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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
Themes Management Co
Greenwich,
Connecticut
| $1.52億 | +$104万 | +0.7% | 5.04% | – | 146 | 27.4% | 0.6 |
|
| 3877 |
3877
Adelphi Trust
Saint Petersburg,
Florida
| $1.52億 | +$124万 | +0.8% | 3.57% | – | 120 | 10.83% | 0.6 |
|
| 3878 |
3878
Asset Planning Inc
Cypress,
California
| $1.52億 | -$282万 | -2% | 0.58% | – | 337 | 3.86% | 1.4 |
|
| 3879 |
JRSI
3879
Jeter Robert S II
| $1.51億 | +$4709万 | +45% | 1.84% | – | 86 | 51.16% | 0.3 |
|
| 3880 |
3880
Winnow Wealth
Waco,
Texas
| $1.51億 | +$427万 | +3% | 0.45% | – | 153 | 18.3% | 0.8 |
|
| 3881 |
3881
White & Co Financial Planning
Sunnyside,
Washington
| $1.51億 | -$1009万 | -6% | 3.49% | – | 21 | 4.76% | 1.6 |
|
| 3882 |
3882
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $1.51億 | -$504万 | -3% | 0.02% | 83.3% | 109 | 12.84% | 5 |
|
| 3883 |
CFG
3883
Compass Financial Group
Dublin,
Ohio
| $1.51億 | +$148万 | +1% | 0.49% | – | 50 | 18% | 0.7 |
|
| 3884 |
3884
JM2 Capital
Edmond,
Oklahoma
| $1.51億 | +$533万 | +4% | 4.6% | – | 124 | 4.84% | 0.7 |
|
| 3885 |
3885
swisspartners Advisors
Zurich,
Switzerland
| $1.51億 | +$260万 | +2% | 4.69% | 75.9% | 23 | 4.35% | 4 |
|
| 3886 |
3886
Overlook Investments
Grand Cayman,
Cayman Islands
| $1.51億 | -$779万 | -5% | 5.03% | – | 1 | 0% | 0.8 |
|
| 3887 |
KL
3887
KFG LLC
Rapid City,
South Dakota
| $1.51億 | – | – | 0.61% | – | 664 | – | 0 |
|
| 3888 |
3888
Robert Bosch
Gerlingen Schillerhoehe,
Germany
| $1.51億 | -$1496万 | -9% | 5.73% | – | 3 | 0% | 1.3 |
|
| 3889 |
3889
Mount Vernon Associates
Baltimore,
Maryland
| $1.5億 | -$301万 | -2% | 3.18% | 136% | 63 | 9.52% | 7.8 |
|
| 3890 |
3890
Sippican Capital Advisors
Boston,
Massachusetts
| $1.5億 | -$1355万 | -8% | 5.11% | 81.1% | 111 | 10.81% | 6.7 |
|
| 3891 |
3891
Dorato Capital Management
Denver,
Colorado
| $1.5億 | +$269万 | +2% | 1.67% | – | 258 | 3.1% | 0.7 |
|
| 3892 |
3892
Ethos Capital Management
Newtown,
Pennsylvania
| $1.5億 | +$954万 | +7% | 0.01% | – | 64 | 12.5% | 0.6 |
|
| 3893 |
3893
Elm3 Financial Group
Alpharetta,
Georgia
| $1.5億 | +$393万 | +3% | 0.19% | – | 162 | 24.07% | 1 |
|
| 3894 |
3894
Rahlfs Capital
Lake Kiowa,
Texas
| $1.5億 | +$1351万 | +10% | 6.05% | – | 94 | 13.83% | 1.4 |
|
| 3895 |
3895
Yorktown Management & Research Company
Forest,
Virginia
| $1.5億 | -$1358万 | -8% | 4.48% | 211% | 273 | 16.48% | 1.5 |
|
| 3896 |
CTA
3896
Camelot Technology Advisors
San Francisco,
California
| $1.5億 | +$88万 | +0.6% | 1.57% | 71% | 64 | 7.81% | 2.2 |
|
| 3897 |
3897
Coquina Private Wealth LLC
Port Charlotte,
Florida
| $1.5億 | +$225万 | +2% | 3.23% | – | 105 | 7.62% | 0.7 |
|
| 3898 |
PWM
3898
Pathway Wealth Management
Dallas,
Texas
| $1.5億 | +$610万 | +4% | 5.48% | – | 31 | 3.23% | 0.7 |
|
| 3899 |
3899
Seven Mile Advisory
Ewing,
New Jersey
| $1.49億 | +$33.8万 | +0.2% | 3.85% | 146% | 179 | 19.55% | 1.9 |
|
| 3900 |
NCM
3900
Nitor Capital Management
Englewood Cliffs,
New Jersey
| $1.49億 | +$108万 | +0.7% | 4.16% | – | 26 | 11.54% | 0.7 |
|