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、2,513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。

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