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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、2,474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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
Waycross Investment Management
Bellingham,
Washington
| $1.24億 | -$755万 | -6% | 0.31% | 49.6% | 61 | 8.2% | 1.9 |
|
| 2252 |
2252
Auctus Advisors
Charlotte,
North Carolina
| $1.24億 | +$479万 | +4% | 4.96% | – | 34 | 11.76% | 0.7 |
|
| 2253 |
2253
Milestones Private Investment Advisors
Fairport,
New York
| $1.23億 | -$223万 | -2% | 0.06% | – | 78 | 7.69% | 1.2 |
|
| 2254 |
2254
Wolfstich Capital
Medfield,
Massachusetts
| $1.23億 | -$632万 | -5% | 1.99% | – | 24 | 33.33% | 0.8 |
|
| 2255 |
2255
Smith Asset Management
Chiefland,
Florida
| $1.23億 | -$438万 | -3% | 3.63% | – | 75 | 9.33% | 1.5 |
|
| 2256 |
2256
Hicks Capital Management
Columbus,
Ohio
| $1.22億 | $0 | 0% | 0.94% | – | 39 | 0% | 1 |
|
| 2257 |
2257
Hobbs Wealth Management
Zionsville,
Indiana
| $1.22億 | +$358万 | +3% | 0.35% | – | 23 | 8.7% | 1.3 |
|
| 2258 |
2258
Crescent Sterling
Metairie,
Louisiana
| $1.22億 | +$1007万 | +9% | 5.01% | 68.6% | 96 | 15.63% | 2.5 |
|
| 2259 |
LCS
2259
Luma Capital SA
Luxembourg,
| $1.22億 | +$965万 | +9% | 0.05% | – | 13 | 7.69% | 0.7 |
|
| 2260 |
2260
Portus Wealth Advisors
Charlotte,
North Carolina
| $1.22億 | +$11.4万 | +0.1% | 1.72% | – | 52 | 7.69% | 0.9 |
|
| 2261 |
2261
Lotus Asset Management
Nashville,
Tennessee
| $1.22億 | +$852万 | +8% | 4.89% | – | 49 | 16.33% | 0.2 |
|
| 2262 |
2262
ETF Store
Overland Park,
Kansas
| $1.22億 | +$200万 | +2% | 0.22% | 61% | 117 | 9.4% | 2.9 |
|
| 2263 |
2263
DB Fitzpatrick & Co
Boise,
Idaho
| $1.21億 | -$226万 | -2% | 0.47% | 42.7% | 107 | 13.08% | 2.8 |
|
| 2264 |
2264
Hardworking Capital Advisors
Palm Desert,
California
| $1.21億 | -$119万 | -1% | 3.28% | – | 109 | 45.87% | 0.5 |
|
| 2265 |
2265
Wall Capital Group
Phoenix,
Arizona
| $1.21億 | -$99.4万 | -0.8% | 1.11% | – | 34 | 17.65% | 2.2 |
|
| 2266 |
2266
North Forty Two & Co
Lake Oswego,
Oregon
| $1.21億 | +$331万 | +3% | 1.98% | – | 108 | 5.56% | 1.5 |
|
| 2267 |
2267
Forteris Wealth Management
Armonk,
New York
| $1.21億 | -$128万 | -1% | 2.13% | – | 73 | 10.96% | 0.7 |
|
| 2268 |
2268
MKD Wealth Coaches
Troy,
Michigan
| $1.21億 | +$387万 | +3% | 0.17% | – | 36 | 19.44% | 3.5 |
|
| 2269 |
2269
3 Factor Indexing
Sacramento,
California
| $1.21億 | +$270万 | +2% | 0.08% | – | 453 | 10.6% | 0.5 |
|
| 2270 |
2270
Portfolio Resources Advisor Group
Coral Gables,
Florida
| $1.21億 | +$259万 | +2% | 0.26% | – | 201 | 28.86% | 0.4 |
|
| 2271 |
2271
Drum Hill Capital
Westport,
Connecticut
| $1.21億 | +$2280万 | +23% | 9.07% | – | 49 | 12.24% | 1.4 |
|
| 2272 |
2272
Twin Cities Retirement Group
Plymouth,
Minnesota
| $1.21億 | +$370万 | +3% | 1.77% | – | 27 | 18.52% | 0.6 |
|
| 2273 |
2273
BankChampaign National Association
Champaign,
Illinois
| $1.2億 | -$1048万 | -8% | 0.38% | – | 227 | 22.91% | 0.5 |
|
| 2274 |
2274
HighRoad Wealth Advisors
Coos Bay,
Oregon
| $1.2億 | +$106万 | +0.9% | 0.17% | – | 46 | 32.61% | 0.6 |
|
| 2275 |
2275
Cooke Wealth Management
Irvine,
California
| $1.2億 | -$250万 | -2% | 1.43% | – | 40 | 7.5% | 0.7 |
|