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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、2,559本のファンド(~29%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
1626
PTM Wealth Management
North Wales,
United States
| $2.35億 | +$1325万 | +6% | 1.19% | – | 63 | 4.76% | 1.2 |
|
| 1627 |
1627
Lauterbach Financial Advisors
El Paso,
Texas
| $2.35億 | +$206万 | +0.9% | 0.9% | 76.5% | 92 | 9.78% | 3.1 |
|
| 1628 |
1628
Signature Wealth Management Partners
Montvale,
New Jersey
| $2.34億 | +$1985万 | +9% | 5.21% | 97.9% | 132 | 13.64% | 3.4 |
|
| 1629 |
1629
Whalen Wealth Management
Las Vegas,
Nevada
| $2.34億 | +$1207万 | +5% | 2.34% | 90.2% | 258 | 45.74% | 0.8 |
|
| 1630 |
1630
Alhambra Investment Management
Palmetto Bay,
Florida
| $2.34億 | +$518万 | +2% | 1.71% | 67.7% | 195 | 12.31% | 3.9 |
|
| 1631 |
GBI
1631
GP Brinson Investments
Chicago,
Illinois
| $2.34億 | -$1083万 | -4% | 0.1% | 51.2% | 14 | 7.14% | 4.8 |
|
| 1632 |
1632
tru Independence
Portland,
Oregon
| $2.34億 | +$524万 | +2% | 0.88% | 67.4% | 117 | 14.53% | 3 |
|
| 1633 |
1633
Flower City Capital
Pittsford,
New York
| $2.34億 | +$649万 | +3% | 1.13% | 69.5% | 50 | 14% | 3 |
|
| 1634 |
CA
1634
Continental Advisors
Park City,
Utah
| $2.33億 | -$337万 | -1% | 1.83% | 73.6% | 55 | 14.55% | 5.3 |
|
| 1635 |
LMHBHCT
1635
Leona M. & Harry B. Helmsley Charitable Trust
New York
| $2.33億 | +$1806万 | +8% | 1.76% | – | 2 | 0% | 0.6 |
|
| 1636 |
1636
Attessa Capital
Tucson,
Arizona
| $2.33億 | +$1014万 | +5% | 0.36% | – | 54 | 14.81% | 1.1 |
|
| 1637 |
1637
Cohen Investment Advisors
Bedford,
New Hampshire
| $2.33億 | +$985万 | +4% | 6.37% | 90.6% | 84 | 7.14% | 4.9 |
|
| 1638 |
1638
Steinberganna Wealth Management
Huntington,
New York
| $2.33億 | -$1340万 | -5% | 1.76% | – | 148 | 12.16% | 0.8 |
|
| 1639 |
1639
Lantern Wealth Advisors
Melville,
New York
| $2.32億 | +$1401万 | +6% | 1.77% | – | 205 | 14.15% | 1.6 |
|
| 1640 |
1640
EPIQ Partners
Minneapolis,
Minnesota
| $2.32億 | -$365万 | -2% | 0.64% | 49.6% | 102 | 6.86% | 3.3 |
|
| 1641 |
1641
Downshift Financial
Boulder,
Colorado
| $2.32億 | +$927万 | +4% | 0% | – | 745 | 13.02% | 0.3 |
|
| 1642 |
1642
Asset Advisory Group
Kinnelon,
New Jersey
| $2.32億 | +$293万 | +1% | 2.08% | – | 126 | 4.76% | 0.7 |
|
| 1643 |
1643
OxenFree Capital
Satellite Beach,
Florida
| $2.31億 | +$1326万 | +6% | 0.74% | 56.4% | 58 | 5.17% | 1.9 |
|
| 1644 |
BWG
1644
Boomfish Wealth Group
Alpharetta,
Georgia
| $2.31億 | +$1150万 | +5% | 3.68% | 86% | 106 | 14.15% | 1.9 |
|
| 1645 |
1645
Tower View Wealth Management
Shorewood,
Wisconsin
| $2.31億 | +$360万 | +2% | 0.08% | 135% | 211 | 11.37% | 3.9 |
|
| 1646 |
1646
Aull & Monroe Investment Management
Mobile,
Alabama
| $2.31億 | -$857万 | -4% | 0.42% | 98.3% | 128 | 3.91% | 9.2 |
|
| 1647 |
1647
Tuttle Capital Management
Riverside,
Connecticut
| $2.3億 | +$8122万 | +55% | 1.41% | 115% | 267 | 61.8% | 0.2 |
|
| 1648 |
1648
Cresta Advisors
Laredo,
Texas
| $2.29億 | -$4926万 | -18% | 0.34% | 66.8% | 54 | 7.41% | 2.9 |
|
| 1649 |
1649
Trust Investment Advisors
Indianapolis,
Indiana
| $2.29億 | +$1963万 | +9% | 1.99% | 178% | 114 | 25.44% | 4.5 |
|
| 1650 |
1650
Yardley Wealth Management
Yardley,
Pennsylvania
| $2.29億 | +$891万 | +4% | 1.25% | – | 41 | 12.2% | 1.7 |
|