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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、2,742本のファンド(~31%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
KL
2326
Keenan LLC
Boston,
Massachusetts
| $1.46億 | +$397万 | +3% | 0.58% | – | 48 | 8.33% | 0.7 |
|
| 2327 |
2327
Greenhouse Wealth Management
Westport,
Connecticut
| $1.45億 | +$318万 | +2% | 0.93% | 87.2% | 56 | 8.93% | 3.9 |
|
| 2328 |
2328
Platt Investment Counsel
Lake Mary,
Florida
| $1.45億 | -$396万 | -3% | 1.93% | 62.9% | 15 | 6.67% | 2.8 |
|
| 2329 |
2329
Tepp RIA
Westfield,
New Jersey
| $1.45億 | -$238万 | -2% | 0.43% | – | 53 | 11.32% | 0.9 |
|
| 2330 |
2330
Leibman Financial Services
Louisville,
Nebraska
| $1.45億 | -$545万 | -4% | 1.84% | 59.2% | 49 | 14.29% | 1.6 |
|
| 2331 |
ML
2331
MILFAM LLC
Stuart,
Florida
| $1.45億 | +$1648万 | +13% | 20.9% | – | 16 | 31.25% | 0.3 |
|
| 2332 |
2332
Renaissance Capital
Stamford,
Connecticut
| $1.45億 | -$3671万 | -20% | 3.3% | 392% | 61 | 26.23% | 0.9 |
|
| 2333 |
2333
Bright Futures Wealth Management
Webster, Ny 14580,
New York
| $1.45億 | -$1022万 | -7% | 0.08% | – | 224 | 20.09% | 1.2 |
|
| 2334 |
2334
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $1.45億 | -$302万 | -2% | 1.23% | 234% | 151 | 27.81% | 3.4 |
|
| 2335 |
2335
4Wealth Advisors
Burr Ridge,
Illinois
| $1.45億 | +$1430万 | +11% | 0.15% | – | 169 | 25.44% | 1.2 |
|
| 2336 |
2336
Ares Financial Consulting
Calabasas,
California
| $1.45億 | +$517万 | +4% | 0.94% | – | 1,148 | 8.28% | 0.7 |
|
| 2337 |
LC
2337
Lawood & Co
Williamsport,
Pennsylvania
| $1.45億 | -$310万 | -2% | 0.5% | – | 97 | 5.15% | 0.7 |
|
| 2338 |
2338
New Covenant Trust Company
Jeffersonville,
Indiana
| $1.44億 | +$1182万 | +9% | 2.38% | – | 115 | 10.43% | 1.7 |
|
| 2339 |
2339
DWR Wealth Management
San Jose,
California
| $1.44億 | +$1071万 | +8% | 0.83% | – | 59 | 6.78% | 0.7 |
|
| 2340 |
2340
Enhancing Capital
Harrisburg,
Pennsylvania
| $1.44億 | -$124万 | -0.8% | 2.81% | – | 93 | 8.6% | 3.4 |
|
| 2341 |
2341
K2 Financial
Glendora,
California
| $1.44億 | +$247万 | +2% | 1.48% | – | 62 | 4.84% | 1.6 |
|
| 2342 |
2342
Exane Asset Management
Paris,
France
| $1.44億 | -$1.33億 | -48% | 1.4% | 74.5% | 36 | 66.67% | 0.6 |
|
| 2343 |
2343
Merited Wealth
North Bay Village,
Florida
| $1.44億 | +$268万 | +2% | 0.52% | – | 77 | 12.99% | 0.7 |
|
| 2344 |
2344
Corepath Wealth Partners
Scottsdale,
Arizona
| $1.44億 | -$1630万 | -10% | 0.09% | 62.1% | 46 | 30.43% | 3.9 |
|
| 2345 |
GPCM
2345
Guardsman Private Capital Management
Sarasota,
Florida
| $1.44億 | +$126万 | +0.9% | 0.28% | – | 44 | 2.27% | 0.7 |
|
| 2346 |
2346
Illumine Investment Management
Poulsbo,
Washington
| $1.44億 | -$988万 | -6% | 0.84% | – | 107 | 0% | 0 |
|
| 2347 |
2347
Fulcrum Wealth Advisors
Bellevue,
Washington
| $1.44億 | +$1280万 | +10% | 3.61% | – | 92 | 25% | 0.6 |
|
| 2348 |
2348
Semitam Bonam
Goshen,
New York
| $1.44億 | +$754万 | +6% | 0.86% | – | 52 | 15.38% | 1.1 |
|
| 2349 |
2349
Rubicon Advisors
Redding,
California
| $1.44億 | +$635万 | +5% | 2.91% | – | 93 | 11.83% | 0.6 |
|
| 2350 |
2350
Madson Wealth Advisors
Santa Rosa,
California
| $1.44億 | -$347万 | -2% | 1.14% | – | 101 | 11.88% | 0.4 |
|