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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
Bannerman Wealth Management Group
Lewisville,
Texas
| $1.75億 | +$331万 | +2% | 0.64% | – | 39 | 10.26% | 1.4 |
|
| 1902 |
1902
Longview Financial Advisors
Huntsville,
Alabama
| $1.75億 | +$372万 | +2% | 2.78% | 47.4% | 48 | 14.58% | 2.2 |
|
| 1903 |
1903
Shum Financial Group
Alameda,
California
| $1.74億 | +$826万 | +5% | 3.2% | – | 113 | 8.85% | 1.5 |
|
| 1904 |
1904
Income Insurance Ltd
Singapore,
| $1.74億 | +$600万 | +4% | 6.03% | – | 194 | 11.86% | 0.7 |
|
| 1905 |
1905
Grantvest Financial Group
Matawan,
New Jersey
| $1.74億 | +$117万 | +0.7% | 0.13% | – | 200 | 10.5% | 1.2 |
|
| 1906 |
1906
Vannoy Advisory Group
Austin,
Texas
| $1.73億 | -$375万 | -2% | 1.13% | 52.5% | 30 | 6.67% | 2.5 |
|
| 1907 |
6SA
1907
6th Street Advisors
Daphne,
Alabama
| $1.73億 | -$101万 | -0.6% | 0.35% | – | 66 | 15.15% | 0.4 |
|
| 1908 |
1908
Invariant Investment Management
Camp Hill,
Pennsylvania
| $1.73億 | +$242万 | +1% | 1.01% | – | 75 | 17.33% | 0.7 |
|
| 1909 |
1909
Sterling Manor Financial
Saratoga Springs,
New York
| $1.73億 | – | – | 1.46% | – | 37 | – | 2.1 |
|
| 1910 |
1910
Family Legacy Financial Solutions
Cary,
North Carolina
| $1.73億 | +$873万 | +5% | 2.77% | – | 68 | 29.41% | 1 |
|
| 1911 |
1911
Guided Capital Wealth Management
Houston,
Texas
| $1.72億 | +$142万 | +0.8% | 2.62% | – | 38 | 10.53% | 1.2 |
|
| 1912 |
1912
Atala Financial
Calabasas,
California
| $1.72億 | +$786万 | +5% | 1.88% | – | 129 | 12.4% | 1.4 |
|
| 1913 |
1913
Cannon Advisors
Charlotte,
North Carolina
| $1.72億 | +$797万 | +5% | 0.08% | – | 127 | 41.73% | 0.9 |
|
| 1914 |
1914
Gimbal Financial
Carmel,
Indiana
| $1.72億 | +$957万 | +6% | 8.15% | – | 71 | 39.44% | 1.4 |
|
| 1915 |
1915
Stonekeep Investments
Sante Fe,
New Mexico
| $1.72億 | +$23.3万 | +0.1% | 1.47% | – | 83 | 8.43% | 1.6 |
|
| 1916 |
1916
Processus Wealth & Capital Management
Brentwood,
Tennessee
| $1.72億 | +$314万 | +2% | 6.63% | 160% | 36 | 2.78% | 2.4 |
|
| 1917 |
1917
Del-Sette Capital Management
Schenectady,
New York
| $1.72億 | +$50.6万 | +0.3% | 0.41% | 112% | 57 | 26.32% | 2.3 |
|
| 1918 |
1918
Waypoint Wealth Counsel
Atlanta,
Georgia
| $1.72億 | +$1177万 | +7% | 4.56% | 111% | 181 | 27.62% | 1.8 |
|
| 1919 |
1919
MontVue Capital Management
Lynchburg,
Virginia
| $1.71億 | -$250万 | -1% | 0.56% | 76% | 78 | 6.41% | 2.2 |
|
| 1920 |
1920
Lakeside Advisors
Seattle,
Washington
| $1.71億 | +$1245万 | +8% | 9.32% | 83.7% | 70 | 12.86% | 3.7 |
|
| 1921 |
CE
1921
Cornerstone Enterprises
Appleton,
Wisconsin
| $1.71億 | -$5090万 | -23% | 0.87% | 85.7% | 56 | 33.93% | 1.1 |
|
| 1922 |
1922
TopTier Wealth Management
Muskego,
Wisconsin
| $1.71億 | +$556万 | +3% | 0.77% | – | 138 | 7.25% | 0.7 |
|
| 1923 |
1923
Evansbrook
Bolingbrook,
Illinois
| $1.71億 | +$345万 | +2% | 2.38% | – | 130 | 5.38% | 0.7 |
|
| 1924 |
1924
SLT Holdings
Scottsdale,
Arizona
| $1.71億 | +$826万 | +5% | 11.7% | – | 196 | 44.39% | 0.8 |
|
| 1925 |
1925
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
| $1.71億 | -$645万 | -4% | 3.56% | 110% | 53 | 11.32% | 1.8 |
|