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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1976 |
1976
Robinson Smith Wealth Advisors
South Portland,
Maine
| $1.64億 | -$325万 | -2% | 1.11% | 62.6% | 100 | 3% | 2 |
|
| 1977 |
1977
Climber Capital
Nyon,
Switzerland
| $1.64億 | +$12.5万 | +0.1% | 0.83% | – | 68 | 8.82% | 1.5 |
|
| 1978 |
1978
Income Research & Management
Boston,
Massachusetts
| $1.64億 | -$2089万 | -11% | 0.5% | 1.19% | 33 | 9.09% | 1.5 |
|
| 1979 |
BFS
1979
Burr Financial Services
Pleasant Hill,
California
| $1.64億 | +$239万 | +1% | 3.08% | 478% | 31 | 32.26% | 1.7 |
|
| 1980 |
KLCM
1980
KG&L Capital Management
Saint Francisville,
Louisiana
| $1.63億 | -$480万 | -3% | 1.14% | 91.9% | 150 | 16.67% | 3.9 |
|
| 1981 |
1981
Cooksen Wealth
The Woodlands,
Texas
| $1.63億 | +$449万 | +3% | 0.08% | 70.7% | 45 | 2.22% | 2.7 |
|
| 1982 |
1982
Zeit Capital
Greenwood Village,
Colorado
| $1.63億 | -$278万 | -2% | 0.47% | 56.5% | 53 | 15.09% | 3.1 |
|
| 1983 |
1983
Cushing Capital Partners
Delafield,
Wisconsin
| $1.63億 | +$1784万 | +12% | 2.04% | – | 115 | 15.65% | 1.1 |
|
| 1984 |
1984
Future Financial Wealth Management
Cincinnati,
Ohio
| $1.63億 | +$256万 | +2% | 0.96% | 65.2% | 142 | 16.9% | 3.2 |
|
| 1985 |
1985
Opulen Financial Group
Arlington,
Virginia
| $1.63億 | +$396万 | +2% | 0.27% | – | 119 | 5.04% | 1.5 |
|
| 1986 |
TF
1986
TME Financial
Huntington Beach,
California
| $1.63億 | +$93.4万 | +0.6% | 1.89% | – | 71 | 2.82% | 1.5 |
|
| 1987 |
1987
Blue Jean Financial
Albany,
New York
| $1.63億 | +$1913万 | +13% | 6.9% | – | 108 | 66.67% | 0.2 |
|
| 1988 |
1988
Clark & Stuart Inc
Portland,
Maine
| $1.62億 | +$310万 | +2% | 2.03% | – | 59 | 15.25% | 1.5 |
|
| 1989 |
1989
Paladin Partners
Hartland,
Wisconsin
| $1.62億 | +$1124万 | +7% | 2.39% | – | 218 | 9.63% | 0.7 |
|
| 1990 |
1990
Reyes Financial Architecture
San Diego,
California
| $1.62億 | -$1640万 | -9% | 2.54% | – | 579 | 50.43% | 0.7 |
|
| 1991 |
1991
AMG Asset Management Group
Cartersville,
Georgia
| $1.62億 | +$222万 | +1% | 2.34% | – | 113 | 25.66% | 0.4 |
|
| 1992 |
1992
Hegarty Advisors
Garden City,
New York
| $1.62億 | +$1648万 | +11% | 0.28% | – | 70 | 12.86% | 0.6 |
|
| 1993 |
1993
Aureum Wealth Management
North Palm Beach,
Florida
| $1.62億 | +$47.7万 | +0.3% | 0.13% | – | 65 | 16.92% | 0.6 |
|
| 1994 |
1994
Kagan Cocozza Asset Management
Mickleton,
New Jersey
| $1.62億 | +$209万 | +1% | 0.77% | – | 67 | 1.49% | 1.6 |
|
| 1995 |
1995
Argyle Capital Partners
Los Angeles,
California
| $1.62億 | +$290万 | +2% | 3.46% | – | 186 | 10.75% | 1.4 |
|
| 1996 |
1996
PartnerRe Asset Management
Greenwich,
Connecticut
| $1.62億 | +$2011万 | +14% | 2.62% | – | 3 | 33.33% | 0.5 |
|
| 1997 |
1997
Exchange Bank
Santa Rosa,
California
| $1.62億 | +$95.5万 | +0.6% | 1.75% | 75.2% | 135 | 8.15% | 2.4 |
|
| 1998 |
1998
Gibson Wealth Advisors
Tyler,
Texas
| $1.62億 | +$120万 | +0.7% | 0.57% | – | 32 | 6.25% | 3.9 |
|
| 1999 |
1999
Center for Wealth Management Advisory
Milford,
Ohio
| $1.61億 | +$196万 | +1% | 0.07% | – | 77 | 38.96% | 0.5 |
|
| 2000 |
2000
Mendota Financial Group
Madison,
Wisconsin
| $1.61億 | -$12.7万 | -0.1% | 1.76% | 50.1% | 34 | 8.82% | 2.2 |
|