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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Advisortrust Partners
Raleigh,
North Carolina
| $3.18億 | +$2581万 | +9% | 0.6% | – | 223 | 17.94% | 0.6 |
|
| 2927 |
2927
Castle Wealth Management
West Palm Beach,
Florida
| $3.18億 | -$1942万 | -6% | 0.45% | 60.1% | 148 | 13.51% | 3 |
|
| 2928 |
2928
Stonebridge Financial Planning Group
Orlando,
Florida
| $3.18億 | +$391万 | +1% | 0.27% | 72.4% | 191 | 7.85% | 3.6 |
|
| 2929 |
2929
Genesee Capital Advisors
Auburn,
New York
| $3.18億 | +$17万 | +0.1% | 0.92% | 107% | 197 | 19.8% | 2 |
|
| 2930 |
2930
Nepsis Inc
Minneapolis,
Minnesota
| $3.17億 | +$2263万 | +8% | 8.98% | 131% | 29 | 6.9% | 4.6 |
|
| 2931 |
2931
TrustBank
Olney,
Illinois
| $3.17億 | +$2283万 | +8% | 0.52% | – | 193 | 12.44% | 0.6 |
|
| 2932 |
2932
Oak Asset Management
Westlake Village,
California
| $3.17億 | +$639万 | +2% | 5.11% | 91.8% | 117 | 5.98% | 3.5 |
|
| 2933 |
2933
Left Brain Wealth Management
Naperville,
Illinois
| $3.17億 | -$1429万 | -4% | 3.84% | 376% | 119 | 34.45% | 1.2 |
|
| 2934 |
2934
Archer Investment Management
Austin,
Texas
| $3.17億 | +$2467万 | +8% | 0.61% | – | 131 | 23.66% | 0.8 |
|
| 2935 |
2935
Carroll Advisory Group
Texarkana,
Texas
| $3.17億 | +$1269万 | +4% | 0.89% | – | 88 | 18.18% | 0.6 |
|
| 2936 |
2936
FDx Advisors
Chicago,
Illinois
| $3.17億 | -$1453万 | -4% | 0.14% | 71.6% | 192 | 16.67% | 3.7 |
|
| 2937 |
2937
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| $3.17億 | -$54.6万 | -0.2% | 0.76% | 69.5% | 155 | 1.29% | 2.2 |
|
| 2938 |
2938
Glass Wealth Management
San Antonio,
Texas
| $3.17億 | +$1821万 | +6% | 3.96% | – | 75 | 13.33% | 1.8 |
|
| 2939 |
2939
Financial Council
Towson,
Maryland
| $3.17億 | +$833万 | +3% | 0.58% | 88.6% | 112 | 7.14% | 2.8 |
|
| 2940 |
2940
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| $3.17億 | +$882万 | +3% | 0.2% | 74.4% | 179 | 6.7% | 3.5 |
|
| 2941 |
2941
Leisure Capital Management
Costa Mesa,
California
| $3.16億 | -$411万 | -1% | 3.43% | 111% | 166 | 9.04% | 5.3 |
|
| 2942 |
2942
Mills Wealth Advisors
Southlake,
Texas
| $3.16億 | -$143万 | -0.5% | 1.64% | 37.9% | 81 | 9.88% | 1.9 |
|
| 2943 |
2943
Strive Financial Group
Carmel,
Indiana
| $3.16億 | +$8586万 | +37% | 2.36% | – | 1,303 | 36.68% | 0.4 |
|
| 2944 |
2944
RBA Wealth Management
Newport Beach,
California
| $3.16億 | +$4329万 | +16% | 4.88% | 91% | 123 | 38.21% | 2.2 |
|
| 2945 |
RIS
2945
Richmond Investment Services
Mequon,
Wisconsin
| $3.16億 | -$30.4万 | -0.1% | 0.55% | – | 158 | 15.19% | 1.3 |
|
| 2946 |
2946
OneAscent Wealth Management
Birmingham,
Alabama
| $3.15億 | -$2009万 | -6% | 1.03% | 54.1% | 182 | 24.18% | 1.9 |
|
| 2947 |
2947
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $3.15億 | +$332万 | +1% | 0.54% | 47% | 32 | 18.75% | 2.8 |
|
| 2948 |
2948
Trinity Wealth Management
Berwyn,
Pennsylvania
| $3.15億 | +$24.1万 | +0.1% | 0.78% | 56.7% | 94 | 24.47% | 2.5 |
|
| 2949 |
2949
Townsend Asset Management
Raleigh,
North Carolina
| $3.15億 | +$349万 | +1% | 2.72% | 88.5% | 201 | 9.45% | 4.6 |
|
| 2950 |
2950
LCNB Corp
Lebanon,
Ohio
| $3.15億 | -$1066万 | -3% | 1.46% | 83.1% | 193 | 12.44% | 6.1 |
|