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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、2,513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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 401 |
401
Private Capital Advisors
Darien,
Connecticut
| $11.5億 | +$1169万 | +1% | 3.12% | 132% | 85 | 18.82% | 5.8 |
|
| 402 |
402
Canandaigua National Bank & Trust
Canandaigua,
New York
| $11.5億 | -$3387万 | -3% | 1.31% | – | 325 | 10.77% | 6.2 |
|
| 403 |
403
Discipline Wealth Solutions
Greenville,
South Carolina
| $11.5億 | +$551万 | +0.5% | 0.69% | 45.9% | 207 | 10.14% | 1.2 |
|
| 404 |
404
Trust Company
Manhattan,
Kansas
| $11.5億 | +$4111万 | +4% | 0.6% | 40.6% | 946 | 7.4% | 2.7 |
|
| 405 |
405
Asset Advisors Investment Management
Augusta,
Georgia
| $11.4億 | +$5413万 | +5% | 3.18% | 67.5% | 109 | 7.34% | 5.4 |
|
| 406 |
406
Viking Fund Management
Minot,
North Dakota
| $11.4億 | +$2616万 | +2% | 0.75% | 105% | 155 | 14.84% | 4.8 |
|
| 407 |
407
Onyx Bridge Wealth Group
Tarrytown,
New York
| $11.4億 | +$2794万 | +3% | 1.84% | 74.6% | 422 | 12.09% | 2.5 |
|
| 408 |
408
Global Strategic Investment Solutions
Scottsdale,
Arizona
| $11.4億 | +$704万 | +0.6% | 0.03% | 56.8% | 156 | 5.13% | 4.4 |
|
| 409 |
409
Gleason Group
Prospect,
Kentucky
| $11.3億 | -$1164万 | -1% | 0.48% | 69.1% | 472 | 11.23% | 2.2 |
|
| 410 |
410
JGP Wealth Management
Bend,
Oregon
| $11.3億 | +$1771万 | +2% | 0.31% | 87.8% | 254 | 13.78% | 3.6 |
|
| 411 |
411
Goldstein Advisors
Madison,
Wisconsin
| $11.3億 | +$3444万 | +3% | 1.46% | 62.6% | 289 | 15.22% | 2 |
|
| 412 |
412
Guardian Partners
Toronto,
Canada
| $11.3億 | +$1901万 | +2% | 2.22% | – | 442 | 18.33% | 0.7 |
|
| 413 |
413
Steel Grove Capital Advisors
Memphis,
Tennessee
| $11.2億 | +$4902万 | +5% | 4.25% | 106% | 255 | 24.71% | 3.2 |
|
| 414 |
SF
414
Symphony Financial
Houston,
Texas
| $11.2億 | +$2.08億 | +23% | 2.2% | 95.7% | 400 | 17.75% | 1.5 |
|
| 415 |
415
McGuire Investment Group
Wakefield,
Rhode Island
| $11.2億 | -$2162万 | -2% | 1.35% | 202% | 139 | 6.47% | 4.5 |
|
| 416 |
416
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $11.2億 | +$2405万 | +2% | 2.22% | 90.5% | 11 | 0% | 4.9 |
|
| 417 |
417
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $11.2億 | +$8563万 | +8% | 11% | 70% | 65 | 7.69% | 8.2 |
|
| 418 |
418
Great Waters Wealth Management
Shoreview,
Minnesota
| $11.1億 | +$3270万 | +3% | 1.7% | 49% | 133 | 6.02% | 2.7 |
|
| 419 |
419
Beacon Financial Group
Dallas,
Texas
| $11.1億 | +$787万 | +0.7% | 1.36% | 66.6% | 402 | 10.45% | 4.5 |
|
| 420 |
420
American National Bank & Trust
Wichita Falls,
Texas
| $10.9億 | -$7874万 | -7% | 1.62% | 102% | 651 | 8.14% | 3.6 |
|
| 421 |
421
Absolute Investment Advisers
Rosemary Beach,
Florida
| $10.9億 | +$5680万 | +5% | 0.72% | 0.5% | 145 | 33.79% | 0.9 |
|
| 422 |
422
V-Square Quantitative Management
Chicago,
Illinois
| $10.9億 | +$3692万 | +4% | 2.76% | 111% | 767 | 11.47% | 1.2 |
|
| 423 |
OTL
423
Oak Thistle LLC
New York
| $10.9億 | +$5100万 | +5% | 5.49% | 58.3% | 689 | 64.3% | 0.3 |
|
| 424 |
424
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| $10.8億 | +$3887万 | +4% | 0.87% | 52.3% | 18 | 27.78% | 3.5 |
|
| 425 |
425
NTV Asset Management
Charleston,
West Virginia
| $10.8億 | +$6076万 | +6% | 3.26% | 110% | 345 | 12.17% | 6.2 |
|