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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Avaii Wealth Management
Appleton,
Wisconsin
| $3.48億 | +$767万 | +2% | 0.91% | 100% | 196 | 17.86% | 2 |
|
| 3752 |
3752
Dorval Corp
Maple Grove,
Minnesota
| $3.48億 | +$40.3万 | +0.1% | 1.92% | 29.6% | 50 | 8% | 2 |
|
| 3753 |
3753
Warner Financial
Bethesda,
Maryland
| $3.48億 | +$778万 | +2% | 0.19% | 69.2% | 151 | 4.64% | 3 |
|
| 3754 |
3754
Slagle Financial
Edwardsville,
Illinois
| $3.48億 | +$1395万 | +4% | 2.71% | 88.4% | 133 | 7.52% | 2 |
|
| 3755 |
VST
3755
Van Strum & Towne
San Francisco,
California
| $3.48億 | -$1902万 | -5% | 5.78% | 72.3% | 122 | 13.93% | 6.2 |
|
| 3756 |
3756
N10 Wealth
Greenwich,
Connecticut
| $3.48億 | +$6573万 | +23% | 0.76% | – | 69 | 43.48% | 0.2 |
|
| 3757 |
3757
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $3.47億 | -$2288万 | -6% | 1.25% | 78.2% | 172 | 23.84% | 1.4 |
|
| 3758 |
3758
JVL Associates
Wyoming,
Michigan
| $3.47億 | -$506万 | -1% | 0.54% | 81% | 83 | 14.46% | 3.9 |
|
| 3759 |
3759
Permit Capital
West Conshohocken,
Pennsylvania
| $3.47億 | -$1010万 | -3% | 0.26% | 140% | 21 | 4.76% | 5.1 |
|
| 3760 |
3760
Weybosset Research & Management
Province,
Rhode Island
| $3.47億 | -$3368万 | -9% | 5.29% | 74.8% | 33 | 6.06% | 6.7 |
|
| 3761 |
3761
National Wealth Management Group
Cincinnati,
Ohio
| $3.47億 | +$2371万 | +7% | 1.41% | 128% | 251 | 24.7% | 1.8 |
|
| 3762 |
3762
Barometer Capital Management
Toronto,
Ontario, Canada
| $3.47億 | -$1296万 | -4% | 7.16% | 354% | 176 | 43.18% | 0.7 |
|
| 3763 |
3763
First United Bank & Trust
Oakland,
Maryland
| $3.47億 | -$81.3万 | -0.2% | 1.85% | 78% | 427 | 6.09% | 4.3 |
|
| 3764 |
3764
Hixon Zuercher
Findlay,
Ohio
| $3.47億 | +$596万 | +2% | 3.39% | 101% | 95 | 10.53% | 3.5 |
|
| 3765 |
3765
Spectrum Asset Management (California)
Newport Beach,
California
| $3.46億 | -$1410万 | -4% | 1.8% | 68.3% | 126 | 18.25% | 3.6 |
|
| 3766 |
3766
Chaney Capital Management
Lynnwood,
Washington
| $3.46億 | +$2821万 | +9% | 1.95% | 80.9% | 53 | 20.75% | 1.8 |
|
| 3767 |
3767
MTM Investment Management
Spartanburg,
South Carolina
| $3.46億 | -$428万 | -1% | 0.96% | 87.7% | 724 | 4.7% | 2.4 |
|
| 3768 |
3768
Members Advisory Group
Williamsville,
New York
| $3.46億 | -$1226万 | -3% | 2.63% | 74.9% | 46 | 15.22% | 1.3 |
|
| 3769 |
3769
PL Capital Advisors
Naples,
Florida
| $3.46億 | -$1385万 | -4% | 5.09% | 86.4% | 34 | 14.71% | 3.5 |
|
| 3770 |
AG
3770
ASO Group
Road Town,
| $3.46億 | +$1.1億 | +47% | 0.44% | – | 68 | 22.06% | 0.6 |
|
| 3771 |
3771
Canopy Partners
Cincinnati,
Ohio
| $3.46億 | +$1336万 | +4% | 4.04% | 108% | 274 | 20.44% | 2 |
|
| 3772 |
3772
Forza Wealth Management
Sarasota,
Florida
| $3.46億 | +$1974万 | +6% | 0.8% | 69.8% | 200 | 6% | 2.9 |
|
| 3773 |
3773
Pecaut & Co
Sioux City,
Iowa
| $3.46億 | +$1745万 | +5% | 1.99% | 62.8% | 70 | 8.57% | 5.1 |
|
| 3774 |
3774
Greenfield Seitz Capital Management
Dallas,
Texas
| $3.46億 | +$981万 | +3% | 5.89% | 88.5% | 120 | 17.5% | 2.1 |
|
| 3775 |
JPLA
3775
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $3.46億 | +$1298万 | +4% | 1.52% | 84% | 201 | 9.95% | 3.6 |
|