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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
2276
BCR Wealth Strategies
Vestavia,
Alabama
| $3.56億 | -$9.9万 | -0% | 1.39% | 45.1% | 33 | 6.06% | 3 |
|
| 2277 |
2277
Elevation Wealth Partners
Santa Rosa,
California
| $3.56億 | +$2202万 | +7% | 0.31% | 69.9% | 1,423 | 13.91% | 1.3 |
|
| 2278 |
RC
2278
Reik & Co
New York
| $3.56億 | -$2839万 | -7% | 1.75% | 47.2% | 60 | 0% | 8.6 |
|
| 2279 |
IAS
2279
Investment Advisory Services
The Woodlands,
Texas
| $3.55億 | +$794万 | +2% | 3.16% | 74.9% | 144 | 9.03% | 4.1 |
|
| 2280 |
2280
Owl Creek Wealth Partners
Denver,
Colorado
| $3.55億 | +$1316万 | +4% | 1.15% | – | 1,376 | 10.54% | 0.4 |
|
| 2281 |
SCH
2281
Shengqi Capital (HK)
Hong Kong
| $3.55億 | -$1.29億 | -27% | 5.14% | – | 16 | 87.5% | 0.2 |
|
| 2282 |
BWIA
2282
Bryant Woods Investment Advisors
Getzville,
New York
| $3.55億 | -$475万 | -1% | 0.44% | 74.4% | 90 | 30% | 2.7 |
|
| 2283 |
AFP
2283
Advus Financial Partners
Winter Park,
Florida
| $3.55億 | +$382万 | +1% | 0.34% | 56.5% | 148 | 7.43% | 1.6 |
|
| 2284 |
2284
Rise Advisors
Rochester,
New York
| $3.55億 | -$63.7万 | -0.2% | 0.65% | 62.8% | 112 | 15.18% | 3.6 |
|
| 2285 |
2285
Genesis Private Wealth
Ashburn,
Virginia
| $3.54億 | -$177万 | -0.5% | 0.65% | – | 206 | 19.42% | 1.2 |
|
| 2286 |
2286
Spectrum Wealth Advisory Group
Granite Bay,
California
| $3.54億 | +$288万 | +0.8% | 0.97% | 76.1% | 543 | 86.19% | 2.7 |
|
| 2287 |
2287
Prudent Man Investment Management
Louisville,
Colorado
| $3.54億 | +$6085万 | +21% | 0.27% | – | 268 | 39.18% | 1 |
|
| 2288 |
GBFG
2288
Gerald Baker Financial Group
Arlington,
Texas
| $3.54億 | +$254万 | +0.7% | 0.92% | – | 129 | 6.98% | 0.5 |
|
| 2289 |
2289
Somerset Trust
Somerset,
Pennsylvania
| $3.54億 | +$35.3万 | +0.1% | 2.71% | 80.5% | 192 | 6.25% | 5.4 |
|
| 2290 |
WA
2290
Wealthstar Advisors
Plano,
Texas
| $3.54億 | +$1087万 | +3% | 1.57% | – | 126 | 19.05% | 1.5 |
|
| 2291 |
GWMT
2291
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
| $3.53億 | -$336万 | -0.9% | 1.21% | – | 31 | 6.45% | 0.7 |
|
| 2292 |
2292
RIA Advisory Group
Des Moines,
Iowa
| $3.53億 | -$1.06億 | -23% | 4.12% | – | 167 | 27.54% | 1.7 |
|
| 2293 |
2293
Equita Financial Network
Fort Washington,
Pennsylvania
| $3.53億 | -$702万 | -2% | 0.51% | 50.5% | 98 | 15.31% | 2.1 |
|
| 2294 |
2294
Auour Investments
Woburn,
Massachusetts
| $3.53億 | +$441万 | +1% | 0.12% | 39.2% | 97 | 4.12% | 2.4 |
|
| 2295 |
2295
Westwood Wealth Management
Los Angeles,
California
| $3.53億 | +$789万 | +2% | 9.19% | 495% | 48 | 12.5% | 1.5 |
|
| 2296 |
2296
Your Advocates Ltd
Houston,
Texas
| $3.52億 | +$258万 | +0.7% | 0.26% | 53.6% | 217 | 6.45% | 3.2 |
|
| 2297 |
2297
Financial Life Advisors
San Antonio,
Texas
| $3.52億 | +$51.2万 | +0.1% | 1.05% | 47% | 68 | 23.53% | 3.1 |
|
| 2298 |
2298
Pines Wealth Management
Southern Pines,
North Carolina
| $3.52億 | +$408万 | +1% | 1.93% | – | 228 | 6.14% | 1.5 |
|
| 2299 |
2299
Silverleafe Capital Partners
Germantown,
Tennessee
| $3.51億 | -$1548万 | -4% | 2.29% | 87.7% | 117 | 29.91% | 2.4 |
|
| 2300 |
2300
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $3.51億 | +$218万 | +0.6% | 0.51% | 59.6% | 152 | 7.89% | 3.2 |
|