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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
Morton Brown Family Wealth
Allentown,
Pennsylvania
| $4.5億 | +$853万 | +2% | 0.92% | 54.5% | 444 | 13.51% | 2.1 |
|
| 3202 |
3202
Carr Financial Group
Worcester,
Massachusetts
| $4.49億 | +$1510万 | +3% | 0.02% | 71.6% | 196 | 12.76% | 2.5 |
|
| 3203 |
3203
Straight Path Wealth Management
Jenison,
Michigan
| $4.49億 | +$2142万 | +5% | 2.4% | 70.4% | 160 | 13.75% | 1.8 |
|
| 3204 |
3204
Global View Capital Management
Waukesha,
Wisconsin
| $4.49億 | -$3544万 | -7% | 0.86% | – | 167 | 37.13% | 1.1 |
|
| 3205 |
3205
Markowski Investments
Tampa,
Florida
| $4.48億 | -$600万 | -1% | 1.91% | – | 721 | 17.89% | 0.2 |
|
| 3206 |
3206
DeDora Capital
Napa,
California
| $4.48億 | -$1193万 | -3% | 1.7% | 91.2% | 456 | 72.81% | 1.1 |
|
| 3207 |
3207
Hartford Financial Management
Hartford,
Connecticut
| $4.48億 | -$5万 | -0% | 1.23% | 87.9% | 357 | 4.76% | 7.2 |
|
| 3208 |
3208
Arjuna Capital
Durham,
North Carolina
| $4.48億 | +$356万 | +0.8% | 3.56% | 118% | 125 | 22.4% | 2.5 |
|
| 3209 |
3209
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $4.48億 | +$530万 | +1% | 1.51% | 49.3% | 58 | 6.9% | 7.6 |
|
| 3210 |
3210
Alpine Woods Capital Investors
Purchase,
New York
| $4.48億 | -$1266万 | -3% | 2.67% | 118% | 265 | 31.32% | 3.4 |
|
| 3211 |
3211
Addison Capital
Conshohocken,
Pennsylvania
| $4.47億 | -$1.63億 | -27% | 2.49% | 71.4% | 186 | 20.97% | 4.7 |
|
| 3212 |
3212
TIFF Advisory Services
Radnor,
Pennsylvania
| $4.47億 | +$3937万 | +10% | 0.36% | 84.2% | 22 | 18.18% | 1.6 |
|
| 3213 |
3213
Fiduciary Family Office
Boca Raton,
Florida
| $4.47億 | +$4745万 | +12% | 7.08% | 97.3% | 185 | 8.11% | 1.3 |
|
| 3214 |
3214
Bare Financial Services
Gap,
Pennsylvania
| $4.47億 | +$1133万 | +3% | 1.89% | 53.6% | 2,019 | 17.19% | 1 |
|
| 3215 |
3215
New Capital Management
Houston,
Texas
| $4.47億 | +$785万 | +2% | 1.62% | 55.4% | 62 | 9.68% | 3.9 |
|
| 3216 |
3216
Wealthspring Capital
West Harrison,
New York
| $4.47億 | -$70.3万 | -0.2% | 0.24% | 22.6% | 263 | 36.12% | 0.6 |
|
| 3217 |
3217
Little House Capital
Braintree,
Massachusetts
| $4.47億 | +$164万 | +0.4% | 2.41% | 118% | 126 | 16.67% | 3 |
|
| 3218 |
3218
Genoa Capital Gestora de Recursos
Sao Paulo,
| $4.46億 | -$1.05億 | -19% | 6.02% | – | 24 | 75% | 0.3 |
|
| 3219 |
3219
Strategic Investment Solutions
Orland Park,
Illinois
| $4.46億 | +$883万 | +2% | 1.2% | – | 750 | 14.67% | 2.2 |
|
| 3220 |
SIM
3220
Synergy Investment Management
Altamonte Springs,
Florida
| $4.46億 | +$3220万 | +8% | 0.36% | – | 1,100 | 84.36% | 1 |
|
| 3221 |
3221
Roberts Wealth Advisors
Palo Alto,
California
| $4.45億 | +$513万 | +1% | 1.97% | 81.1% | 111 | 2.7% | 2.8 |
|
| 3222 |
3222
Intergy Private Wealth
Colorado Springs,
Colorado
| $4.45億 | +$1220万 | +3% | 0.12% | 73.8% | 152 | 10.53% | 2.5 |
|
| 3223 |
TA
3223
TrueWealth Advisors
Birmingham,
Alabama
| $4.45億 | +$157万 | +0.4% | 0.75% | 60.9% | 252 | 11.51% | 3 |
|
| 3224 |
3224
Main Street Group
Glen Allen,
Virginia
| $4.45億 | +$1576万 | +4% | 0.78% | 98.3% | 937 | 11.42% | 0.7 |
|
| 3225 |
PWMG
3225
Private Wealth Management Group
Princeton,
New Jersey
| $4.45億 | +$1361万 | +3% | 1.03% | 63.2% | 1,584 | 13.19% | 2.1 |
|