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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
| $3億 | -$3160万 | -10% | 0.65% | – | 107 | 10.28% | 1.5 |
|
| 4127 |
4127
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $2.99億 | -$1479万 | -5% | 2.27% | 22.5% | 1 | 0% | 13.3 |
|
| 4128 |
4128
Wealth Advisors Northwest
Portland,
Oregon
| $2.99億 | +$610万 | +2% | 0.34% | – | 65 | 4.62% | 1.5 |
|
| 4129 |
4129
Aisling Capital Management
New York
| $2.99億 | -$1.72億 | -37% | 14.8% | 490% | 14 | 0% | 3.8 |
|
| 4130 |
4130
Trellis Wealth Advisors
San Luis Obispo,
California
| $2.99億 | +$793万 | +3% | 0.03% | 62.2% | 116 | 58.62% | 0.9 |
|
| 4131 |
4131
First Dallas Securities
Dallas,
Texas
| $2.99億 | -$357万 | -1% | 1.01% | 160% | 135 | 17.04% | 3.4 |
|
| 4132 |
BWA
4132
BlueChip Wealth Advisors
Milton,
Georgia
| $2.98億 | +$3460万 | +13% | 1.04% | 62.2% | 197 | 17.26% | 1.5 |
|
| 4133 |
4133
Monte Financial Group
Guilford,
Connecticut
| $2.98億 | -$1399万 | -4% | 3.25% | 66.7% | 105 | 8.57% | 4.1 |
|
| 4134 |
4134
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| $2.98億 | -$1.13億 | -27% | 1.45% | 66.9% | 126 | 12.7% | 2.6 |
|
| 4135 |
4135
Campbell Capital Management
Miami,
Florida
| $2.98億 | +$1909万 | +7% | 3.57% | 123% | 46 | 36.96% | 2.4 |
|
| 4136 |
4136
Maestria Partners
Atlanta,
Georgia
| $2.98億 | +$1025万 | +4% | 1.96% | – | 15 | 6.67% | 1.2 |
|
| 4137 |
4137
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| $2.98億 | +$7526万 | +34% | 0.28% | 72.3% | 138 | 29.71% | 2 |
|
| 4138 |
SC
4138
Sawyer & Company
Boston,
Massachusetts
| $2.98億 | -$24.9万 | -0.1% | 5.26% | 111% | 210 | 9.05% | 4.6 |
|
| 4139 |
4139
Shrier Wealth Management
Los Angeles,
California
| $2.98億 | +$114万 | +0.4% | 1% | – | 137 | 5.11% | 0.7 |
|
| 4140 |
VFG
4140
V2 Financial group
Naperville,
Illinois
| $2.98億 | +$2909万 | +11% | 2.5% | 75.6% | 137 | 12.41% | 2.5 |
|
| 4141 |
4141
Weitzel Financial Services
Dubuque,
Iowa
| $2.98億 | +$341万 | +1% | 0.71% | 46.3% | 56 | 14.29% | 3.5 |
|
| 4142 |
HCC
4142
Hatch Cove Capital
Chicago,
Illinois
| $2.97億 | +$7196万 | +32% | 15.6% | – | 32 | 40.63% | 0.3 |
|
| 4143 |
4143
Lodestone Wealth Management
Spokane,
Washington
| $2.97億 | +$1400万 | +5% | 2.05% | 87.1% | 821 | 7.67% | 1.2 |
|
| 4144 |
4144
Citrine Capital
San Francisco,
California
| $2.97億 | +$2705万 | +10% | 4.58% | – | 65 | 15.38% | 1.2 |
|
| 4145 |
4145
Mainsail Financial Group
Bellevue,
Washington
| $2.97億 | +$269万 | +0.9% | 0.87% | 61.9% | 75 | 9.33% | 2.5 |
|
| 4146 |
RGC
4146
Rubicon Global Capital
London,
United Kingdom
| $2.97億 | +$2417万 | +9% | 10.3% | – | 14 | 14.29% | 1.3 |
|
| 4147 |
4147
Torrey Growth & Income Advisors
Del Mar,
California
| $2.97億 | +$255万 | +0.9% | 4.39% | – | 121 | 17.36% | 0.8 |
|
| 4148 |
4148
Marathon Wealth Advisors
Boston,
Massachusetts
| $2.97億 | +$433万 | +1% | 3.21% | – | 77 | 3.9% | 0.7 |
|
| 4149 |
4149
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| $2.97億 | +$520万 | +2% | 0.01% | 63.8% | 118 | 5.93% | 2.5 |
|
| 4150 |
4150
1492 Capital Management
Milwaukee,
Wisconsin
| $2.96億 | -$4228万 | -12% | 6.16% | 298% | 139 | 15.11% | 1.6 |
|