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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
Oxler Private Wealth
Rye Brook,
New York
| $3.72億 | +$2228万 | +6% | 9.82% | 119% | 94 | 6.38% | 4.2 |
|
| 3602 |
3602
Private Client Services
Louisville,
Kentucky
| $3.72億 | -$916万 | -2% | 1.1% | 72% | 271 | 29.89% | 1.4 |
|
| 3603 |
CVA
3603
Central Valley Advisors
Sacramento,
California
| $3.72億 | -$1772万 | -5% | 1.83% | 77.8% | 202 | 24.75% | 1.8 |
|
| 3604 |
3604
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $3.72億 | +$6601万 | +22% | 1.1% | 92.9% | 211 | 45.02% | 1.5 |
|
| 3605 |
3605
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $3.72億 | +$1727万 | +5% | 3.73% | 103% | 88 | 7.95% | 3.8 |
|
| 3606 |
3606
Veracity Capital
Atlanta,
Georgia
| $3.72億 | +$123万 | +0.3% | 1.86% | 149% | 248 | 20.56% | 3.1 |
|
| 3607 |
SA
3607
SAM Advisors
Oakhurst,
California
| $3.72億 | +$526万 | +1% | 0.92% | 64.3% | 49 | 2.04% | 2.8 |
|
| 3608 |
3608
Argos Wealth Advisors
Sacramento,
California
| $3.71億 | -$636万 | -2% | 3.56% | – | 238 | 13.45% | 0.6 |
|
| 3609 |
3609
Regimen Wealth
Atlanta,
Georgia
| $3.71億 | +$4.63万 | +0% | 0.85% | 37.8% | 86 | 23.26% | 2.2 |
|
| 3610 |
3610
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| $3.71億 | -$729万 | -2% | 2.04% | 78% | 219 | 15.98% | 2.8 |
|
| 3611 |
3611
Missouri Trust & Investment Company
Springfield,
Missouri
| $3.71億 | +$263万 | +0.7% | 4.1% | 81.6% | 149 | 4.7% | 4.3 |
|
| 3612 |
3612
Stone Summit Wealth
Miami,
Florida
| $3.7億 | -$2375万 | -6% | 0.35% | 67% | 145 | 6.21% | 3.8 |
|
| 3613 |
3613
One Advisory Partners
Overland Park,
Kansas
| $3.7億 | +$285万 | +0.8% | 1.25% | 58.3% | 79 | 22.78% | 2.4 |
|
| 3614 |
3614
Rench Wealth Management
Denton,
Texas
| $3.7億 | -$251万 | -0.7% | 2.43% | 121% | 69 | 11.59% | 5.5 |
|
| 3615 |
3615
Aspen Investment Management
Grand Rapids,
Michigan
| $3.7億 | -$199万 | -0.5% | 1.63% | 92.6% | 191 | 6.81% | 6.2 |
|
| 3616 |
3616
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
| $3.7億 | +$1754万 | +5% | 0.48% | 72.1% | 89 | 8.99% | 2.8 |
|
| 3617 |
3617
Commonwealth Retirement Investments
Richmond,
Virginia
| $3.7億 | +$134万 | +0.4% | 2.87% | 96.7% | 415 | 69.4% | 2.3 |
|
| 3618 |
3618
Wealth Effects
Boston,
Massachusetts
| $3.7億 | -$96.4万 | -0.3% | 1.52% | 235% | 270 | 11.85% | 2.7 |
|
| 3619 |
3619
Solitude Financial Services
Charlottesville,
Virginia
| $3.7億 | +$829万 | +2% | 1.64% | 62.4% | 42 | 9.52% | 3.1 |
|
| 3620 |
3620
Reston Wealth Management
Reston,
Virginia
| $3.69億 | -$208万 | -0.6% | 0.18% | 66.4% | 72 | 11.11% | 3.7 |
|
| 3621 |
3621
Fosun International
Hong Kong,
China
| $3.69億 | -$7740万 | -17% | 6.21% | 37.8% | 79 | 18.99% | 1.7 |
|
| 3622 |
3622
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $3.69億 | +$841万 | +2% | 4.5% | 96.4% | 70 | 1.43% | 6.6 |
|
| 3623 |
3623
Seafarer Capital Partners
Larkspur,
California
| $3.69億 | -$6527万 | -15% | 3.86% | 61.3% | 9 | 0% | 3.8 |
|
| 3624 |
FSA
3624
Financial Services Advisory
Rockville,
Maryland
| $3.68億 | -$3091万 | -8% | 0.76% | 82.5% | 92 | 43.48% | 1.2 |
|
| 3625 |
3625
PCA Investment Advisory Services
Cincinnati,
Ohio
| $3.68億 | +$1000万 | +3% | 0.87% | 71.4% | 61 | 4.92% | 2.5 |
|