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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
JC
4876
JCSD Capital
Walnut Creek,
California
| $1.22億 | +$5292万 | +77% | 0.36% | – | 28 | 50% | 1.1 |
|
| 4877 |
4877
Lotus Asset Management
Nashville,
Tennessee
| $1.22億 | +$852万 | +8% | 4.89% | – | 49 | 16.33% | 0.2 |
|
| 4878 |
4878
ETF Store
Overland Park,
Kansas
| $1.22億 | +$200万 | +2% | 0.22% | 61% | 117 | 9.4% | 2.9 |
|
| 4879 |
4879
SFI Advisors
Montclair,
New Jersey
| $1.22億 | +$562万 | +5% | 2.07% | 95.9% | 65 | 15.38% | 2.4 |
|
| 4880 |
4880
DB Fitzpatrick & Co
Boise,
Idaho
| $1.21億 | -$226万 | -2% | 0.47% | 42.7% | 107 | 13.08% | 2.8 |
|
| 4881 |
4881
Montgomery Financial Services
Ocean City,
Maryland
| $1.21億 | +$638万 | +6% | 0.78% | – | 383 | 16.19% | 0.2 |
|
| 4882 |
ASCM
4882
Adkins Seale Capital Management
Shreveport,
Louisiana
| $1.21億 | +$890万 | +8% | 1.94% | – | 242 | 4.55% | 0.7 |
|
| 4883 |
4883
Hardworking Capital Advisors
Palm Desert,
California
| $1.21億 | -$119万 | -1% | 3.28% | – | 109 | 45.87% | 0.5 |
|
| 4884 |
4884
Wall Capital Group
Phoenix,
Arizona
| $1.21億 | -$99.4万 | -0.8% | 1.11% | – | 34 | 17.65% | 2.2 |
|
| 4885 |
4885
North Forty Two & Co
Lake Oswego,
Oregon
| $1.21億 | +$331万 | +3% | 1.98% | – | 108 | 5.56% | 1.5 |
|
| 4886 |
4886
Forteris Wealth Management
Armonk,
New York
| $1.21億 | -$128万 | -1% | 2.13% | – | 73 | 10.96% | 0.7 |
|
| 4887 |
4887
Investment Insight Wealth Management
North Massapequa,
New York
| $1.21億 | +$551万 | +5% | 7.46% | – | 45 | 4.44% | 0.6 |
|
| 4888 |
4888
MKD Wealth Coaches
Troy,
Michigan
| $1.21億 | +$387万 | +3% | 0.17% | – | 36 | 19.44% | 3.5 |
|
| 4889 |
4889
3 Factor Indexing
Sacramento,
California
| $1.21億 | +$270万 | +2% | 0.08% | – | 453 | 10.6% | 0.5 |
|
| 4890 |
4890
Portfolio Resources Advisor Group
Coral Gables,
Florida
| $1.21億 | +$259万 | +2% | 0.26% | – | 201 | 28.86% | 0.4 |
|
| 4891 |
4891
Drum Hill Capital
Westport,
Connecticut
| $1.21億 | +$2280万 | +23% | 9.07% | – | 49 | 12.24% | 1.4 |
|
| 4892 |
AIM
4892
Axiom Investment Management
New York
| $1.21億 | -$2887万 | -19% | 1.07% | – | 544 | 50.55% | 1.3 |
|
| 4893 |
IWA
4893
Independent Wealth Advisors
Cary,
North Carolina
| $1.21億 | +$1021万 | +9% | 0.5% | – | 83 | 12.05% | 0.6 |
|
| 4894 |
SA
4894
Stonebridge Advisors
Wilton,
Connecticut
| $1.21億 | +$3767万 | +45% | 6.88% | 0.03% | 4 | 25% | 1.5 |
|
| 4895 |
4895
Twin Cities Retirement Group
Plymouth,
Minnesota
| $1.21億 | +$370万 | +3% | 1.77% | – | 27 | 18.52% | 0.6 |
|
| 4896 |
4896
Blom & Howell Financial Planning
Modesto,
California
| $1.2億 | +$17.1万 | +0.1% | 0.79% | – | 71 | 15.49% | 0.7 |
|
| 4897 |
4897
Red Mountain Financial
Fort Collins,
Colorado
| $1.2億 | +$68.4万 | +0.6% | 0.54% | – | 85 | 8.24% | 2 |
|
| 4898 |
4898
Finhabits Advisors
New York
| $1.2億 | +$91.7万 | +0.8% | 1.88% | – | 15 | 0% | 0.8 |
|
| 4899 |
GC
4899
Gruss & Co
West Palm Beach,
Florida
| $1.2億 | +$7903万 | +194% | 6.57% | 173% | 43 | 23.26% | 2.1 |
|
| 4900 |
4900
BankChampaign National Association
Champaign,
Illinois
| $1.2億 | -$1048万 | -8% | 0.38% | – | 227 | 22.91% | 0.5 |
|