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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| $3.56億 | +$479万 | +1% | 2.75% | 35.4% | 49 | 12.24% | 2.9 |
|
| 3702 |
3702
Crestmont Private Wealth
Houston,
Texas
| $3.56億 | -$55万 | -0.2% | 0.53% | 59.3% | 107 | 15.89% | 2.3 |
|
| 3703 |
3703
BCR Wealth Strategies
Vestavia,
Alabama
| $3.56億 | -$9.9万 | -0% | 1.39% | 45.1% | 33 | 6.06% | 3 |
|
| 3704 |
3704
Elevation Wealth Partners
Santa Rosa,
California
| $3.56億 | +$2202万 | +7% | 0.31% | 69.9% | 1,423 | 13.91% | 1.3 |
|
| 3705 |
3705
Sycale Advisors
New York
| $3.56億 | +$2970万 | +9% | 5.98% | 46.1% | 30 | 30% | 0.8 |
|
| 3706 |
RC
3706
Reik & Co
New York
| $3.56億 | -$2839万 | -7% | 1.75% | 47.2% | 60 | 0% | 8.6 |
|
| 3707 |
3707
Hamilton Capital Partners
Atlanta,
Georgia
| $3.56億 | +$1125万 | +3% | 0.31% | – | 34 | 17.65% | 1 |
|
| 3708 |
IAS
3708
Investment Advisory Services
The Woodlands,
Texas
| $3.55億 | +$794万 | +2% | 3.16% | 74.9% | 144 | 9.03% | 4.1 |
|
| 3709 |
3709
Owl Creek Wealth Partners
Denver,
Colorado
| $3.55億 | +$1316万 | +4% | 1.15% | – | 1,376 | 10.54% | 0.4 |
|
| 3710 |
SCH
3710
Shengqi Capital (HK)
Hong Kong
| $3.55億 | -$1.29億 | -27% | 5.14% | – | 16 | 87.5% | 0.2 |
|
| 3711 |
3711
Highview Capital Management
Buffalo Grove,
Illinois
| $3.55億 | +$753万 | +2% | 4.4% | 138% | 136 | 23.53% | 2.2 |
|
| 3712 |
BWIA
3712
Bryant Woods Investment Advisors
Getzville,
New York
| $3.55億 | -$475万 | -1% | 0.44% | 74.4% | 90 | 30% | 2.7 |
|
| 3713 |
AFP
3713
Advus Financial Partners
Winter Park,
Florida
| $3.55億 | +$382万 | +1% | 0.34% | 56.5% | 148 | 7.43% | 1.6 |
|
| 3714 |
3714
Rise Advisors
Rochester,
New York
| $3.55億 | -$63.7万 | -0.2% | 0.65% | 62.8% | 112 | 15.18% | 3.6 |
|
| 3715 |
3715
Genesis Private Wealth
Ashburn,
Virginia
| $3.54億 | -$177万 | -0.5% | 0.65% | – | 206 | 19.42% | 1.2 |
|
| 3716 |
3716
Spectrum Wealth Advisory Group
Granite Bay,
California
| $3.54億 | +$288万 | +0.8% | 0.97% | 76.1% | 543 | 86.19% | 2.7 |
|
| 3717 |
3717
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| $3.54億 | +$295万 | +0.8% | 1.19% | 56.1% | 111 | 9.91% | 2.3 |
|
| 3718 |
3718
Prudent Man Investment Management
Louisville,
Colorado
| $3.54億 | +$6085万 | +21% | 0.27% | – | 268 | 39.18% | 1 |
|
| 3719 |
GBFG
3719
Gerald Baker Financial Group
Arlington,
Texas
| $3.54億 | +$254万 | +0.7% | 0.92% | – | 129 | 6.98% | 0.5 |
|
| 3720 |
3720
Somerset Trust
Somerset,
Pennsylvania
| $3.54億 | +$35.3万 | +0.1% | 2.71% | 80.5% | 192 | 6.25% | 5.4 |
|
| 3721 |
WA
3721
Wealthstar Advisors
Plano,
Texas
| $3.54億 | +$1087万 | +3% | 1.57% | – | 126 | 19.05% | 1.5 |
|
| 3722 |
3722
Ravenswood Partners
Mclean,
Virginia
| $3.53億 | +$4078万 | +13% | 0.41% | – | 37 | 10.81% | 0.8 |
|
| 3723 |
GWMT
3723
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
| $3.53億 | -$336万 | -0.9% | 1.21% | – | 31 | 6.45% | 0.7 |
|
| 3724 |
3724
RIA Advisory Group
Des Moines,
Iowa
| $3.53億 | -$1.06億 | -23% | 4.12% | – | 167 | 27.54% | 1.7 |
|
| 3725 |
3725
Equita Financial Network
Fort Washington,
Pennsylvania
| $3.53億 | -$702万 | -2% | 0.51% | 50.5% | 98 | 15.31% | 2.1 |
|