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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、4,149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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
HFAS
3426
Hummer Financial Advisory Services
Chicago,
Illinois
| $1.53億 | +$98.4万 | +0.6% | 3.87% | 71.8% | 135 | 10.37% | 4.2 |
|
| 3427 |
3427
A4 Wealth Advisors
Huntersville,
North Carolina
| $1.53億 | +$215万 | +1% | 0.13% | – | 95 | 25.26% | 0.8 |
|
| 3428 |
3428
Stewardship Concepts Financial Services
Spokane,
Washington
| $1.53億 | +$405万 | +3% | 0.2% | – | 74 | 10.81% | 0.6 |
|
| 3429 |
3429
Harpswell Capital Advisors
Yarmouth,
Maine
| $1.52億 | -$342万 | -2% | 1.41% | – | 53 | 32.08% | 0.7 |
|
| 3430 |
3430
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| $1.52億 | +$357万 | +2% | 4.73% | 86.3% | 118 | 5.08% | 3.7 |
|
| 3431 |
3431
GraniteShares Advisors
New York
| $1.52億 | -$323万 | -2% | 0.92% | 88.4% | 91 | 2.2% | 2 |
|
| 3432 |
3432
Womack Financial
Dallas,
Texas
| $1.52億 | +$95.1万 | +0.6% | 0.99% | – | 74 | 9.46% | 1.5 |
|
| 3433 |
3433
AllStreet Capital Advisors
Los Angeles,
California
| $1.52億 | -$160万 | -1% | 0.21% | – | 70 | 5.71% | 0.7 |
|
| 3434 |
CFG
3434
Chapman Financial Group
Kailua,
Hawaii
| $1.52億 | +$159万 | +1% | 3.84% | – | 272 | 7.72% | 1.4 |
|
| 3435 |
3435
Nestegg Advisors
Hauppauge,
New York
| $1.52億 | +$1063万 | +8% | 0.11% | – | 62 | 19.35% | 1.3 |
|
| 3436 |
HC
3436
Hoese & Co
Glencoe,
Minnesota
| $1.52億 | -$191万 | -1% | 0.23% | 51% | 185 | 7.57% | 2.8 |
|
| 3437 |
3437
Northern Financial Advisors
Bloomfield Hills,
Michigan
| $1.52億 | +$80.5万 | +0.5% | 2.95% | 120% | 104 | 5.77% | 2.9 |
|
| 3438 |
3438
Themes Management Co
Greenwich,
Connecticut
| $1.52億 | +$104万 | +0.7% | 5.04% | – | 146 | 27.4% | 0.6 |
|
| 3439 |
3439
Adelphi Trust
Saint Petersburg,
Florida
| $1.52億 | +$124万 | +0.8% | 3.57% | – | 120 | 10.83% | 0.6 |
|
| 3440 |
3440
Asset Planning Inc
Cypress,
California
| $1.52億 | -$282万 | -2% | 0.58% | – | 337 | 3.86% | 1.4 |
|
| 3441 |
JRSI
3441
Jeter Robert S II
| $1.51億 | +$4709万 | +45% | 1.84% | – | 86 | 51.16% | 0.3 |
|
| 3442 |
3442
Winnow Wealth
Waco,
Texas
| $1.51億 | +$427万 | +3% | 0.45% | – | 153 | 18.3% | 0.8 |
|
| 3443 |
3443
White & Co Financial Planning
Sunnyside,
Washington
| $1.51億 | -$1009万 | -6% | 3.49% | – | 21 | 4.76% | 1.6 |
|
| 3444 |
3444
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $1.51億 | -$504万 | -3% | 0.02% | 83.3% | 109 | 12.84% | 5 |
|
| 3445 |
CFG
3445
Compass Financial Group
Dublin,
Ohio
| $1.51億 | +$148万 | +1% | 0.49% | – | 50 | 18% | 0.7 |
|
| 3446 |
3446
JM2 Capital
Edmond,
Oklahoma
| $1.51億 | +$533万 | +4% | 4.6% | – | 124 | 4.84% | 0.7 |
|
| 3447 |
3447
Overlook Investments
Grand Cayman,
Cayman Islands
| $1.51億 | -$779万 | -5% | 5.03% | – | 1 | 0% | 0.8 |
|
| 3448 |
KL
3448
KFG LLC
Rapid City,
South Dakota
| $1.51億 | – | – | 0.61% | – | 664 | – | 0 |
|
| 3449 |
3449
Robert Bosch
Gerlingen Schillerhoehe,
Germany
| $1.51億 | -$1496万 | -9% | 5.73% | – | 3 | 0% | 1.3 |
|
| 3450 |
3450
Mount Vernon Associates
Baltimore,
Maryland
| $1.5億 | -$301万 | -2% | 3.18% | 136% | 63 | 9.52% | 7.8 |
|