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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、7,143本のファンド(~80%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
Samara Investment Management
Beaverton,
Oregon
| $2.07億 | +$9858万 | +91% | 2.25% | – | 132 | 50.76% | 0.3 |
|
| 5102 |
5102
Battery Global Advisors
Boston,
Massachusetts
| $2.07億 | +$739万 | +4% | 1.61% | 76.5% | 158 | 1.27% | 1.9 |
|
| 5103 |
5103
Ponta Wealth Partners
Winter Park,
Florida
| $2.07億 | +$2028万 | +11% | 6.25% | – | 223 | 22.87% | 0.5 |
|
| 5104 |
5104
Beacon Advisors Holdings
Austin,
Texas
| $2.07億 | +$284万 | +1% | 0.02% | – | 38 | 2.63% | 0.7 |
|
| 5105 |
5105
Stanich Group
Montauk,
New York
| $2.07億 | +$4833万 | +30% | 0.12% | – | 64 | 18.75% | 1.1 |
|
| 5106 |
5106
InTrack Investment Management
South Burlington,
Vermont
| $2.07億 | +$527万 | +3% | 3.26% | 99.2% | 115 | 12.17% | 2.9 |
|
| 5107 |
5107
Investments & Financial Planning LLC
Lexington,
Kentucky
| $2.07億 | -$423万 | -2% | 1.34% | 68% | 41 | 12.2% | 3.8 |
|
| 5108 |
5108
Westview Investment Advisors
Burlington,
Vermont
| $2.07億 | +$256万 | +1% | 2.11% | – | 72 | 8.33% | 0.6 |
|
| 5109 |
5109
Aspen Wealth Strategies
Arvada,
Colorado
| $2.07億 | +$13.2万 | +0.1% | 1.26% | 72.3% | 92 | 7.61% | 2.6 |
|
| 5110 |
5110
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| $2.07億 | -$244万 | -1% | 1.44% | 41.6% | 20 | 5% | 1.5 |
|
| 5111 |
IF
5111
Integrity Financial
Cheyenne,
Wyoming
| $2.07億 | -$268万 | -1% | 2.35% | 75.8% | 324 | 17.9% | 2.5 |
|
| 5112 |
RFG
5112
RFP Financial Group
Atlanta,
Georgia
| $2.07億 | -$1665万 | -7% | 2.62% | 63.4% | 77 | 27.27% | 2.1 |
|
| 5113 |
5113
Rachor Investment Advisory Services
Linden,
Michigan
| $2.07億 | +$349万 | +2% | 1.31% | – | 232 | 15.52% | 0.6 |
|
| 5114 |
5114
Cassia Capital Partners
Winston Salem,
North Carolina
| $2.07億 | +$27.8万 | +0.1% | 1.04% | 59.9% | 73 | 10.96% | 3.1 |
|
| 5115 |
NED
5115
Nancy E. Dempze
| $2.07億 | -$248万 | -1% | 2.63% | 94.5% | 92 | 6.52% | 4.7 |
|
| 5116 |
5116
Momentous Wealth Management
Vancouver,
Washington
| $2.06億 | +$1127万 | +6% | 0.47% | – | 55 | 21.82% | 1.3 |
|
| 5117 |
5117
Delta Capital Management
Red Bank,
New Jersey
| $2.06億 | -$1101万 | -5% | 0.05% | 129% | 112 | 9.82% | 6.1 |
|
| 5118 |
IFS
5118
Intelligent Financial Strategies
Excelsior,
Minnesota
| $2.06億 | -$177万 | -0.9% | 0.61% | 63.5% | 79 | 26.58% | 3.1 |
|
| 5119 |
5119
Deepwater Asset Management
Minneapolis,
Minnesota
| $2.06億 | -$1416万 | -6% | 2.67% | 156% | 43 | 39.53% | 0.9 |
|
| 5120 |
5120
Riverchase Wealth Management
Flower Mound,
Texas
| $2.06億 | -$861万 | -4% | 0.59% | – | 85 | 14.12% | 1.3 |
|
| 5121 |
5121
Instrumental Wealth
Tampa,
Florida
| $2.06億 | +$846万 | +4% | 0.75% | 38.2% | 92 | 6.52% | 1.7 |
|
| 5122 |
5122
Hurley Capital
New York
| $2.06億 | +$1269万 | +7% | 1.2% | – | 723 | 14.8% | 1.1 |
|
| 5123 |
5123
Cyr Financial
Hennepin,
Illinois
| $2.06億 | +$1376万 | +7% | 0.26% | – | 63 | 9.52% | 1.6 |
|
| 5124 |
5124
Counterweight Ventures
Wilmington,
North Carolina
| $2.05億 | +$490万 | +2% | 4.58% | 113% | 81 | 2.47% | 2.3 |
|
| 5125 |
5125
All-Stars Investment
Hong Kong
| $2.05億 | +$618万 | +3% | 5.9% | 30.1% | 11 | 18.18% | 1.1 |
|