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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、5,393本のファンド(~60%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4576 |
4576
Rubicon Advisors
Redding,
California
| $1.44億 | +$635万 | +5% | 2.91% | – | 93 | 11.83% | 0.6 |
|
| 4577 |
4577
Madson Wealth Advisors
Santa Rosa,
California
| $1.44億 | -$347万 | -2% | 1.14% | – | 101 | 11.88% | 0.4 |
|
| 4578 |
4578
Fountainhead AM
Warren,
New Jersey
| $1.43億 | +$893万 | +7% | 5.02% | 80.4% | 229 | 56.33% | 2.4 |
|
| 4579 |
4579
DMC Group
Birmingham,
Alabama
| $1.43億 | -$251万 | -2% | 5.73% | 116% | 137 | 17.52% | 2.8 |
|
| 4580 |
4580
Red Crane Wealth Management
San Francisco,
California
| $1.43億 | +$740万 | +5% | 1.85% | – | 82 | 8.54% | 1.4 |
|
| 4581 |
4581
Hofer & Associates
Thousand Oaks,
California
| $1.43億 | -$6350万 | -31% | 1.85% | 61.7% | 130 | 86.15% | 0.8 |
|
| 4582 |
4582
SIMA Wealth Partners
North Chesterfield,
Virginia
| $1.43億 | +$221万 | +2% | 0.55% | – | 138 | 5.8% | 2 |
|
| 4583 |
4583
Slocum, Gordon & Co
Newport,
Rhode Island
| $1.43億 | -$722万 | -5% | 2.53% | 65.3% | 72 | 11.11% | 2.4 |
|
| 4584 |
4584
Sacks & Associates
Warren,
New Jersey
| $1.43億 | -$499万 | -3% | 0.31% | – | 83 | 8.43% | 0.7 |
|
| 4585 |
4585
Fundamenta Capital
Montevideo,
| $1.43億 | -$2931万 | -17% | 2.94% | – | 16 | 37.5% | 0.3 |
|
| 4586 |
4586
Avise Financial Cooperative
Los Angeles,
California
| $1.43億 | +$205万 | +1% | 0.66% | – | 125 | 16% | 0.6 |
|
| 4587 |
4587
Vested Financial Planning
San Carlos,
California
| $1.43億 | -$587万 | -4% | 0.65% | – | 36 | 36.11% | 1.2 |
|
| 4588 |
RCM
4588
RMR Capital Management
Tustin,
California
| $1.43億 | -$231万 | -2% | 0.35% | 57% | 79 | 10.13% | 2.3 |
|
| 4589 |
4589
Cannon Capital Management
Salt Lake City,
Utah
| $1.43億 | +$2514万 | +21% | 1.73% | – | 31 | 9.68% | 0.7 |
|
| 4590 |
4590
NorthLanding Financial Partners
Rochester,
New York
| $1.43億 | -$186万 | -1% | 0.1% | 54.7% | 46 | 6.52% | 3.1 |
|
| 4591 |
4591
Mallini Complete Financial Planning
Gainesville,
Florida
| $1.43億 | +$250万 | +2% | 1.23% | – | 73 | 4.11% | 1.3 |
|
| 4592 |
4592
Marvin & Palmer Associates
Wilmington,
Delaware
| $1.43億 | -$1631万 | -10% | 4.1% | 415% | 38 | 47.37% | 0.5 |
|
| 4593 |
4593
Spectrum Advisors
Plano,
Texas
| $1.43億 | +$123万 | +0.9% | 0.24% | – | 57 | 10.53% | 0.5 |
|
| 4594 |
4594
Sidoxia Capital Management
Newport Beach,
California
| $1.42億 | +$605万 | +4% | 2.14% | – | 91 | 8.79% | 0.5 |
|
| 4595 |
4595
Sound Portfolio Advisors
Mystic,
Connecticut
| $1.42億 | +$154万 | +1% | 0.51% | – | 49 | 4.08% | 0.6 |
|
| 4596 |
4596
Marrick Wealth
Irvine,
California
| $1.42億 | +$158万 | +1% | 0.19% | – | 63 | 3.17% | 0.6 |
|
| 4597 |
4597
Gilbert Capital Group
North Yarmouth,
Maine
| $1.42億 | -$38.6万 | -0.3% | 0.86% | – | 63 | 15.87% | 0.9 |
|
| 4598 |
4598
Tenet Wealth Partners
Champaign,
Illinois
| $1.42億 | +$785万 | +6% | 0.8% | – | 112 | 14.29% | 0.2 |
|
| 4599 |
GJ
4599
Greg Jennings
Dewitt,
New York
| $1.42億 | – | – | 6.33% | – | 49 | – | 0 |
|
| 4600 |
4600
Ulland Investment Advisors
Minneapolis,
Minnesota
| $1.42億 | +$672万 | +5% | 1.64% | 161% | 240 | 7.92% | 3 |
|