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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、4,643本のファンド(~52%)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
Seafarer Capital Partners
Larkspur,
California
| $3.69億 | -$6527万 | -15% | 3.86% | 61.3% | 9 | 0% | 3.8 |
|
| 2227 |
FSA
2227
Financial Services Advisory
Rockville,
Maryland
| $3.68億 | -$3091万 | -8% | 0.76% | 82.5% | 92 | 43.48% | 1.2 |
|
| 2228 |
2228
PCA Investment Advisory Services
Cincinnati,
Ohio
| $3.68億 | +$1000万 | +3% | 0.87% | 71.4% | 61 | 4.92% | 2.5 |
|
| 2229 |
2229
Cabot-Wellington
Boston,
Massachusetts
| $3.68億 | -$1190万 | -3% | 0.76% | 73.1% | 5 | 0% | 6.1 |
|
| 2230 |
2230
Quantum Financial Planning Services
Spokane,
Washington
| $3.67億 | +$4452万 | +14% | 0.54% | – | 60 | 13.33% | 1.2 |
|
| 2231 |
ITIM
2231
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $3.67億 | +$107万 | +0.3% | 1.65% | 114% | 485 | 7.01% | 4.1 |
|
| 2232 |
2232
25 LLC
St. Louis,
Missouri
| $3.67億 | +$170万 | +0.5% | 0.96% | 48.7% | 83 | 12.05% | 2.2 |
|
| 2233 |
2233
Southern Financial Group
Birmingham,
Alabama
| $3.66億 | -$2555万 | -7% | 4.08% | – | 96 | 8.33% | 0.7 |
|
| 2234 |
2234
Purus Wealth Management
Newport Beach,
California
| $3.66億 | +$304万 | +0.8% | 4.14% | 174% | 183 | 13.66% | 3 |
|
| 2235 |
2235
Gill Capital Partners
Denver,
Colorado
| $3.66億 | -$1175万 | -3% | 0.28% | 59% | 703 | 78.52% | 4.1 |
|
| 2236 |
2236
Barrett & Company
Providence,
Rhode Island
| $3.66億 | +$851万 | +2% | 1.91% | 83.6% | 727 | 10.45% | 3 |
|
| 2237 |
2237
Essential Planning
Portsmouth,
New Hampshire
| $3.65億 | +$1159万 | +3% | 0.82% | 40.9% | 90 | 5.56% | 2.7 |
|
| 2238 |
2238
Planned Solutions
Folsom,
California
| $3.65億 | +$1618万 | +5% | 1.59% | 68.3% | 164 | 10.37% | 2.8 |
|
| 2239 |
2239
Sterling Financial Planning
Sparta,
New Jersey
| $3.65億 | -$287万 | -0.8% | 1.31% | 59.3% | 127 | 5.51% | 4.1 |
|
| 2240 |
2240
Impact Capital Partners
Greenwood Village,
Colorado
| $3.65億 | -$188万 | -0.5% | 3.47% | – | 297 | 14.81% | 1.4 |
|
| 2241 |
2241
HT Partners
Centerbrook,
Connecticut
| $3.64億 | +$329万 | +0.9% | 1.14% | 71.1% | 56 | 5.36% | 6 |
|
| 2242 |
CCM
2242
Consolidated Capital Management
Burbank,
California
| $3.64億 | -$1088万 | -3% | 0.9% | 166% | 74 | 4.05% | 2.7 |
|
| 2243 |
2243
Firetrail Investments
Sydney, NSW,
Australia
| $3.64億 | +$887万 | +2% | 1.88% | 139% | 34 | 5.88% | 1.5 |
|
| 2244 |
2244
Centerpoint Advisors
Needham,
Massachusetts
| $3.63億 | +$1110万 | +3% | 1.38% | 82.6% | 507 | 34.12% | 3.9 |
|
| 2245 |
2245
Verger Capital Management
Winston-Salem,
North Carolina
| $3.63億 | +$2172万 | +6% | 1.13% | 58.3% | 14 | 21.43% | 8.1 |
|
| 2246 |
2246
Family Legacy Inc
Greenville,
South Carolina
| $3.63億 | -$1194万 | -3% | 2.48% | 89% | 128 | 6.25% | 6.2 |
|
| 2247 |
2247
Wright Investors Service
Shelton,
Connecticut
| $3.63億 | -$287万 | -0.8% | 4.41% | 161% | 167 | 23.95% | 4.6 |
|
| 2248 |
HA
2248
Hamel Associates
Chatham,
New Jersey
| $3.63億 | -$4.55万 | -0% | 2.91% | 59.4% | 94 | 7.45% | 6.4 |
|
| 2249 |
2249
Global Financial Private Client
Sarasota,
Florida
| $3.62億 | -$639万 | -2% | 2.2% | 100% | 253 | 9.49% | 4.3 |
|
| 2250 |
2250
PhiloSmith Capital
Stamford,
Connecticut
| $3.62億 | -$663万 | -2% | 1.14% | 47% | 23 | 4.35% | 7.8 |
|