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、2,475本のファンド(~28%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 376 |
376
Nadler Financial Group
Deerfield,
Illinois
| $12億 | +$1622万 | +1% | 1.46% | 81.8% | 155 | 9.03% | 5.9 |
|
| 377 |
377
Armis Advisers
Atlanta,
Georgia
| $12億 | +$1.06億 | +10% | 1.87% | – | 541 | 17.01% | 1 |
|
| 378 |
378
Pictet North America Advisors
Geneva 73,
Switzerland
| $11.9億 | +$5741万 | +5% | 1.74% | 67.7% | 193 | 22.28% | 4 |
|
| 379 |
379
Townsend & Associates
Westminster,
Colorado
| $11.9億 | +$1461万 | +1% | 1.41% | 58% | 119 | 10.08% | 3.3 |
|
| 380 |
380
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $11.9億 | +$2759万 | +2% | 0.81% | 75.6% | 319 | 10.97% | 2.6 |
|
| 381 |
381
LVW Advisors
Pittsford,
New York
| $11.9億 | +$3005万 | +3% | 1.29% | 79.1% | 517 | 21.47% | 2.7 |
|
| 382 |
382
Crescent Grove Advisors
Lake Forest,
Illinois
| $11.8億 | -$1293万 | -1% | 0.29% | 64.1% | 340 | 17.94% | 3.8 |
|
| 383 |
383
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $11.8億 | +$5.98億 | +102% | 0.63% | 56.9% | 153 | 15.03% | 3.6 |
|
| 384 |
384
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $11.8億 | -$4120万 | -3% | 0.8% | 77.5% | 186 | 5.91% | 8.5 |
|
| 385 |
385
TRUE Private Wealth Advisors
Salem,
Oregon
| $11.8億 | +$1715万 | +1% | 0.19% | 89.2% | 312 | 16.35% | 4.3 |
|
| 386 |
386
Penn Davis McFarland
Dallas,
Texas
| $11.7億 | +$5159万 | +5% | 5.72% | 100% | 80 | 8.75% | 4.8 |
|
| 387 |
387
KWB Wealth
Redlands,
California
| $11.7億 | +$178万 | +0.2% | 0.38% | 54.8% | 187 | 14.44% | 2.5 |
|
| 388 |
388
Versant Capital Management
Phoenix,
Arizona
| $11.7億 | +$5350万 | +5% | 5.51% | 97.3% | 2,890 | 7.99% | 4.5 |
|
| 389 |
389
Randolph Company
Cincinnati,
Ohio
| $11.6億 | -$2399万 | -2% | 0.91% | 127% | 49 | 8.16% | 4.6 |
|
| 390 |
GA
390
GuoLine Advisory
Singapore
| $11.6億 | +$8808万 | +8% | 12.5% | 112% | 23 | 0% | 2.5 |
|
| 391 |
391
Berkshire Money Management
Dalton,
Massachusetts
| $11.6億 | +$6373万 | +6% | 0.24% | 61.8% | 148 | 62.84% | 1.5 |
|
| 392 |
392
Counterpoint Mutual Funds
San Diego,
California
| $11.6億 | +$1.47億 | +15% | 3.06% | 74.3% | 505 | 77.62% | 0.2 |
|
| 393 |
393
Accurate Wealth Management
Wesley Chapel,
Florida
| $11.6億 | +$1.09億 | +10% | 2.71% | 101% | 638 | 15.67% | 1.9 |
|
| 394 |
394
Jacobs & Co
San Francisco,
California
| $11.6億 | -$910万 | -0.8% | 3.46% | 105% | 139 | 8.63% | 7.9 |
|
| 395 |
395
Private Capital Advisors
Darien,
Connecticut
| $11.5億 | +$1169万 | +1% | 3.12% | 132% | 85 | 18.82% | 5.8 |
|
| 396 |
396
Canandaigua National Bank & Trust
Canandaigua,
New York
| $11.5億 | -$3387万 | -3% | 1.31% | – | 325 | 10.77% | 6.2 |
|
| 397 |
397
Discipline Wealth Solutions
Greenville,
South Carolina
| $11.5億 | +$551万 | +0.5% | 0.69% | 45.9% | 207 | 10.14% | 1.2 |
|
| 398 |
398
Trust Company
Manhattan,
Kansas
| $11.5億 | +$4111万 | +4% | 0.6% | 40.6% | 946 | 7.4% | 2.7 |
|
| 399 |
399
Asset Advisors Investment Management
Augusta,
Georgia
| $11.4億 | +$5413万 | +5% | 3.18% | 67.5% | 109 | 7.34% | 5.4 |
|
| 400 |
400
Viking Fund Management
Minot,
North Dakota
| $11.4億 | +$2616万 | +2% | 0.75% | 105% | 155 | 14.84% | 4.8 |
|