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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
3651
HT Partners
Centerbrook,
Connecticut
| $3.64億 | +$329万 | +0.9% | 1.14% | 71.1% | 56 | 5.36% | 6 |
|
| 3652 |
3652
Omnia Family Wealth
Aventura,
Florida
| $3.64億 | -$915万 | -2% | 2.33% | 87.5% | 132 | 29.55% | 3.5 |
|
| 3653 |
CCM
3653
Consolidated Capital Management
Burbank,
California
| $3.64億 | -$1088万 | -3% | 0.9% | 166% | 74 | 4.05% | 2.7 |
|
| 3654 |
3654
Firetrail Investments
Sydney, NSW,
Australia
| $3.64億 | +$887万 | +2% | 1.88% | 139% | 34 | 5.88% | 1.5 |
|
| 3655 |
3655
Centerpoint Advisors
Needham,
Massachusetts
| $3.63億 | +$1110万 | +3% | 1.38% | 82.6% | 507 | 34.12% | 3.9 |
|
| 3656 |
3656
Verger Capital Management
Winston-Salem,
North Carolina
| $3.63億 | +$2172万 | +6% | 1.13% | 58.3% | 14 | 21.43% | 8.1 |
|
| 3657 |
3657
Family Legacy Inc
Greenville,
South Carolina
| $3.63億 | -$1194万 | -3% | 2.48% | 89% | 128 | 6.25% | 6.2 |
|
| 3658 |
3658
Wright Investors Service
Shelton,
Connecticut
| $3.63億 | -$287万 | -0.8% | 4.41% | 161% | 167 | 23.95% | 4.6 |
|
| 3659 |
HA
3659
Hamel Associates
Chatham,
New Jersey
| $3.63億 | -$4.55万 | -0% | 2.91% | 59.4% | 94 | 7.45% | 6.4 |
|
| 3660 |
3660
Global Financial Private Client
Sarasota,
Florida
| $3.62億 | -$639万 | -2% | 2.2% | 100% | 253 | 9.49% | 4.3 |
|
| 3661 |
3661
Persistent Asset Partners
Hong Kong
| $3.62億 | +$2695万 | +8% | 4.09% | – | 1,124 | 58.72% | 0.2 |
|
| 3662 |
DS
3662
Dalal Street
West Lake Hills,
Texas
| $3.62億 | +$3531万 | +11% | 7.44% | 32.1% | 4 | 0% | 1.8 |
|
| 3663 |
3663
VSM Wealth Advisory
Hunt Valley,
Maryland
| $3.62億 | -$1477万 | -4% | 0.4% | – | 512 | 77.73% | 1.5 |
|
| 3664 |
3664
Greenstone Partners & Co
Larkspur,
California
| $3.62億 | -$7102万 | -16% | 7.43% | 402% | 9 | 22.22% | 3.7 |
|
| 3665 |
3665
PhiloSmith Capital
Stamford,
Connecticut
| $3.62億 | -$663万 | -2% | 1.14% | 47% | 23 | 4.35% | 7.8 |
|
| 3666 |
3666
Vectors Research Management
New York
| $3.62億 | -$2136万 | -6% | 0.3% | 71.4% | 153 | 8.5% | 4.3 |
|
| 3667 |
3667
Team Hewins
Redwood City,
California
| $3.61億 | -$408万 | -1% | 0.87% | 62.5% | 47 | 14.89% | 2 |
|
| 3668 |
3668
Kercheville Advisors
San Antonio,
Texas
| $3.61億 | +$3294万 | +10% | 5.57% | 261% | 125 | 18.4% | 2.6 |
|
| 3669 |
3669
Tilson Financial Group
New Providence,
New Jersey
| $3.61億 | -$253万 | -0.7% | 0.25% | 42.9% | 97 | 17.53% | 1.9 |
|
| 3670 |
3670
Grandview Asset Management
Harrisburg,
Pennsylvania
| $3.61億 | -$4154万 | -10% | 6.77% | 200% | 156 | 21.79% | 2.6 |
|
| 3671 |
3671
Range Financial Group
Tigard,
Oregon
| $3.61億 | -$503万 | -1% | 2.6% | 195% | 240 | 27.92% | 1.9 |
|
| 3672 |
3672
Ducere Wealth Management
Newport Beach,
California
| $3.61億 | +$2811万 | +8% | 1.72% | – | 155 | 27.74% | 0.5 |
|
| 3673 |
3673
Evexia Wealth
Stevens Point,
Wisconsin
| $3.6億 | -$917万 | -2% | 0.38% | 95% | 80 | 3.75% | 2.1 |
|
| 3674 |
3674
Riverwater Partners
Milwaukee,
Wisconsin
| $3.6億 | +$2339万 | +7% | 0.45% | 112% | 224 | 14.29% | 2.2 |
|
| 3675 |
3675
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $3.6億 | -$55万 | -0.2% | 4.19% | 69.7% | 61 | 6.56% | 6.9 |
|