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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
5026
Zinnia Wealth Advisory
Ocala,
Florida
| $1.09億 | +$1058万 | +11% | 2.56% | – | 115 | 22.61% | 0.6 |
|
| 5027 |
5027
PMG Family Office
Plano,
Texas
| $1.08億 | -$39.4万 | -0.4% | 1.58% | – | 117 | 6.84% | 0.9 |
|
| 5028 |
5028
Oregon Pacific Wealth Management
Medford,
Oregon
| $1.08億 | +$128万 | +1% | 0.15% | – | 128 | 21.09% | 1.1 |
|
| 5029 |
RFL
5029
RD Finance Ltd
Limassol,
Cyprus
| $1.08億 | +$634万 | +6% | 1.74% | – | 37 | 56.76% | 0.3 |
|
| 5030 |
5030
Mirabaud Asset Management
London,
United Kingdom
| $1.08億 | -$1262万 | -10% | 1.71% | 136% | 49 | 100% | – |
|
| 5031 |
5031
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| $1.08億 | -$6698万 | -38% | 0.22% | – | 104 | 50.96% | 1.4 |
|
| 5032 |
5032
Shelter Rock Management
Jericho,
New York
| $1.07億 | +$429万 | +4% | 1.45% | – | 42 | 19.05% | 0.6 |
|
| 5033 |
5033
Lubar & Co
Milwaukee,
Wisconsin
| $1.07億 | -$1923万 | -15% | 14.3% | – | 3 | 0% | 9.1 |
|
| 5034 |
5034
Fullerton Advisors
Danville,
California
| $1.07億 | +$27.3万 | +0.3% | 0.18% | – | 56 | 7.14% | 0.7 |
|
| 5035 |
5035
Good Harbor Advisors
Gloucester,
Massachusetts
| $1.07億 | +$496万 | +5% | 1.51% | – | 92 | 9.78% | 0.7 |
|
| 5036 |
5036
Heronetta Management
New York
| $1.07億 | -$181万 | -2% | 1.44% | 55.4% | 15 | 0% | 8.8 |
|
| 5037 |
5037
Grange Capital
Beaverton,
Oregon
| $1.07億 | -$165万 | -2% | 2.34% | – | 55 | 12.73% | 1.3 |
|
| 5038 |
SG
5038
Sherry Group
Mountain Home,
Arkansas
| $1.07億 | +$411万 | +4% | 2.01% | – | 57 | 19.3% | 0.6 |
|
| 5039 |
5039
Ballast Financial Advisors
West Chester,
Pennsylvania
| $1.06億 | -$433万 | -4% | 0.49% | – | 74 | 8.11% | 0.7 |
|
| 5040 |
5040
Burkett Asset Management
Victoria,
| $1.06億 | -$91.1万 | -0.9% | 0.18% | – | 66 | 21.21% | 0.6 |
|
| 5041 |
SCCL
5041
Split Creek Capital LLC
Charlottesville,
Virginia
| $1.06億 | -$225万 | -2% | 0.96% | – | 149 | 20.13% | 0.6 |
|
| 5042 |
5042
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
| $1.06億 | -$1221万 | -10% | 0.54% | – | 129 | 23.26% | 1.9 |
|
| 5043 |
PWM
5043
Puff Wealth Management
Haddonfield,
New Jersey
| $1.06億 | +$785万 | +8% | 0.94% | – | 83 | 10.84% | 1.2 |
|
| 5044 |
5044
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| $1.05億 | -$1944万 | -16% | 0.68% | – | 102 | 27.45% | 1.1 |
|
| 5045 |
5045
Prism Planning Partners
Libertyville,
Illinois
| $1.05億 | +$1084万 | +11% | 0.82% | – | 53 | 33.96% | 0.5 |
|
| 5046 |
MI
5046
Moneywise Inc
Forest,
Virginia
| $1.05億 | -$1.63億 | -61% | 1.23% | 60.8% | 95 | 43.16% | 3.3 |
|
| 5047 |
5047
Cogent Strategic Wealth
Chicago,
Illinois
| $1.05億 | +$19.9万 | +0.2% | 0.88% | – | 61 | 9.84% | 0.6 |
|
| 5048 |
5048
Corecam AG
Zurich,
| $1.05億 | -$1212万 | -10% | 5.32% | – | 53 | 16.98% | 0.5 |
|
| 5049 |
5049
Geremia Financial Services
Edison,
New Jersey
| $1.05億 | +$1053万 | +11% | 0.88% | – | 9 | 0% | 0.7 |
|
| 5050 |
5050
Amitell Capital
Singapore
| $1.05億 | -$456万 | -4% | 0.58% | 188% | 33 | 45.45% | 0.6 |
|