で公開中です! 詳しく見る

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。

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