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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、5,048本のファンド(~56%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
2826
Torrey Growth & Income Advisors
Del Mar,
California
| $2.97億 | +$255万 | +0.9% | 4.39% | – | 121 | 17.36% | 0.8 |
|
| 2827 |
2827
Marathon Wealth Advisors
Boston,
Massachusetts
| $2.97億 | +$433万 | +1% | 3.21% | – | 77 | 3.9% | 0.7 |
|
| 2828 |
2828
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| $2.97億 | +$520万 | +2% | 0.01% | 63.8% | 118 | 5.93% | 2.5 |
|
| 2829 |
2829
Advisor Resource Council
Dallas,
Texas
| $2.96億 | -$5855万 | -17% | 2.52% | 84.8% | 310 | 28.71% | 0.7 |
|
| 2830 |
2830
TradeWell Securities
Fort Wayne,
Indiana
| $2.96億 | +$1557万 | +6% | 5.39% | – | 55 | 10.91% | 1.3 |
|
| 2831 |
2831
RHS Financial
San Francisco,
California
| $2.96億 | +$4762万 | +19% | 2.03% | 65.6% | 198 | 23.23% | 2.2 |
|
| 2832 |
2832
Power Wealth Management
Alpharetta,
Georgia
| $2.95億 | +$450万 | +2% | 0.48% | 41.8% | 140 | 23.57% | 1.5 |
|
| 2833 |
2833
Midwest Financial Group
Overland Park,
Kansas
| $2.95億 | +$1029万 | +4% | 0.63% | 103% | 144 | 9.72% | 2.2 |
|
| 2834 |
2834
Investment Research Partners
Lemont,
Pennsylvania
| $2.95億 | -$16万 | -0.1% | 3% | – | 301 | 14.62% | 0.8 |
|
| 2835 |
CCAM
2835
Codex Capital Asset Management
Dallas,
Texas
| $2.95億 | +$616万 | +2% | 4.63% | – | 33 | 0% | 1.8 |
|
| 2836 |
2836
McCarter Private Wealth Services
Boston,
Massachusetts
| $2.95億 | +$476万 | +2% | 3.32% | – | 198 | 16.67% | 1.2 |
|
| 2837 |
2837
Cisco Systems
San Jose,
California
| $2.94億 | -$1.11億 | -27% | 4.48% | 210% | 7 | 42.86% | 2 |
|
| 2838 |
2838
Pavaki Capital Management
Pueblo,
Colorado
| $2.94億 | +$741万 | +3% | 6.28% | – | 171 | 9.94% | 0.6 |
|
| 2839 |
2839
Meramec Financial Planners
Saint Louis,
Missouri
| $2.94億 | +$2024万 | +7% | 0.53% | – | 575 | 19.3% | 0.7 |
|
| 2840 |
TTA
2840
Thor Trading Advisors
Greensburg,
Pennsylvania
| $2.94億 | -$2498万 | -8% | 2.21% | – | 44 | 50% | 0.4 |
|
| 2841 |
2841
Lewis Asset Management
Lafayette,
California
| $2.94億 | +$824万 | +3% | 3.49% | 142% | 239 | 15.06% | 1.5 |
|
| 2842 |
2842
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $2.94億 | +$2068万 | +8% | 1.92% | 130% | 58 | 56.9% | 0.6 |
|
| 2843 |
2843
Beacon Financial Planning
Hyannis,
Massachusetts
| $2.94億 | -$99万 | -0.3% | 0.95% | 74.3% | 86 | 2.33% | 1.8 |
|
| 2844 |
2844
Bourne Lent Asset Management
Pawling,
New York
| $2.93億 | +$364万 | +1% | 6.78% | 95.1% | 67 | 8.96% | 8 |
|
| 2845 |
2845
American Capital Advisory
Ketchum,
Idaho
| $2.93億 | +$1818万 | +7% | 1.42% | 69% | 1,231 | 10.15% | 1.4 |
|
| 2846 |
2846
Sharper & Granite
El Segundo,
California
| $2.93億 | -$3002万 | -9% | 0.62% | 50.8% | 109 | 1.83% | 3.2 |
|
| 2847 |
2847
TCFG Investment Advisors
Laguna Niguel,
California
| $2.93億 | -$417万 | -1% | 2.99% | – | 317 | 14.83% | 0.4 |
|
| 2848 |
2848
TKG Advisors
Valparaiso,
Indiana
| $2.92億 | +$458万 | +2% | 3.89% | 116% | 108 | 23.15% | 2.1 |
|
| 2849 |
2849
Endowment Wealth Management
Appleton,
Wisconsin
| $2.92億 | +$3369万 | +13% | 0.76% | 70.7% | 192 | 7.81% | 2.3 |
|
| 2850 |
2850
Fluent Financial
Dallas,
Texas
| $2.92億 | +$1199万 | +4% | 1.06% | 46.9% | 69 | 50.72% | 2.1 |
|