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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
4976
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
| $1.13億 | +$150万 | +1% | 1.98% | – | 316 | 4.11% | 0.7 |
|
| 4977 |
4977
Redwood Family Wealth
Addison,
Texas
| $1.13億 | -$94.1万 | -0.8% | 1.52% | – | 116 | 14.66% | 0.7 |
|
| 4978 |
4978
JBGlobal.com
New York
| $1.13億 | -$135万 | -1% | 1.43% | – | 35 | 8.57% | 0.9 |
|
| 4979 |
4979
Townsend Financial Planning
Mt Sterling,
Kentucky
| $1.13億 | -$185万 | -2% | 2.16% | – | 31 | 3.23% | 0.7 |
|
| 4980 |
4980
Jefferson Bridge Capital
Nashville,
Tennessee
| $1.13億 | -$256万 | -2% | 1.9% | – | 54 | 9.26% | 0.7 |
|
| 4981 |
4981
Catalyst Investment Management
Windham,
New Hampshire
| $1.13億 | +$251万 | +2% | 0.48% | – | 83 | 22.89% | 0.6 |
|
| 4982 |
4982
FinArc Investments
Norwood,
Massachusetts
| $1.13億 | +$238万 | +2% | 3.99% | – | 58 | 25.86% | 0.5 |
|
| 4983 |
4983
AlphaCentric Advisors
San Juan,
Puerto Rico
| $1.13億 | -$541万 | -5% | 3.08% | – | 292 | 27.4% | 1.2 |
|
| 4984 |
4984
Variant Private Wealth
Tysons,
Virginia
| $1.13億 | +$2363万 | +27% | 8.8% | – | 47 | 14.89% | 1.3 |
|
| 4985 |
4985
Royal Palms Capital
Whitefish,
Montana
| $1.13億 | -$116万 | -1% | 2.91% | – | 61 | 16.39% | 0.6 |
|
| 4986 |
4986
Stonebridge Wealth Management
Oak Brook,
Illinois
| $1.12億 | +$69.5万 | +0.6% | 0.65% | – | 38 | 10.53% | 1.1 |
|
| 4987 |
4987
Zenith Solutions
Philadelphia,
Pennsylvania
| $1.12億 | +$198万 | +2% | 1.02% | – | 96 | 23.96% | 0.2 |
|
| 4988 |
4988
Vericrest Private Wealth
Newtown,
Pennsylvania
| $1.12億 | -$19.5万 | -0.2% | 0% | – | 44 | 6.82% | 2.7 |
|
| 4989 |
4989
Fortune Financial Group
Naples,
Florida
| $1.12億 | -$1555万 | -12% | 0.24% | – | 121 | 28.93% | 0.6 |
|
| 4990 |
4990
Haven Global Partners
Atlanta,
Georgia
| $1.12億 | -$1832万 | -14% | 1.12% | – | 9 | 11.11% | 1.2 |
|
| 4991 |
4991
Teza Capital Management
Chicago,
Illinois
| $1.12億 | +$6019万 | +116% | 6.67% | 133% | 295 | 71.19% | 0.3 |
|
| 4992 |
4992
Banta Asset Management
Newport Beach,
California
| $1.12億 | -$11.7万 | -0.1% | 1.3% | – | 21 | 19.05% | 4.8 |
|
| 4993 |
4993
Plus Group Wealth Advisors
Belgium,
Wisconsin
| $1.12億 | +$548万 | +5% | 0.93% | – | 54 | 16.67% | 0.6 |
|
| 4994 |
4994
Arbor Wealth Management (Arizona)
Tempe,
Arizona
| $1.12億 | -$87.4万 | -0.8% | 0.43% | – | 27 | 18.52% | 0.7 |
|
| 4995 |
4995
Urban Wealth Management
El Segundo,
California
| $1.12億 | -$309万 | -3% | 2.45% | – | 118 | 17.8% | 1.5 |
|
| 4996 |
4996
Objective Capital Management
Pepper Pike,
Ohio
| $1.12億 | -$106万 | -0.9% | 1.78% | – | 111 | 18.02% | 2.7 |
|
| 4997 |
4997
Expressive Wealth
Chicago,
Illinois
| $1.11億 | +$550万 | +5% | 3.29% | – | 155 | 23.23% | 0.5 |
|
| 4998 |
4998
Sensenig Capital Advisors
Collegeville,
Pennsylvania
| $1.11億 | +$200万 | +2% | 0.64% | – | 37 | 18.92% | 0.7 |
|
| 4999 |
4999
Atlas Venture Advisors
Boston,
Massachusetts
| $1.11億 | -$3225万 | -22% | 21.5% | 34.6% | 3 | 0% | 6.9 |
|
| 5000 |
5000
Thayer Financial
Hickory,
North Carolina
| $1.11億 | +$104万 | +0.9% | 0.43% | – | 39 | 33.33% | 0.6 |
|