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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、4,675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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
Traveka Wealth
Los Altos,
California
| $3.24億 | +$2336万 | +8% | 1.38% | 78.1% | 221 | 13.57% | 1.6 |
|
| 2452 |
2452
ticino wealth
Mission Viejo,
California
| $3.24億 | +$687万 | +2% | 1.92% | – | 140 | 6.43% | 0.7 |
|
| 2453 |
2453
Wealth Management Resources
Smithfield,
Rhode Island
| $3.24億 | -$42.7万 | -0.1% | 2.21% | 37.7% | 31 | 6.45% | 3.5 |
|
| 2454 |
2454
Mullooly Asset Management
Wall Township,
New Jersey
| $3.24億 | -$123万 | -0.4% | 2.91% | – | 60 | 5% | 1.3 |
|
| 2455 |
VPC
2455
Valen Private Capital
Paoli,
Pennsylvania
| $3.23億 | – | – | 0.58% | – | 88 | – | 0 |
|
| 2456 |
2456
Essex Woodlands Management
The Woodlands,
Texas
| $3.23億 | +$6892万 | +27% | 33.7% | 119% | 5 | 0% | 7.4 |
|
| 2457 |
2457
Harper Investing
Santa Clara,
California
| $3.23億 | +$2647万 | +9% | 2.84% | 58.7% | 88 | 6.82% | 1.8 |
|
| 2458 |
LA
2458
Latitude Advisors
Vero Beach,
Florida
| $3.23億 | +$7222万 | +29% | 1.25% | 79.6% | 1,384 | 82.44% | 0.5 |
|
| 2459 |
2459
Omega Financial Group
Santa Barbara,
California
| $3.23億 | -$577万 | -2% | 2.87% | 47% | 107 | 16.82% | 4.4 |
|
| 2460 |
2460
Biltmore Wealth Management
Tempe,
Arizona
| $3.23億 | +$248万 | +0.8% | 0.85% | 59.8% | 61 | 8.2% | 4.7 |
|
| 2461 |
2461
Bishop & Co Investment Management
Erie,
Pennsylvania
| $3.23億 | -$228万 | -0.7% | 0.24% | 53.7% | 26 | 0% | 7.2 |
|
| 2462 |
LFP
2462
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| $3.23億 | +$1186万 | +4% | 2.28% | 65.4% | 102 | 14.71% | 1.9 |
|
| 2463 |
2463
Davis Investment Partners
Charlotte,
North Carolina
| $3.22億 | -$603万 | -2% | 0.71% | 97.8% | 184 | 16.3% | 2 |
|
| 2464 |
2464
Vodafone Ventures
Newbury,
United Kingdom
| $3.22億 | -$1.64億 | -34% | 33.8% | – | 1 | 0% | 0.8 |
|
| 2465 |
SA
2465
Skyline Advisors
Bellingham,
Washington
| $3.22億 | +$289万 | +0.9% | 2.07% | 52% | 128 | 10.16% | 1.8 |
|
| 2466 |
2466
Foundry Financial
Pasadena,
California
| $3.22億 | +$2461万 | +8% | 0.05% | – | 103 | 24.27% | 0.5 |
|
| 2467 |
2467
Raleigh Capital Management
Cary,
North Carolina
| $3.22億 | +$819万 | +3% | 1.27% | 79.9% | 593 | 22.09% | 2.8 |
|
| 2468 |
2468
Invesco LLC (Illinois)
Des Plaines,
Illinois
| $3.21億 | -$217万 | -0.7% | 3.14% | 122% | 137 | 7.3% | 2.6 |
|
| 2469 |
2469
Global Trust Asset Management
West Palm Beach,
Florida
| $3.21億 | +$119万 | +0.4% | 0.22% | 178% | 548 | 22.99% | 3.9 |
|
| 2470 |
2470
Asset Allocation & Management Company
Chicago,
Illinois
| $3.21億 | +$1397万 | +5% | 0.53% | 58.5% | 71 | 8.45% | 3.5 |
|
| 2471 |
2471
Centerline Wealth Advisors
Louisville,
Kentucky
| $3.21億 | +$155万 | +0.5% | 1.11% | – | 83 | 6.02% | 1 |
|
| 2472 |
2472
Sims Investment Management
Cincinnati,
Ohio
| $3.2億 | -$312万 | -1% | 1.73% | – | 184 | 78.8% | 1.4 |
|
| 2473 |
2473
LRZ Capital
Miami,
Florida
| $3.2億 | +$1.23億 | +62% | 5.95% | – | 32 | 53.13% | 0.3 |
|
| 2474 |
2474
Register Financial Advisors
Atlanta,
Georgia
| $3.2億 | -$601万 | -2% | 0.49% | 130% | 454 | 9.91% | 2.2 |
|
| 2475 |
2475
Adirondack Trust Company
Saratoga Springs,
New York
| $3.2億 | -$1584万 | -5% | 2.92% | 96.7% | 575 | 6.43% | 6.4 |
|