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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
First United Bank & Trust
Oakland,
Maryland
| $3.47億 | -$81.3万 | -0.2% | 1.85% | 78% | 427 | 6.09% | 4.3 |
|
| 2327 |
2327
Hixon Zuercher
Findlay,
Ohio
| $3.47億 | +$596万 | +2% | 3.39% | 101% | 95 | 10.53% | 3.5 |
|
| 2328 |
2328
Spectrum Asset Management (California)
Newport Beach,
California
| $3.46億 | -$1410万 | -4% | 1.8% | 68.3% | 126 | 18.25% | 3.6 |
|
| 2329 |
2329
MTM Investment Management
Spartanburg,
South Carolina
| $3.46億 | -$428万 | -1% | 0.96% | 87.7% | 724 | 4.7% | 2.4 |
|
| 2330 |
AG
2330
ASO Group
Road Town,
| $3.46億 | +$1.1億 | +47% | 0.44% | – | 68 | 22.06% | 0.6 |
|
| 2331 |
2331
Canopy Partners
Cincinnati,
Ohio
| $3.46億 | +$1336万 | +4% | 4.04% | 108% | 274 | 20.44% | 2 |
|
| 2332 |
2332
Forza Wealth Management
Sarasota,
Florida
| $3.46億 | +$1974万 | +6% | 0.8% | 69.8% | 200 | 6% | 2.9 |
|
| 2333 |
2333
Pecaut & Co
Sioux City,
Iowa
| $3.46億 | +$1745万 | +5% | 1.99% | 62.8% | 70 | 8.57% | 5.1 |
|
| 2334 |
2334
Greenfield Seitz Capital Management
Dallas,
Texas
| $3.46億 | +$981万 | +3% | 5.89% | 88.5% | 120 | 17.5% | 2.1 |
|
| 2335 |
JPLA
2335
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $3.46億 | +$1298万 | +4% | 1.52% | 84% | 201 | 9.95% | 3.6 |
|
| 2336 |
2336
Brady Family Wealth
Saint Louis,
Missouri
| $3.45億 | -$119万 | -0.3% | 4.46% | 74.7% | 116 | 10.34% | 3.2 |
|
| 2337 |
2337
G&S Capital
Denver,
Colorado
| $3.45億 | -$16.6万 | -0% | 2.13% | 85.6% | 171 | 17.54% | 2.9 |
|
| 2338 |
2338
Mayfair Advisory Group
Birmingham,
Alabama
| $3.45億 | +$1299万 | +4% | 1.31% | 71.5% | 195 | 9.74% | 3.2 |
|
| 2339 |
2339
Acima Private Wealth
Richmond,
Virginia
| $3.44億 | +$3.38万 | +0% | 0.47% | 51.1% | 177 | 3.95% | 6.3 |
|
| 2340 |
2340
Etesian Wealth Advisors
West Linn,
Oregon
| $3.44億 | +$575万 | +2% | 1.34% | 60.6% | 144 | 4.17% | 2.8 |
|
| 2341 |
PIP
2341
Palisades Investment Partners
Santa Monica,
California
| $3.44億 | -$767万 | -2% | 7.7% | – | 57 | 12.28% | 1.4 |
|
| 2342 |
2342
United Bank (Georgia)
Zebulon,
Georgia
| $3.44億 | +$1499万 | +5% | 3.66% | 93.7% | 130 | 13.08% | 4.8 |
|
| 2343 |
2343
Ferguson Shapiro
Decatur,
Georgia
| $3.44億 | +$193万 | +0.6% | 0.61% | 42.7% | 97 | 16.49% | 1.5 |
|
| 2344 |
2344
Mosley Wealth Management
Anaheim,
California
| $3.43億 | +$2915万 | +9% | 0.77% | – | 826 | 8.11% | 0.6 |
|
| 2345 |
2345
Worth Asset Management
Dallas,
Texas
| $3.43億 | +$3051万 | +10% | 1.45% | 115% | 267 | 34.83% | 1.2 |
|
| 2346 |
2346
Whitegate Investment Counselors
Concord,
New Hampshire
| $3.43億 | -$818万 | -2% | 1.3% | 51% | 76 | 9.21% | 6.4 |
|
| 2347 |
2347
Master's Wealth Management
Lancaster,
Pennsylvania
| $3.43億 | +$1058万 | +3% | 0.85% | – | 94 | 12.77% | 1 |
|
| 2348 |
MCG
2348
McCollum Christoferson Group
Amherst,
New York
| $3.43億 | +$172万 | +0.5% | 3.26% | 59.4% | 93 | 19.35% | 3.8 |
|
| 2349 |
WOCP
2349
White Oak Capital Partners
Singapore
| $3.43億 | -$8259万 | -19% | 5.74% | – | 21 | 23.81% | 1.1 |
|
| 2350 |
2350
Midwest Heritage Bank
West Des Moines,
Iowa
| $3.42億 | -$1038万 | -3% | 1.31% | 52.2% | 54 | 5.56% | 3.2 |
|