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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
Affinity Investment Advisors
Newport Beach,
California
| $2.3億 | +$3260万 | +17% | 4.58% | 208% | 142 | 7.04% | 3.7 |
|
| 4827 |
4827
Tuttle Capital Management
Riverside,
Connecticut
| $2.3億 | +$8122万 | +55% | 1.41% | 115% | 267 | 61.8% | 0.2 |
|
| 4828 |
4828
Spear Advisors
East Hampton,
New York
| $2.3億 | -$6177万 | -21% | 16.1% | – | 33 | 24.24% | 0.5 |
|
| 4829 |
LC
4829
Lalia Capital
New York
| $2.3億 | +$2376万 | +12% | 0.72% | – | 17 | 17.65% | 0.5 |
|
| 4830 |
4830
Cresta Advisors
Laredo,
Texas
| $2.29億 | -$4926万 | -18% | 0.34% | 66.8% | 54 | 7.41% | 2.9 |
|
| 4831 |
4831
Cooper/Haims Advisors
Victor,
New York
| $2.29億 | -$316万 | -1% | 0.02% | 58.8% | 130 | 19.23% | 3.6 |
|
| 4832 |
4832
AGP Franklin
Franklin,
Tennessee
| $2.29億 | -$139万 | -0.6% | 6.29% | – | 101 | 17.82% | 1.2 |
|
| 4833 |
4833
Sowa Financial Group
Lincoln,
Rhode Island
| $2.29億 | +$1470万 | +7% | 7.33% | 100% | 31 | 6.45% | 3.6 |
|
| 4834 |
4834
Adalta Capital Management
New York
| $2.29億 | +$140万 | +0.6% | 2.1% | 89.2% | 112 | 11.61% | 4.2 |
|
| 4835 |
4835
W Advisors LLC
Germantown,
Tennessee
| $2.29億 | +$924万 | +4% | 4.08% | 88.7% | 156 | 3.85% | 3 |
|
| 4836 |
KWM
4836
KRM Wealth Management
Reno,
Nevada
| $2.29億 | +$185万 | +0.8% | 1.08% | – | 47 | 6.38% | 0.7 |
|
| 4837 |
4837
Trust Investment Advisors
Indianapolis,
Indiana
| $2.29億 | +$1963万 | +9% | 1.99% | 178% | 114 | 25.44% | 4.5 |
|
| 4838 |
4838
Yardley Wealth Management
Yardley,
Pennsylvania
| $2.29億 | +$891万 | +4% | 1.25% | – | 41 | 12.2% | 1.7 |
|
| 4839 |
4839
Capital Wealth Alliance
Scottsdale,
Arizona
| $2.29億 | +$1354万 | +6% | 6.19% | 124% | 108 | 15.74% | 2.6 |
|
| 4840 |
4840
Bastion Asset Management
Montreal,
Canada
| $2.29億 | -$6580万 | -22% | 4.49% | – | 71 | 66.2% | 0.3 |
|
| 4841 |
4841
11.2 Capital Management
Las Vegas,
Nevada
| $2.29億 | +$2435万 | +12% | 17.2% | – | 1 | 0% | 0.8 |
|
| 4842 |
WA1
4842
Wimmer Associates 1
Pasadena,
California
| $2.29億 | +$766万 | +3% | 5.47% | 92.7% | 117 | 5.98% | 7.5 |
|
| 4843 |
TAP
4843
Tounjian Advisory Partners
Fort Myers,
Florida
| $2.29億 | -$496万 | -2% | 1.96% | – | 882 | 14.17% | 0.4 |
|
| 4844 |
4844
Tenret Company
Tampa,
Florida
| $2.29億 | – | – | 1.6% | – | 39 | – | 3.6 |
|
| 4845 |
4845
Beach Point Capital Management
Santa Monica,
California
| $2.29億 | -$2935万 | -11% | 20.3% | 84.1% | 21 | 42.86% | 1 |
|
| 4846 |
4846
BankPlus Wealth Management
Jackson,
Mississippi
| $2.29億 | +$646万 | +3% | 0.99% | – | 128 | 10.16% | 1.4 |
|
| 4847 |
4847
Smith Thornton Advisors
Huntsville,
Alabama
| $2.29億 | +$156万 | +0.7% | 0.32% | – | 145 | 7.59% | 1.8 |
|
| 4848 |
4848
Ariadne Wealth Management
Santa Barbara,
California
| $2.28億 | +$231万 | +1% | 2.35% | – | 276 | 13.77% | 1.4 |
|
| 4849 |
4849
Castleview Partners
Dallas,
Texas
| $2.28億 | +$66.5万 | +0.3% | 1.49% | 61.3% | 240 | 17.92% | 2.6 |
|
| 4850 |
4850
Legacy Capital Wealth Management
The Woodlands,
Texas
| $2.28億 | +$1008万 | +5% | 1.45% | – | 90 | 22.22% | 1 |
|