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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
4776
Lauterbach Financial Advisors
El Paso,
Texas
| $2.35億 | +$206万 | +0.9% | 0.9% | 76.5% | 92 | 9.78% | 3.1 |
|
| 4777 |
4777
Cairn Investment Group
Vancouver,
Washington
| $2.35億 | +$776万 | +3% | 2.19% | 67.4% | 67 | 4.48% | 4.4 |
|
| 4778 |
4778
Symphony Financial Services
Akron,
Ohio
| $2.34億 | +$1183万 | +5% | 0.3% | – | 114 | 12.28% | 1.6 |
|
| 4779 |
4779
NEXTBio Capital Management
Menlo Park,
California
| $2.34億 | +$1698万 | +8% | 3.46% | – | 27 | 25.93% | 0.6 |
|
| 4780 |
4780
Signature Wealth Management Partners
Montvale,
New Jersey
| $2.34億 | +$1985万 | +9% | 5.21% | 97.9% | 132 | 13.64% | 3.4 |
|
| 4781 |
4781
Whalen Wealth Management
Las Vegas,
Nevada
| $2.34億 | +$1207万 | +5% | 2.34% | 90.2% | 258 | 45.74% | 0.8 |
|
| 4782 |
4782
Alhambra Investment Management
Palmetto Bay,
Florida
| $2.34億 | +$518万 | +2% | 1.71% | 67.7% | 195 | 12.31% | 3.9 |
|
| 4783 |
CCC
4783
Chelsea Counsel Company
Los Angeles,
California
| $2.34億 | -$185万 | -0.8% | 3.61% | 122% | 240 | 7.08% | 4.1 |
|
| 4784 |
GBI
4784
GP Brinson Investments
Chicago,
Illinois
| $2.34億 | -$1083万 | -4% | 0.1% | 51.2% | 14 | 7.14% | 4.8 |
|
| 4785 |
4785
tru Independence
Portland,
Oregon
| $2.34億 | +$524万 | +2% | 0.88% | 67.4% | 117 | 14.53% | 3 |
|
| 4786 |
4786
H&H Retirement Design & Management
Las Vegas,
Nevada
| $2.34億 | +$1374万 | +6% | 3.63% | 37% | 126 | 29.37% | 2.1 |
|
| 4787 |
4787
Northern Capital Management (Washington)
Spokane,
Washington
| $2.34億 | -$70.5万 | -0.3% | 2.18% | 90.9% | 58 | 8.62% | 3.1 |
|
| 4788 |
4788
ShawSpring Partners
Boston,
Massachusetts
| $2.34億 | +$172万 | +0.7% | 16.8% | 23.4% | 12 | 8.33% | 0.7 |
|
| 4789 |
4789
Flower City Capital
Pittsford,
New York
| $2.34億 | +$649万 | +3% | 1.13% | 69.5% | 50 | 14% | 3 |
|
| 4790 |
CA
4790
Continental Advisors
Park City,
Utah
| $2.33億 | -$337万 | -1% | 1.83% | 73.6% | 55 | 14.55% | 5.3 |
|
| 4791 |
4791
Bernzott Capital Advisors
Camarillo,
California
| $2.33億 | -$1641万 | -7% | 3.79% | 46.2% | 112 | 68.75% | 1 |
|
| 4792 |
4792
Carolina Wealth Management
Greenville,
North Carolina
| $2.33億 | +$1586万 | +7% | 0.55% | – | 129 | 21.71% | 0.2 |
|
| 4793 |
4793
Carl P. Sherr & Co
Worcester,
Massachusetts
| $2.33億 | -$544万 | -2% | 1.53% | 78.6% | 137 | 5.84% | 3.9 |
|
| 4794 |
LMHBHCT
4794
Leona M. & Harry B. Helmsley Charitable Trust
New York
| $2.33億 | +$1806万 | +8% | 1.76% | – | 2 | 0% | 0.6 |
|
| 4795 |
4795
Attessa Capital
Tucson,
Arizona
| $2.33億 | +$1014万 | +5% | 0.36% | – | 54 | 14.81% | 1.1 |
|
| 4796 |
4796
Cohen Investment Advisors
Bedford,
New Hampshire
| $2.33億 | +$985万 | +4% | 6.37% | 90.6% | 84 | 7.14% | 4.9 |
|
| 4797 |
4797
Banyan Capital Management
Atlanta,
Georgia
| $2.33億 | +$255万 | +1% | 0.4% | 44.4% | 55 | 12.73% | 2.7 |
|
| 4798 |
4798
Steinberganna Wealth Management
Huntington,
New York
| $2.33億 | -$1340万 | -5% | 1.76% | – | 148 | 12.16% | 0.8 |
|
| 4799 |
4799
LeClair Wealth Partners
Dublin,
Ohio
| $2.33億 | +$3955万 | +20% | 2.09% | – | 146 | 13.01% | 0.3 |
|
| 4800 |
4800
Fortune Financial Advisors
Overland Park,
Kansas
| $2.32億 | -$127万 | -0.5% | 1.6% | 82.8% | 167 | 6.59% | 1.8 |
|