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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、4,566本のファンド(~51%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
2176
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| $3.71億 | -$729万 | -2% | 2.04% | 78% | 219 | 15.98% | 2.8 |
|
| 2177 |
2177
Missouri Trust & Investment Company
Springfield,
Missouri
| $3.71億 | +$263万 | +0.7% | 4.1% | 81.6% | 149 | 4.7% | 4.3 |
|
| 2178 |
2178
Stone Summit Wealth
Miami,
Florida
| $3.7億 | -$2375万 | -6% | 0.35% | 67% | 145 | 6.21% | 3.8 |
|
| 2179 |
2179
One Advisory Partners
Overland Park,
Kansas
| $3.7億 | +$285万 | +0.8% | 1.25% | 58.3% | 79 | 22.78% | 2.4 |
|
| 2180 |
2180
Aspen Investment Management
Grand Rapids,
Michigan
| $3.7億 | -$199万 | -0.5% | 1.63% | 92.6% | 191 | 6.81% | 6.2 |
|
| 2181 |
2181
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
| $3.7億 | +$1754万 | +5% | 0.48% | 72.1% | 89 | 8.99% | 2.8 |
|
| 2182 |
2182
Commonwealth Retirement Investments
Richmond,
Virginia
| $3.7億 | +$134万 | +0.4% | 2.87% | 96.7% | 415 | 69.4% | 2.3 |
|
| 2183 |
2183
Wealth Effects
Boston,
Massachusetts
| $3.7億 | -$96.4万 | -0.3% | 1.52% | 235% | 270 | 11.85% | 2.7 |
|
| 2184 |
2184
Solitude Financial Services
Charlottesville,
Virginia
| $3.7億 | +$829万 | +2% | 1.64% | 62.4% | 42 | 9.52% | 3.1 |
|
| 2185 |
2185
Reston Wealth Management
Reston,
Virginia
| $3.69億 | -$208万 | -0.6% | 0.18% | 66.4% | 72 | 11.11% | 3.7 |
|
| 2186 |
2186
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $3.69億 | +$841万 | +2% | 4.5% | 96.4% | 70 | 1.43% | 6.6 |
|
| 2187 |
2187
Seafarer Capital Partners
Larkspur,
California
| $3.69億 | -$6527万 | -15% | 3.86% | 61.3% | 9 | 0% | 3.8 |
|
| 2188 |
FSA
2188
Financial Services Advisory
Rockville,
Maryland
| $3.68億 | -$3091万 | -8% | 0.76% | 82.5% | 92 | 43.48% | 1.2 |
|
| 2189 |
2189
PCA Investment Advisory Services
Cincinnati,
Ohio
| $3.68億 | +$1000万 | +3% | 0.87% | 71.4% | 61 | 4.92% | 2.5 |
|
| 2190 |
2190
Cabot-Wellington
Boston,
Massachusetts
| $3.68億 | -$1190万 | -3% | 0.76% | 73.1% | 5 | 0% | 6.1 |
|
| 2191 |
2191
Quantum Financial Planning Services
Spokane,
Washington
| $3.67億 | +$4452万 | +14% | 0.54% | – | 60 | 13.33% | 1.2 |
|
| 2192 |
ITIM
2192
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $3.67億 | +$107万 | +0.3% | 1.65% | 114% | 485 | 7.01% | 4.1 |
|
| 2193 |
2193
25 LLC
St. Louis,
Missouri
| $3.67億 | +$170万 | +0.5% | 0.96% | 48.7% | 83 | 12.05% | 2.2 |
|
| 2194 |
2194
Southern Financial Group
Birmingham,
Alabama
| $3.66億 | -$2555万 | -7% | 4.08% | – | 96 | 8.33% | 0.7 |
|
| 2195 |
2195
Purus Wealth Management
Newport Beach,
California
| $3.66億 | +$304万 | +0.8% | 4.14% | 174% | 183 | 13.66% | 3 |
|
| 2196 |
2196
Gill Capital Partners
Denver,
Colorado
| $3.66億 | -$1175万 | -3% | 0.28% | 59% | 703 | 78.52% | 4.1 |
|
| 2197 |
2197
Barrett & Company
Providence,
Rhode Island
| $3.66億 | +$851万 | +2% | 1.91% | 83.6% | 727 | 10.45% | 3 |
|
| 2198 |
2198
Essential Planning
Portsmouth,
New Hampshire
| $3.65億 | +$1159万 | +3% | 0.82% | 40.9% | 90 | 5.56% | 2.7 |
|
| 2199 |
2199
Planned Solutions
Folsom,
California
| $3.65億 | +$1618万 | +5% | 1.59% | 68.3% | 164 | 10.37% | 2.8 |
|
| 2200 |
2200
Sterling Financial Planning
Sparta,
New Jersey
| $3.65億 | -$287万 | -0.8% | 1.31% | 59.3% | 127 | 5.51% | 4.1 |
|