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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、5,013本のファンド(~56%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Udine Wealth Management
Boca Raton,
Florida
| $2.53億 | +$1056万 | +4% | 4.64% | 141% | 46 | 30.43% | 1.9 |
|
| 3102 |
3102
State of New Jersey Common Pension Fund A
Trenton,
New Jersey
| $2.53億 | +$3003万 | +13% | 4.52% | – | 4 | 25% | 1.1 |
|
| 3103 |
3103
Ergawealth Advisors
Oak Brook,
Illinois
| $2.53億 | -$412万 | -2% | 1.58% | 50% | 54 | 1.85% | 2.5 |
|
| 3104 |
3104
Dogwood Wealth Management
Lenexa,
Kansas
| $2.53億 | -$5.31万 | -0% | 0.41% | 57.9% | 964 | 21.68% | 1.3 |
|
| 3105 |
3105
Davidson Kahn Capital Management
Sherman Oaks,
California
| $2.53億 | +$2028万 | +9% | 0.52% | – | 76 | 14.47% | 1.3 |
|
| 3106 |
TFG
3106
Team Financial Group
Temecula,
California
| $2.53億 | +$1754万 | +7% | 0.99% | 46% | 306 | 81.7% | 0.4 |
|
| 3107 |
3107
Davidson Trust Company
Seattle,
Washington
| $2.53億 | -$332万 | -1% | 3.84% | 77% | 194 | 7.73% | 3.9 |
|
| 3108 |
CWMG
3108
Compass Wealth Management (Georgia)
Atlanta,
Georgia
| $2.53億 | +$202万 | +0.8% | 0.9% | – | 79 | 10.13% | 1 |
|
| 3109 |
3109
Finer Wealth Management
Salem,
Massachusetts
| $2.53億 | +$2908万 | +13% | 8.23% | 175% | 94 | 8.51% | 3.1 |
|
| 3110 |
3110
J. R. Prunier Capital Management LLC
Holden,
Massachusetts
| $2.53億 | +$333万 | +1% | 0.4% | – | 252 | 4.76% | 0.4 |
|
| 3111 |
3111
Optima Capital
Beaverton,
Oregon
| $2.53億 | -$67.9万 | -0.3% | 1.65% | – | 182 | 20.88% | 1.3 |
|
| 3112 |
I2I
3112
Insight 2811 Inc
Chicago,
Illinois
| $2.52億 | -$608万 | -2% | 1.38% | 31.3% | 116 | 11.21% | 4.6 |
|
| 3113 |
3113
MW Advisory
Atlanta,
Georgia
| $2.52億 | +$174万 | +0.7% | 3.03% | – | 167 | 25.75% | 0.2 |
|
| 3114 |
3114
TTP Investments
San Jose,
California
| $2.52億 | +$542万 | +2% | 4.7% | 232% | 36 | 47.22% | 2.3 |
|
| 3115 |
3115
Cornerstone Wealth Partners
Okemos,
Michigan
| $2.52億 | +$3669万 | +17% | 2.07% | – | 17 | 23.53% | 0.8 |
|
| 3116 |
3116
Pennsylvania State University
University Park,
Pennsylvania
| $2.52億 | +$312万 | +1% | 1.46% | – | 3 | 0% | 0.6 |
|
| 3117 |
3117
Applied Capital LLC
Hollywood,
Florida
| $2.52億 | +$542万 | +2% | 1.45% | 78.3% | 97 | 8.25% | 2.7 |
|
| 3118 |
3118
Aurelius Family Office
Bedford,
New Hampshire
| $2.52億 | -$227万 | -0.9% | 1.52% | – | 50 | 2% | 1.6 |
|
| 3119 |
3119
GEM Asset Management
Plymouth,
Michigan
| $2.52億 | -$230万 | -0.9% | 0.35% | 62.9% | 123 | 13.01% | 2.6 |
|
| 3120 |
3120
Kieckhefer Group
Mequon,
Wisconsin
| $2.52億 | +$578万 | +2% | 10.7% | – | 68 | 13.24% | 1.2 |
|
| 3121 |
ASBI
3121
American State Bank (Iowa)
Sioux Center,
Iowa
| $2.52億 | +$501万 | +2% | 1.66% | 149% | 142 | 5.63% | 4.6 |
|
| 3122 |
3122
Griffith & Werner
Canton,
Georgia
| $2.52億 | +$3811万 | +18% | 4.39% | – | 82 | 17.07% | 1.3 |
|
| 3123 |
3123
Aspect Management
Palo Alto,
California
| $2.51億 | +$695万 | +3% | 30.1% | – | 1 | 0% | 0.8 |
|
| 3124 |
3124
Client First Capital
San Diego,
California
| $2.51億 | +$19.2万 | +0.1% | 0.88% | 54.6% | 35 | 25.71% | 1.6 |
|
| 3125 |
3125
Blue Square Asset Management
New York
| $2.51億 | +$430万 | +2% | 3.99% | 117% | 79 | 8.86% | 2.6 |
|