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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
Opal Wealth Advisors
Jericho,
New York
| $4.79億 | +$1649万 | +4% | 1.52% | 62.3% | 250 | 20.4% | 2.4 |
|
| 3052 |
3052
Chase Investment Counsel
Charlottesville,
Virginia
| $4.79億 | +$563万 | +1% | 6.9% | 380% | 159 | 27.04% | 1.8 |
|
| 3053 |
UFAC
3053
Urban Financial Advisory Corp
Chicago,
Illinois
| $4.79億 | +$1.16億 | +32% | 1.87% | 52.5% | 59 | 22.03% | 1.8 |
|
| 3054 |
3054
Investment Advisory Group
Hanover,
Massachusetts
| $4.79億 | +$1750万 | +4% | 0.87% | 68.8% | 229 | 10.92% | 3 |
|
| 3055 |
3055
Lightrock Netherlands
Utrecht,
Netherlands
| $4.78億 | -$2825万 | -6% | 2.43% | – | 37 | 8.11% | 1.5 |
|
| 3056 |
AA
3056
Ashford Advisors
Pittsford,
New York
| $4.78億 | -$725万 | -1% | 1.61% | 75.4% | 23 | 0% | 3.8 |
|
| 3057 |
3057
Guidance Point Advisors
Wellesley,
Massachusetts
| $4.77億 | +$387万 | +0.8% | 0.46% | 71.8% | 104 | 3.85% | 4.2 |
|
| 3058 |
3058
Vaquero Private Wealth
Dallas,
Texas
| $4.77億 | -$892万 | -2% | 0.71% | – | 209 | 10.53% | 0.2 |
|
| 3059 |
3059
Anchyra Partners
Atlanta,
Georgia
| $4.77億 | +$6045万 | +15% | 4.07% | – | 483 | 37.89% | 0.4 |
|
| 3060 |
3060
Austin Wealth Management
Austin,
Texas
| $4.77億 | +$333万 | +0.7% | 0.27% | 52.4% | 129 | 6.98% | 2.4 |
|
| 3061 |
3061
Cornerstone Wealth Advisors
Edina,
Minnesota
| $4.77億 | -$54.6万 | -0.1% | 0.36% | 46.1% | 57 | 10.53% | 3.9 |
|
| 3062 |
3062
Pacific Center for Financial Services
San Ramon,
California
| $4.77億 | +$2839万 | +6% | 0.09% | 60.1% | 512 | 3.32% | 5.8 |
|
| 3063 |
3063
Concentrum Wealth Management
San Jose,
California
| $4.76億 | +$5862万 | +14% | 7.61% | 200% | 135 | 8.89% | 2.4 |
|
| 3064 |
3064
High Net Worth Advisory Group
Naples,
Florida
| $4.76億 | +$491万 | +1% | 1.7% | 75.7% | 262 | 8.02% | 3.2 |
|
| 3065 |
SSI
3065
Scott & Selber Inc
Houston,
Texas
| $4.76億 | +$232万 | +0.5% | 1.23% | 202% | 95 | 7.37% | 5.6 |
|
| 3066 |
3066
Berkeley Capital Partners
Milton,
Georgia
| $4.76億 | -$1007万 | -2% | 0.41% | 70.5% | 214 | 12.15% | 4.3 |
|
| 3067 |
3067
Jessup Wealth Management
Dayton,
Ohio
| $4.76億 | +$1.4億 | +42% | 8.27% | 181% | 93 | 20.43% | 1.9 |
|
| 3068 |
DI
3068
DKRT Investments
Toronto,
| $4.75億 | +$6624万 | +16% | 3.53% | – | 53 | 7.55% | 1 |
|
| 3069 |
SA
3069
Strategic Advisors
New York
| $4.75億 | +$1208万 | +3% | 6.41% | 106% | 169 | 7.69% | 5.7 |
|
| 3070 |
3070
Peterson Wealth Services
South Ogden,
Utah
| $4.74億 | +$1552万 | +3% | 3.5% | 160% | 251 | 13.55% | 2.3 |
|
| 3071 |
3071
Park Edge Advisors
Cleveland,
Ohio
| $4.74億 | -$68万 | -0.1% | 0.6% | 61.1% | 171 | 18.13% | 2.1 |
|
| 3072 |
3072
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| $4.74億 | -$1252万 | -3% | 0.08% | 83.4% | 78 | 15.38% | 3.8 |
|
| 3073 |
KDA
3073
Kraft Davis & Associates
St. Louis,
Missouri
| $4.74億 | -$509万 | -1% | 0.48% | 81.8% | 164 | 15.24% | 2.3 |
|
| 3074 |
3074
Bellars Harris Wealth Management
Virginia Beach,
Virginia
| $4.73億 | -$1857万 | -4% | 0.09% | – | 161 | 47.83% | 0.1 |
|
| 3075 |
3075
GSG Advisors
Mount Laurel,
New Jersey
| $4.73億 | +$1826万 | +4% | 2.14% | 99.3% | 170 | 17.06% | 1.9 |
|