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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、4,665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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
MCG
2351
McCollum Christoferson Group
Amherst,
New York
| $3.43億 | +$172万 | +0.5% | 3.26% | 59.4% | 93 | 19.35% | 3.8 |
|
| 2352 |
WOCP
2352
White Oak Capital Partners
Singapore
| $3.43億 | -$8259万 | -19% | 5.74% | – | 21 | 23.81% | 1.1 |
|
| 2353 |
2353
Midwest Heritage Bank
West Des Moines,
Iowa
| $3.42億 | -$1038万 | -3% | 1.31% | 52.2% | 54 | 5.56% | 3.2 |
|
| 2354 |
2354
Realta Investment Advisors
Wilmington,
Delaware
| $3.42億 | +$2044万 | +6% | 6.59% | 151% | 423 | 25.53% | 2.9 |
|
| 2355 |
2355
Iams Wealth Management
Omaha,
Nebraska
| $3.42億 | +$974万 | +3% | 1.5% | 57.7% | 221 | 30.77% | 1.6 |
|
| 2356 |
2356
Amtrust Financial Services
New York
| $3.42億 | +$544万 | +2% | 1.68% | 61.9% | 18 | 22.22% | 3.5 |
|
| 2357 |
2357
Stash Investments
New York
| $3.42億 | +$3129万 | +10% | 0.27% | 40.7% | 21 | 28.57% | 0.9 |
|
| 2358 |
2358
Walker Financial Services
Bowling Green,
Kentucky
| $3.41億 | +$1812万 | +6% | 0.4% | 20.8% | 50 | 20% | 2.3 |
|
| 2359 |
2359
Greenbush Financial Group
Albany,
New York
| $3.41億 | +$135万 | +0.4% | 0.41% | – | 38 | 7.89% | 1.4 |
|
| 2360 |
2360
Quaker Wealth Management
Moorestown,
New Jersey
| $3.41億 | -$213万 | -0.6% | 0.22% | – | 1,023 | 11.73% | 1 |
|
| 2361 |
2361
Nova R Wealth
Overland Park,
Kansas
| $3.41億 | -$142万 | -0.4% | 0% | 60.7% | 91 | 6.59% | 3 |
|
| 2362 |
2362
S.A. Mason
Holland,
Michigan
| $3.41億 | +$1511万 | +5% | 2.92% | 116% | 292 | 6.16% | 4.7 |
|
| 2363 |
2363
Prosperity Financial Group
San Ramon,
California
| $3.41億 | +$1790万 | +6% | 2.62% | 121% | 206 | 16.99% | 1.9 |
|
| 2364 |
2364
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $3.41億 | +$1105万 | +3% | 5.67% | 87.3% | 345 | 13.91% | 3.7 |
|
| 2365 |
2365
Act Wealth Management
Plano,
Texas
| $3.4億 | -$19.1万 | -0.1% | 0.79% | 70% | 67 | 7.46% | 2.9 |
|
| 2366 |
2366
SVB Capital Management
Menlo Park,
California
| $3.4億 | +$3.32億 | +4,489% | 11.6% | – | 9 | 44.44% | 1 |
|
| 2367 |
2367
PKO BP Bankowy Universal Pension Society
Warsaw,
Poland
| $3.4億 | -$1015万 | -3% | 0.26% | – | 14 | 14.29% | 1.5 |
|
| 2368 |
EWA
2368
ERTS Wealth Advisors
Marquette,
Michigan
| $3.4億 | -$182万 | -0.5% | 1.74% | 39.3% | 34 | 8.82% | 4.8 |
|
| 2369 |
2369
Lazari Capital Management
Woodland Hills,
California
| $3.39億 | +$1486万 | +5% | 6.17% | 145% | 198 | 10.61% | 2.2 |
|
| 2370 |
2370
School Employees Retirement Board of Ohio
Columbus,
Ohio
| $3.39億 | +$6177万 | +22% | 2.07% | – | 6 | 16.67% | 1.4 |
|
| 2371 |
2371
Penney Financial
Houston,
Texas
| $3.39億 | +$5281万 | +18% | 0.15% | 54.8% | 54 | 20.37% | 1.8 |
|
| 2372 |
2372
Consilium Wealth Advisory
Richardson,
Texas
| $3.38億 | +$148万 | +0.4% | 1.15% | 126% | 104 | 5.77% | 2.8 |
|
| 2373 |
2373
Vert Asset Management
Sausalito,
California
| $3.38億 | -$2725万 | -7% | 6.47% | 43.1% | 49 | 14.29% | 3.6 |
|
| 2374 |
2374
Redmond Asset Management
Henrico,
Virginia
| $3.38億 | -$6261万 | -16% | 0.55% | 68.2% | 203 | 10.34% | 5 |
|
| 2375 |
FP
2375
FFG Partners
Fort Lauderdale,
Florida
| $3.38億 | -$1464万 | -4% | 2.3% | 277% | 57 | 38.6% | 0.9 |
|