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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Bishop & Co Investment Management
Erie,
Pennsylvania
| $3.23億 | -$228万 | -0.7% | 0.24% | 53.7% | 26 | 0% | 7.2 |
|
| 2902 |
LFP
2902
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| $3.23億 | +$1186万 | +4% | 2.28% | 65.4% | 102 | 14.71% | 1.9 |
|
| 2903 |
2903
Davis Investment Partners
Charlotte,
North Carolina
| $3.22億 | -$603万 | -2% | 0.71% | 97.8% | 184 | 16.3% | 2 |
|
| 2904 |
2904
Vodafone Ventures
Newbury,
United Kingdom
| $3.22億 | -$1.64億 | -34% | 33.8% | – | 1 | 0% | 0.8 |
|
| 2905 |
SA
2905
Skyline Advisors
Bellingham,
Washington
| $3.22億 | +$289万 | +0.9% | 2.07% | 52% | 128 | 10.16% | 1.8 |
|
| 2906 |
2906
Foundry Financial
Pasadena,
California
| $3.22億 | +$2461万 | +8% | 0.05% | – | 103 | 24.27% | 0.5 |
|
| 2907 |
2907
Raleigh Capital Management
Cary,
North Carolina
| $3.22億 | +$819万 | +3% | 1.27% | 79.9% | 593 | 22.09% | 2.8 |
|
| 2908 |
2908
Invesco LLC (Illinois)
Des Plaines,
Illinois
| $3.21億 | -$217万 | -0.7% | 3.14% | 122% | 137 | 7.3% | 2.6 |
|
| 2909 |
2909
Global Trust Asset Management
West Palm Beach,
Florida
| $3.21億 | +$119万 | +0.4% | 0.22% | 178% | 548 | 22.99% | 3.9 |
|
| 2910 |
2910
Asset Allocation & Management Company
Chicago,
Illinois
| $3.21億 | +$1397万 | +5% | 0.53% | 58.5% | 71 | 8.45% | 3.5 |
|
| 2911 |
2911
Centerline Wealth Advisors
Louisville,
Kentucky
| $3.21億 | +$155万 | +0.5% | 1.11% | – | 83 | 6.02% | 1 |
|
| 2912 |
2912
Tencap Wealth Coaching
South Jordan,
Utah
| $3.21億 | +$521万 | +2% | 0.21% | – | 21 | 9.52% | 0.4 |
|
| 2913 |
2913
Sharper & Granite
El Segundo,
California
| $3.2億 | -$241万 | -0.7% | 0.44% | 51.1% | 110 | 4.55% | 3.3 |
|
| 2914 |
2914
Sims Investment Management
Cincinnati,
Ohio
| $3.2億 | -$312万 | -1% | 1.73% | – | 184 | 78.8% | 1.4 |
|
| 2915 |
2915
LRZ Capital
Miami,
Florida
| $3.2億 | +$1.23億 | +62% | 5.95% | – | 32 | 53.13% | 0.3 |
|
| 2916 |
2916
Register Financial Advisors
Atlanta,
Georgia
| $3.2億 | -$601万 | -2% | 0.49% | 130% | 454 | 9.91% | 2.2 |
|
| 2917 |
2917
Adirondack Trust Company
Saratoga Springs,
New York
| $3.2億 | -$1584万 | -5% | 2.92% | 96.7% | 575 | 6.43% | 6.4 |
|
| 2918 |
2918
Bell & Brown Wealth Advisors
Newport Beach,
California
| $3.2億 | -$1036万 | -3% | 4.67% | 125% | 74 | 4.05% | 6.2 |
|
| 2919 |
2919
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $3.2億 | +$34.9万 | +0.1% | 0.94% | 60.2% | 72 | 5.56% | 3.5 |
|
| 2920 |
2920
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $3.19億 | +$2977万 | +10% | 0.47% | 38.4% | 150 | 20.67% | 0.7 |
|
| 2921 |
2921
Maryland Capital Advisors
Chester,
Maryland
| $3.19億 | +$731万 | +2% | 0.06% | – | 1,088 | 7.63% | 1.1 |
|
| 2922 |
2922
Samalin Investment Counsel
Chappaqua,
New York
| $3.19億 | -$66.6万 | -0.2% | 0.71% | 68.3% | 359 | 14.21% | 3.3 |
|
| 2923 |
2923
William Mack & Associates
Troy,
Michigan
| $3.19億 | +$3555万 | +13% | 1.26% | – | 876 | 87.1% | 0.1 |
|
| 2924 |
2924
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $3.19億 | +$896万 | +3% | 1.26% | 63.9% | 147 | 2.72% | 6.5 |
|
| 2925 |
2925
Defender Capital
Charlotte,
North Carolina
| $3.19億 | +$1118万 | +4% | 7.68% | 101% | 39 | 7.69% | 0.6 |
|