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。

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