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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
2026
Liberty Atlantic Advisors
Allen,
Texas
| $1.57億 | +$1835万 | +13% | 0.07% | – | 94 | 15.96% | 0.6 |
|
| 2027 |
2027
Outbound Financial Inc
Boulder,
Colorado
| $1.57億 | +$282万 | +2% | 0.07% | – | 47 | 6.38% | 1.1 |
|
| 2028 |
2028
Lakeshore Capital Group
Rolling Meadows,
Illinois
| $1.57億 | +$2210万 | +16% | 1.61% | – | 79 | 7.59% | 1.5 |
|
| 2029 |
2029
Guardian Investment Management
Tiburon,
California
| $1.57億 | +$194万 | +1% | 3.97% | 103% | 61 | 3.28% | 7.1 |
|
| 2030 |
2030
Safir Wealth Advisors
Greenland,
New Hampshire
| $1.57億 | +$273万 | +2% | 0.53% | 52.1% | 18 | 5.56% | 3.7 |
|
| 2031 |
2031
Gladwyn Financial Advisors
Chantilly,
Virginia
| $1.57億 | -$330万 | -2% | 1.22% | – | 82 | 1.22% | 1.2 |
|
| 2032 |
2032
Prota Financial
Houston,
Texas
| $1.57億 | +$461万 | +3% | 0.41% | – | 71 | 4.23% | 0.7 |
|
| 2033 |
2033
ATX Financial Planning
Austin,
Texas
| $1.56億 | +$540万 | +4% | 1.56% | – | 94 | 27.66% | 0.6 |
|
| 2034 |
2034
Kopion Asset Management
Mckinney,
Texas
| $1.56億 | -$173万 | -1% | 4.38% | 80.5% | 21 | 4.76% | 4.3 |
|
| 2035 |
2035
Polaris Investment Advisors
Framingham,
Massachusetts
| $1.56億 | +$30.8万 | +0.2% | 0.59% | – | 82 | 13.41% | 0.7 |
|
| 2036 |
2036
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| $1.56億 | -$806万 | -5% | 0.34% | 41.2% | 62 | 11.29% | 3 |
|
| 2037 |
2037
Winebrenner Capital Management
Louisville,
Kentucky
| $1.55億 | -$878万 | -5% | 0.54% | – | 161 | 13.04% | 1.3 |
|
| 2038 |
2038
Terra Nova Asset Management
New York
| $1.55億 | -$791万 | -5% | 1.29% | 172% | 107 | 24.3% | 3.2 |
|
| 2039 |
2039
Lederer & Associates Investment Counsel
Long Beach,
California
| $1.55億 | +$318万 | +2% | 5.63% | 92.7% | 90 | 8.89% | 5.9 |
|
| 2040 |
ML
2040
MTCO Ltd
Nassau,
| $1.55億 | -$1.16億 | -43% | 26.3% | – | 6 | 33.33% | 0.4 |
|
| 2041 |
2041
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
| $1.55億 | +$341万 | +2% | 0.33% | – | 490 | 15.92% | 1.2 |
|
| 2042 |
2042
Rye Brook Capital
Greenwich,
Connecticut
| $1.54億 | +$1186万 | +8% | 0.98% | 77.2% | 44 | 18.18% | 1.1 |
|
| 2043 |
2043
Koa Wealth Management
Encinitas,
California
| $1.54億 | +$738万 | +5% | 6.45% | 74.8% | 57 | 8.77% | 2 |
|
| 2044 |
2044
Sage Investment Advisers
Wappingers Falls,
New York
| $1.54億 | +$551万 | +4% | 1.2% | – | 101 | 7.92% | 2.8 |
|
| 2045 |
2045
Oath Planning
Tulsa,
Oklahoma
| $1.54億 | +$1940万 | +14% | 1.14% | – | 78 | 14.1% | 0.7 |
|
| 2046 |
2046
SageOak Financial
Tulsa,
Oklahoma
| $1.54億 | -$6.08万 | -0% | 1.28% | – | 37 | 5.41% | 1.5 |
|
| 2047 |
2047
Visa Foundation
San Francisco,
California
| $1.54億 | -$154万 | -1% | 2.2% | 58.1% | 2 | 0% | 2.5 |
|
| 2048 |
AC
2048
Anson Capital
Tyrone,
Georgia
| $1.53億 | -$23.9万 | -0.2% | 0.31% | 50.5% | 97 | 7.22% | 2.5 |
|
| 2049 |
2049
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| $1.53億 | +$319万 | +2% | 3.68% | – | 88 | 30.68% | 1.3 |
|
| 2050 |
2050
Sincerus Advisory
New York
| $1.53億 | +$601万 | +4% | 0.83% | – | 87 | 6.9% | 1.4 |
|