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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
3126
Tealwood Asset Management
Minneapolis,
Minnesota
| $2.51億 | -$940万 | -4% | 0.87% | 128% | 126 | 7.14% | 3.9 |
|
| 3127 |
3127
HRC Wealth Management
Moscow,
Idaho
| $2.51億 | +$661万 | +3% | 1.85% | 82.2% | 71 | 11.27% | 1.8 |
|
| 3128 |
3128
Visionary Horizons
Knoxville,
Tennessee
| $2.51億 | +$1175万 | +5% | 0.92% | 69.2% | 157 | 15.92% | 1.4 |
|
| 3129 |
3129
Darden Wealth Group
Ann Arbor,
Michigan
| $2.51億 | -$145万 | -0.6% | 3.03% | 243% | 170 | 16.47% | 1.6 |
|
| 3130 |
3130
Taylor Securities Services
Harrisburg,
Pennsylvania
| $2.5億 | +$454万 | +2% | 1.89% | – | 65 | 12.31% | 0.7 |
|
| 3131 |
3131
Summit Creek Advisors
Minneapolis,
Minnesota
| $2.5億 | -$4340万 | -15% | 4.07% | 84.6% | 68 | 26.47% | 3.6 |
|
| 3132 |
3132
Darrow Company
Needham,
Massachusetts
| $2.5億 | -$772万 | -3% | 0.64% | 44.5% | 60 | 6.67% | 3 |
|
| 3133 |
EAM
3133
Eukles Asset Management
Cincinnati,
Ohio
| $2.5億 | +$789万 | +3% | 2.51% | 87.9% | 248 | 10.48% | 4.7 |
|
| 3134 |
3134
GoalFusion Wealth Management
Austin,
Texas
| $2.5億 | +$241万 | +1% | 0.1% | 47.6% | 35 | 11.43% | 2.5 |
|
| 3135 |
3135
Union Savings Bank
Litchfield,
Connecticut
| $2.5億 | +$117万 | +0.5% | 0.08% | – | 333 | 5.41% | 2.6 |
|
| 3136 |
3136
NYL Investors
New York
| $2.5億 | -$1093万 | -4% | 4.89% | 10.8% | 29 | 0% | 6 |
|
| 3137 |
3137
Daily Journal Corp
Los Angeles,
California
| $2.5億 | -$682万 | -3% | 2.48% | 109% | 4 | 0% | 10.9 |
|
| 3138 |
3138
Walser Wealth Management
Tampa,
Florida
| $2.5億 | +$904万 | +4% | 2.56% | – | 249 | 26.51% | 0.5 |
|
| 3139 |
3139
Sard Wealth Management Group
Atlanta,
Georgia
| $2.5億 | +$4051万 | +19% | 0.88% | 51.3% | 68 | 14.71% | 2 |
|
| 3140 |
3140
Motive Wealth Advisors
Birmingham,
Michigan
| $2.49億 | +$629万 | +3% | 0.68% | 73.4% | 107 | 14.02% | 2.6 |
|
| 3141 |
DFS
3141
Dixon Fnancial Services
Lafayette,
California
| $2.49億 | +$252万 | +1% | 1.4% | 76.6% | 49 | 4.08% | 2.6 |
|
| 3142 |
GRWP
3142
Green Ridge Wealth Planning
Montville,
New Jersey
| $2.49億 | +$1148万 | +5% | 2.58% | – | 99 | 16.16% | 0.6 |
|
| 3143 |
3143
Postrock Partners
Overland Park,
Oregon
| $2.49億 | +$330万 | +1% | 4.41% | – | 83 | 6.02% | 1.5 |
|
| 3144 |
3144
IVC Wealth Advisors
Silverdale,
Pennsylvania
| $2.49億 | -$718万 | -3% | 2.14% | 81.9% | 179 | 8.38% | 3.7 |
|
| 3145 |
3145
XXI Wealth LLC
Chicago,
Illinois
| $2.49億 | +$3147万 | +14% | 4.28% | – | 257 | 17.51% | 0.6 |
|
| 3146 |
3146
Mainsail Asset Management
Birmingham,
Alabama
| $2.49億 | -$603万 | -2% | 3.82% | 90.4% | 219 | 36.99% | 1.1 |
|
| 3147 |
SM
3147
Salzhauer Michael
| $2.49億 | -$4332万 | -15% | 4.87% | 98% | 94 | 11.7% | 4.3 |
|
| 3148 |
3148
Aletheian Wealth Advisors
Bellevue,
Washington
| $2.49億 | +$1489万 | +6% | 0.31% | – | 118 | 11.86% | 2.8 |
|
| 3149 |
MCF
3149
MKA Charitable Fund
San Francisco,
California
| $2.49億 | +$1647万 | +7% | 12.3% | 17.1% | 1 | 0% | 2.8 |
|
| 3150 |
3150
Powers Capital
San Francisco,
California
| $2.49億 | +$500万 | +2% | 2.05% | – | 2 | 0% | 1.8 |
|