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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
GIL
3076
Go Invest LLC
West Jordan,
Utah
| $4.73億 | +$4700万 | +11% | 0.53% | – | 137 | 28.47% | 0.6 |
|
| 3077 |
SWG
3077
Summit Wealth Group
White River Junction,
Vermont
| $4.72億 | -$1793万 | -4% | 1.24% | 56.7% | 131 | 7.63% | 2.4 |
|
| 3078 |
3078
Brand Asset Management Group
Chesterfield,
Missouri
| $4.72億 | +$1968万 | +4% | 0.11% | 77.3% | 252 | 20.24% | 2.6 |
|
| 3079 |
3079
Uniting Wealth Partners
Mission,
Kansas
| $4.72億 | -$2045万 | -4% | 0.41% | – | 237 | 17.72% | 0.9 |
|
| 3080 |
ASG
3080
Advisory Solutions Group
Plymouth,
Minnesota
| $4.72億 | +$1.77億 | +60% | 0.85% | – | 304 | 35.86% | 0.2 |
|
| 3081 |
3081
General Electric
Evendale,
Ohio
| $4.72億 | +$1.03億 | +28% | 29.4% | 23.2% | 2 | 0% | 2.4 |
|
| 3082 |
3082
Leo Wealth LLC
Hurst,
Texas
| $4.71億 | – | – | 0.91% | – | 269 | – | 1.8 |
|
| 3083 |
3083
Westmount Partners
Los Angeles,
California
| $4.71億 | +$1432万 | +3% | 5.35% | 123% | 296 | 12.16% | 2.4 |
|
| 3084 |
3084
Natural Investments
Windsor,
California
| $4.71億 | +$1601万 | +4% | 2.88% | – | 327 | 13.15% | 1.1 |
|
| 3085 |
3085
Outlook Wealth Advisors
Shenandoah,
Texas
| $4.7億 | +$757万 | +2% | 1.35% | 76% | 329 | 12.16% | 2.5 |
|
| 3086 |
3086
Cerity Partners Retirement Plan Advisors
New York
| $4.7億 | +$2.3億 | +96% | 0.46% | – | 72 | 59.72% | 0.2 |
|
| 3087 |
3087
Accretive Wealth Partners
Parsippany,
New Jersey
| $4.7億 | +$5789万 | +14% | 1.66% | 64.4% | 190 | 14.21% | 3.1 |
|
| 3088 |
3088
Highland Financial Advisors
Wayne,
New Jersey
| $4.69億 | +$1482万 | +3% | 0.58% | 70% | 83 | 13.25% | 2.3 |
|
| 3089 |
3089
ArchPoint Investors
Coral Gables,
Florida
| $4.69億 | -$404万 | -0.9% | 0.15% | 106% | 82 | 7.32% | 4.3 |
|
| 3090 |
3090
Three Bridge Wealth Advisors
Los Altos,
California
| $4.69億 | +$6936万 | +17% | 1.52% | 162% | 583 | 85.08% | 0.5 |
|
| 3091 |
3091
Hussman Strategic Advisors
Ellicott City,
Maryland
| $4.69億 | +$3458万 | +8% | 2.44% | 43.1% | 319 | 45.14% | 1.8 |
|
| 3092 |
3092
Wood Tarver Financial Group
Boise,
Idaho
| $4.68億 | +$4476万 | +11% | 0.09% | – | 182 | 11.54% | 1.4 |
|
| 3093 |
LAI
3093
Legal Advantage Investments
Los Altos Hills,
California
| $4.68億 | +$1.83億 | +64% | 0.89% | 116% | 87 | 16.09% | 3 |
|
| 3094 |
3094
Ipswich Investment Management
Beverly,
Massachusetts
| $4.68億 | -$546万 | -1% | 3.61% | 104% | 196 | 8.16% | 6.7 |
|
| 3095 |
3095
Whitcomb & Hess
Ashland,
Ohio
| $4.67億 | +$393万 | +0.8% | 0.07% | 54% | 69 | 10.14% | 3.3 |
|
| 3096 |
3096
VELA Investment Management
New Albany,
Ohio
| $4.67億 | +$772万 | +2% | 0.89% | 58.8% | 187 | 24.06% | 2.1 |
|
| 3097 |
3097
Princeton Capital Management
Red Bank,
New Jersey
| $4.67億 | +$2324万 | +5% | 7.13% | 206% | 150 | 7.33% | 4.2 |
|
| 3098 |
3098
Umpqua Bank
Lake Oswego,
Oregon
| $4.67億 | +$2060万 | +5% | 3.08% | – | 174 | 7.47% | 2 |
|
| 3099 |
3099
Cadent Capital Advisors
Tulsa,
Oklahoma
| $4.66億 | -$1863万 | -4% | 1% | 106% | 224 | 26.79% | 2.2 |
|
| 3100 |
3100
PCG Wealth Advisors
Overland Park,
Kansas
| $4.66億 | +$1805万 | +4% | 1.06% | 92.6% | 198 | 14.65% | 1.8 |
|