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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
Decker Retirement Planning
Levi,
Utah
| $3.02億 | +$818万 | +3% | 4.27% | – | 497 | 39.03% | 0.8 |
|
| 3027 |
LAM
3027
Lountzis Asset Management
Wyomissing,
Pennsylvania
| $3.02億 | -$1427万 | -5% | 5.74% | 124% | 63 | 20.63% | 3.5 |
|
| 3028 |
3028
Breakwater Investment Management
Seattle,
Washington
| $3.02億 | +$797万 | +3% | 1.36% | – | 845 | 37.4% | 1 |
|
| 3029 |
3029
Acorn Creek Capital
Fort Collins,
Colorado
| $3.02億 | +$239万 | +0.8% | 0.7% | 66.6% | 96 | 17.71% | 1.9 |
|
| 3030 |
3030
Providence First Trust
Scottsdale,
Arizona
| $3.02億 | -$5605万 | -16% | 0.73% | 68.4% | 236 | 42.8% | 2.2 |
|
| 3031 |
LWMI
3031
Landmark Wealth Management (Illinois)
Normal,
Illinois
| $3.02億 | -$69.3万 | -0.2% | 0.23% | 42.4% | 46 | 10.87% | 1.9 |
|
| 3032 |
3032
Denver PWM
Denver,
Colorado
| $3.01億 | -$432万 | -1% | 0.76% | 48.6% | 91 | 3.3% | 3.2 |
|
| 3033 |
3033
Muzinich & Co
New York
| $3.01億 | +$859万 | +3% | 0.15% | 13.5% | 38 | 39.47% | 9.7 |
|
| 3034 |
3034
Western Financial Corp
San Diego,
California
| $3億 | -$4112万 | -12% | 0.89% | 275% | 159 | 31.45% | 1.7 |
|
| 3035 |
3035
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $3億 | +$798万 | +3% | 2.25% | 73.6% | 31 | 9.68% | 5.1 |
|
| 3036 |
3036
Elevated Capital Advisors
Sandy,
Utah
| $3億 | -$6330万 | -17% | 0.03% | 50.2% | 892 | 6.95% | 1.4 |
|
| 3037 |
3037
First Community Trust
Dubuque,
Iowa
| $3億 | +$7881万 | +36% | 3.05% | 128% | 360 | 13.61% | 3.2 |
|
| 3038 |
3038
Access Financial Services
Minneapolis,
Minnesota
| $3億 | -$484万 | -2% | 1.31% | 51.1% | 114 | 19.3% | 4 |
|
| 3039 |
3039
Kondo Wealth Advisors
Pasadena,
California
| $3億 | +$101万 | +0.3% | 0.17% | – | 79 | 11.39% | 1.4 |
|
| 3040 |
3040
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
| $3億 | -$3160万 | -10% | 0.65% | – | 107 | 10.28% | 1.5 |
|
| 3041 |
3041
Wealth Advisors Northwest
Portland,
Oregon
| $2.99億 | +$610万 | +2% | 0.34% | – | 65 | 4.62% | 1.5 |
|
| 3042 |
3042
Trellis Wealth Advisors
San Luis Obispo,
California
| $2.99億 | +$793万 | +3% | 0.03% | 62.2% | 116 | 58.62% | 0.9 |
|
| 3043 |
BWA
3043
BlueChip Wealth Advisors
Milton,
Georgia
| $2.98億 | +$3460万 | +13% | 1.04% | 62.2% | 197 | 17.26% | 1.5 |
|
| 3044 |
3044
Monte Financial Group
Guilford,
Connecticut
| $2.98億 | -$1399万 | -4% | 3.25% | 66.7% | 105 | 8.57% | 4.1 |
|
| 3045 |
3045
Maestria Partners
Atlanta,
Georgia
| $2.98億 | +$1025万 | +4% | 1.96% | – | 15 | 6.67% | 1.2 |
|
| 3046 |
3046
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| $2.98億 | +$7526万 | +34% | 0.28% | 72.3% | 138 | 29.71% | 2 |
|
| 3047 |
SC
3047
Sawyer & Company
Boston,
Massachusetts
| $2.98億 | -$24.9万 | -0.1% | 5.26% | 111% | 210 | 9.05% | 4.6 |
|
| 3048 |
3048
Shrier Wealth Management
Los Angeles,
California
| $2.98億 | +$114万 | +0.4% | 1% | – | 137 | 5.11% | 0.7 |
|
| 3049 |
3049
Weitzel Financial Services
Dubuque,
Iowa
| $2.98億 | +$341万 | +1% | 0.71% | 46.3% | 56 | 14.29% | 3.5 |
|
| 3050 |
HCC
3050
Hatch Cove Capital
Chicago,
Illinois
| $2.97億 | +$7196万 | +32% | 15.6% | – | 32 | 40.63% | 0.3 |
|