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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。

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