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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
MPPHD
4001
Maloon Powers Pitre Higgins & Dennehy
San Ramon,
California
| $3.17億 | +$2603万 | +9% | 3.73% | – | 159 | 13.21% | 0.2 |
|
| 4002 |
4002
Glass Wealth Management
San Antonio,
Texas
| $3.17億 | +$1821万 | +6% | 3.96% | – | 75 | 13.33% | 1.8 |
|
| 4003 |
4003
Financial Council
Towson,
Maryland
| $3.17億 | +$833万 | +3% | 0.58% | 88.6% | 112 | 7.14% | 2.8 |
|
| 4004 |
4004
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| $3.17億 | +$882万 | +3% | 0.2% | 74.4% | 179 | 6.7% | 3.5 |
|
| 4005 |
4005
Leisure Capital Management
Costa Mesa,
California
| $3.16億 | -$411万 | -1% | 3.43% | 111% | 166 | 9.04% | 5.3 |
|
| 4006 |
4006
Mills Wealth Advisors
Southlake,
Texas
| $3.16億 | -$143万 | -0.5% | 1.64% | 37.9% | 81 | 9.88% | 1.9 |
|
| 4007 |
BVC
4007
Bright Valley Capital
Hong Kong
| $3.16億 | -$3.1億 | -50% | 3.84% | 732% | 24 | 70.83% | 0.7 |
|
| 4008 |
4008
Strive Financial Group
Carmel,
Indiana
| $3.16億 | +$8586万 | +37% | 2.36% | – | 1,303 | 36.68% | 0.4 |
|
| 4009 |
4009
RBA Wealth Management
Newport Beach,
California
| $3.16億 | +$4329万 | +16% | 4.88% | 91% | 123 | 38.21% | 2.2 |
|
| 4010 |
RIS
4010
Richmond Investment Services
Mequon,
Wisconsin
| $3.16億 | -$30.4万 | -0.1% | 0.55% | – | 158 | 15.19% | 1.3 |
|
| 4011 |
4011
OneAscent Wealth Management
Birmingham,
Alabama
| $3.15億 | -$2009万 | -6% | 1.03% | 54.1% | 182 | 24.18% | 1.9 |
|
| 4012 |
4012
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $3.15億 | +$332万 | +1% | 0.54% | 47% | 32 | 18.75% | 2.8 |
|
| 4013 |
4013
Trinity Wealth Management
Berwyn,
Pennsylvania
| $3.15億 | +$24.1万 | +0.1% | 0.78% | 56.7% | 94 | 24.47% | 2.5 |
|
| 4014 |
4014
Townsend Asset Management
Raleigh,
North Carolina
| $3.15億 | +$349万 | +1% | 2.72% | 88.5% | 201 | 9.45% | 4.6 |
|
| 4015 |
4015
LCNB Corp
Lebanon,
Ohio
| $3.15億 | -$1066万 | -3% | 1.46% | 83.1% | 193 | 12.44% | 6.1 |
|
| 4016 |
FCT
4016
Family Capital Trust
Peabody,
Massachusetts
| $3.15億 | +$791万 | +3% | 4.2% | 39.1% | 83 | 0% | 4.9 |
|
| 4017 |
4017
MMA Asset Management
Conshohocken,
Pennsylvania
| $3.15億 | +$93.6万 | +0.3% | 0.55% | 61.2% | 202 | 16.83% | 2.2 |
|
| 4018 |
4018
Shore Point Advisors
Brielle,
New Jersey
| $3.15億 | +$2281万 | +8% | 1.04% | 54.6% | 86 | 11.63% | 2.7 |
|
| 4019 |
4019
Weinberger Asset Management
Los Angeles,
California
| $3.15億 | +$315万 | +1% | 0.97% | 89.6% | 104 | 3.85% | 3.2 |
|
| 4020 |
4020
Axiom Financial Strategies
New Albany,
Indiana
| $3.15億 | -$426万 | -1% | 0.63% | 59.8% | 35 | 5.71% | 1.3 |
|
| 4021 |
4021
Allred Capital Management
Dallas,
Texas
| $3.15億 | +$1005万 | +3% | 4.09% | 85.2% | 166 | 4.22% | 5.4 |
|
| 4022 |
GLWAL
4022
GER Loftin Wealth Advisors LLC
Johns Creek,
Georgia
| $3.14億 | – | – | 3.85% | – | 67 | – | 0 |
|
| 4023 |
4023
Theory Financial
Fort Collins,
Colorado
| $3.14億 | -$294万 | -0.9% | 0.8% | 58.3% | 106 | 9.43% | 2.1 |
|
| 4024 |
NAH
4024
Neumann Advisory (HK)
Central,
Hong Kong
| $3.14億 | -$4156万 | -12% | 10.1% | 77.3% | 6 | 16.67% | 7 |
|
| 4025 |
4025
Wallace Foundation
New York
| $3.14億 | +$8744万 | +39% | 17.2% | – | 2 | 100% | 0 |
|