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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、4,671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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
2426
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| $3.28億 | +$973万 | +3% | 0.17% | 55.5% | 73 | 24.66% | 2.2 |
|
| 2427 |
2427
Sunpointe
St. Louis,
Missouri
| $3.28億 | -$2379万 | -7% | 2.84% | 122% | 305 | 28.2% | 1.5 |
|
| 2428 |
2428
Wealth Quarterback
Toms River,
New Jersey
| $3.28億 | +$428万 | +1% | 2.37% | 109% | 185 | 9.73% | 2.9 |
|
| 2429 |
2429
LifeGoal Wealth Advisors
Saratoga Springs,
New York
| $3.28億 | +$1.1億 | +50% | 2.29% | – | 232 | 41.38% | 0.6 |
|
| 2430 |
2430
Richards, Merrill & Peterson
Spokane,
Washington
| $3.28億 | +$1290万 | +4% | 3.12% | – | 302 | 8.61% | 1.3 |
|
| 2431 |
2431
Seven Post Investment Office
San Francisco,
California
| $3.28億 | -$2448万 | -7% | 4.15% | 44.4% | 44 | 9.09% | 4.2 |
|
| 2432 |
2432
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $3.28億 | -$3784万 | -10% | 0.35% | 70.3% | 157 | 8.92% | 5 |
|
| 2433 |
2433
Argentarii
Cincinnati,
Ohio
| $3.28億 | -$394万 | -1% | 4.4% | – | 217 | 7.83% | 1.3 |
|
| 2434 |
2434
IMZ Advisory
Boca Raton,
Florida
| $3.27億 | +$1137万 | +4% | 1.58% | 73.1% | 38 | 5.26% | 2.5 |
|
| 2435 |
2435
Bennett Selby Investments
Falmouth,
Maine
| $3.27億 | +$1397万 | +4% | 5.28% | 82.1% | 89 | 8.99% | 3.4 |
|
| 2436 |
2436
Royal Harbor Partners
Houston,
Texas
| $3.27億 | +$415万 | +1% | 0.13% | 54.6% | 57 | 3.51% | 2.4 |
|
| 2437 |
2437
Vigilare Wealth Management
Scottsdale,
Arizona
| $3.27億 | +$58.9万 | +0.2% | 0.37% | 59.5% | 137 | 20.44% | 2.7 |
|
| 2438 |
2438
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| $3.26億 | +$820万 | +3% | 1.05% | 72.4% | 110 | 10.91% | 2.7 |
|
| 2439 |
2439
Raub Brock Capital Management
Larkspur,
California
| $3.26億 | -$3728万 | -10% | 2% | 54.7% | 51 | 19.61% | 2.6 |
|
| 2440 |
2440
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $3.26億 | +$504万 | +2% | 0.12% | 63.1% | 647 | 9.43% | 2.8 |
|
| 2441 |
2441
Paragon Private Wealth Management
Lexington,
Kentucky
| $3.26億 | -$5720万 | -15% | 1.09% | 104% | 235 | 22.13% | 2.7 |
|
| 2442 |
2442
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| $3.26億 | +$2895万 | +10% | 2.28% | 68.8% | 136 | 8.82% | 3.4 |
|
| 2443 |
2443
Bluesphere Advisors
East Norriton,
Pennsylvania
| $3.25億 | +$125万 | +0.4% | 2.26% | 105% | 125 | 11.2% | 2.7 |
|
| 2444 |
2444
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $3.25億 | +$336万 | +1% | 0.05% | 65% | 39 | 7.69% | 3.7 |
|
| 2445 |
2445
Berkeley Inc
Boise,
Idaho
| $3.24億 | +$554万 | +2% | 3.02% | 49.4% | 91 | 13.19% | 3.3 |
|
| 2446 |
2446
Robinswood Financial
Kirkland,
Washington
| $3.24億 | -$2480万 | -7% | 0.62% | 43.2% | 428 | 83.18% | 3 |
|
| 2447 |
2447
River Street Advisors
Aurora,
Illinois
| $3.24億 | -$1541万 | -5% | 0.14% | 93.5% | 185 | 9.19% | 2.3 |
|
| 2448 |
2448
Traveka Wealth
Los Altos,
California
| $3.24億 | +$2336万 | +8% | 1.38% | 78.1% | 221 | 13.57% | 1.6 |
|
| 2449 |
2449
ticino wealth
Mission Viejo,
California
| $3.24億 | +$687万 | +2% | 1.92% | – | 140 | 6.43% | 0.7 |
|
| 2450 |
2450
Wealth Management Resources
Smithfield,
Rhode Island
| $3.24億 | -$42.7万 | -0.1% | 2.21% | 37.7% | 31 | 6.45% | 3.5 |
|