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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、2,475本のファンド(~28%)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)
Axxion S.A.
301
Axxion S.A.
Luxembourg
$15.2億 +$1.18億 +8% 5.04% – 608 17.76% 0.2
Corda Investment Management
302
Corda Investment Management
Texas
$15.2億 -$1.11億 -7% 0.2% 85% 87 12.64% 5.7
Baldwin Wealth Partners
303
Baldwin Wealth Partners
Massachusetts
$15.2億 -$1199万 -0.8% 2.51% 94.5% 246 9.76% 6.5
Schaper Benz & Wise Investment Counsel
304
Schaper Benz & Wise Investment Counsel
Wisconsin
$15.1億 +$1345万 +0.9% 3.33% 94.2% 163 3.68% 7.2
First Heartland Consultants
305
First Heartland Consultants
Missouri
$15億 -$4121万 -3% 0.37% 59.2% 632 13.13% 3.4
Verity & Verity
306
Verity & Verity
South Carolina
$15億 +$4392万 +3% 4.47% 90.4% 145 8.97% 5.4
Magnus Financial Group
307
Magnus Financial Group
New York
$15億 +$8206万 +6% 1.58% 78.2% 438 16.21% 3.5
Harbor Capital Advisors
308
Harbor Capital Advisors
Illinois
$14.8億 +$1096万 +0.7% 1.34% 128% 1,526 25.82% 1.4
Neville Rodie & Shaw
309
Neville Rodie & Shaw
New York
$14.8億 -$6992万 -5% 2.22% 125% 249 6.02% 8.8
Private Wealth Partners
310
Private Wealth Partners
California
$14.7億 +$6823万 +5% 7.13% 132% 193 13.47% 4.8
Harbor Investment Advisory
311
Harbor Investment Advisory
Maryland
$14.7億 +$3703万 +3% 2.29% 97.5% 1,470 12.79% 3.7
OHIF
312
Oriental Harbor Investment Fund
Hong Kong
$14.7億 -$1.81億 -11% 2.04% – 15 26.67% 0.8
NBT Bank
313
NBT Bank
New York
$14.7億 -$4359万 -3% 2.36% 77% 1,078 47.87% 4.9
UNICOM Systems
314
UNICOM Systems
Nevada
$14.6億 -$6884万 -4% 0.89% – 40 5% 0.9
PKO Investment Management Joint-Stock
315
PKO Investment Management Joint-Stock
Poland
$14.6億 +$8386万 +6% 4.93% 145% 240 9.58% 3.6
Traphagen Investment Advisors
316
Traphagen Investment Advisors
New Jersey
$14.6億 +$6052万 +4% 2.48% 65.8% 236 10.59% 3.5
Amplius Wealth Advisors
317
Amplius Wealth Advisors
Pennsylvania
$14.6億 +$9248万 +7% 0.16% 58% 237 16.46% 2.6
Value Partners Investments
318
Value Partners Investments
Manitoba, Canada
$14.4億 +$984万 +0.7% 7.18% 50.7% 107 6.54% 3
Summit Financial Strategies
319
Summit Financial Strategies
Ohio
$14.4億 +$1763万 +1% 1.64% 59.4% 180 12.22% 4.5
Retirement Investment Advisors
320
Retirement Investment Advisors
Oklahoma
$14.3億 +$2565万 +2% 0.74% – 69 8.7% 2.6
AWM Capital
321
AWM Capital
Arizona
$14.2億 +$1.72億 +14% 0.23% 51.1% 129 6.98% 2.7
Tompkins Financial
322
Tompkins Financial
New York
$14.2億 -$908万 -0.6% 2.08% 84.4% 578 8.65% 5.6
Weatherly Asset Management
323
Weatherly Asset Management
California
$14.2億 +$1146万 +0.8% 2.77% 116% 198 10.1% 7.9
Washington Trust Advisors
324
Washington Trust Advisors
Massachusetts
$14億 +$5250万 +4% 6.04% 106% 768 14.71% 3
Talbot Financial
325
Talbot Financial
Washington
$13.9億 +$3085万 +2% 6.53% 118% 72 8.33% 2.8