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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
5176
Virginia Estate & Retirement Planning Advisors
Glen Allen,
Virginia
| $7908万 | -$397万 | -5% | 2.18% | – | 262 | 42.75% | 0.3 |
|
| 5177 |
5177
Avory & Company
Miami,
Florida
| $7891万 | -$112万 | -1% | 5.29% | 74.9% | 34 | 5.88% | 2.3 |
|
| 5178 |
5178
Alken Asset Management
London,
United Kingdom
| $7849万 | -$1109万 | -12% | 1.61% | 2.19% | 31 | 3.23% | 0.9 |
|
| 5179 |
5179
Norwood Investment Partners
Mill Valley,
California
| $7734万 | +$493万 | +7% | 5.1% | 24.4% | 17 | 29.41% | 1.4 |
|
| 5180 |
JAWA
5180
John A. Wolfe & Associates
Portage,
Michigan
| $7733万 | +$473万 | +7% | 1.23% | – | 47 | 10.64% | 0.6 |
|
| 5181 |
5181
Stapp Wealth Management
Olympia,
Washington
| $7723万 | +$70.6万 | +0.9% | 1.88% | 54.4% | 34 | 14.71% | 1.7 |
|
| 5182 |
OR
5182
Olympiad Research
Stamford,
Connecticut
| $7703万 | +$2898万 | +60% | 3.3% | 187% | 335 | 82.69% | 0.1 |
|
| 5183 |
5183
Wellington Shields & Co
New York
| $7597万 | -$3.7億 | -83% | 2.19% | 127% | 333 | 87.69% | 4.8 |
|
| 5184 |
CMANY
5184
Capital Management Associates (New York)
New York
| $7597万 | -$175万 | -2% | 2.19% | 215% | 50 | 22% | 3.1 |
|
| 5185 |
5185
Wellington Shields Capital Management
New York
| $7597万 | -$7.12億 | -90% | 2.19% | 157% | 337 | 87.54% | 6.3 |
|
| 5186 |
5186
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $7591万 | +$628万 | +9% | 5.59% | 2.88% | 5 | 40% | 3.9 |
|
| 5187 |
5187
Triad Investment Management
Newport Beach,
California
| $7544万 | -$1525万 | -17% | 1.69% | – | 37 | 21.62% | 3.5 |
|
| 5188 |
5188
Optimas Capital
Central,
Hong Kong
| $7525万 | -$2165万 | -22% | 3.5% | 358% | 27 | 81.48% | 0.1 |
|
| 5189 |
BWM
5189
Blossom Wealth Management
San Ramon, Ca,
California
| $7452万 | +$355万 | +5% | 3.37% | 104% | 77 | 6.49% | 3.2 |
|
| 5190 |
FCI
5190
Financial Counselors Inc
Overland Park,
Kansas
| $7398万 | +$132万 | +2% | 1.39% | 84.8% | 13 | 0% | 9.1 |
|
| 5191 |
5191
APEIRON Capital Ltd
Hong Kong
| $7365万 | -$8202万 | -53% | 23.8% | 362% | 14 | 50% | 1 |
|
| 5192 |
5192
Harrison Street Private Wealth
Denver,
Colorado
| $7304万 | +$206万 | +3% | 8.26% | – | 21 | 0% | 0.5 |
|
| 5193 |
5193
Empower Harvest Management Services
Grand Cayman,
Cayman Islands
| $7253万 | -$31.1万 | -0.4% | 1.85% | – | 1 | 0% | 1.8 |
|
| 5194 |
5194
Stronghold Wealth Management
Tampa,
Florida
| $7237万 | -$234万 | -3% | 1.27% | – | 143 | 20.98% | 0.6 |
|
| 5195 |
5195
XXEC Inc
Tulsa,
Oklahoma
| $7181万 | -$6.98億 | -91% | 5.93% | 30.1% | 26 | 26.92% | 2.7 |
|
| 5196 |
5196
Fourier Capital Management
Hong Kong,
| $7073万 | +$673万 | +11% | 16.5% | – | 20 | 80% | 0.1 |
|
| 5197 |
5197
University of Maryland Foundation
Adelphi,
Maryland
| $7037万 | +$1430万 | +25% | 1.22% | 54.9% | 5 | 20% | 2.8 |
|
| 5198 |
5198
Lockerman Financial Group
Newport Beach,
California
| $6973万 | +$430万 | +7% | 0.25% | 70.4% | 97 | 15.46% | 2 |
|
| 5199 |
5199
Sapphire Ventures
Austin,
Texas
| $6952万 | -$3428万 | -33% | 24.2% | 7.75% | 4 | 25% | 3.3 |
|
| 5200 |
5200
Andina Capital Management
Lehi,
Utah
| $6939万 | +$743万 | +12% | 0.87% | 38.9% | 86 | 33.72% | 1.2 |
|