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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)
tru Independence
3076
tru Independence
Oregon
$2.34億 +$524万 +2% 0.88% 67.4% 117 14.53% 3
Northern Capital Management (Washington)
3077
Northern Capital Management (Washington)
Washington
$2.34億 -$70.5万 -0.3% 2.18% 90.9% 58 8.62% 3.1
Flower City Capital
3078
Flower City Capital
New York
$2.34億 +$649万 +3% 1.13% 69.5% 50 14% 3
CA
3079
Continental Advisors
Utah
$2.33億 -$337万 -1% 1.83% 73.6% 55 14.55% 5.3
Bernzott Capital Advisors
3080
Bernzott Capital Advisors
California
$2.33億 -$1641万 -7% 3.79% 46.2% 112 68.75% 1
Carolina Wealth Management
3081
Carolina Wealth Management
North Carolina
$2.33億 +$1586万 +7% 0.55% – 129 21.71% 0.2
Carl P. Sherr & Co
3082
Carl P. Sherr & Co
Massachusetts
$2.33億 -$544万 -2% 1.53% 78.6% 137 5.84% 3.9
LMHBHCT
3083
Leona M. & Harry B. Helmsley Charitable Trust
New York
$2.33億 +$1806万 +8% 1.76% – 2 0% 0.6
Attessa Capital
3084
Attessa Capital
Arizona
$2.33億 +$1014万 +5% 0.36% – 54 14.81% 1.1
Cohen Investment Advisors
3085
Cohen Investment Advisors
New Hampshire
$2.33億 +$985万 +4% 6.37% 90.6% 84 7.14% 4.9
Banyan Capital Management
3086
Banyan Capital Management
Georgia
$2.33億 +$255万 +1% 0.4% 44.4% 55 12.73% 2.7
Steinberganna Wealth Management
3087
Steinberganna Wealth Management
New York
$2.33億 -$1340万 -5% 1.76% – 148 12.16% 0.8
Lantern Wealth Advisors
3088
Lantern Wealth Advisors
New York
$2.32億 +$1401万 +6% 1.77% – 205 14.15% 1.6
OBWA
3089
Oak Barrel Wealth Advisory
Virginia
$2.32億 +$583万 +3% 2.39% – 87 4.6% 0.7
EPIQ Partners
3090
EPIQ Partners
Minnesota
$2.32億 -$365万 -2% 0.64% 49.6% 102 6.86% 3.3
Downshift Financial
3091
Downshift Financial
Colorado
$2.32億 +$927万 +4% 0% – 745 13.02% 0.3
Peak Financial Advisors
3092
Peak Financial Advisors
Colorado
$2.32億 -$958万 -4% 2.21% 39.1% 90 26.67% 1.8
NIA Impact Advisors
3093
NIA Impact Advisors
California
$2.32億 -$947万 -4% 0.94% – 84 17.86% 2.4
Asset Advisory Group
3094
Asset Advisory Group
New Jersey
$2.32億 +$293万 +1% 2.08% – 126 4.76% 0.7
NTIC
3095
Napean Trading & Investment Company
Singapore
$2.32億 -$5956万 -20% 1.23% 313% 19 68.42% 0.9
OxenFree Capital
3096
OxenFree Capital
Florida
$2.31億 +$1326万 +6% 0.74% 56.4% 58 5.17% 1.9
Signet Investment Advisory Group
3097
Signet Investment Advisory Group
Rhode Island
$2.31億 +$372万 +2% 2.6% 68.2% 74 2.7% 5.6
BWG
3098
Boomfish Wealth Group
Georgia
$2.31億 +$1150万 +5% 3.68% 86% 106 14.15% 1.9
Tower View Wealth Management
3099
Tower View Wealth Management
Wisconsin
$2.31億 +$360万 +2% 0.08% 135% 211 11.37% 3.9
Montaka Global
3100
Montaka Global
$2.31億 +$5306万 +30% 14.8% – 27 29.63% 0.5