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、7,143本のファンド(~80%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
Valicenti Advisory Services
Elmira,
New York
| $5.31億 | +$81.6万 | +0.2% | 2.35% | 134% | 86 | 9.3% | 5.8 |
|
| 2852 |
2852
Frontier Asset Management
Sheridan,
Wyoming
| $5.3億 | -$2856万 | -5% | 0.06% | 57.1% | 94 | 18.09% | 2.3 |
|
| 2853 |
TGY2IT
2853
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
| $5.3億 | +$1964万 | +4% | 0.73% | – | 147 | 74.83% | 0.3 |
|
| 2854 |
2854
Vickerman Investment Advisors
Spokane,
Washington
| $5.3億 | +$1442万 | +3% | 1.47% | 53.1% | 103 | 3.88% | 3 |
|
| 2855 |
2855
Kirr Marbach & Co
Columbus,
Indiana
| $5.3億 | -$6426万 | -11% | 6.67% | 121% | 61 | 13.11% | 4.7 |
|
| 2856 |
2856
Morton Community Bank
East Peoria,
Illinois
| $5.29億 | +$3830万 | +8% | 0.19% | 67.7% | 126 | 11.11% | 2.2 |
|
| 2857 |
2857
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $5.29億 | -$509万 | -1% | 0.41% | 54.3% | 418 | 13.4% | 6.1 |
|
| 2858 |
2858
Trigran Investments
Northbrook,
Illinois
| $5.29億 | -$1612万 | -3% | 1.23% | 44.7% | 19 | 15.79% | 3.5 |
|
| 2859 |
2859
Bright Rock Capital Management
Hanover,
Massachusetts
| $5.29億 | +$3004万 | +6% | 6.08% | 53.1% | 80 | 18.75% | 5.3 |
|
| 2860 |
2860
Beacon Financial Advisory
Cleveland,
Ohio
| $5.29億 | +$2049万 | +4% | 1.37% | 76.8% | 448 | 12.95% | 2.8 |
|
| 2861 |
2861
Waterway Wealth Management
The Woodlands,
Texas
| $5.28億 | +$3818万 | +8% | 0.28% | 52.2% | 113 | 18.58% | 1.2 |
|
| 2862 |
2862
Prudent Investors Network
Lake Forest,
California
| $5.28億 | +$1150万 | +2% | 1.51% | – | 94 | 10.64% | 2.2 |
|
| 2863 |
2863
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $5.28億 | +$378万 | +0.7% | 2.3% | 82.6% | 182 | 8.24% | 4.4 |
|
| 2864 |
2864
Aspire Capital Advisors
Seattle,
Washington
| $5.27億 | +$1390万 | +3% | 2.04% | 68.6% | 146 | 13.01% | 2 |
|
| 2865 |
2865
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $5.27億 | +$9209万 | +21% | 2.39% | 80% | 93 | 8.6% | 5.4 |
|
| 2866 |
2866
Brown Capital Management
Baltimore,
Maryland
| $5.27億 | +$2668万 | +5% | 10.7% | 107% | 58 | 12.07% | 3.8 |
|
| 2867 |
2867
Adams Wealth Management
Logan,
Utah
| $5.27億 | +$453万 | +0.9% | 0.21% | 112% | 153 | 8.5% | 2.7 |
|
| 2868 |
2868
Highline Wealth Partners
Sherman Oaks,
California
| $5.27億 | +$3364万 | +7% | 3.19% | 93.8% | 1,552 | 15.01% | 1.5 |
|
| 2869 |
2869
Wendel SE
Paris,
| $5.26億 | +$756万 | +1% | 1.46% | – | 1 | 0% | 1.5 |
|
| 2870 |
2870
Continental General Insurance Company
Austin,
Texas
| $5.26億 | +$4637万 | +10% | 2.06% | 117% | 14 | 50% | 1 |
|
| 2871 |
2871
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $5.26億 | +$1259万 | +2% | 1.52% | 150% | 80 | 26.25% | 2.6 |
|
| 2872 |
2872
Weaver Capital Management
Suwanee,
Georgia
| $5.25億 | +$7145万 | +16% | 1.72% | 79.4% | 196 | 18.88% | 1.9 |
|
| 2873 |
2873
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $5.25億 | +$216万 | +0.4% | 1.89% | 82.6% | 203 | 14.29% | 6.4 |
|
| 2874 |
2874
Fulcrum Capital
Seattle,
Washington
| $5.25億 | +$3199万 | +6% | 5.88% | 102% | 106 | 7.55% | 4.1 |
|
| 2875 |
2875
Bender Robert & Associates
Pasadena,
California
| $5.25億 | +$4339万 | +9% | 9.61% | 146% | 49 | 26.53% | 1.5 |
|