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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
Seaside Wealth Management
Carlsbad,
California
| $4.08億 | +$364万 | +0.9% | 0.38% | 58.1% | 75 | 8% | 2.8 |
|
| 3402 |
3402
DMKC Advisory Services
Des Moines,
Iowa
| $4.07億 | -$1.22億 | -23% | 0.26% | – | 100 | 30% | 1.3 |
|
| 3403 |
3403
HTG Investment Advisors
New Canaan,
Connecticut
| $4.07億 | +$1700万 | +4% | 0.31% | 62.9% | 93 | 8.6% | 2.4 |
|
| 3404 |
3404
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $4.07億 | -$326万 | -0.8% | 0.17% | 58.8% | 317 | 9.15% | 3.4 |
|
| 3405 |
3405
Pier 88 Investment Partners
San Francisco,
California
| $4.07億 | -$1382万 | -3% | 2.19% | 40.3% | 121 | 25.62% | 1.5 |
|
| 3406 |
3406
Argent Advisors
Monroe,
Louisiana
| $4.06億 | +$668万 | +2% | 1.68% | 71% | 195 | 11.28% | 3.9 |
|
| 3407 |
AFS
3407
Aft Forsyth & Sober
Valrico,
Florida
| $4.06億 | +$8633万 | +27% | 5.46% | 107% | 65 | 7.69% | 4.8 |
|
| 3408 |
3408
Prospera Capital Management
Gilbert,
Arizona
| $4.06億 | +$8652万 | +27% | 0.03% | – | 77 | 20.78% | 0.9 |
|
| 3409 |
3409
Fischer Financial Services
Harrisburg,
Pennsylvania
| $4.06億 | +$814万 | +2% | 3.67% | – | 65 | 6.15% | 1.5 |
|
| 3410 |
3410
Tucker Asset Management
Littleton,
Colorado
| $4.06億 | +$97.5万 | +0.2% | 1.92% | 71.6% | 454 | 63.44% | 2.1 |
|
| 3411 |
HCM
3411
Hudson Capital Management
Ramsey,
New Jersey
| $4.05億 | -$820万 | -2% | 1.11% | 66.8% | 81 | 12.35% | 4.2 |
|
| 3412 |
3412
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| $4.05億 | +$1665万 | +4% | 0.37% | 67.9% | 87 | 5.75% | 3.8 |
|
| 3413 |
3413
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $4.05億 | +$56.8万 | +0.1% | 1.01% | 81% | 99 | 1.01% | 6.9 |
|
| 3414 |
3414
Arcataur Capital Management
Milwaukee,
Wisconsin
| $4.05億 | +$131万 | +0.3% | 0.63% | 65.4% | 106 | 6.6% | 2.8 |
|
| 3415 |
3415
Xcel Wealth Management
Holly Hill,
Florida
| $4.04億 | -$1481万 | -4% | 2.23% | 98.8% | 146 | 8.22% | 3.8 |
|
| 3416 |
3416
Winmill & Co
Walpole,
New Hampshire
| $4.04億 | -$4758万 | -11% | 3.54% | 160% | 56 | 8.93% | 3.9 |
|
| 3417 |
3417
Revisor Wealth Management
Akron,
Ohio
| $4.04億 | -$1211万 | -3% | 2.18% | 72% | 403 | 18.36% | 1.5 |
|
| 3418 |
3418
Denver Wealth Management
Denver,
Colorado
| $4.04億 | +$5476万 | +16% | 0.01% | 70.3% | 117 | 15.38% | 2.7 |
|
| 3419 |
3419
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $4.04億 | +$489万 | +1% | 0.22% | 40.3% | 195 | 8.72% | 3.3 |
|
| 3420 |
DTL
3420
Dynamic Technology Lab
Singapore
| $4.04億 | -$4352万 | -10% | 2.02% | 30.8% | 933 | 71.28% | 0.2 |
|
| 3421 |
3421
Keystone Financial Planning
Cleveland,
Ohio
| $4.04億 | +$1592万 | +4% | 3.95% | 46% | 40 | 5% | 7.2 |
|
| 3422 |
3422
JPL Wealth Management
Highlands Ranch,
Colorado
| $4.04億 | -$1億 | -20% | 0.64% | – | 2,036 | 27.01% | 0.5 |
|
| 3423 |
3423
Crown Wealth Group
Charlotte,
North Carolina
| $4.04億 | +$1054万 | +3% | 3.69% | 98.2% | 162 | 16.05% | 2 |
|
| 3424 |
SC
3424
Saybrook Capital
Winston Salem,
North Carolina
| $4.03億 | +$381万 | +1% | 2.01% | 72.5% | 43 | 2.33% | 9.3 |
|
| 3425 |
3425
Ogorek Anthony Joseph
Williamsville,
New York
| $4.03億 | +$39万 | +0.1% | 0.45% | 66.3% | 748 | 10.43% | 2.8 |
|