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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
ACM
2151
Appalachian Capital Management
St Clairsville,
Ohio
| $1.39億 | +$155万 | +1% | 0.37% | – | 48 | 10.42% | 0.7 |
|
| 2152 |
2152
Legacy Advisory Services
Exton,
Pennsylvania
| $1.39億 | -$272万 | -2% | 1.07% | 59.4% | 88 | 47.73% | 1 |
|
| 2153 |
2153
Athena Wealth Management
Reno,
Nevada
| $1.39億 | +$483万 | +4% | 3.85% | – | 113 | 16.81% | 0.6 |
|
| 2154 |
2154
APS Management Group
Torrance,
California
| $1.39億 | +$899万 | +7% | 3.46% | – | 81 | 16.05% | 0.9 |
|
| 2155 |
2155
Global Trust Wealth Management
West Palm Beach,
Florida
| $1.39億 | -$621万 | -4% | 0.29% | – | 76 | 7.89% | 0.7 |
|
| 2156 |
2156
Winter & Associates
St. Paul,
Minnesota
| $1.39億 | +$545万 | +4% | 0.9% | – | 92 | 19.57% | 0.6 |
|
| 2157 |
2157
Antonelli Financial Advisors
Grosse Pointe,
Michigan
| $1.38億 | -$758万 | -5% | 2.22% | – | 53 | 3.77% | 1.4 |
|
| 2158 |
2158
Nvest Wealth Strategies
Powell,
Ohio
| $1.38億 | -$2180万 | -14% | 0.39% | – | 422 | 34.12% | 0.5 |
|
| 2159 |
2159
MFG Wealth Management
Indianapolis,
Indiana
| $1.38億 | -$209万 | -1% | 1.65% | – | 69 | 18.84% | 1 |
|
| 2160 |
2160
Box Hill Private Wealth
Scottsdale,
Arizona
| $1.38億 | +$1287万 | +10% | 1.57% | – | 79 | 20.25% | 0.6 |
|
| 2161 |
2161
Innovative Advisory Group
Lexington,
Massachusetts
| $1.37億 | +$555万 | +4% | 5.85% | – | 37 | 29.73% | 1.2 |
|
| 2162 |
2162
Eagle Bay Advisors
New York
| $1.37億 | +$367万 | +3% | 1.57% | 85% | 159 | 20.13% | 2.6 |
|
| 2163 |
2163
MY Wealth Management
Germantown,
Maryland
| $1.37億 | -$499万 | -4% | 1.03% | 41.2% | 47 | 10.64% | 2 |
|
| 2164 |
VIS
2164
Vertex Investment Solutions
Chiyoda-Ku,
| $1.37億 | -$1121万 | -8% | 3.13% | – | 30 | 30% | 0.6 |
|
| 2165 |
2165
Aventus Investment Advisors
Naples,
Florida
| $1.37億 | +$37.7万 | +0.3% | 0.96% | – | 181 | 17.68% | 0.9 |
|
| 2166 |
2166
Titan Investment Management
Indianapolis,
Indiana
| $1.37億 | +$175万 | +1% | 3.84% | – | 52 | 50% | 0.5 |
|
| 2167 |
2167
TT Capital Management
Coto De Caza,
California
| $1.37億 | +$842万 | +7% | 2.49% | – | 91 | 19.78% | 1 |
|
| 2168 |
AA
2168
Alpha Advisors
Richmond,
Virginia
| $1.37億 | +$368万 | +3% | 2.88% | – | 53 | 9.43% | 1.4 |
|
| 2169 |
2169
Financial Planning Fort Collins
Fort Collins,
Colorado
| $1.37億 | +$468万 | +4% | 2.35% | – | 34 | 2.94% | 0.7 |
|
| 2170 |
OF
2170
Outfitter Financial
Brunswick,
Maine
| $1.37億 | -$593万 | -4% | 0.65% | 97.6% | 80 | 7.5% | 3.6 |
|
| 2171 |
2171
Koenig Investment Advisory
Ashland,
Oregon
| $1.37億 | +$785万 | +6% | 2.68% | – | 38 | 2.63% | 0.7 |
|
| 2172 |
2172
Roan Capital Partners
Johnson City,
Tennessee
| $1.37億 | +$1596万 | +13% | 0.54% | – | 81 | 7.41% | 0.4 |
|
| 2173 |
2173
ICG Advisors
Los Angeles,
California
| $1.36億 | +$1.06億 | +354% | 1.37% | – | 7 | 28.57% | 0.5 |
|
| 2174 |
2174
TABR Capital Management
Orange,
California
| $1.36億 | +$1905万 | +16% | 0.27% | – | 82 | 62.2% | 0.6 |
|
| 2175 |
2175
Targeted Financial Services
Seminole,
Florida
| $1.36億 | +$90.6万 | +0.7% | 0.53% | – | 67 | 11.94% | 0.6 |
|