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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、4,657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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
Centerpoint Advisors
Needham,
Massachusetts
| $3.63億 | +$1110万 | +3% | 1.38% | 82.6% | 507 | 34.12% | 3.9 |
|
| 2252 |
2252
Verger Capital Management
Winston-Salem,
North Carolina
| $3.63億 | +$2172万 | +6% | 1.13% | 58.3% | 14 | 21.43% | 8.1 |
|
| 2253 |
2253
Family Legacy Inc
Greenville,
South Carolina
| $3.63億 | -$1194万 | -3% | 2.48% | 89% | 128 | 6.25% | 6.2 |
|
| 2254 |
2254
Wright Investors Service
Shelton,
Connecticut
| $3.63億 | -$287万 | -0.8% | 4.41% | 161% | 167 | 23.95% | 4.6 |
|
| 2255 |
HA
2255
Hamel Associates
Chatham,
New Jersey
| $3.63億 | -$4.55万 | -0% | 2.91% | 59.4% | 94 | 7.45% | 6.4 |
|
| 2256 |
2256
Global Financial Private Client
Sarasota,
Florida
| $3.62億 | -$639万 | -2% | 2.2% | 100% | 253 | 9.49% | 4.3 |
|
| 2257 |
2257
PhiloSmith Capital
Stamford,
Connecticut
| $3.62億 | -$663万 | -2% | 1.14% | 47% | 23 | 4.35% | 7.8 |
|
| 2258 |
2258
Kercheville Advisors
San Antonio,
Texas
| $3.61億 | +$3294万 | +10% | 5.57% | 261% | 125 | 18.4% | 2.6 |
|
| 2259 |
2259
Grandview Asset Management
Harrisburg,
Pennsylvania
| $3.61億 | -$4154万 | -10% | 6.77% | 200% | 156 | 21.79% | 2.6 |
|
| 2260 |
2260
Range Financial Group
Tigard,
Oregon
| $3.61億 | -$503万 | -1% | 2.6% | 195% | 240 | 27.92% | 1.9 |
|
| 2261 |
2261
Evexia Wealth
Stevens Point,
Wisconsin
| $3.6億 | -$917万 | -2% | 0.38% | 95% | 80 | 3.75% | 2.1 |
|
| 2262 |
2262
Riverwater Partners
Milwaukee,
Wisconsin
| $3.6億 | +$2339万 | +7% | 0.45% | 112% | 224 | 14.29% | 2.2 |
|
| 2263 |
2263
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $3.6億 | -$55万 | -0.2% | 4.19% | 69.7% | 61 | 6.56% | 6.9 |
|
| 2264 |
2264
Autumn Glory Partners
Dallas,
Texas
| $3.6億 | +$706万 | +2% | 1.14% | 76% | 219 | 15.98% | 2.5 |
|
| 2265 |
2265
Greystone Financial Group
Bloomfield Hills,
Michigan
| $3.6億 | +$179万 | +0.5% | 5.65% | 79.3% | 84 | 25% | 2.3 |
|
| 2266 |
2266
LifeWealth Investments
Winter Garden,
Florida
| $3.6億 | -$1461万 | -4% | 1.06% | – | 150 | 16.67% | 1.2 |
|
| 2267 |
FRIHG
2267
Fund Resources Investment Holding Group
Hong Kong,
| $3.59億 | -$4.58億 | -56% | 12.8% | – | 9 | 55.56% | 0.2 |
|
| 2268 |
2268
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| $3.59億 | -$1146万 | -3% | 2.54% | 961% | 78 | 64.1% | 0.6 |
|
| 2269 |
2269
Rakuten Securities
Tokyo,
Japan
| $3.59億 | -$7154万 | -17% | 0.85% | 999% | 1,024 | 17.38% | 1.7 |
|
| 2270 |
2270
Baker Boyer National Bank
Walla Walla,
Washington
| $3.58億 | -$568万 | -2% | 0.37% | 49.3% | 103 | 21.36% | 4.9 |
|
| 2271 |
2271
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $3.58億 | +$1147万 | +3% | 2.41% | 107% | 246 | 12.6% | 2.6 |
|
| 2272 |
2272
Gold Investment Management
Edmonton,
Alberta, Canada
| $3.58億 | -$1100万 | -3% | 1.14% | 117% | 202 | 1.98% | 2.6 |
|
| 2273 |
2273
Bear Mountain Capital
Seattle,
Washington
| $3.58億 | +$1259万 | +4% | 0.85% | 43% | 245 | 20% | 1.8 |
|
| 2274 |
2274
WT Wealth Management
Scottsdale,
Arizona
| $3.57億 | -$392万 | -1% | 1.33% | 72% | 174 | 37.36% | 2.3 |
|
| 2275 |
CAM
2275
CPA Asset Management
West Palm Beach,
Florida
| $3.57億 | +$982万 | +3% | 0.32% | 53.3% | 101 | 18.81% | 2.6 |
|