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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1726 |
IFS
1726
Intelligent Financial Strategies
Excelsior,
Minnesota
| $2.06億 | -$177万 | -0.9% | 0.61% | 63.5% | 79 | 26.58% | 3.1 |
|
| 1727 |
1727
Instrumental Wealth
Tampa,
Florida
| $2.06億 | +$846万 | +4% | 0.75% | 38.2% | 92 | 6.52% | 1.7 |
|
| 1728 |
1728
Cyr Financial
Hennepin,
Illinois
| $2.06億 | +$1376万 | +7% | 0.26% | – | 63 | 9.52% | 1.6 |
|
| 1729 |
1729
Fortress Financial Group
Rochester,
Minnesota
| $2.05億 | +$510万 | +3% | 0.21% | – | 81 | 6.17% | 1.4 |
|
| 1730 |
1730
Washburn Capital Management
Vero Beach,
Florida
| $2.05億 | +$221万 | +1% | 0.42% | 123% | 61 | 16.39% | 3.3 |
|
| 1731 |
1731
Baron Financial Group
Fair Lawn,
New Jersey
| $2.05億 | -$422万 | -2% | 1.67% | 55.5% | 58 | 5.17% | 4.3 |
|
| 1732 |
1732
BCK Partners
Corning,
New York
| $2.05億 | -$219万 | -1% | 2.43% | 46% | 28 | 3.57% | 4.5 |
|
| 1733 |
1733
Hardin Capital Partners
Greenville,
South Carolina
| $2.05億 | -$1065万 | -5% | 5.71% | – | 156 | 15.38% | 1.6 |
|
| 1734 |
1734
Clarity Asset Management
Ames,
Iowa
| $2.05億 | +$71.1万 | +0.3% | 0.02% | 51.8% | 69 | 10.14% | 1.4 |
|
| 1735 |
1735
AtlasMark Financial
Austin,
Texas
| $2.04億 | +$138万 | +0.7% | 0.65% | – | 50 | 16% | 4.5 |
|
| 1736 |
1736
Stephens Group
Little Rock,
Arkansas
| $2.04億 | -$193万 | -0.9% | 1.28% | 45% | 4 | 0% | 3.5 |
|
| 1737 |
MG
1737
McHugh Group
Bratenahl,
Ohio
| $2.04億 | +$842万 | +4% | 5.02% | – | 90 | 6.67% | 1.4 |
|
| 1738 |
1738
Pacific Asset Management
Gig Harbor,
Washington
| $2.04億 | +$25.6万 | +0.1% | 0.51% | – | 83 | 15.66% | 1.3 |
|
| 1739 |
1739
Echo Wealth Management
Plymouth,
Minnesota
| $2.04億 | +$794万 | +4% | 1.14% | 42.9% | 50 | 8% | 3.2 |
|
| 1740 |
1740
Optivise Advisory Services
Franklin,
Tennessee
| $2.04億 | +$667万 | +3% | 1.85% | – | 253 | 18.18% | 1.2 |
|
| 1741 |
1741
Promethium Advisors
Bethesda,
Maryland
| $2.03億 | -$488万 | -2% | 1.87% | – | 128 | 12.5% | 1.6 |
|
| 1742 |
1742
Beacon Financial Strategies
Raleigh,
North Carolina
| $2.03億 | +$220万 | +1% | 0.71% | 54.2% | 245 | 17.14% | 1.2 |
|
| 1743 |
1743
Spectrum Strategic Capital Management
Corvallis,
Oregon
| $2.03億 | +$157万 | +0.8% | 5.08% | 85.6% | 79 | 8.86% | 1.4 |
|
| 1744 |
1744
BDFS Capital
Rehoboth Beach,
Delaware
| $2.03億 | -$2718万 | -12% | 0.04% | – | 125 | 13.6% | 0.6 |
|
| 1745 |
1745
Virginia Wealth Management Group
Virginia Beach,
Virginia
| $2.03億 | +$204万 | +1% | 2.53% | 49.4% | 58 | 1.72% | 3.2 |
|
| 1746 |
1746
Tassel Capital Management
Matthews,
North Carolina
| $2.02億 | -$1143万 | -5% | 1.45% | – | 48 | 10.42% | 1.2 |
|
| 1747 |
1747
Jericho Financial
Westerville,
Ohio
| $2.02億 | +$898万 | +5% | 6.61% | – | 41 | 4.88% | 1.7 |
|
| 1748 |
1748
Merrion Investment Management
Cranford,
New Jersey
| $2.02億 | -$963万 | -5% | 1.91% | 161% | 113 | 9.73% | 3.5 |
|
| 1749 |
1749
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| $2.01億 | +$3588万 | +22% | 0.4% | 64.9% | 104 | 15.38% | 3 |
|
| 1750 |
1750
Two West Capital Advisors
Overland Park,
Kansas
| $2.01億 | +$13.6万 | +0.1% | 0.64% | – | 107 | 14.02% | 1.5 |
|