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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
DAM
4851
Directional Asset Management
Arlington Heights,
Illinois
| $1.24億 | +$566万 | +5% | 1.16% | – | 105 | 24.76% | 0.6 |
|
| 4852 |
4852
Artesa Financial Group
Conroe,
Texas
| $1.24億 | +$688万 | +6% | 0.84% | – | 69 | 17.39% | 0.6 |
|
| 4853 |
PIS
4853
POM Investment Strategies
Raleigh,
North Carolina
| $1.24億 | +$3564万 | +40% | 1.58% | 67.9% | 425 | 22.82% | 0.9 |
|
| 4854 |
4854
Curtis Wealth Management
Henderson,
Nevada
| $1.24億 | +$580万 | +5% | 0.08% | – | 65 | 24.62% | 0.6 |
|
| 4855 |
4855
Waycross Investment Management
Bellingham,
Washington
| $1.24億 | -$755万 | -6% | 0.31% | 49.6% | 61 | 8.2% | 1.9 |
|
| 4856 |
4856
Auctus Advisors
Charlotte,
North Carolina
| $1.24億 | +$479万 | +4% | 4.96% | – | 34 | 11.76% | 0.7 |
|
| 4857 |
4857
Accuvest Global Advisors
Provo,
Utah
| $1.24億 | +$730万 | +6% | 13% | 163% | 91 | 45.05% | 1.3 |
|
| 4858 |
4858
Milestones Private Investment Advisors
Fairport,
New York
| $1.23億 | -$223万 | -2% | 0.06% | – | 78 | 7.69% | 1.2 |
|
| 4859 |
4859
Stephen J. Garry & Associates
Garden City,
New York
| $1.23億 | -$1388万 | -10% | 0.12% | 67.2% | 56 | 12.5% | 2.1 |
|
| 4860 |
4860
Wolfstich Capital
Medfield,
Massachusetts
| $1.23億 | -$632万 | -5% | 1.99% | – | 24 | 33.33% | 0.8 |
|
| 4861 |
4861
Shuttleworth & Co
Powell,
Ohio
| $1.23億 | -$208万 | -2% | 1.16% | – | 51 | 1.96% | 1 |
|
| 4862 |
4862
Financial Management Inc
Little Rock,
Arkansas
| $1.23億 | +$93.7万 | +0.8% | 1.9% | – | 53 | 24.53% | 0.6 |
|
| 4863 |
4863
Smith Asset Management
Chiefland,
Florida
| $1.23億 | -$438万 | -3% | 3.63% | – | 75 | 9.33% | 1.5 |
|
| 4864 |
4864
TandemGrowth Financial Advisors
Alpharetta,
Georgia
| $1.23億 | +$21.1万 | +0.2% | 1.26% | – | 28 | 10.71% | 0.7 |
|
| 4865 |
PC
4865
Payne Capital
Lake Oswego,
Oregon
| $1.23億 | +$254万 | +2% | 2.39% | – | 60 | 10% | 0.8 |
|
| 4866 |
4866
Torrey-Payne Wealth Management
Pasadena,
California
| $1.23億 | +$92.2万 | +0.8% | 0.01% | – | 41 | 7.32% | 0.7 |
|
| 4867 |
4867
Gallacher Capital Management
Lone Tree,
Colorado
| $1.22億 | -$5598万 | -31% | 3.26% | 82.8% | 298 | 43.62% | 2.1 |
|
| 4868 |
4868
Conquis Financial
Milbrae,
California
| $1.22億 | -$191万 | -2% | 0.42% | – | 105 | 50.48% | 0.8 |
|
| 4869 |
4869
Hanseatic Management Services
Albuquerque,
New Mexico
| $1.22億 | -$1387万 | -10% | 1.73% | – | 113 | 46.02% | 0.8 |
|
| 4870 |
4870
Hicks Capital Management
Columbus,
Ohio
| $1.22億 | $0 | 0% | 0.94% | – | 39 | 0% | 1 |
|
| 4871 |
4871
Wealth Advisory Team
Bellevue,
Kentucky
| $1.22億 | -$106万 | -0.9% | 0.97% | – | 41 | 9.76% | 1.1 |
|
| 4872 |
4872
Hobbs Wealth Management
Zionsville,
Indiana
| $1.22億 | +$358万 | +3% | 0.35% | – | 23 | 8.7% | 1.3 |
|
| 4873 |
4873
Crescent Sterling
Metairie,
Louisiana
| $1.22億 | +$1007万 | +9% | 5.01% | 68.6% | 96 | 15.63% | 2.5 |
|
| 4874 |
LCS
4874
Luma Capital SA
Luxembourg,
| $1.22億 | +$965万 | +9% | 0.05% | – | 13 | 7.69% | 0.7 |
|
| 4875 |
4875
Portus Wealth Advisors
Charlotte,
North Carolina
| $1.22億 | +$11.4万 | +0.1% | 1.72% | – | 52 | 7.69% | 0.9 |
|