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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、5,392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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 476 |
476
Belpointe Asset Management
Reno,
Nevada
| $36.3億 | +$5.65億 | +18% | 1.65% | 88.6% | 1,273 | 21.68% | 2.8 |
|
| 477 |
477
Geneva Capital Management
Milwaukee,
Wisconsin
| $35.9億 | -$7.73億 | -18% | 5% | 58.1% | 139 | 17.27% | 5.8 |
|
| 478 |
478
Avidian Wealth Enterprises
Houston,
Texas
| $35.9億 | -$2761万 | -0.8% | 0.86% | 71.7% | 814 | 16.71% | 2.9 |
|
| 479 |
YC
479
Yarbrough Capital
Franklin,
Tennessee
| $35.8億 | +$2.41億 | +7% | 8.56% | 183% | 92 | 16.3% | 3.1 |
|
| 480 |
480
Matson Money Inc
Mason,
Ohio
| $35.7億 | -$1533万 | -0.4% | 0.91% | 36.2% | 9 | 0% | 6.7 |
|
| 481 |
481
MIRAE ASSET SECURITIES (USA) INC.
New York
| $35.7億 | -$908万 | -0.3% | 1.84% | – | 172 | 63.37% | 0.6 |
|
| 482 |
482
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| $35.4億 | +$2607万 | +0.7% | 4.17% | 148% | 503 | 2.39% | 10.3 |
|
| 483 |
483
Argent Trust Co
Nashville,
Tennessee
| $35.4億 | +$7272万 | +2% | 2.78% | 96.9% | 807 | 9.54% | 5 |
|
| 484 |
484
Heritage Investors Management Corp
Bethesda,
Maryland
| $35.2億 | -$8951万 | -2% | 4.06% | 114% | 262 | 5.34% | 8 |
|
| 485 |
485
Dynamic Advisor Solutions
Phoenix,
Arizona
| $35.2億 | -$609万 | -0.2% | 0.77% | 70.9% | 1,122 | 15.15% | 3.1 |
|
| 486 |
486
Calamos Wealth Management
Naperville,
Illinois
| $35.1億 | +$1.93億 | +6% | 3.67% | 119% | 505 | 13.66% | 3.2 |
|
| 487 |
CK
487
Cohen Klingenstein
New York
| $35.1億 | +$1281万 | +0.4% | 2.67% | 99.1% | 208 | 1.44% | 9.5 |
|
| 488 |
488
Fideuram - Intesa Sanpaolo Private Banking
Turin,
| $35億 | +$1.73億 | +5% | 8.14% | – | 524 | 30.53% | 0.6 |
|
| 489 |
489
Sax Wealth Advisors
Parsippany,
New Jersey
| $35億 | +$10.5億 | +43% | 1.16% | 64.3% | 773 | 33.51% | 1.5 |
|
| 490 |
490
Joel Isaacson & Co
New York
| $35億 | +$4542万 | +1% | 0.59% | 79.2% | 522 | 11.11% | 4.9 |
|
| 491 |
491
Swan Global Investments
Durango,
Colorado
| $35億 | +$1.11億 | +3% | 2.7% | 72.7% | 113 | 18.58% | 3 |
|
| 492 |
492
Meyer Handelman Company
Rye Brook,
New York
| $34.9億 | -$4042万 | -1% | 3.94% | 97.4% | 284 | 7.04% | 6.9 |
|
| 493 |
493
Smartleaf Asset Management
Boston,
Massachusetts
| $34.9億 | +$4.17億 | +14% | 1.26% | 87.1% | 3,848 | 15.72% | 1.8 |
|
| 494 |
494
Profund Advisors
Bethesda,
Maryland
| $34.8億 | -$1.53億 | -4% | 3.6% | 258% | 1,225 | 14.37% | 6.2 |
|
| 495 |
495
Braun Stacey Associates
New York
| $34.8億 | -$4825万 | -1% | 4.19% | 247% | 124 | 16.94% | 4.3 |
|
| 496 |
496
CoreCap Advisors
Southfield,
Michigan
| $34.8億 | +$8665万 | +3% | 0.21% | 89.8% | 3,425 | 15.8% | 1.8 |
|
| 497 |
497
Y.D. More Investments
Ramat Gan,
Israel
| $34.7億 | +$2.61億 | +8% | 3.77% | 309% | 574 | 19.34% | 1.9 |
|
| 498 |
498
Level Four Advisory Services
Dallas,
Texas
| $34.6億 | -$7977万 | -2% | 2.27% | 102% | 995 | 11.26% | 3.8 |
|
| 499 |
499
Fisher Funds Management
Auckland,
New Zealand
| $34.4億 | -$8041万 | -2% | 3.6% | – | 182 | 10.99% | 1.5 |
|
| 500 |
500
Simplicity Wealth
Summit,
New Jersey
| $34.3億 | +$4.68億 | +16% | 0.57% | 82.2% | 1,176 | 21.77% | 1.1 |
|