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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、4,658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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
Auour Investments
Woburn,
Massachusetts
| $3.53億 | +$441万 | +1% | 0.12% | 39.2% | 97 | 4.12% | 2.4 |
|
| 2302 |
2302
Westwood Wealth Management
Los Angeles,
California
| $3.53億 | +$789万 | +2% | 9.19% | 495% | 48 | 12.5% | 1.5 |
|
| 2303 |
2303
Your Advocates Ltd
Houston,
Texas
| $3.52億 | +$258万 | +0.7% | 0.26% | 53.6% | 217 | 6.45% | 3.2 |
|
| 2304 |
2304
Financial Life Advisors
San Antonio,
Texas
| $3.52億 | +$51.2万 | +0.1% | 1.05% | 47% | 68 | 23.53% | 3.1 |
|
| 2305 |
2305
Pines Wealth Management
Southern Pines,
North Carolina
| $3.52億 | +$408万 | +1% | 1.93% | – | 228 | 6.14% | 1.5 |
|
| 2306 |
2306
Silverleafe Capital Partners
Germantown,
Tennessee
| $3.51億 | -$1548万 | -4% | 2.29% | 87.7% | 117 | 29.91% | 2.4 |
|
| 2307 |
2307
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $3.51億 | +$218万 | +0.6% | 0.51% | 59.6% | 152 | 7.89% | 3.2 |
|
| 2308 |
PAM
2308
Pegasus Asset Management
Montebello,
New York
| $3.51億 | -$20.7万 | -0.1% | 3.04% | 101% | 77 | 11.69% | 5.3 |
|
| 2309 |
2309
Boothe Investment Group
Dover,
Delaware
| $3.51億 | +$3321万 | +10% | 6.8% | 75.6% | 40 | 7.5% | 2.5 |
|
| 2310 |
2310
Jeppson Wealth Management
Manhattan Beach,
California
| $3.5億 | +$1109万 | +3% | 4.57% | 107% | 257 | 10.89% | 3.7 |
|
| 2311 |
2311
Wilson Asset Management
Sydney,
Australia
| $3.5億 | -$1366万 | -4% | 3.83% | 58% | 47 | 38.3% | 1.3 |
|
| 2312 |
2312
Ameliora Wealth Management
Zurich,
Switzerland
| $3.5億 | +$1337万 | +4% | 0.77% | 73.9% | 251 | 13.55% | 2.3 |
|
| 2313 |
2313
Inlight Wealth Management
Atlanta,
Georgia
| $3.5億 | +$3560万 | +11% | 1.35% | – | 79 | 22.78% | 1.1 |
|
| 2314 |
2314
Argyle Capital Management
Center Valley,
Pennsylvania
| $3.49億 | +$222万 | +0.6% | 3.81% | 106% | 140 | 5% | 9.5 |
|
| 2315 |
2315
DHJJ Financial Advisors
Naperville,
Illinois
| $3.49億 | +$189万 | +0.5% | 0.04% | 62.5% | 1,110 | 4.41% | 2.6 |
|
| 2316 |
2316
Jacobsen Capital Management
Salt Lake City,
Utah
| $3.48億 | +$631万 | +2% | 1.75% | 97.3% | 133 | 10.53% | 2.7 |
|
| 2317 |
2317
Avaii Wealth Management
Appleton,
Wisconsin
| $3.48億 | +$767万 | +2% | 0.91% | 100% | 196 | 17.86% | 2 |
|
| 2318 |
2318
Dorval Corp
Maple Grove,
Minnesota
| $3.48億 | +$40.3万 | +0.1% | 1.92% | 29.6% | 50 | 8% | 2 |
|
| 2319 |
2319
Warner Financial
Bethesda,
Maryland
| $3.48億 | +$778万 | +2% | 0.19% | 69.2% | 151 | 4.64% | 3 |
|
| 2320 |
VST
2320
Van Strum & Towne
San Francisco,
California
| $3.48億 | -$1902万 | -5% | 5.78% | 72.3% | 122 | 13.93% | 6.2 |
|
| 2321 |
2321
N10 Wealth
Greenwich,
Connecticut
| $3.48億 | +$6573万 | +23% | 0.76% | – | 69 | 43.48% | 0.2 |
|
| 2322 |
2322
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $3.47億 | -$2288万 | -6% | 1.25% | 78.2% | 172 | 23.84% | 1.4 |
|
| 2323 |
2323
JVL Associates
Wyoming,
Michigan
| $3.47億 | -$506万 | -1% | 0.54% | 81% | 83 | 14.46% | 3.9 |
|
| 2324 |
2324
Weybosset Research & Management
Province,
Rhode Island
| $3.47億 | -$3368万 | -9% | 5.29% | 74.8% | 33 | 6.06% | 6.7 |
|
| 2325 |
2325
National Wealth Management Group
Cincinnati,
Ohio
| $3.47億 | +$2371万 | +7% | 1.41% | 128% | 251 | 24.7% | 1.8 |
|