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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
4726
Catalyst Private Wealth
San Mateo,
California
| $2.39億 | +$3240万 | +16% | 12.9% | 120% | 107 | 24.3% | 2.9 |
|
| 4727 |
4727
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| $2.39億 | -$82.7万 | -0.3% | 0.24% | 68.7% | 57 | 14.04% | 2.5 |
|
| 4728 |
4728
Plotkin Financial Advisors
Chevy Chase,
Maryland
| $2.39億 | -$183万 | -0.8% | 1.72% | 108% | 121 | 13.22% | 3.5 |
|
| 4729 |
4729
Cadence Wealth Management
Westborough,
Massachusetts
| $2.39億 | +$1587万 | +7% | 6.42% | 77.7% | 64 | 4.69% | 2.8 |
|
| 4730 |
4730
Econ Financial Services
Harrisburg,
Pennsylvania
| $2.39億 | +$2512万 | +12% | 4.5% | 16.9% | 115 | 63.48% | 0.6 |
|
| 4731 |
AFC
4731
AFT Forsyth & Company
West Palm Beach,
Florida
| $2.39億 | +$3120万 | +15% | 8.04% | 159% | 124 | 14.52% | 7.6 |
|
| 4732 |
4732
Olistico Wealth
Tulsa,
Oklahoma
| $2.39億 | +$529万 | +2% | 2.7% | 108% | 367 | 12.53% | 1.4 |
|
| 4733 |
4733
Bright Financial Advisors
Portage,
Michigan
| $2.39億 | +$14.9万 | +0.1% | 0.34% | – | 73 | 2.74% | 1.8 |
|
| 4734 |
4734
Brighton Securities
Rochester,
New York
| $2.39億 | +$614万 | +3% | 0.51% | – | 57 | 28.07% | 1.2 |
|
| 4735 |
4735
One Plus One Wealth Management
Jupiter,
Florida
| $2.39億 | +$715万 | +3% | 2.87% | 71.9% | 97 | 11.34% | 2.9 |
|
| 4736 |
4736
International Private Wealth Advisors
San Diego,
California
| $2.39億 | +$4460万 | +23% | 1.15% | 63.4% | 185 | 16.76% | 1.4 |
|
| 4737 |
MFG
4737
MTM Financial Group
Bethlehem,
Pennsylvania
| $2.39億 | +$539万 | +2% | 0.7% | 40.3% | 98 | 6.12% | 2.6 |
|
| 4738 |
4738
Ryan Investment Management
Basalt,
Colorado
| $2.39億 | +$1776万 | +8% | 0.32% | – | 46 | 41.3% | 0.5 |
|
| 4739 |
4739
Blue Sky Capital Consultants Group
Poway,
California
| $2.39億 | +$473万 | +2% | 7.41% | – | 81 | 11.11% | 1.2 |
|
| 4740 |
4740
Westbourne Investments
Alexandria,
Virginia
| $2.39億 | -$673万 | -3% | 0.17% | – | 166 | 22.89% | 1.1 |
|
| 4741 |
4741
Sustainable Insight Capital Management
New York
| $2.38億 | +$532万 | +2% | 4.01% | 168% | 104 | 44.23% | 1.5 |
|
| 4742 |
4742
Oasis Advisors
Forest City,
Iowa
| $2.38億 | +$8428万 | +55% | 0.12% | – | 93 | 50.54% | 0.2 |
|
| 4743 |
4743
Brucke Financial
Indianapolis,
Indiana
| $2.38億 | +$1329万 | +6% | 2.36% | – | 202 | 21.78% | 1.1 |
|
| 4744 |
4744
Trevian Wealth Management
Weston,
Massachusetts
| $2.38億 | +$358万 | +2% | 1.49% | 103% | 47 | 8.51% | 1.9 |
|
| 4745 |
4745
10Elms LLP
Tulsa,
Oklahoma
| $2.38億 | +$185万 | +0.8% | 0.97% | – | 571 | 16.11% | 1.3 |
|
| 4746 |
4746
Saxony Capital Management
St. Louis,
Missouri
| $2.38億 | +$1977万 | +9% | 3.06% | 90% | 215 | 24.19% | 1.3 |
|
| 4747 |
4747
Compass Capital Corp
Braintree,
Massachusetts
| $2.38億 | -$6927万 | -23% | 4.09% | – | 224 | 32.59% | 1.2 |
|
| 4748 |
II
4748
Ironclad Investments
Maitland,
Florida
| $2.38億 | +$502万 | +2% | 2.16% | 78.4% | 3 | 0% | 2.8 |
|
| 4749 |
FCFC
4749
First Citizens Financial Corp
Mason City,
Iowa
| $2.38億 | -$126万 | -0.5% | 0.45% | 72.9% | 142 | 5.63% | 3.9 |
|
| 4750 |
NFL
4750
Nova Financial LLC
Tucson,
Arizona
| $2.38億 | – | – | 2.88% | – | 865 | – | 0 |
|