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