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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、7,143本のファンド(~80%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Genworth Financial
Glen Allen,
Virginia
| $4.95億 | +$847万 | +2% | 1.71% | 73.6% | 2 | 0% | 5.4 |
|
| 2977 |
2977
Wolff Financial Management
Kalamazoo,
Michigan
| $4.94億 | -$722万 | -1% | 1.28% | 56.7% | 107 | 5.61% | 3.4 |
|
| 2978 |
2978
Mezzasalma Advisors
Tinton Falls,
New Jersey
| $4.93億 | -$492万 | -1% | 2.15% | 203% | 175 | 11.43% | 2.3 |
|
| 2979 |
GWM
2979
GSB Wealth Management
Guilford,
Connecticut
| $4.93億 | -$436万 | -0.9% | 1.11% | 69.8% | 260 | 8.46% | 3.8 |
|
| 2980 |
2980
Pinpoint Asset Management (Singapore)
Singapore,
| $4.93億 | +$53.8万 | +0.1% | 7.34% | – | 225 | 52.89% | 0.4 |
|
| 2981 |
2981
Summit Wealth & Retirement Planning
San Ramon,
California
| $4.93億 | +$2125万 | +5% | 1.56% | 75.7% | 120 | 14.17% | 3.1 |
|
| 2982 |
2982
Strategic Value Partners
Greenwich,
Connecticut
| $4.93億 | +$3.22億 | +189% | 176% | – | 4 | 75% | 0.2 |
|
| 2983 |
2983
Decker Wealth Management LLC
Nashville,
Tennessee
| $4.93億 | +$2167万 | +5% | 3.41% | – | 124 | 15.32% | 0.6 |
|
| 2984 |
2984
Builder Investment Group
Atlanta,
Georgia
| $4.93億 | -$1200万 | -2% | 5.79% | 169% | 108 | 5.56% | 3 |
|
| 2985 |
2985
Waller Financial Planning Group
Columbus,
Ohio
| $4.93億 | +$701万 | +1% | 0.18% | 47.5% | 82 | 7.32% | 4.7 |
|
| 2986 |
2986
Prentice Wealth Management
Rochester,
New York
| $4.93億 | +$807万 | +2% | 0.64% | 47.8% | 130 | 7.69% | 3.1 |
|
| 2987 |
2987
SailingStone Capital Partners
Houston,
Texas
| $4.92億 | -$4203万 | -8% | 6.36% | 129% | 19 | 5.26% | 3.4 |
|
| 2988 |
2988
Summa Corp
Tomball,
Texas
| $4.92億 | +$1.73億 | +54% | 6.47% | 348% | 96 | 18.75% | 1.5 |
|
| 2989 |
2989
SMART Wealth
Omaha,
Nebraska
| $4.92億 | +$2796万 | +6% | 2.34% | 83.6% | 267 | 31.84% | 1.1 |
|
| 2990 |
2990
Winch Advisory Services
Appleton,
Wisconsin
| $4.92億 | +$1044万 | +2% | 3.64% | 92.4% | 583 | 4.29% | 5.2 |
|
| 2991 |
2991
Coston McIsaac & Partners
Bar Harbor,
Maine
| $4.91億 | -$586万 | -1% | 0% | 40.6% | 1,004 | 22.01% | 2.9 |
|
| 2992 |
2992
Summit Partners
Boston,
Massachusetts
| $4.91億 | -$1.18億 | -19% | 6.7% | 23.2% | 5 | 0% | 7.8 |
|
| 2993 |
2993
von Borstel & Associates
The Dalles,
Oregon
| $4.91億 | +$282万 | +0.6% | 0.79% | – | 48 | 14.58% | 1.6 |
|
| 2994 |
2994
PW Nova Financial Services
Newtown,
Pennsylvania
| $4.91億 | +$2436万 | +5% | 1.42% | – | 221 | 13.12% | 0.6 |
|
| 2995 |
2995
Investment Management Associates
Greenwood Village,
Colorado
| $4.9億 | +$305万 | +0.6% | 3.31% | 50.4% | 36 | 25% | 2.1 |
|
| 2996 |
2996
Tillman Hartley LLC
Denver,
Colorado
| $4.9億 | +$4478万 | +10% | 1.23% | 48.7% | 107 | 14.95% | 2.5 |
|
| 2997 |
2997
Ballast Advisors
Woodbury,
Minnesota
| $4.9億 | +$7000万 | +17% | 1.18% | 73.9% | 226 | 17.7% | 4 |
|
| 2998 |
2998
Triune Financial Partners
Overland Park,
Kansas
| $4.9億 | +$1073万 | +2% | 0% | 66.6% | 52 | 13.46% | 3.1 |
|
| 2999 |
2999
Blankinship & Foster
Solana Beach,
California
| $4.9億 | -$594万 | -1% | 0.4% | 67.1% | 81 | 8.64% | 5.1 |
|
| 3000 |
3000
O'Keefe Stevens Advisory
Rochester,
New York
| $4.89億 | +$153万 | +0.3% | 1.11% | 208% | 84 | 7.14% | 3.7 |
|