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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、5,557本のファンド(~62%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
4851
Sherman Asset Management
Ventura,
California
| $1.34億 | +$537万 | +4% | 1.48% | – | 140 | 25% | 1.5 |
|
| 4852 |
4852
Birchwood Financial Partners
Bloomington,
Minnesota
| $1.34億 | +$1195万 | +10% | 0.9% | – | 704 | 51.42% | 0.4 |
|
| 4853 |
4853
Trace Wealth Advisors
Los Angeles,
California
| $1.34億 | -$1872万 | -12% | 0.35% | – | 75 | 28% | 1.4 |
|
| 4854 |
B
4854
Bayban
Bayport,
Minnesota
| $1.34億 | +$376万 | +3% | 0.13% | – | 618 | 18.77% | 0.7 |
|
| 4855 |
4855
Peapod Lane Capital
Bedford Hills,
New York
| $1.34億 | -$1412万 | -10% | 1.66% | – | 63 | 9.52% | 1.2 |
|
| 4856 |
4856
Hingham Institution for Savings
Hingham,
Massachusetts
| $1.34億 | -$25.4万 | -0.2% | 0.15% | – | 15 | 0% | 0.7 |
|
| 4857 |
4857
Strategic Wealth Advisors
Scottsdale,
Arizona
| $1.34億 | +$1693万 | +14% | 0.65% | – | 260 | 80.38% | 0.8 |
|
| 4858 |
4858
Kraematon Investment Advisors
Braintree,
Massachusetts
| $1.34億 | -$42.2万 | -0.3% | 0.58% | 89.8% | 109 | 6.42% | 2.8 |
|
| 4859 |
4859
Waystone Advisors
Redmond,
Washington
| $1.34億 | -$45.1万 | -0.3% | 2.91% | – | 110 | 0% | 0.6 |
|
| 4860 |
4860
RD Lewis Holdings
Maitland,
Florida
| $1.34億 | -$164万 | -1% | 1.07% | – | 90 | 4.44% | 1.5 |
|
| 4861 |
4861
Harbor Asset Planning
Belmont,
Massachusetts
| $1.33億 | +$29.5万 | +0.2% | 0.18% | – | 423 | 3.55% | 1.2 |
|
| 4862 |
4862
Clearview Wealth Management
Irvine,
California
| $1.33億 | -$2221万 | -14% | 1.42% | – | 66 | 13.64% | 0.5 |
|
| 4863 |
4863
Eagle Harbor Asset Management
Seattle,
Washington
| $1.33億 | +$598万 | +5% | 1.02% | 76.2% | 158 | 25.32% | 2.7 |
|
| 4864 |
4864
Axos Invest
Las Vegas,
Nevada
| $1.33億 | -$368万 | -3% | 0.19% | – | 22 | 13.64% | 1.5 |
|
| 4865 |
SIM
4865
Summitas Investment Management
Mckinney,
Texas
| $1.33億 | -$189万 | -1% | 1.83% | – | 10 | 0% | 0.8 |
|
| 4866 |
4866
SBI Holdings USA
Santa Clara,
California
| $1.33億 | +$3154万 | +31% | 31.2% | – | 1 | 0% | 0.8 |
|
| 4867 |
4867
Ruggiero Investments
West Palm Beach,
Florida
| $1.33億 | +$1384万 | +12% | 4.99% | – | 101 | 22.77% | 0.5 |
|
| 4868 |
4868
Poinciana Advisors Group
Palm Beach Gardens,
Florida
| $1.32億 | -$227万 | -2% | 1.01% | – | 125 | 16% | 1.2 |
|
| 4869 |
4869
RM Financial Services
Falmouth,
Maine
| $1.32億 | -$209万 | -2% | 0.91% | – | 81 | 6.17% | 0.7 |
|
| 4870 |
4870
LWM Advisors
El Dorado Hills,
California
| $1.32億 | -$163万 | -1% | 0.87% | – | 40 | 20% | 1.2 |
|
| 4871 |
4871
Pacific Capital Partners
London,
| $1.32億 | +$1691万 | +15% | 1.98% | 61.4% | 45 | 20% | 0.4 |
|
| 4872 |
4872
Tannin Capital
Charlotte,
North Carolina
| $1.32億 | -$1971万 | -13% | 1.65% | – | 182 | 21.43% | 0.6 |
|
| 4873 |
4873
E6 Portfolios
Midvale,
Utah
| $1.32億 | +$724万 | +6% | 1.68% | – | 102 | 17.65% | 0.6 |
|
| 4874 |
4874
James Reed Financial Services
Cleveland,
Ohio
| $1.32億 | +$136万 | +1% | 0.24% | – | 19 | 5.26% | 2.7 |
|
| 4875 |
4875
Summerhill Capital Management
Toronto,
Ontario, Canada
| $1.32億 | +$705万 | +6% | 1.07% | – | 18 | 5.56% | 2 |
|