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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
Courage Miller Partners
Norfolk,
Virginia
| $3.79億 | -$13.6万 | -0% | 0.99% | 43.5% | 95 | 9.47% | 8 |
|
| 3552 |
3552
CJM Wealth Advisers
Falls Church,
Virginia
| $3.79億 | -$203万 | -0.5% | 0.2% | 76.8% | 85 | 9.41% | 3.1 |
|
| 3553 |
3553
Cora Capital Advisors
Marlton,
New Jersey
| $3.79億 | +$2235万 | +6% | 2.81% | 80.3% | 158 | 13.92% | 2.1 |
|
| 3554 |
3554
Northcape Wealth Management
Williamsville,
New York
| $3.78億 | -$276万 | -0.7% | 1.62% | 74% | 150 | 8.67% | 3.2 |
|
| 3555 |
3555
Westbourne Investment Advisors
Annapolis,
Maryland
| $3.78億 | +$1558万 | +4% | 8.24% | 107% | 126 | 6.35% | 3.8 |
|
| 3556 |
3556
Wheelhouse Advisory Group
St. Louis,
Missouri
| $3.78億 | +$2379万 | +7% | 1.04% | 67.9% | 59 | 11.86% | 1.8 |
|
| 3557 |
MS
3557
Madden Securities
Dallas,
Texas
| $3.78億 | +$1812万 | +5% | 4.42% | 108% | 344 | 65.99% | 1 |
|
| 3558 |
3558
Mizuho Bank
Tokyo,
Japan
| $3.78億 | -$8945万 | -19% | 4.41% | 116% | 10 | 90% | 2.7 |
|
| 3559 |
3559
United Wealth Management
Charlottesville,
Virginia
| $3.78億 | -$6649万 | -15% | 1.17% | – | 25 | 12% | 1.6 |
|
| 3560 |
3560
Dockside LLC
New York
| $3.78億 | -$4964万 | -12% | 2.48% | – | 240 | 47.5% | 0.2 |
|
| 3561 |
3561
Darwin Wealth Management
Tampa,
Florida
| $3.78億 | +$1226万 | +3% | 0.09% | 61.4% | 1,221 | 47.67% | 1.1 |
|
| 3562 |
3562
RWC Asset Advisors
Miami,
Florida
| $3.77億 | -$7221万 | -16% | 9.04% | 267% | 17 | 23.53% | 2.4 |
|
| 3563 |
3563
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| $3.77億 | -$2122万 | -5% | 16.2% | 40.5% | 6 | 0% | 1.6 |
|
| 3564 |
3564
Cypress Capital
Franklin,
Tennessee
| $3.77億 | +$741万 | +2% | 0.72% | 43.6% | 127 | 18.9% | 2.6 |
|
| 3565 |
3565
Seneca Financial Advisors
Rochester,
New York
| $3.77億 | -$785万 | -2% | 1.41% | 50.9% | 69 | 13.04% | 3.7 |
|
| 3566 |
3566
Orion Investment Company
St. Louis,
Missouri
| $3.77億 | +$3449万 | +10% | 29.1% | – | 74 | 5.41% | 2 |
|
| 3567 |
3567
Claris Advisors
St. Louis,
Missouri
| $3.77億 | -$585万 | -2% | 0.01% | 68.9% | 78 | 7.69% | 2.8 |
|
| 3568 |
FAP
3568
Financial Advisory Partners
Winter Park,
Florida
| $3.77億 | -$561万 | -1% | 0.85% | 52.9% | 75 | 1.33% | 3.3 |
|
| 3569 |
3569
Gallatin Point Capital
Greenwich,
Connecticut
| $3.77億 | +$4478万 | +13% | 8.14% | – | 3 | 0% | 1.3 |
|
| 3570 |
3570
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $3.77億 | -$1226万 | -3% | 3.02% | 101% | 152 | 17.11% | 6 |
|
| 3571 |
3571
Narus Financial Partners
Salt Lake City,
Utah
| $3.77億 | -$1240万 | -3% | 2.18% | 85.3% | 184 | 10.33% | 4.1 |
|
| 3572 |
3572
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| $3.77億 | +$235万 | +0.6% | 3.93% | 106% | 44 | 0% | 5.1 |
|
| 3573 |
3573
Kelleher Financial Advisors
New York
| $3.77億 | -$3.28億 | -47% | 2.96% | 80.3% | 884 | 51.13% | 2 |
|
| 3574 |
3574
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $3.77億 | +$292万 | +0.8% | 0.13% | 69.7% | 83 | 3.61% | 4.9 |
|
| 3575 |
3575
Capital Planning
Bellevue,
Washington
| $3.76億 | +$3267万 | +10% | 2.56% | 81.2% | 93 | 15.05% | 3.6 |
|