で公開中です!
詳しく見る
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、2,085本のファンド(~23%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1751 |
1751
Washington Capital Management
Seattle,
Washington
| $1.48億 | -$342万 | -2% | 1.01% | 81.8% | 128 | 19.53% | 2.7 |
|
| 1752 |
OIA
1752
Oakmont Investment Advisors
Pittsburgh,
Pennsylvania
| $1.48億 | +$393万 | +3% | 0.98% | – | 133 | 27.82% | 0.5 |
|
| 1753 |
1753
Gilpin Wealth Management
Denver,
Colorado
| $1.48億 | +$322万 | +2% | 1.43% | – | 1,484 | 32.48% | 0.5 |
|
| 1754 |
1754
Lionshead Wealth Management
New York
| $1.48億 | -$631万 | -4% | 2.34% | – | 118 | 12.71% | 1.4 |
|
| 1755 |
1755
Moulton Wealth Management
Spokane,
Washington
| $1.48億 | -$448万 | -3% | 0.8% | 47.8% | 69 | 13.04% | 0.9 |
|
| 1756 |
1756
Green Alpha Advisors
Niwot,
Colorado
| $1.48億 | -$144万 | -1% | 7.35% | 316% | 120 | 14.17% | 3.6 |
|
| 1757 |
1757
Cravens & Co Advisors
Cookeville,
Tennessee
| $1.47億 | -$147万 | -1% | 1.59% | 70.4% | 72 | 22.22% | 2.3 |
|
| 1758 |
1758
Midwest Financial Network
Tinley Park,
Illinois
| $1.47億 | +$34.6万 | +0.2% | 0.05% | – | 111 | 10.81% | 1 |
|
| 1759 |
1759
PVG Asset Management
Golden,
Colorado
| $1.47億 | -$2653万 | -15% | 0.49% | – | 150 | 28% | 0.9 |
|
| 1760 |
1760
Arnold Financial Planning
Hiawatha,
Iowa
| $1.47億 | +$1258万 | +9% | 1.29% | – | 46 | 13.04% | 0.5 |
|
| 1761 |
1761
Virtue Asset Management
Barrington,
Illinois
| $1.47億 | +$413万 | +3% | 2.74% | – | 109 | 3.67% | 0.9 |
|
| 1762 |
AF
1762
ASL Financial
Los Gatos,
California
| $1.46億 | +$427万 | +3% | 0.65% | – | 102 | 6.86% | 0.7 |
|
| 1763 |
1763
Woodside Wealth Management
Framingham,
Massachusetts
| $1.46億 | +$240万 | +2% | 0.36% | – | 46 | 8.7% | 1.4 |
|
| 1764 |
1764
BFI Wealth Solutions
Dallas,
Texas
| $1.46億 | +$1088万 | +8% | 0.83% | – | 85 | 4.71% | 0.7 |
|
| 1765 |
1765
South Shore Capital Advisors
Cohasset,
Massachusetts
| $1.46億 | -$354万 | -2% | 2.7% | – | 187 | 33.69% | 1.6 |
|
| 1766 |
PR
1766
PSP Research
Newtown Square,
Pennsylvania
| $1.46億 | -$4205万 | -22% | 0.09% | – | 76 | 43.42% | 0.6 |
|
| 1767 |
1767
Bridgelight Financial Advisors
Shelton,
Connecticut
| $1.46億 | -$22.5万 | -0.2% | 1.27% | – | 49 | 6.12% | 0.6 |
|
| 1768 |
1768
Post Resch Tallon Group
Pittsford,
New York
| $1.46億 | +$107万 | +0.7% | 0.71% | – | 151 | 17.22% | 1.2 |
|
| 1769 |
1769
Delta Wealth Advisors
Indianapolis,
Indiana
| $1.46億 | +$560万 | +4% | 0.51% | – | 48 | 4.17% | 1.8 |
|
| 1770 |
1770
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| $1.46億 | -$261万 | -2% | 3.17% | 96.8% | 416 | 2.4% | 4 |
|
| 1771 |
1771
Greenhouse Wealth Management
Westport,
Connecticut
| $1.45億 | +$318万 | +2% | 0.93% | 87.2% | 56 | 8.93% | 3.9 |
|
| 1772 |
1772
Platt Investment Counsel
Lake Mary,
Florida
| $1.45億 | -$396万 | -3% | 1.93% | 62.9% | 15 | 6.67% | 2.8 |
|
| 1773 |
1773
Tepp RIA
Westfield,
New Jersey
| $1.45億 | -$238万 | -2% | 0.43% | – | 53 | 11.32% | 0.9 |
|
| 1774 |
1774
Leibman Financial Services
Louisville,
Nebraska
| $1.45億 | -$545万 | -4% | 1.84% | 59.2% | 49 | 14.29% | 1.6 |
|
| 1775 |
ML
1775
MILFAM LLC
Stuart,
Florida
| $1.45億 | +$1648万 | +13% | 20.9% | – | 16 | 31.25% | 0.3 |
|