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)
Mengis Capital Management
651
Mengis Capital Management
Oregon
$6.73億 +$1484万 +2% 3.3% 104% 226 8.41% 5.9
Matthew Goff Investment Advisor
652
Matthew Goff Investment Advisor
Texas
$6.72億 +$7944万 +13% 2.39% 89.6% 109 18.35% 3.9
Northcape Capital
653
Northcape Capital
Australia
$6.71億 -$7120万 -10% 8.7% – 8 0% 9.4
New Harbor Financial Group
654
New Harbor Financial Group
Massachusetts
$6.69億 +$3654万 +6% 0.97% 94.6% 77 31.17% 2.4
Perennial Advisors
655
Perennial Advisors
New York
$6.69億 +$2016万 +3% 2.84% – 146 8.9% 4.1
Ellis Investment Partners
656
Ellis Investment Partners
Pennsylvania
$6.69億 +$935万 +1% 0.39% 70.8% 295 9.15% 4.4
Asset Allocation Strategies
657
Asset Allocation Strategies
Michigan
$6.68億 +$1895万 +3% 0.12% 58.1% 187 13.9% 2
Jackson Square Capital
658
Jackson Square Capital
California
$6.67億 -$5172万 -7% 1.63% 423% 161 24.84% 2.7
Harfst & Associates
659
Harfst & Associates
Wyoming
$6.67億 +$2386万 +4% 0.31% 88.1% 129 9.3% 3.9
Orrstown Financial Services
660
Orrstown Financial Services
Pennsylvania
$6.67億 -$667万 -1% 0.18% 73.7% 122 5.74% 4.5
Edge Wealth Management
661
Edge Wealth Management
New York
$6.66億 +$7189万 +12% 3.29% 75.3% 94 12.77% 5.8
Armbruster Capital Management
662
Armbruster Capital Management
New York
$6.66億 -$501万 -0.7% 1.44% 66.7% 132 5.3% 5.9
West Financial Advisors
663
West Financial Advisors
Iowa
$6.65億 +$653万 +1% 1.19% 49.1% 310 39.03% 2.3
Alpha Omega Wealth Management
664
Alpha Omega Wealth Management
Virginia
$6.65億 +$782万 +1% 3.26% 65.9% 214 6.07% 6.9
CMH Wealth Management
665
CMH Wealth Management
New Hampshire
$6.64億 +$821万 +1% 3.19% 88% 119 7.56% 2.4
Montecito Bank & Trust
666
Montecito Bank & Trust
California
$6.6億 -$792万 -1% 1.4% – 280 6.07% 6.6
Essex LLC
667
Essex LLC
Illinois
$6.6億 +$110万 +0.2% 1.73% 91.4% 194 12.89% 3.2
San Luis Wealth Advisors
668
San Luis Wealth Advisors
California
$6.6億 -$492万 -0.7% 0.36% 61.9% 187 1.07% 1.8
Garrett Wealth Advisory Group
669
Garrett Wealth Advisory Group
Texas
$6.59億 +$799万 +1% 1.81% 74.6% 155 7.1% 2.7
Clear Trail Advisors
670
Clear Trail Advisors
Texas
$6.57億 +$182万 +0.3% 2.67% – 166 7.23% 0.6
JSF Financial
671
JSF Financial
California
$6.55億 +$2326万 +4% 2.02% 91% 162 22.22% 3
CFSG
672
Community Financial Services Group
Vermont
$6.55億 -$3145万 -5% 1.94% – 563 9.77% 1.3
CA
673
Clune & Associates
Illinois
$6.54億 -$737万 -1% 0.89% – 177 11.86% 1.4
Precedent Wealth Partners
674
Precedent Wealth Partners
Texas
$6.51億 +$4958万 +8% 0.7% 61.1% 239 26.78% 1.6
Strategy Asset Managers
675
Strategy Asset Managers
California
$6.5億 -$1936万 -3% 1.03% 115% 295 21.36% 3.7