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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、6,355本のファンド(~71%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Jeppson Wealth Management
Manhattan Beach,
California
| $3.5億 | +$1109万 | +3% | 4.57% | 107% | 257 | 10.89% | 3.7 |
|
| 3277 |
3277
Wilson Asset Management
Sydney,
Australia
| $3.5億 | -$1366万 | -4% | 3.83% | 58% | 47 | 38.3% | 1.3 |
|
| 3278 |
3278
Ameliora Wealth Management
Zurich,
Switzerland
| $3.5億 | +$1337万 | +4% | 0.77% | 73.9% | 251 | 13.55% | 2.3 |
|
| 3279 |
3279
Inlight Wealth Management
Atlanta,
Georgia
| $3.5億 | +$3560万 | +11% | 1.35% | – | 79 | 22.78% | 1.1 |
|
| 3280 |
3280
Chesapeake Wealth Management
Williamsburg,
Virginia
| $3.5億 | -$694万 | -2% | 2.06% | 74.9% | 169 | 7.69% | 6.1 |
|
| 3281 |
3281
Argyle Capital Management
Center Valley,
Pennsylvania
| $3.49億 | +$222万 | +0.6% | 3.81% | 106% | 140 | 5% | 9.5 |
|
| 3282 |
3282
DHJJ Financial Advisors
Naperville,
Illinois
| $3.49億 | +$189万 | +0.5% | 0.04% | 62.5% | 1,110 | 4.41% | 2.6 |
|
| 3283 |
3283
Ascension Capital Advisors
Houston,
Texas
| $3.49億 | -$741万 | -2% | 0.47% | 64.1% | 105 | 28.57% | 1.9 |
|
| 3284 |
3284
Jacobsen Capital Management
Salt Lake City,
Utah
| $3.48億 | +$631万 | +2% | 1.75% | 97.3% | 133 | 10.53% | 2.7 |
|
| 3285 |
3285
Avaii Wealth Management
Appleton,
Wisconsin
| $3.48億 | +$767万 | +2% | 0.91% | 100% | 196 | 17.86% | 2 |
|
| 3286 |
3286
Dorval Corp
Maple Grove,
Minnesota
| $3.48億 | +$40.3万 | +0.1% | 1.92% | 29.6% | 50 | 8% | 2 |
|
| 3287 |
3287
Warner Financial
Bethesda,
Maryland
| $3.48億 | +$778万 | +2% | 0.19% | 69.2% | 151 | 4.64% | 3 |
|
| 3288 |
3288
Slagle Financial
Edwardsville,
Illinois
| $3.48億 | +$1395万 | +4% | 2.71% | 88.4% | 133 | 7.52% | 2 |
|
| 3289 |
VST
3289
Van Strum & Towne
San Francisco,
California
| $3.48億 | -$1902万 | -5% | 5.78% | 72.3% | 122 | 13.93% | 6.2 |
|
| 3290 |
3290
N10 Wealth
Greenwich,
Connecticut
| $3.48億 | +$6573万 | +23% | 0.76% | – | 69 | 43.48% | 0.2 |
|
| 3291 |
3291
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $3.47億 | -$2288万 | -6% | 1.25% | 78.2% | 172 | 23.84% | 1.4 |
|
| 3292 |
3292
JVL Associates
Wyoming,
Michigan
| $3.47億 | -$506万 | -1% | 0.54% | 81% | 83 | 14.46% | 3.9 |
|
| 3293 |
3293
Weybosset Research & Management
Province,
Rhode Island
| $3.47億 | -$3368万 | -9% | 5.29% | 74.8% | 33 | 6.06% | 6.7 |
|
| 3294 |
3294
National Wealth Management Group
Cincinnati,
Ohio
| $3.47億 | +$2371万 | +7% | 1.41% | 128% | 251 | 24.7% | 1.8 |
|
| 3295 |
3295
Barometer Capital Management
Toronto,
Ontario, Canada
| $3.47億 | -$1296万 | -4% | 7.16% | 354% | 176 | 43.18% | 0.7 |
|
| 3296 |
3296
First United Bank & Trust
Oakland,
Maryland
| $3.47億 | -$81.3万 | -0.2% | 1.85% | 78% | 427 | 6.09% | 4.3 |
|
| 3297 |
3297
Hixon Zuercher
Findlay,
Ohio
| $3.47億 | +$596万 | +2% | 3.39% | 101% | 95 | 10.53% | 3.5 |
|
| 3298 |
3298
Spectrum Asset Management (California)
Newport Beach,
California
| $3.46億 | -$1410万 | -4% | 1.8% | 68.3% | 126 | 18.25% | 3.6 |
|
| 3299 |
3299
Chaney Capital Management
Lynnwood,
Washington
| $3.46億 | +$2821万 | +9% | 1.95% | 80.9% | 53 | 20.75% | 1.8 |
|
| 3300 |
3300
MTM Investment Management
Spartanburg,
South Carolina
| $3.46億 | -$428万 | -1% | 0.96% | 87.7% | 724 | 4.7% | 2.4 |
|