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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、6,148本のファンド(~69%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
Duncan Williams Asset Management
Memphis,
Tennessee
| $4.62億 | +$1866万 | +4% | 1.52% | – | 186 | 13.98% | 1.6 |
|
| 2627 |
2627
Fairway Wealth
Independence,
Ohio
| $4.62億 | +$2470万 | +6% | 1.36% | 51.5% | 420 | 51.67% | 0.8 |
|
| 2628 |
2628
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
| $4.62億 | +$1676万 | +4% | 0.46% | – | 215 | 20.93% | 0.6 |
|
| 2629 |
2629
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $4.62億 | +$515万 | +1% | 0.15% | 57.8% | 152 | 10.53% | 2.9 |
|
| 2630 |
2630
Milestone Investment Advisors
Middleton,
Wisconsin
| $4.61億 | -$149万 | -0.3% | 0.56% | 56.9% | 145 | 7.59% | 2.9 |
|
| 2631 |
2631
Flagship Wealth Advisors
Wakefield,
Massachusetts
| $4.61億 | +$1419万 | +3% | 1.78% | – | 515 | 15.53% | 1.1 |
|
| 2632 |
2632
Syverson Strege & Co
West Des Moines,
Iowa
| $4.61億 | +$189万 | +0.4% | 0.82% | 74% | 200 | 14% | 2.2 |
|
| 2633 |
2633
EdgeRock Capital
Denver,
Colorado
| $4.61億 | +$1936万 | +4% | 1.33% | 79.7% | 157 | 15.92% | 1.4 |
|
| 2634 |
2634
California First Leasing Corp
Newport Beach,
California
| $4.61億 | -$1053万 | -2% | 2.96% | 352% | 41 | 19.51% | 2.6 |
|
| 2635 |
2635
Tidemark
San Diego,
California
| $4.6億 | +$1600万 | +4% | 0.78% | 56.1% | 1,135 | 18.94% | 1.4 |
|
| 2636 |
2636
Peak Planning Group
Centennial,
Colorado
| $4.59億 | +$1598万 | +4% | 0.72% | 111% | 133 | 9.02% | 2.4 |
|
| 2637 |
2637
RDA Financial Network
Akron,
Iowa
| $4.59億 | +$21.8万 | +0% | 3.29% | 93.4% | 300 | 15.67% | 3.8 |
|
| 2638 |
2638
Bitwise Funds Trust
San Francisco,
California
| $4.59億 | +$650万 | +1% | 20% | – | 53 | 32.08% | 0.2 |
|
| 2639 |
2639
Strengthening Families & Communities LLC
Boston,
Massachusetts
| $4.59億 | +$930万 | +2% | 1.01% | 116% | 867 | 18.11% | 1.4 |
|
| 2640 |
2640
Marks Wealth
Annapolis,
Maryland
| $4.59億 | -$308万 | -0.7% | 1.32% | 165% | 21 | 38.1% | 1.2 |
|
| 2641 |
2641
Paradiem
Covington,
Louisiana
| $4.59億 | -$524万 | -1% | 1.62% | 114% | 78 | 21.79% | 1.6 |
|
| 2642 |
2642
Doliver Advisors
Houston,
Texas
| $4.58億 | +$1627万 | +4% | 9.34% | 92.3% | 203 | 16.75% | 4.1 |
|
| 2643 |
2643
LPWM LLC
Minneapolis,
Minnesota
| $4.58億 | +$718万 | +2% | 0.45% | 59.4% | 106 | 12.26% | 3.8 |
|
| 2644 |
2644
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| $4.58億 | +$1560万 | +4% | 1.57% | – | 177 | 10.17% | 3.4 |
|
| 2645 |
2645
Fusion Capital
Mt. Pleasant,
South Carolina
| $4.58億 | +$2723万 | +6% | 2.04% | 108% | 119 | 17.65% | 3.7 |
|
| 2646 |
2646
Uncommon Cents Investing
Janesville,
Wisconsin
| $4.57億 | -$417万 | -0.9% | 0.16% | 91.4% | 218 | 2.29% | 5.4 |
|
| 2647 |
2647
Aspen Capital Management
Boise,
Idaho
| $4.57億 | +$393万 | +0.9% | 0.37% | – | 88 | 10.23% | 1.2 |
|
| 2648 |
2648
Warner Group
Madison,
Connecticut
| $4.57億 | +$5072万 | +12% | 0.45% | – | 142 | 11.97% | 0.6 |
|
| 2649 |
2649
SWMG LLC
Fort Worth,
Texas
| $4.57億 | +$3218万 | +8% | 0.65% | 68.7% | 127 | 28.35% | 2 |
|
| 2650 |
2650
Peavine Capital
Reno,
Nevada
| $4.57億 | -$1494万 | -3% | 1.18% | 30.8% | 10 | 20% | 6.5 |
|