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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、5,245本のファンド(~59%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
Gables Capital Management
Miami,
Florida
| $2.67億 | -$941万 | -3% | 4.8% | 173% | 519 | 5.59% | 4.7 |
|
| 3152 |
3152
One Wealth Capital Management
Scottsdale,
Arizona
| $2.67億 | -$8765万 | -25% | 7.15% | – | 261 | 65.13% | 0.9 |
|
| 3153 |
3153
MRA Advisory Group
Parsippany,
New Jersey
| $2.67億 | -$861万 | -3% | 1.47% | 86.8% | 178 | 25.28% | 2.4 |
|
| 3154 |
3154
Orange County Employees Retirement System
Santa Ana,
California
| $2.67億 | -$1282万 | -5% | 4.77% | – | 3 | 33.33% | 0.5 |
|
| 3155 |
3155
Heritage Wealth Management (Texas)
Houston,
Texas
| $2.67億 | +$700万 | +3% | 0.88% | 55.9% | 46 | 13.04% | 2.5 |
|
| 3156 |
OGF
3156
Orin Green Financial
San Diego,
California
| $2.67億 | -$452万 | -2% | 0.64% | 59.1% | 84 | 3.57% | 1.3 |
|
| 3157 |
3157
Eurizon SLJ Capital
London,
| $2.67億 | -$465万 | -2% | 6.93% | – | 188 | 13.83% | 0.6 |
|
| 3158 |
3158
MYeCFO
La Jolla,
California
| $2.66億 | +$133万 | +0.5% | 0.65% | 58.5% | 74 | 4.05% | 2.6 |
|
| 3159 |
3159
Southern Capital Advisors
Jackson,
Tennessee
| $2.66億 | +$2668万 | +11% | 0.01% | 66.8% | 89 | 6.74% | 2.9 |
|
| 3160 |
3160
Altus Wealth Group
Colorado Springs,
Colorado
| $2.66億 | -$1089万 | -4% | 1.39% | 76.7% | 158 | 8.86% | 3.3 |
|
| 3161 |
3161
Ballentine Capital Advisors
Greenville,
South Carolina
| $2.66億 | +$49.1万 | +0.2% | 0.94% | 48.8% | 27 | 7.41% | 2.4 |
|
| 3162 |
AAG
3162
Avalon Advisory Group
Wexford,
Pennsylvania
| $2.66億 | -$490万 | -2% | 1.13% | 46% | 15 | 6.67% | 4 |
|
| 3163 |
3163
Horizon Financial Services
Winston Salem,
North Carolina
| $2.66億 | +$474万 | +2% | 1.11% | 42.6% | 698 | 28.65% | 1.2 |
|
| 3164 |
3164
Mach-1 Financial Group
Rogers,
Arkansas
| $2.65億 | +$732万 | +3% | 1.01% | 85.3% | 152 | 32.89% | 1 |
|
| 3165 |
WFA
3165
WMG Financial Advisors
Knoxville,
Tennessee
| $2.65億 | $0 | 0% | 0% | 73.8% | 105 | 0% | 2.7 |
|
| 3166 |
3166
Exeter Financial
Scottsdale,
Arizona
| $2.65億 | +$385万 | +1% | 2.83% | 59.1% | 106 | 10.38% | 6.1 |
|
| 3167 |
3167
Yoder Wealth Management
Walnut Creek,
California
| $2.65億 | +$918万 | +4% | 1.62% | 69.3% | 138 | 8.7% | 2.4 |
|
| 3168 |
3168
Cambridge Capital Management
O'fallon,
Illinois
| $2.65億 | +$158万 | +0.6% | 1.32% | 55.9% | 48 | 6.25% | 2.2 |
|
| 3169 |
3169
Cherokee Insurance
Sterling Heights,
Michigan
| $2.64億 | +$528万 | +2% | 3.48% | – | 132 | 8.33% | 1.5 |
|
| 3170 |
3170
Greenfield Savings Bank
Greenfield,
Massachusetts
| $2.64億 | +$73.9万 | +0.3% | 2.77% | 108% | 153 | 7.19% | 3.4 |
|
| 3171 |
3171
Horizon Advisory Services
West Henrietta,
New York
| $2.64億 | +$2676万 | +11% | 1.54% | – | 54 | 14.81% | 1.4 |
|
| 3172 |
3172
Aspect Partners
Fairfax,
Virginia
| $2.64億 | -$369万 | -1% | 1.02% | 66.7% | 698 | 5.16% | 2 |
|
| 3173 |
3173
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
| $2.64億 | +$819万 | +3% | 0.26% | – | 122 | 16.39% | 1.7 |
|
| 3174 |
3174
Snow Phipps Group
New York
| $2.64億 | -$6175万 | -19% | 12.9% | 58% | 2 | 0% | 6.5 |
|
| 3175 |
3175
HMS Capital Management
Nashville,
Tennessee
| $2.64億 | -$330万 | -1% | 0.73% | 140% | 135 | 18.52% | 3.2 |
|