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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、2,671本のファンド(~30%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2001 |
2001
Brewster Financial Planning
Brooklyn,
New York
| $1.81億 | -$64.4万 | -0.4% | 1.83% | 44.3% | 31 | 3.23% | 2.8 |
|
| 2002 |
2002
Addis & Hill
Wayne,
Pennsylvania
| $1.81億 | $0 | 0% | 0.58% | 65.1% | 29 | 0% | 2.3 |
|
| 2003 |
2003
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| $1.81億 | -$688万 | -4% | 1.43% | 42.8% | 79 | 10.13% | 2.2 |
|
| 2004 |
2004
TI-Trust
Quincy,
Illinois
| $1.81億 | -$464万 | -2% | 2.03% | 88.8% | 135 | 2.96% | 4.9 |
|
| 2005 |
2005
Columbia Advisory Partners
Spokane,
Washington
| $1.81億 | -$11.2万 | -0.1% | 1.06% | 69.7% | 121 | 25.62% | 1.8 |
|
| 2006 |
2006
WealthTrust Asset Management
Destin,
Florida
| $1.81億 | -$379万 | -2% | 1.1% | 102% | 121 | 20.66% | 2 |
|
| 2007 |
2007
Canandaigua National Trust of Florida
Canandaigua,
New York
| $1.81億 | – | – | 1.65% | – | 143 | – | 1.2 |
|
| 2008 |
2008
Holcombe Financial
Atlanta,
Georgia
| $1.81億 | +$370万 | +2% | 3.3% | – | 53 | 7.55% | 1.3 |
|
| 2009 |
WFG
2009
Wormser Freres Gestion
Paris,
France
| $1.81億 | +$374万 | +2% | 6.05% | 67.4% | 74 | 14.86% | 1.4 |
|
| 2010 |
2010
Innovative Wealth Building
California,
Maryland
| $1.81億 | +$856万 | +5% | 1.06% | – | 92 | 15.22% | 1.1 |
|
| 2011 |
2011
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| $1.81億 | -$84.8万 | -0.5% | 3.02% | 59.7% | 79 | 8.86% | 2.8 |
|
| 2012 |
2012
Nolet Wealth Management
Fort Worth,
Texas
| $1.81億 | -$53.7万 | -0.3% | 2.22% | – | 121 | 15.7% | 0.6 |
|
| 2013 |
CIG
2013
Cascade Investment Group
Colorado Springs,
Colorado
| $1.81億 | +$221万 | +1% | 1.83% | 93.2% | 169 | 13.02% | 2.4 |
|
| 2014 |
2014
Sunrise Financial Services
Burien,
Washington
| $1.8億 | +$1212万 | +7% | 1% | – | 601 | 23.63% | 0.7 |
|
| 2015 |
2015
Shotwell Rutter Baer
Lansing,
Michigan
| $1.8億 | -$222万 | -1% | 1.7% | 45.5% | 39 | 2.56% | 2.3 |
|
| 2016 |
2016
Accredited Investor Services
St. Cloud,
Minnesota
| $1.79億 | +$243万 | +1% | 0.03% | – | 88 | 12.5% | 1.3 |
|
| 2017 |
2017
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $1.79億 | +$3070万 | +21% | 9.17% | 167% | 25 | 68% | 1.1 |
|
| 2018 |
2018
Thryve Wealth Management
Irving,
Texas
| $1.79億 | +$29.4万 | +0.2% | 0.82% | – | 41 | 9.76% | 0.6 |
|
| 2019 |
RFMS
2019
RWQ Financial Management Services
Naples,
Florida
| $1.79億 | -$2817万 | -14% | 3.38% | 446% | 28 | 25% | 1.8 |
|
| 2020 |
2020
Byrne Asset Management
Kingston,
New Jersey
| $1.79億 | -$593万 | -3% | 1.34% | 126% | 672 | 19.64% | 1.8 |
|
| 2021 |
2021
Fort Henry Capital
Wheeling,
West Virginia
| $1.79億 | -$255万 | -1% | 2.28% | 39.3% | 18 | 5.56% | 4.4 |
|
| 2022 |
2022
SummerHaven Investment Management
Stamford,
Connecticut
| $1.79億 | -$772万 | -4% | 4.81% | 150% | 323 | 78.33% | 0.7 |
|
| 2023 |
2023
Capstone Capital
Henderson,
Nevada
| $1.79億 | +$363万 | +2% | 0.32% | 62.8% | 27 | 11.11% | 2 |
|
| 2024 |
2024
Refined Wealth Management
Salt Lake City,
Utah
| $1.79億 | +$1290万 | +8% | 6.91% | 99.4% | 50 | 6% | 2.6 |
|
| 2025 |
2025
Cox Capital Management
Andover,
Massachusetts
| $1.79億 | -$114万 | -0.6% | 2.04% | 106% | 84 | 15.48% | 3.2 |
|