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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1651 |
1651
Bradley & Co Private Wealth Management
Miami,
Florida
| $2.19億 | +$903万 | +4% | 4.53% | – | 237 | 12.24% | 3.5 |
|
| 1652 |
1652
Ayrshire Capital Management
Westport,
Connecticut
| $2.19億 | +$529万 | +2% | 1.53% | 84.8% | 54 | 14.81% | 3.4 |
|
| 1653 |
MH
1653
Mishpacha Holdings
Road Town,
| $2.19億 | -$4770万 | -18% | 11.6% | – | 5 | 40% | 0.4 |
|
| 1654 |
1654
Draper Asset Management
Smithtown,
New York
| $2.19億 | +$2079万 | +11% | 10.2% | 187% | 21 | 28.57% | 2.7 |
|
| 1655 |
1655
Pinnacle Wealth Management Group
Plymouth,
Michigan
| $2.18億 | +$395万 | +2% | 1.43% | 64.3% | 135 | 12.59% | 2.7 |
|
| 1656 |
CIA
1656
Citadel Investment Advisory
Chesterland,
Ohio
| $2.18億 | -$203万 | -0.9% | 1.1% | 66.1% | 77 | 2.6% | 5.1 |
|
| 1657 |
1657
CAP Partners LLC
Franklin,
Tennessee
| $2.18億 | +$1367万 | +7% | 4.05% | 97% | 170 | 9.41% | 1.8 |
|
| 1658 |
1658
Canerector Inc
Toronto,
Ontario, Canada
| $2.18億 | -$108万 | -0.5% | 0.83% | – | 9 | 0% | 1.8 |
|
| 1659 |
1659
Wolff Wiese Magana
Carslbad,
California
| $2.18億 | +$63万 | +0.3% | 1.16% | 149% | 1,077 | 8.17% | 3.1 |
|
| 1660 |
1660
Northland Capital Management
Virginia,
Minnesota
| $2.18億 | +$3235万 | +17% | 1.83% | 37.5% | 35 | 20% | 3 |
|
| 1661 |
1661
Lake Hills Wealth Management
Austin,
Texas
| $2.18億 | -$236万 | -1% | 1.86% | 83.7% | 75 | 34.67% | 1.1 |
|
| 1662 |
KA
1662
Kearns & Associates
Palos Verdes Estates,
California
| $2.18億 | +$343万 | +2% | 1.5% | 78.7% | 42 | 9.52% | 3.5 |
|
| 1663 |
1663
David J. Yvars Group
University Park,
Florida
| $2.18億 | +$570万 | +3% | 3.23% | 143% | 115 | 13.04% | 2.7 |
|
| 1664 |
1664
American Financial & Tax Strategies
New York
| $2.17億 | -$411万 | -2% | 0.84% | 46.9% | 102 | 0.98% | 2.5 |
|
| 1665 |
1665
Tilia Fiduciary Partners
Wilmington,
North Carolina
| $2.17億 | +$596万 | +3% | 3.24% | 101% | 133 | 18.8% | 3.2 |
|
| 1666 |
1666
Successful Portfolios
Clearwater,
Florida
| $2.17億 | +$270万 | +1% | 1.57% | 110% | 205 | 6.34% | 5 |
|
| 1667 |
1667
Wernau Asset Management
Gloucester,
Massachusetts
| $2.17億 | +$2420万 | +13% | 6.76% | – | 52 | 3.85% | 1.6 |
|
| 1668 |
1668
Milestone Asset Management Group
Avon,
Connecticut
| $2.16億 | +$1792万 | +9% | 2.95% | – | 141 | 9.22% | 1.4 |
|
| 1669 |
1669
Kure Advisory
Plymouth,
Minnesota
| $2.16億 | +$550万 | +3% | 0.61% | – | 67 | 14.93% | 1.8 |
|
| 1670 |
1670
SWP Financial
San Diego,
California
| $2.16億 | +$14.8万 | +0.1% | 0.62% | 58.4% | 79 | 3.8% | 1.9 |
|
| 1671 |
1671
First County Bank
Stamford,
Connecticut
| $2.16億 | +$381万 | +2% | 3% | 101% | 174 | 5.75% | 2.6 |
|
| 1672 |
1672
Lipe & Dalton
Syracuse,
New York
| $2.16億 | +$103万 | +0.5% | 1.75% | 101% | 98 | 8.16% | 6.7 |
|
| 1673 |
1673
Ridgecrest Wealth Partners
Mill Valley,
California
| $2.16億 | +$883万 | +4% | 4.14% | 103% | 119 | 11.76% | 3.4 |
|
| 1674 |
MKW
1674
Mullaney, Keating & Wright
Middletown,
Connecticut
| $2.16億 | +$926万 | +4% | 5.27% | – | 77 | 12.99% | 1.8 |
|
| 1675 |
1675
Sightline Wealth Advisors
Groton,
Connecticut
| $2.15億 | -$5814万 | -21% | 1.42% | 48.5% | 98 | 33.67% | 3.3 |
|