management
Riverside,
Connecticut
| $2.3億 | +$8122万 | +55% | 1.41% | 115% | 267 | 61.8% | 0.2 |
|
| 1596 |
1596
Cresta Advisors
Laredo,
Texas
| $2.29億 | -$4926万 | -18% | 0.34% | 66.8% | 54 | 7.41% | 2.9 |
|
| 1597 |
1597
Trust Investment Advisors
Indianapolis,
Indiana
| $2.29億 | +$1963万 | +9% | 1.99% | 178% | 114 | 25.44% | 4.5 |
|
| 1598 |
1598
Yardley Wealth Management
Yardley,
Pennsylvania
| $2.29億 | +$891万 | +4% | 1.25% | – | 41 | 12.2% | 1.7 |
|
| 1599 |
1599
Capital Wealth Alliance
Scottsdale,
Arizona
| $2.29億 | +$1354万 | +6% | 6.19% | 124% | 108 | 15.74% | 2.6 |
|
| 1600 |
1600
Beach Point Capital Management
Santa Monica,
California
| $2.29億 | -$2935万 | -11% | 20.3% | 84.1% | 21 | 42.86% | 1 |
|