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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、4,696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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
3851
Sage Investment Advisers
Wappingers Falls,
New York
| $1.54億 | +$551万 | +4% | 1.2% | – | 101 | 7.92% | 2.8 |
|
| 3852 |
DIS
3852
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $1.54億 | -$45.5万 | -0.3% | 5.81% | 93.8% | 57 | 10.53% | 5.4 |
|
| 3853 |
3853
Oath Planning
Tulsa,
Oklahoma
| $1.54億 | +$1940万 | +14% | 1.14% | – | 78 | 14.1% | 0.7 |
|
| 3854 |
3854
Steinberg Asset Management
New York
| $1.54億 | -$667万 | -4% | 2.34% | 108% | 46 | 6.52% | 4.2 |
|
| 3855 |
ACPLP
3855
ACT Capital Partners, L.P.
Wayne,
Pennsylvania
| $1.54億 | – | – | 1.02% | – | 58 | – | 0 |
|
| 3856 |
LP
3856
LB Partners
Charlottesville,
Virginia
| $1.54億 | +$713万 | +5% | 13.6% | 136% | 42 | 28.57% | 1.3 |
|
| 3857 |
3857
SageOak Financial
Tulsa,
Oklahoma
| $1.54億 | -$6.08万 | -0% | 1.28% | – | 37 | 5.41% | 1.5 |
|
| 3858 |
3858
Visa Foundation
San Francisco,
California
| $1.54億 | -$154万 | -1% | 2.2% | 58.1% | 2 | 0% | 2.5 |
|
| 3859 |
3859
TMT General Partner
Hong Kong
| $1.54億 | -$4025万 | -21% | 19.2% | – | 3 | 0% | 1.6 |
|
| 3860 |
AC
3860
Anson Capital
Tyrone,
Georgia
| $1.53億 | -$23.9万 | -0.2% | 0.31% | 50.5% | 97 | 7.22% | 2.5 |
|
| 3861 |
3861
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| $1.53億 | +$319万 | +2% | 3.68% | – | 88 | 30.68% | 1.3 |
|
| 3862 |
3862
Morey & Quinn Wealth Partners
Omaha,
Nebraska
| $1.53億 | -$210万 | -1% | 1.28% | – | 147 | 8.16% | 1.5 |
|
| 3863 |
3863
Sincerus Advisory
New York
| $1.53億 | +$601万 | +4% | 0.83% | – | 87 | 6.9% | 1.4 |
|
| 3864 |
HFAS
3864
Hummer Financial Advisory Services
Chicago,
Illinois
| $1.53億 | +$98.4万 | +0.6% | 3.87% | 71.8% | 135 | 10.37% | 4.2 |
|
| 3865 |
3865
A4 Wealth Advisors
Huntersville,
North Carolina
| $1.53億 | +$215万 | +1% | 0.13% | – | 95 | 25.26% | 0.8 |
|
| 3866 |
3866
Stewardship Concepts Financial Services
Spokane,
Washington
| $1.53億 | +$405万 | +3% | 0.2% | – | 74 | 10.81% | 0.6 |
|
| 3867 |
3867
Harpswell Capital Advisors
Yarmouth,
Maine
| $1.52億 | -$342万 | -2% | 1.41% | – | 53 | 32.08% | 0.7 |
|
| 3868 |
3868
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| $1.52億 | +$357万 | +2% | 4.73% | 86.3% | 118 | 5.08% | 3.7 |
|
| 3869 |
3869
GraniteShares Advisors
New York
| $1.52億 | -$323万 | -2% | 0.92% | 88.4% | 91 | 2.2% | 2 |
|
| 3870 |
3870
Womack Financial
Dallas,
Texas
| $1.52億 | +$95.1万 | +0.6% | 0.99% | – | 74 | 9.46% | 1.5 |
|
| 3871 |
3871
AllStreet Capital Advisors
Los Angeles,
California
| $1.52億 | -$160万 | -1% | 0.21% | – | 70 | 5.71% | 0.7 |
|
| 3872 |
CFG
3872
Chapman Financial Group
Kailua,
Hawaii
| $1.52億 | +$159万 | +1% | 3.84% | – | 272 | 7.72% | 1.4 |
|
| 3873 |
3873
Nestegg Advisors
Hauppauge,
New York
| $1.52億 | +$1063万 | +8% | 0.11% | – | 62 | 19.35% | 1.3 |
|
| 3874 |
HC
3874
Hoese & Co
Glencoe,
Minnesota
| $1.52億 | -$191万 | -1% | 0.23% | 51% | 185 | 7.57% | 2.8 |
|
| 3875 |
3875
Northern Financial Advisors
Bloomfield Hills,
Michigan
| $1.52億 | +$80.5万 | +0.5% | 2.95% | 120% | 104 | 5.77% | 2.9 |
|