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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、2,475本のファンド(~28%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
2351
Grange Capital
Beaverton,
Oregon
| $1.07億 | -$165万 | -2% | 2.34% | – | 55 | 12.73% | 1.3 |
|
| 2352 |
SG
2352
Sherry Group
Mountain Home,
Arkansas
| $1.07億 | +$411万 | +4% | 2.01% | – | 57 | 19.3% | 0.6 |
|
| 2353 |
2353
Burkett Asset Management
Victoria,
| $1.06億 | -$91.1万 | -0.9% | 0.18% | – | 66 | 21.21% | 0.6 |
|
| 2354 |
2354
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
| $1.06億 | -$1221万 | -10% | 0.54% | – | 129 | 23.26% | 1.9 |
|
| 2355 |
PWM
2355
Puff Wealth Management
Haddonfield,
New Jersey
| $1.06億 | +$785万 | +8% | 0.94% | – | 83 | 10.84% | 1.2 |
|
| 2356 |
2356
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| $1.05億 | -$1944万 | -16% | 0.68% | – | 102 | 27.45% | 1.1 |
|
| 2357 |
2357
Cogent Strategic Wealth
Chicago,
Illinois
| $1.05億 | +$19.9万 | +0.2% | 0.88% | – | 61 | 9.84% | 0.6 |
|
| 2358 |
2358
Geremia Financial Services
Edison,
New Jersey
| $1.05億 | +$1053万 | +11% | 0.88% | – | 9 | 0% | 0.7 |
|
| 2359 |
2359
Xena Financial Planning
Portland,
Oregon
| $1.05億 | +$55.2万 | +0.5% | 1.08% | – | 40 | 10% | 0.7 |
|
| 2360 |
CF
2360
Calder Financial
Downingtown,
Pennsylvania
| $1.05億 | -$156万 | -1% | 0.67% | – | 43 | 2.33% | 0.7 |
|
| 2361 |
2361
Surience Private Wealth
Yakima,
Washington
| $1.04億 | -$952万 | -8% | 0.47% | 169% | 64 | 62.5% | 0.4 |
|
| 2362 |
2362
Q Fund Management (Hong Kong)
Hong Kong,
| $1.04億 | -$552万 | -5% | 9.72% | – | 42 | 47.62% | 0.4 |
|
| 2363 |
2363
Succession Financial
Mckinney,
Texas
| $1.04億 | -$123万 | -1% | 2.69% | – | 55 | 21.82% | 0.2 |
|
| 2364 |
2364
T3 Companies
New York
| $1.03億 | +$970万 | +10% | 1.69% | – | 292 | 72.26% | 0.2 |
|
| 2365 |
UPWML
2365
UMB Private Wealth Management, LLC
Kansas City,
Missouri
| $1.03億 | – | – | 1.91% | – | 1,409 | – | 0 |
|
| 2366 |
2366
Strategic Financial Group
Grand Haven,
Michigan
| $1.03億 | -$112万 | -1% | 2.08% | – | 20 | 5% | 0.5 |
|
| 2367 |
2367
Willow Creek Capital Management
Missoula,
Montana
| $1.03億 | -$23.3万 | -0.2% | 0.55% | – | 101 | 1.98% | 0.2 |
|
| 2368 |
2368
Parrish Capital
Kennesaw,
Georgia
| $1.03億 | -$109万 | -1% | 2.12% | – | 88 | 5.68% | 0.7 |
|
| 2369 |
PBK
2369
Peoples Bank (Kansas)
Pratt,
Kansas
| $1.03億 | -$33.9万 | -0.3% | 3.28% | 74.5% | 101 | 6.93% | 2.6 |
|
| 2370 |
2370
Schuylkill Financial
Wyomissing,
Pennsylvania
| $1.02億 | -$623万 | -6% | 2.19% | – | 72 | 16.67% | 0.2 |
|
| 2371 |
IWMO
2371
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
| $1.02億 | +$690万 | +7% | 1.93% | – | 104 | 17.31% | 0.5 |
|
| 2372 |
2372
Englebert Financial Advisers
Allentown,
Pennsylvania
| $1.01億 | -$47.8万 | -0.5% | 0.58% | – | 80 | 41.25% | 0.5 |
|
| 2373 |
KFP
2373
Kroeger Financial Partners
Grass Valley,
California
| $1.01億 | -$260万 | -3% | 1.07% | – | 143 | 11.19% | 0.2 |
|
| 2374 |
2374
Chiron Capital Management
Tallahassee,
Florida
| $1.01億 | -$1090万 | -10% | 4.32% | – | 144 | 18.75% | 2.2 |
|
| 2375 |
2375
Sulzberger Capital Advisors
Miami,
Florida
| $1.01億 | -$191万 | -2% | 2.6% | – | 59 | 15.25% | 1.3 |
|