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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、4,142本のファンド(~46%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
Lederer & Associates Investment Counsel
Long Beach,
California
| $1.55億 | +$318万 | +2% | 5.63% | 92.7% | 90 | 8.89% | 5.9 |
|
| 3402 |
ML
3402
MTCO Ltd
Nassau,
| $1.55億 | -$1.16億 | -43% | 26.3% | – | 6 | 33.33% | 0.4 |
|
| 3403 |
DW
3403
Durante & Waters
Brewster,
New York
| $1.55億 | +$214万 | +1% | 0.42% | 59.1% | 37 | 16.22% | 2.2 |
|
| 3404 |
3404
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
| $1.55億 | +$341万 | +2% | 0.33% | – | 490 | 15.92% | 1.2 |
|
| 3405 |
3405
Richard Young Associates
Augusta,
Georgia
| $1.55億 | +$408万 | +3% | 1.62% | – | 33 | 18.18% | 0.6 |
|
| 3406 |
3406
Rye Brook Capital
Greenwich,
Connecticut
| $1.54億 | +$1186万 | +8% | 0.98% | 77.2% | 44 | 18.18% | 1.1 |
|
| 3407 |
3407
Koa Wealth Management
Encinitas,
California
| $1.54億 | +$738万 | +5% | 6.45% | 74.8% | 57 | 8.77% | 2 |
|
| 3408 |
3408
Abbington Investment Group
Westport,
Connecticut
| $1.54億 | -$280万 | -2% | 7.53% | – | 53 | 5.66% | 0.9 |
|
| 3409 |
3409
Sage Investment Advisers
Wappingers Falls,
New York
| $1.54億 | +$551万 | +4% | 1.2% | – | 101 | 7.92% | 2.8 |
|
| 3410 |
DIS
3410
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $1.54億 | -$45.5万 | -0.3% | 5.81% | 93.8% | 57 | 10.53% | 5.4 |
|
| 3411 |
3411
Oath Planning
Tulsa,
Oklahoma
| $1.54億 | +$1940万 | +14% | 1.14% | – | 78 | 14.1% | 0.7 |
|
| 3412 |
3412
Steinberg Asset Management
New York
| $1.54億 | -$667万 | -4% | 2.34% | 108% | 46 | 6.52% | 4.2 |
|
| 3413 |
3413
SageOak Financial
Tulsa,
Oklahoma
| $1.54億 | -$6.08万 | -0% | 1.28% | – | 37 | 5.41% | 1.5 |
|
| 3414 |
3414
Visa Foundation
San Francisco,
California
| $1.54億 | -$154万 | -1% | 2.2% | 58.1% | 2 | 0% | 2.5 |
|
| 3415 |
3415
TMT General Partner
Hong Kong
| $1.54億 | -$4025万 | -21% | 19.2% | – | 3 | 0% | 1.6 |
|
| 3416 |
AC
3416
Anson Capital
Tyrone,
Georgia
| $1.53億 | -$23.9万 | -0.2% | 0.31% | 50.5% | 97 | 7.22% | 2.5 |
|
| 3417 |
3417
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| $1.53億 | +$319万 | +2% | 3.68% | – | 88 | 30.68% | 1.3 |
|
| 3418 |
3418
Morey & Quinn Wealth Partners
Omaha,
Nebraska
| $1.53億 | -$210万 | -1% | 1.28% | – | 147 | 8.16% | 1.5 |
|
| 3419 |
3419
Sincerus Advisory
New York
| $1.53億 | +$601万 | +4% | 0.83% | – | 87 | 6.9% | 1.4 |
|
| 3420 |
HFAS
3420
Hummer Financial Advisory Services
Chicago,
Illinois
| $1.53億 | +$98.4万 | +0.6% | 3.87% | 71.8% | 135 | 10.37% | 4.2 |
|
| 3421 |
3421
A4 Wealth Advisors
Huntersville,
North Carolina
| $1.53億 | +$215万 | +1% | 0.13% | – | 95 | 25.26% | 0.8 |
|
| 3422 |
3422
Stewardship Concepts Financial Services
Spokane,
Washington
| $1.53億 | +$405万 | +3% | 0.2% | – | 74 | 10.81% | 0.6 |
|
| 3423 |
3423
Harpswell Capital Advisors
Yarmouth,
Maine
| $1.52億 | -$342万 | -2% | 1.41% | – | 53 | 32.08% | 0.7 |
|
| 3424 |
3424
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| $1.52億 | +$357万 | +2% | 4.73% | 86.3% | 118 | 5.08% | 3.7 |
|
| 3425 |
3425
GraniteShares Advisors
New York
| $1.52億 | -$323万 | -2% | 0.92% | 88.4% | 91 | 2.2% | 2 |
|