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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、4,696本のファンド(~53%)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。

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)
NERM
2851
New England Research & Management
Illinois
$2.59億 +$190万 +0.7% 0.63% 65% 159 33.33% 4.7
Long Road Investment Counsel
2852
Long Road Investment Counsel
Michigan
$2.59億 -$1257万 -5% 2.31% 64.4% 83 6.02% 8.2
Tull Financial Group
2853
Tull Financial Group
Virginia
$2.59億 +$301万 +1% 1.1% – 36 13.89% 1.5
Mirabaud & Cie
2854
Mirabaud & Cie
Switzerland
$2.59億 +$934万 +4% 10.2% 151% 57 15.79% 1.8
WAM
2855
Werlinich Asset Management
Connecticut
$2.58億 -$332万 -1% 2.26% 232% 58 1.72% 3.8
DCM
2856
Dudley Capital Management
Virginia
$2.58億 +$799万 +3% 6.63% 129% 157 12.74% 2.6
Silver Oak Advisory Group
2857
Silver Oak Advisory Group
Oregon
$2.58億 +$462万 +2% 2.07% 28.9% 95 10.53% 2.8
SmartHarvest Portfolios
2858
SmartHarvest Portfolios
Washington
$2.58億 -$5127万 -17% 4.99% – 490 30.41% 0.6
Family CFO
2859
Family CFO
California
$2.58億 -$204万 -0.8% 1.14% 89.6% 53 20.75% 2.8
Gainplan
2860
Gainplan
Michigan
$2.58億 +$394万 +2% 1.99% 103% 70 30% 2.3
North Berkeley Wealth Management
2861
North Berkeley Wealth Management
California
$2.58億 +$1014万 +4% 2.55% – 79 8.86% 1.4
Bullish
2862
Bullish
$2.57億 +$7914万 +44% 43% – 4 50% 0.5
Hiley Hunt Wealth Management
2863
Hiley Hunt Wealth Management
Nebraska
$2.57億 +$430万 +2% 1.18% 48.4% 51 7.84% 2.2
FA
2864
FAI Advisors
Michigan
$2.57億 +$257万 +1% 2.12% – 194 11.34% 1.4
Eastover Investment Advisors
2865
Eastover Investment Advisors
North Carolina
$2.57億 +$327万 +1% 0.9% 105% 50 4% 3.6
Sterling Group Wealth Management
2866
Sterling Group Wealth Management
California
$2.57億 +$1337万 +5% 0.93% 75.9% 67 10.45% 1.7
RetireMitten Financial
2867
RetireMitten Financial
Michigan
$2.56億 +$1930万 +8% 1.41% – 59 23.73% 0.4
Long Island Wealth Management
2868
Long Island Wealth Management
New York
$2.56億 +$1412万 +6% 1.3% 58.2% 103 12.62% 2
Evergreen Wealth Management
2869
Evergreen Wealth Management
Michigan
$2.56億 +$4299万 +20% 2.27% 68.8% 70 22.86% 2.2
SFC
2870
Sprinkle Financial Consultants
Colorado
$2.56億 +$115万 +0.5% 0.97% 64.1% 114 14.04% 1.8
Innova Wealth Partners
2871
Innova Wealth Partners
Pennsylvania
$2.56億 +$1168万 +5% 1.59% 72.5% 195 13.85% 1.2
Keeler Thomas Management
2872
Keeler Thomas Management
Utah
$2.56億 -$2620万 -9% 3.94% 52.1% 155 16.77% 1.2
Diesslin Group
2873
Diesslin Group
Texas
$2.56億 -$348万 -1% 0.59% – 61 11.48% 0.7
Matisse Capital
2874
Matisse Capital
Oregon
$2.56億 +$582万 +2% 1.47% 73.3% 173 14.45% 2.6
State Insurance Fund
2875
State Insurance Fund
New York
$2.55億 +$45.9万 +0.2% 0.18% 77.9% 1 0% 2.8