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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Xena Financial Planning
Portland,
Oregon
| $1.05億 | +$55.2万 | +0.5% | 1.08% | – | 40 | 10% | 0.7 |
|
| 5052 |
5052
Hyposwiss Advisors
Geneva,
| $1.05億 | -$80.6万 | -0.8% | 0.21% | – | 104 | 1.92% | 0.7 |
|
| 5053 |
5053
Reality Financial Planning Services
Sarasota,
Florida
| $1.05億 | +$112万 | +1% | 0.65% | – | 20 | 10% | 0.7 |
|
| 5054 |
5054
Freemont Management
Vaud,
Switzerland
| $1.05億 | +$135万 | +1% | 6.64% | 102% | 17 | 23.53% | 2.5 |
|
| 5055 |
5055
Trailhead Planners
Edina,
Minnesota
| $1.05億 | +$121万 | +1% | 0.29% | – | 57 | 3.51% | 0.6 |
|
| 5056 |
CF
5056
Calder Financial
Downingtown,
Pennsylvania
| $1.05億 | -$156万 | -1% | 0.67% | – | 43 | 2.33% | 0.7 |
|
| 5057 |
5057
Bluebird Wealth Management
Medfield,
Massachusetts
| $1.04億 | -$1117万 | -10% | 4.65% | – | 99 | 21.21% | 0.5 |
|
| 5058 |
5058
Surience Private Wealth
Yakima,
Washington
| $1.04億 | -$952万 | -8% | 0.47% | 169% | 64 | 62.5% | 0.4 |
|
| 5059 |
5059
Crosspoint Capital Strategies
Orinda,
California
| $1.04億 | – | – | 1.81% | – | 139 | – | 0.3 |
|
| 5060 |
5060
Q Fund Management (Hong Kong)
Hong Kong,
| $1.04億 | -$552万 | -5% | 9.72% | – | 42 | 47.62% | 0.4 |
|
| 5061 |
5061
Montchanin Asset Management
Montchanin,
Delaware
| $1.04億 | +$589万 | +6% | 7.66% | 120% | 66 | 12.12% | 2.4 |
|
| 5062 |
5062
Succession Financial
Mckinney,
Texas
| $1.04億 | -$123万 | -1% | 2.69% | – | 55 | 21.82% | 0.2 |
|
| 5063 |
5063
Willow Creek Capital Management
Missoula,
Montana
| $1.04億 | +$72.8万 | +0.7% | 3.78% | – | 106 | 12.26% | 0.2 |
|
| 5064 |
5064
T3 Companies
New York
| $1.03億 | +$970万 | +10% | 1.69% | – | 292 | 72.26% | 0.2 |
|
| 5065 |
UPWM
5065
UMB Private Wealth Management
Kansas City,
Missouri
| $1.03億 | – | – | 1.91% | – | 1,409 | – | 0 |
|
| 5066 |
5066
Strategic Financial Group
Grand Haven,
Michigan
| $1.03億 | -$112万 | -1% | 2.08% | – | 20 | 5% | 0.5 |
|
| 5067 |
5067
Gritstone Asset Management
Bethesda,
Maryland
| $1.03億 | -$84.6万 | -0.8% | 0.36% | – | 226 | 36.73% | 0.6 |
|
| 5068 |
5068
Provident Living Financial Services
Lehi,
Utah
| $1.03億 | +$143万 | +1% | 2.03% | – | 54 | 9.26% | 0.7 |
|
| 5069 |
5069
Parrish Capital
Kennesaw,
Georgia
| $1.03億 | -$109万 | -1% | 2.12% | – | 88 | 5.68% | 0.7 |
|
| 5070 |
PBK
5070
Peoples Bank (Kansas)
Pratt,
Kansas
| $1.03億 | -$33.9万 | -0.3% | 3.28% | 74.5% | 101 | 6.93% | 2.6 |
|
| 5071 |
RCDBASW
5071
Rudd Co d/b/a Styre Wealth
Fort Worth,
Texas
| $1.03億 | – | – | 2.29% | – | 75 | – | 0 |
|
| 5072 |
5072
Langley Wealth Management
Corinth,
Mississippi
| $1.02億 | -$20.9万 | -0.2% | 1.68% | – | 139 | 23.02% | 0.2 |
|
| 5073 |
5073
Palladiem
Bryn Mawr,
Pennsylvania
| $1.02億 | -$88.4万 | -0.9% | 0.24% | – | 142 | 9.86% | 1.6 |
|
| 5074 |
5074
Guilbault Capital
Metairie,
Louisiana
| $1.02億 | +$244万 | +2% | 1.75% | – | 81 | 19.75% | 0.6 |
|
| 5075 |
5075
Schuylkill Financial
Wyomissing,
Pennsylvania
| $1.02億 | -$623万 | -6% | 2.19% | – | 72 | 16.67% | 0.2 |
|