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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
Frisco Financial Planning
Frisco,
Texas
| $1.29億 | -$418万 | -3% | 3.15% | – | 34 | 14.71% | 1.2 |
|
| 2227 |
2227
C2C Wealth Management
Scottsdale,
Arizona
| $1.28億 | +$79万 | +0.6% | 3.62% | 77.2% | 97 | 9.28% | 3.7 |
|
| 2228 |
RWIA
2228
Roger Wittlin Investment Advisory
San Francisco,
California
| $1.28億 | +$98.5万 | +0.8% | 0.93% | 61.3% | 48 | 14.58% | 2.5 |
|
| 2229 |
BI
2229
BluePrint Investing
San Francisco,
California
| $1.28億 | -$558万 | -4% | 0.38% | – | 26 | 3.85% | 0.8 |
|
| 2230 |
2230
Purewater Capital
Fort Worth,
Texas
| $1.28億 | -$1038万 | -7% | 7.41% | – | 70 | 30% | 0.4 |
|
| 2231 |
WWMP
2231
Wagner Wealth Management (Pennsylvania)
Conyngham,
Pennsylvania
| $1.28億 | +$396万 | +3% | 0.76% | – | 117 | 28.21% | 0.6 |
|
| 2232 |
PIAL
2232
Prudent Investor Advisors, LLC
Folsom,
California
| $1.28億 | – | – | 0.71% | – | 34 | – | 0 |
|
| 2233 |
GH
2233
GLP Holdings
Cumming,
Georgia
| $1.27億 | +$1593万 | +14% | 14.4% | – | 4 | 0% | 0.8 |
|
| 2234 |
2234
Topor & Co Korea
Seoul,
| $1.27億 | -$7.67万 | -0.1% | 0.43% | – | 19 | 0% | 0.7 |
|
| 2235 |
2235
Andrew Hill Investment Advisors
Naples,
Florida
| $1.27億 | -$817万 | -6% | 6.39% | 269% | 72 | 40.28% | 1.2 |
|
| 2236 |
2236
Mission Financial Group
Las Vegas,
Nevada
| $1.27億 | +$601万 | +5% | 2.3% | – | 170 | 15.29% | 3.4 |
|
| 2237 |
2237
Stegent Equity Advisors
Houston,
Texas
| $1.26億 | -$1329万 | -10% | 3.64% | 96.4% | 124 | 34.68% | 2.2 |
|
| 2238 |
2238
Baer Investment Advisory
Corte Madera,
California
| $1.26億 | +$652万 | +5% | 8.45% | – | 66 | 36.36% | 0.8 |
|
| 2239 |
2239
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $1.26億 | -$2431万 | -16% | 1.81% | – | 55 | 10.91% | 4 |
|
| 2240 |
2240
Fulcrum Equity Management
Plano,
Texas
| $1.26億 | -$1053万 | -8% | 0.99% | 116% | 166 | 33.73% | 1.5 |
|
| 2241 |
2241
CenturyLink Investment Management
Denver,
Colorado
| $1.26億 | -$322万 | -2% | 2.37% | – | 3 | 0% | 1.9 |
|
| 2242 |
2242
Kennebec Savings Bank
Augusta,
Maine
| $1.26億 | +$97.6万 | +0.8% | 4.29% | – | 284 | 7.39% | 1.7 |
|
| 2243 |
2243
Mann Financial Group
Detroit Lakes,
Minnesota
| $1.25億 | +$567万 | +5% | 0.21% | – | 47 | 27.66% | 0.7 |
|
| 2244 |
2244
Boyer Financial Services
Newport Beach,
California
| $1.25億 | +$651万 | +5% | 1.87% | – | 64 | 15.63% | 0.5 |
|
| 2245 |
2245
Powerhouse Assets
Lincoln,
Massachusetts
| $1.25億 | +$192万 | +2% | 0.72% | – | 57 | 5.26% | 0.7 |
|
| 2246 |
2246
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| $1.25億 | +$534万 | +4% | 0.06% | 58.1% | 59 | 8.47% | 3.2 |
|
| 2247 |
2247
First Growth Capital
Pikesville,
Maryland
| $1.24億 | -$772万 | -6% | 4.12% | – | 147 | 14.29% | 0.6 |
|
| 2248 |
2248
Infinity Wealth Counsel
Loveland,
Ohio
| $1.24億 | +$25.6万 | +0.2% | 0.56% | – | 67 | 7.46% | 1.5 |
|
| 2249 |
WWL
2249
Wavvest Wealth LLC
Chicago,
Illinois
| $1.24億 | – | – | 0.52% | – | 97 | – | 0 |
|
| 2250 |
2250
Miller Global Investments
Dallas,
Texas
| $1.24億 | +$328万 | +3% | 3.44% | – | 338 | 15.98% | 0.6 |
|