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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、4,554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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
PhiloSmith Capital
Stamford,
Connecticut
| $3.62億 | -$663万 | -2% | 1.14% | 47% | 23 | 4.35% | 7.8 |
|
| 2202 |
2202
Kercheville Advisors
San Antonio,
Texas
| $3.61億 | +$3294万 | +10% | 5.57% | 261% | 125 | 18.4% | 2.6 |
|
| 2203 |
2203
Grandview Asset Management
Harrisburg,
Pennsylvania
| $3.61億 | -$4154万 | -10% | 6.77% | 200% | 156 | 21.79% | 2.6 |
|
| 2204 |
2204
Range Financial Group
Tigard,
Oregon
| $3.61億 | -$503万 | -1% | 2.6% | 195% | 240 | 27.92% | 1.9 |
|
| 2205 |
2205
Evexia Wealth
Stevens Point,
Wisconsin
| $3.6億 | -$917万 | -2% | 0.38% | 95% | 80 | 3.75% | 2.1 |
|
| 2206 |
2206
Riverwater Partners
Milwaukee,
Wisconsin
| $3.6億 | +$2339万 | +7% | 0.45% | 112% | 224 | 14.29% | 2.2 |
|
| 2207 |
2207
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $3.6億 | -$55万 | -0.2% | 4.19% | 69.7% | 61 | 6.56% | 6.9 |
|
| 2208 |
2208
Autumn Glory Partners
Dallas,
Texas
| $3.6億 | +$706万 | +2% | 1.14% | 76% | 219 | 15.98% | 2.5 |
|
| 2209 |
2209
Greystone Financial Group
Bloomfield Hills,
Michigan
| $3.6億 | +$179万 | +0.5% | 5.65% | 79.3% | 84 | 25% | 2.3 |
|
| 2210 |
2210
LifeWealth Investments
Winter Garden,
Florida
| $3.6億 | -$1461万 | -4% | 1.06% | – | 150 | 16.67% | 1.2 |
|
| 2211 |
FRIHG
2211
Fund Resources Investment Holding Group
Hong Kong,
| $3.59億 | -$4.58億 | -56% | 12.8% | – | 9 | 55.56% | 0.2 |
|
| 2212 |
2212
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| $3.59億 | -$1146万 | -3% | 2.54% | 961% | 78 | 64.1% | 0.6 |
|
| 2213 |
2213
Rakuten Securities
Tokyo,
Japan
| $3.59億 | -$7154万 | -17% | 0.85% | 999% | 1,024 | 17.38% | 1.7 |
|
| 2214 |
2214
Baker Boyer National Bank
Walla Walla,
Washington
| $3.58億 | -$568万 | -2% | 0.37% | 49.3% | 103 | 21.36% | 4.9 |
|
| 2215 |
2215
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $3.58億 | +$1147万 | +3% | 2.41% | 107% | 246 | 12.6% | 2.6 |
|
| 2216 |
2216
Gold Investment Management
Edmonton,
Alberta, Canada
| $3.58億 | -$1100万 | -3% | 1.14% | 117% | 202 | 1.98% | 2.6 |
|
| 2217 |
2217
Bear Mountain Capital
Seattle,
Washington
| $3.58億 | +$1259万 | +4% | 0.85% | 43% | 245 | 20% | 1.8 |
|
| 2218 |
2218
WT Wealth Management
Scottsdale,
Arizona
| $3.57億 | -$392万 | -1% | 1.33% | 72% | 174 | 37.36% | 2.3 |
|
| 2219 |
CAM
2219
CPA Asset Management
West Palm Beach,
Florida
| $3.57億 | +$982万 | +3% | 0.32% | 53.3% | 101 | 18.81% | 2.6 |
|
| 2220 |
2220
Elevated Financial Group
Indianapolis,
Indiana
| $3.57億 | -$781万 | -2% | 0.59% | – | 142 | 29.58% | 0.6 |
|
| 2221 |
2221
O'Brien Greene & Co
Media,
Pennsylvania
| $3.57億 | -$573万 | -2% | 5.97% | 90.9% | 149 | 10.07% | 4.3 |
|
| 2222 |
2222
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $3.57億 | +$2217万 | +7% | 4.6% | 90.8% | 127 | 11.02% | 3.5 |
|
| 2223 |
2223
TSA Wealth Management
Houston,
Texas
| $3.56億 | +$276万 | +0.8% | 0.15% | 62.4% | 132 | 15.91% | 1.4 |
|
| 2224 |
2224
Gen-Wealth Partners
Zeeland,
Michigan
| $3.56億 | -$361万 | -1% | 0.53% | – | 811 | 17.02% | 1.7 |
|
| 2225 |
SIIL
2225
Sinvest Investments II Ltd
Nassau, New Providence,
| $3.56億 | +$5853万 | +20% | 13.5% | – | 2 | 50% | 0.4 |
|