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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
TWM
4751
Todd Wealth Management
Venice,
Florida
| $1.31億 | -$89.5万 | -0.7% | 3.85% | – | 116 | 10.34% | 0.7 |
|
| 4752 |
4752
Asempa Wealth Advisors
Baton Rouge,
Louisiana
| $1.31億 | -$305万 | -2% | 1.14% | – | 122 | 9.02% | 0.7 |
|
| 4753 |
SF
4753
Schaeffer Financial
Rockville,
Maryland
| $1.31億 | +$170万 | +1% | 0.89% | 52.2% | 31 | 16.13% | 2.3 |
|
| 4754 |
4754
Legacy Solutions LLC
Kennett Square,
Pennsylvania
| $1.31億 | +$736万 | +6% | 0.69% | – | 94 | 9.57% | 1.4 |
|
| 4755 |
4755
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
| $1.31億 | +$316万 | +2% | 1.17% | – | 84 | 46.43% | 0.9 |
|
| 4756 |
4756
Virtus Family Office
El Paso,
Texas
| $1.31億 | +$439万 | +3% | 4.63% | 60.9% | 63 | 3.17% | 1.5 |
|
| 4757 |
4757
First Financial Group
Raleigh,
North Carolina
| $1.31億 | -$748万 | -5% | 3.13% | – | 92 | 18.48% | 1.3 |
|
| 4758 |
4758
Haven Capital Group
Westlake Village,
California
| $1.31億 | +$631万 | +5% | 4.34% | – | 41 | 14.63% | 1.3 |
|
| 4759 |
4759
City Center Advisors LLC
Troy,
Michigan
| $1.31億 | +$728万 | +6% | 1.43% | – | 208 | 29.33% | 1.2 |
|
| 4760 |
4760
Kennon-Green & Company
New Albany,
Ohio
| $1.31億 | +$228万 | +2% | 4.84% | 58.4% | 43 | 6.98% | 3 |
|
| 4761 |
4761
JHP Wealth Management
Centennial,
Colorado
| $1.3億 | +$840万 | +7% | 0% | – | 43 | 18.6% | 0.6 |
|
| 4762 |
4762
Roxbury Financial
Mount Arlington,
New Jersey
| $1.3億 | +$389万 | +3% | 3.84% | – | 446 | 12.78% | 1.3 |
|
| 4763 |
4763
Paller Financial Services
Centennial,
Colorado
| $1.3億 | -$346万 | -3% | 4.51% | – | 47 | 10.64% | 0.6 |
|
| 4764 |
4764
Troutman Wealth Management
Malvern,
Pennsylvania
| $1.3億 | +$30.8万 | +0.2% | 1.83% | – | 38 | 0% | 0.7 |
|
| 4765 |
4765
Benchmark Financial
Wilmington,
Delaware
| $1.3億 | +$748万 | +6% | 1.25% | – | 61 | 13.11% | 0.6 |
|
| 4766 |
4766
Greenline Wealth Management
Boca Raton,
Florida
| $1.3億 | +$846万 | +7% | 0.2% | – | 158 | 29.75% | 0.5 |
|
| 4767 |
4767
Farley Capital
New York
| $1.3億 | +$272万 | +2% | 9.31% | 116% | 16 | 18.75% | 6.7 |
|
| 4768 |
4768
Walsh & Associates
Sarasota,
Florida
| $1.3億 | +$769万 | +6% | 0.73% | – | 265 | 9.06% | 0.7 |
|
| 4769 |
4769
Freestate Advisors
Overland Park,
Kansas
| $1.3億 | -$388万 | -3% | 0.97% | – | 43 | 2.33% | 1.9 |
|
| 4770 |
4770
Hudson Oak Wealth Advisory
Hoboken,
New Jersey
| $1.3億 | +$33.5万 | +0.3% | 0.1% | – | 55 | 7.27% | 0.7 |
|
| 4771 |
4771
O'Domhnaill Enterprises
Cody,
Wyoming
| $1.3億 | +$472万 | +4% | 3.09% | – | 67 | 16.42% | 0.6 |
|
| 4772 |
4772
Aldebaran Financial
| $1.3億 | +$666万 | +5% | 5.88% | 115% | 90 | 12.22% | 5.7 |
|
| 4773 |
4773
Grand Central Investment Group
Tampa,
Florida
| $1.3億 | +$1020万 | +9% | 6.48% | – | 43 | 9.3% | 3.3 |
|
| 4774 |
4774
M Wealth Management LLC
San Diego,
California
| $1.3億 | +$238万 | +2% | 0.76% | – | 61 | 6.56% | 1.3 |
|
| 4775 |
4775
Ramiah Investment Group
Brookfield,
Wisconsin
| $1.3億 | -$132万 | -1% | 0.38% | 62.2% | 91 | 29.67% | 2.3 |
|