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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、2,269本のファンド(~25%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Sincerus Advisory
New York
| $1.53億 | +$601万 | +4% | 0.83% | – | 87 | 6.9% | 1.4 |
|
| 1877 |
HFAS
1877
Hummer Financial Advisory Services
Chicago,
Illinois
| $1.53億 | +$98.4万 | +0.6% | 3.87% | 71.8% | 135 | 10.37% | 4.2 |
|
| 1878 |
1878
A4 Wealth Advisors
Huntersville,
North Carolina
| $1.53億 | +$215万 | +1% | 0.13% | – | 95 | 25.26% | 0.8 |
|
| 1879 |
1879
Stewardship Concepts Financial Services
Spokane,
Washington
| $1.53億 | +$405万 | +3% | 0.2% | – | 74 | 10.81% | 0.6 |
|
| 1880 |
1880
Harpswell Capital Advisors
Yarmouth,
Maine
| $1.52億 | -$342万 | -2% | 1.41% | – | 53 | 32.08% | 0.7 |
|
| 1881 |
1881
Womack Financial
Dallas,
Texas
| $1.52億 | +$95.1万 | +0.6% | 0.99% | – | 74 | 9.46% | 1.5 |
|
| 1882 |
1882
Nestegg Advisors
Hauppauge,
New York
| $1.52億 | +$1063万 | +8% | 0.11% | – | 62 | 19.35% | 1.3 |
|
| 1883 |
HC
1883
Hoese & Co
Glencoe,
Minnesota
| $1.52億 | -$191万 | -1% | 0.23% | 51% | 185 | 7.57% | 2.8 |
|
| 1884 |
1884
Adelphi Trust
Saint Petersburg,
Florida
| $1.52億 | +$124万 | +0.8% | 3.57% | – | 120 | 10.83% | 0.6 |
|
| 1885 |
JRSI
1885
Jeter Robert S II
| $1.51億 | +$4709万 | +45% | 1.84% | – | 86 | 51.16% | 0.3 |
|
| 1886 |
1886
Winnow Wealth
Waco,
Texas
| $1.51億 | +$427万 | +3% | 0.45% | – | 153 | 18.3% | 0.8 |
|
| 1887 |
1887
White & Co Financial Planning
Sunnyside,
Washington
| $1.51億 | -$1009万 | -6% | 3.49% | – | 21 | 4.76% | 1.6 |
|
| 1888 |
1888
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $1.51億 | -$504万 | -3% | 0.02% | 83.3% | 109 | 12.84% | 5 |
|
| 1889 |
CFG
1889
Compass Financial Group
Dublin,
Ohio
| $1.51億 | +$148万 | +1% | 0.49% | – | 50 | 18% | 0.7 |
|
| 1890 |
1890
JM2 Capital
Edmond,
Oklahoma
| $1.51億 | +$533万 | +4% | 4.6% | – | 124 | 4.84% | 0.7 |
|
| 1891 |
1891
Robert Bosch
Gerlingen Schillerhoehe,
Germany
| $1.51億 | -$1496万 | -9% | 5.73% | – | 3 | 0% | 1.3 |
|
| 1892 |
1892
Dorato Capital Management
Denver,
Colorado
| $1.5億 | +$269万 | +2% | 1.67% | – | 258 | 3.1% | 0.7 |
|
| 1893 |
1893
Elm3 Financial Group
Alpharetta,
Georgia
| $1.5億 | +$393万 | +3% | 0.19% | – | 162 | 24.07% | 1 |
|
| 1894 |
CTA
1894
Camelot Technology Advisors
San Francisco,
California
| $1.5億 | +$88万 | +0.6% | 1.57% | 71% | 64 | 7.81% | 2.2 |
|
| 1895 |
PWM
1895
Pathway Wealth Management
Dallas,
Texas
| $1.5億 | +$610万 | +4% | 5.48% | – | 31 | 3.23% | 0.7 |
|
| 1896 |
1896
Seven Mile Advisory
Ewing,
New Jersey
| $1.49億 | +$33.8万 | +0.2% | 3.85% | 146% | 179 | 19.55% | 1.9 |
|
| 1897 |
1897
Newport Capital Group
Red Bank,
New Jersey
| $1.49億 | -$2903万 | -16% | 0.56% | – | 85 | 95.29% | 0.2 |
|
| 1898 |
1898
Clear Retirement Advice
San Mateo,
California
| $1.49億 | +$296万 | +2% | 0.45% | – | 62 | 16.13% | 0.6 |
|
| 1899 |
1899
Cassilly Financial Group
Severna Park,
Maryland
| $1.49億 | +$1110万 | +8% | 0.24% | – | 83 | 15.66% | 0.6 |
|
| 1900 |
1900
Heffernan Advisory
Flagstaff,
Arizona
| $1.49億 | +$2936万 | +25% | 2.31% | – | 60 | 33.33% | 0.4 |
|