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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、5,393本のファンド(~60%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
2651
Quantum Financial Planning Services
Spokane,
Washington
| $3.67億 | +$4452万 | +14% | 0.54% | – | 60 | 13.33% | 1.2 |
|
| 2652 |
ITIM
2652
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $3.67億 | +$107万 | +0.3% | 1.65% | 114% | 485 | 7.01% | 4.1 |
|
| 2653 |
2653
25 LLC
St. Louis,
Missouri
| $3.67億 | +$170万 | +0.5% | 0.96% | 48.7% | 83 | 12.05% | 2.2 |
|
| 2654 |
2654
Eaton-Cambridge
Phoenix,
Arizona
| $3.66億 | +$1066万 | +3% | 0.58% | 48.7% | 79 | 18.99% | 1.4 |
|
| 2655 |
2655
BCS Private Wealth Management
Rumson,
New Jersey
| $3.66億 | +$3425万 | +10% | 3.11% | – | 213 | 19.72% | 0.9 |
|
| 2656 |
2656
Southern Financial Group
Birmingham,
Alabama
| $3.66億 | -$2555万 | -7% | 4.08% | – | 96 | 8.33% | 0.7 |
|
| 2657 |
2657
Purus Wealth Management
Newport Beach,
California
| $3.66億 | +$304万 | +0.8% | 4.14% | 174% | 183 | 13.66% | 3 |
|
| 2658 |
2658
Gill Capital Partners
Denver,
Colorado
| $3.66億 | -$1175万 | -3% | 0.28% | 59% | 703 | 78.52% | 4.1 |
|
| 2659 |
2659
Barrett & Company
Providence,
Rhode Island
| $3.66億 | +$851万 | +2% | 1.91% | 83.6% | 727 | 10.45% | 3 |
|
| 2660 |
2660
Essential Planning
Portsmouth,
New Hampshire
| $3.65億 | +$1159万 | +3% | 0.82% | 40.9% | 90 | 5.56% | 2.7 |
|
| 2661 |
2661
Planned Solutions
Folsom,
California
| $3.65億 | +$1618万 | +5% | 1.59% | 68.3% | 164 | 10.37% | 2.8 |
|
| 2662 |
2662
Sterling Financial Planning
Sparta,
New Jersey
| $3.65億 | -$287万 | -0.8% | 1.31% | 59.3% | 127 | 5.51% | 4.1 |
|
| 2663 |
2663
Impact Capital Partners
Greenwood Village,
Colorado
| $3.65億 | -$188万 | -0.5% | 3.47% | – | 297 | 14.81% | 1.4 |
|
| 2664 |
2664
NFC Investments
Memphis,
Tennessee
| $3.65億 | -$2858万 | -7% | 4.57% | 58% | 45 | 4.44% | 4.8 |
|
| 2665 |
2665
HT Partners
Centerbrook,
Connecticut
| $3.64億 | +$329万 | +0.9% | 1.14% | 71.1% | 56 | 5.36% | 6 |
|
| 2666 |
CCM
2666
Consolidated Capital Management
Burbank,
California
| $3.64億 | -$1088万 | -3% | 0.9% | 166% | 74 | 4.05% | 2.7 |
|
| 2667 |
2667
Firetrail Investments
Sydney, NSW,
Australia
| $3.64億 | +$887万 | +2% | 1.88% | 139% | 34 | 5.88% | 1.5 |
|
| 2668 |
2668
Centerpoint Advisors
Needham,
Massachusetts
| $3.63億 | +$1110万 | +3% | 1.38% | 82.6% | 507 | 34.12% | 3.9 |
|
| 2669 |
2669
Verger Capital Management
Winston-Salem,
North Carolina
| $3.63億 | +$2172万 | +6% | 1.13% | 58.3% | 14 | 21.43% | 8.1 |
|
| 2670 |
2670
Family Legacy Inc
Greenville,
South Carolina
| $3.63億 | -$1194万 | -3% | 2.48% | 89% | 128 | 6.25% | 6.2 |
|
| 2671 |
2671
Wright Investors Service
Shelton,
Connecticut
| $3.63億 | -$287万 | -0.8% | 4.41% | 161% | 167 | 23.95% | 4.6 |
|
| 2672 |
HA
2672
Hamel Associates
Chatham,
New Jersey
| $3.63億 | -$4.55万 | -0% | 2.91% | 59.4% | 94 | 7.45% | 6.4 |
|
| 2673 |
2673
Global Financial Private Client
Sarasota,
Florida
| $3.62億 | -$639万 | -2% | 2.2% | 100% | 253 | 9.49% | 4.3 |
|
| 2674 |
2674
PhiloSmith Capital
Stamford,
Connecticut
| $3.62億 | -$663万 | -2% | 1.14% | 47% | 23 | 4.35% | 7.8 |
|
| 2675 |
2675
Vectors Research Management
New York
| $3.62億 | -$2136万 | -6% | 0.3% | 71.4% | 153 | 8.5% | 4.3 |
|