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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Heffernan Advisory
Flagstaff,
Arizona
| $1.49億 | +$2936万 | +25% | 2.31% | – | 60 | 33.33% | 0.4 |
|
| 2077 |
2077
RF&L Wealth Management
Acton,
Massachusetts
| $1.49億 | +$103万 | +0.7% | 0.2% | 73.8% | 53 | 9.43% | 3.2 |
|
| 2078 |
2078
Split Rock Private Trading & Wealth Management
Cloquet,
Minnesota
| $1.49億 | +$292万 | +2% | 2.37% | – | 53 | 13.21% | 0.6 |
|
| 2079 |
2079
Fiduciary Advisors Inc
St. Louis,
Missouri
| $1.49億 | +$12.5万 | +0.1% | 0.8% | – | 174 | 28.16% | 1.2 |
|
| 2080 |
2080
Whipplewood Advisors
Littleton,
Colorado
| $1.48億 | -$25.3万 | -0.2% | 1.25% | – | 649 | 71.19% | 1.5 |
|
| 2081 |
2081
Washington Capital Management
Seattle,
Washington
| $1.48億 | -$342万 | -2% | 1.01% | 81.8% | 128 | 19.53% | 2.7 |
|
| 2082 |
OIA
2082
Oakmont Investment Advisors
Pittsburgh,
Pennsylvania
| $1.48億 | +$393万 | +3% | 0.98% | – | 133 | 27.82% | 0.5 |
|
| 2083 |
2083
Gilpin Wealth Management
Denver,
Colorado
| $1.48億 | +$322万 | +2% | 1.43% | – | 1,484 | 32.48% | 0.5 |
|
| 2084 |
2084
Lionshead Wealth Management
New York
| $1.48億 | -$631万 | -4% | 2.34% | – | 118 | 12.71% | 1.4 |
|
| 2085 |
2085
Moulton Wealth Management
Spokane,
Washington
| $1.48億 | -$448万 | -3% | 0.8% | 47.8% | 69 | 13.04% | 0.9 |
|
| 2086 |
2086
Green Alpha Advisors
Niwot,
Colorado
| $1.48億 | -$144万 | -1% | 7.35% | 316% | 120 | 14.17% | 3.6 |
|
| 2087 |
2087
Cravens & Co Advisors
Cookeville,
Tennessee
| $1.47億 | -$147万 | -1% | 1.59% | 70.4% | 72 | 22.22% | 2.3 |
|
| 2088 |
2088
Midwest Financial Network
Tinley Park,
Illinois
| $1.47億 | +$34.6万 | +0.2% | 0.05% | – | 111 | 10.81% | 1 |
|
| 2089 |
2089
Blodgett Wealth Advisors
Concord,
California
| $1.47億 | -$249万 | -2% | 8.22% | 150% | 74 | 13.51% | 3.2 |
|
| 2090 |
BCGL
2090
BRIA Capital Group, LLC
Wesley Chapel,
Florida
| $1.47億 | +$1121万 | +8% | 4.31% | – | 74 | 8.11% | 0.5 |
|
| 2091 |
2091
PVG Asset Management
Golden,
Colorado
| $1.47億 | -$2653万 | -15% | 0.49% | – | 150 | 28% | 0.9 |
|
| 2092 |
2092
Arnold Financial Planning
Hiawatha,
Iowa
| $1.47億 | +$1258万 | +9% | 1.29% | – | 46 | 13.04% | 0.5 |
|
| 2093 |
2093
Virtue Asset Management
Barrington,
Illinois
| $1.47億 | +$413万 | +3% | 2.74% | – | 109 | 3.67% | 0.9 |
|
| 2094 |
AF
2094
ASL Financial
Los Gatos,
California
| $1.46億 | +$427万 | +3% | 0.65% | – | 102 | 6.86% | 0.7 |
|
| 2095 |
2095
Woodside Wealth Management
Framingham,
Massachusetts
| $1.46億 | +$240万 | +2% | 0.36% | – | 46 | 8.7% | 1.4 |
|
| 2096 |
2096
BFI Wealth Solutions
Dallas,
Texas
| $1.46億 | +$1088万 | +8% | 0.83% | – | 85 | 4.71% | 0.7 |
|
| 2097 |
2097
South Shore Capital Advisors
Cohasset,
Massachusetts
| $1.46億 | -$354万 | -2% | 2.7% | – | 187 | 33.69% | 1.6 |
|
| 2098 |
PR
2098
PSP Research
Newtown Square,
Pennsylvania
| $1.46億 | -$4205万 | -22% | 0.09% | – | 76 | 43.42% | 0.6 |
|
| 2099 |
2099
Bridgelight Financial Advisors
Shelton,
Connecticut
| $1.46億 | -$22.5万 | -0.2% | 1.27% | – | 49 | 6.12% | 0.6 |
|
| 2100 |
2100
Post Resch Tallon Group
Pittsford,
New York
| $1.46億 | +$107万 | +0.7% | 0.71% | – | 151 | 17.22% | 1.2 |
|