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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、6,148本のファンド(~69%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
5351
Farnam Financial
Phoenix,
Arizona
| $1.35億 | -$166万 | -1% | 0.11% | – | 62 | 20.97% | 1.3 |
|
| 5352 |
5352
Broussard Financial Group
Kaplan,
Louisiana
| $1.35億 | +$1056万 | +8% | 2.95% | – | 45 | 37.78% | 0.5 |
|
| 5353 |
5353
Approach Retirement Advisors
Vestavia,
Alabama
| $1.35億 | -$231万 | -2% | 0.81% | – | 85 | 9.41% | 0.7 |
|
| 5354 |
5354
Capital CS Group
Irvine,
California
| $1.35億 | +$846万 | +7% | 3.77% | 27.8% | 113 | 58.41% | 1 |
|
| 5355 |
SR
5355
Summer Road
West Palm Beach,
Florida
| $1.35億 | -$2584万 | -16% | 16.7% | 214% | 26 | 30.77% | 1.7 |
|
| 5356 |
5356
Littlejohn Financial Services
Roseburg,
Oregon
| $1.35億 | -$249万 | -2% | 1.91% | – | 82 | 28.05% | 0.9 |
|
| 5357 |
LI
5357
Latash Investments
Anchorage,
Alaska
| $1.35億 | -$138万 | -1% | 3.31% | 111% | 21 | 9.52% | 5 |
|
| 5358 |
5358
Dala Group
Hoffman Estates,
Illinois
| $1.35億 | +$1365万 | +11% | 1.7% | – | 72 | 6.94% | 0.7 |
|
| 5359 |
5359
Golden Bell Financial Planning
Alpharetta,
Georgia
| $1.35億 | -$101万 | -0.7% | 1.92% | – | 41 | 2.44% | 1.5 |
|
| 5360 |
5360
Core Wealth Advisors (Indiana)
Indianapolis,
Indiana
| $1.35億 | -$84.9万 | -0.6% | 0.91% | – | 36 | 13.89% | 0.6 |
|
| 5361 |
5361
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| $1.35億 | +$606万 | +5% | 1.14% | – | 817 | 6.61% | 1.4 |
|
| 5362 |
5362
Severin Investments
St. Louis,
Missouri
| $1.35億 | +$197万 | +1% | 1.53% | – | 189 | 18.52% | 1.1 |
|
| 5363 |
5363
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
| $1.35億 | -$1326万 | -9% | 2.29% | – | 238 | 26.05% | 1.2 |
|
| 5364 |
5364
BLVD Private Wealth
Prospect,
Kentucky
| $1.34億 | -$11.9万 | -0.1% | 1.96% | – | 76 | 11.84% | 0.9 |
|
| 5365 |
5365
CPR Investments
Rochester,
Michigan
| $1.34億 | +$446万 | +3% | 2.3% | 84% | 74 | 39.19% | 0.8 |
|
| 5366 |
5366
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| $1.34億 | +$481万 | +4% | 3.82% | 0.74% | 3 | 0% | 3.3 |
|
| 5367 |
5367
Elevated Private Wealth
Brookfield,
Wisconsin
| $1.34億 | +$2860万 | +27% | 12.4% | – | 91 | 28.57% | 0.6 |
|
| 5368 |
5368
Sherman Asset Management
Ventura,
California
| $1.34億 | +$537万 | +4% | 1.48% | – | 140 | 25% | 1.5 |
|
| 5369 |
5369
Birchwood Financial Partners
Bloomington,
Minnesota
| $1.34億 | +$1195万 | +10% | 0.9% | – | 704 | 51.42% | 0.4 |
|
| 5370 |
5370
Trace Wealth Advisors
Los Angeles,
California
| $1.34億 | -$1872万 | -12% | 0.35% | – | 75 | 28% | 1.4 |
|
| 5371 |
B
5371
Bayban
Bayport,
Minnesota
| $1.34億 | +$376万 | +3% | 0.13% | – | 618 | 18.77% | 0.7 |
|
| 5372 |
5372
Peapod Lane Capital
Bedford Hills,
New York
| $1.34億 | -$1412万 | -10% | 1.66% | – | 63 | 9.52% | 1.2 |
|
| 5373 |
5373
Hingham Institution for Savings
Hingham,
Massachusetts
| $1.34億 | -$25.4万 | -0.2% | 0.15% | – | 15 | 0% | 0.7 |
|
| 5374 |
5374
Hershey Financial Advisers
Lancaster,
Pennsylvania
| $1.34億 | -$525万 | -4% | 5.58% | – | 118 | 54.24% | 0.8 |
|
| 5375 |
5375
McCartney Wealth Management
Clayton,
Missouri
| $1.34億 | +$209万 | +2% | 1.02% | – | 68 | 7.35% | 0.7 |
|