で公開中です!
詳しく見る
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、4,671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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Enzi Wealth
Austin,
Texas
| $3.34億 | +$1782万 | +6% | 0.22% | 77% | 84 | 9.52% | 2.5 |
|
| 2402 |
2402
Bank of Stockton
Stockton,
California
| $3.33億 | -$2335万 | -7% | 0.07% | 99.2% | 128 | 4.69% | 7.1 |
|
| 2403 |
LLI
2403
LTS Liquid Investments
Nassau,
| $3.33億 | +$1.46億 | +78% | 2.29% | – | 10 | 30% | 0.4 |
|
| 2404 |
2404
Costello Asset Management
Feasterville,
Pennsylvania
| $3.32億 | -$83万 | -0.2% | 3.89% | 81.5% | 723 | 5.67% | 2.2 |
|
| 2405 |
2405
Hassell Wealth Management
Houma,
Louisiana
| $3.32億 | +$621万 | +2% | 0.92% | 49.7% | 29 | 3.45% | 3 |
|
| 2406 |
2406
Pacifica Partners
Surrey,
Canada
| $3.32億 | +$55.9万 | +0.2% | 0.45% | 127% | 429 | 7.69% | 4 |
|
| 2407 |
2407
IFS Advisors
Overland Park,
Kansas
| $3.32億 | +$1.23億 | +59% | 0.42% | 54.2% | 465 | 53.12% | 1.4 |
|
| 2408 |
2408
Prosperitas Financial
Valencia,
California
| $3.32億 | +$1948万 | +6% | 3.19% | 118% | 125 | 26.4% | 1.3 |
|
| 2409 |
2409
Idaho Trust Bank
Boise,
Idaho
| $3.32億 | -$1039万 | -3% | 1.71% | 50.5% | 100 | 8% | 2 |
|
| 2410 |
2410
Technology Crossover Management VIII
Menlo Park,
California
| $3.31億 | -$1450万 | -4% | 3.6% | 70% | 5 | 0% | 6.6 |
|
| 2411 |
2411
Burkett Financial Services
Rock Hill,
South Carolina
| $3.31億 | +$1179万 | +4% | 1.41% | 63.6% | 389 | 35.22% | 1.3 |
|
| 2412 |
2412
Miramontes Capital
Newport,
California
| $3.31億 | +$998万 | +3% | 4.13% | – | 149 | 8.72% | 0.6 |
|
| 2413 |
2413
Family Wealth Partners
Matthews,
North Carolina
| $3.31億 | +$523万 | +2% | 0.24% | 58.5% | 125 | 28.8% | 1.5 |
|
| 2414 |
2414
Buttonwood Financial Advisors
Baltimore,
Maryland
| $3.31億 | +$233万 | +0.7% | 1.64% | 73.4% | 112 | 3.57% | 3.4 |
|
| 2415 |
2415
Tenon Financial
Metuchen,
New Jersey
| $3.31億 | +$1983万 | +6% | 0.85% | – | 72 | 18.06% | 1.5 |
|
| 2416 |
2416
Quartz Partners
Saratoga Springs,
New York
| $3.3億 | +$2480万 | +8% | 3.72% | – | 239 | 26.36% | 1 |
|
| 2417 |
2417
Powers Advisory Group
Highland,
Illinois
| $3.3億 | +$1092万 | +3% | 0.36% | 49.8% | 133 | 6.02% | 3.3 |
|
| 2418 |
2418
Henry James International Management
New York
| $3.3億 | -$383万 | -1% | 0.93% | 125% | 91 | 1.1% | 6.1 |
|
| 2419 |
2419
Flagstar Advisors
New York
| $3.3億 | -$150万 | -0.5% | 1.69% | 81.9% | 190 | 10% | 3.4 |
|
| 2420 |
2420
Tred Avon Family Wealth
Easton,
Maryland
| $3.29億 | +$268万 | +0.8% | 2.82% | – | 274 | 9.12% | 0.9 |
|
| 2421 |
2421
New Perspectives Inc
Ridgeland,
Mississippi
| $3.29億 | +$319万 | +1% | 1.02% | – | 49 | 2.04% | 2.8 |
|
| 2422 |
2422
Norman Fields Gottscho Capital Management
New York
| $3.29億 | -$134万 | -0.4% | 0.8% | 96.9% | 65 | 4.62% | 6.6 |
|
| 2423 |
2423
TMB Capital Partners
Little Rock,
Arkansas
| $3.29億 | +$818万 | +3% | 1.06% | – | 192 | 13.54% | 0.7 |
|
| 2424 |
2424
Montgomery Investment Management
Rockville,
Maryland
| $3.29億 | -$93.1万 | -0.3% | 2.76% | 105% | 109 | 4.59% | 7.2 |
|
| 2425 |
2425
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
| $3.29億 | -$1115万 | -3% | 1.85% | – | 119 | 41.18% | 1.1 |
|