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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
5376
Strategic Wealth Advisors
Scottsdale,
Arizona
| $1.34億 | +$1693万 | +14% | 0.65% | – | 260 | 80.38% | 0.8 |
|
| 5377 |
5377
Kraematon Investment Advisors
Braintree,
Massachusetts
| $1.34億 | -$42.2万 | -0.3% | 0.58% | 89.8% | 109 | 6.42% | 2.8 |
|
| 5378 |
5378
Waystone Advisors
Redmond,
Washington
| $1.34億 | -$45.1万 | -0.3% | 2.91% | – | 110 | 0% | 0.6 |
|
| 5379 |
5379
RD Lewis Holdings
Maitland,
Florida
| $1.34億 | -$164万 | -1% | 1.07% | – | 90 | 4.44% | 1.5 |
|
| 5380 |
5380
Epacria Capital Partners
Boulder,
Colorado
| $1.34億 | +$398万 | +3% | 0.86% | 86.1% | 25 | 4% | 3.1 |
|
| 5381 |
5381
Harbor Asset Planning
Belmont,
Massachusetts
| $1.33億 | +$29.5万 | +0.2% | 0.18% | – | 423 | 3.55% | 1.2 |
|
| 5382 |
5382
Clearview Wealth Management
Irvine,
California
| $1.33億 | -$2221万 | -14% | 1.42% | – | 66 | 13.64% | 0.5 |
|
| 5383 |
5383
Eagle Harbor Asset Management
Seattle,
Washington
| $1.33億 | +$598万 | +5% | 1.02% | 76.2% | 158 | 25.32% | 2.7 |
|
| 5384 |
5384
Point Break Capital Management
Miami,
Florida
| $1.33億 | +$4141万 | +45% | 8.88% | – | 27 | 40.74% | 0.8 |
|
| 5385 |
5385
Yorkville Advisors Global
Mountainside,
New Jersey
| $1.33億 | +$4682万 | +54% | 5.16% | – | 53 | 50.94% | 0.3 |
|
| 5386 |
5386
Axos Invest
Las Vegas,
Nevada
| $1.33億 | -$368万 | -3% | 0.19% | – | 22 | 13.64% | 1.5 |
|
| 5387 |
5387
Barnett & Company
Chattanooga,
Tennessee
| $1.33億 | -$239万 | -2% | 6.07% | 77% | 92 | 23.91% | 4.1 |
|
| 5388 |
SIM
5388
Summitas Investment Management
Mckinney,
Texas
| $1.33億 | -$189万 | -1% | 1.83% | – | 10 | 0% | 0.8 |
|
| 5389 |
5389
SBI Holdings USA
Santa Clara,
California
| $1.33億 | +$3154万 | +31% | 31.2% | – | 1 | 0% | 0.8 |
|
| 5390 |
5390
Ruggiero Investments
West Palm Beach,
Florida
| $1.33億 | +$1384万 | +12% | 4.99% | – | 101 | 22.77% | 0.5 |
|
| 5391 |
5391
Poinciana Advisors Group
Palm Beach Gardens,
Florida
| $1.32億 | -$227万 | -2% | 1.01% | – | 125 | 16% | 1.2 |
|
| 5392 |
5392
RM Financial Services
Falmouth,
Maine
| $1.32億 | -$209万 | -2% | 0.91% | – | 81 | 6.17% | 0.7 |
|
| 5393 |
5393
LWM Advisors
El Dorado Hills,
California
| $1.32億 | -$163万 | -1% | 0.87% | – | 40 | 20% | 1.2 |
|
| 5394 |
5394
Pacific Capital Partners
London,
| $1.32億 | +$1691万 | +15% | 1.98% | 61.4% | 45 | 20% | 0.4 |
|
| 5395 |
5395
Tannin Capital
Charlotte,
North Carolina
| $1.32億 | -$1971万 | -13% | 1.65% | – | 182 | 21.43% | 0.6 |
|
| 5396 |
5396
E6 Portfolios
Midvale,
Utah
| $1.32億 | +$724万 | +6% | 1.68% | – | 102 | 17.65% | 0.6 |
|
| 5397 |
5397
James Reed Financial Services
Cleveland,
Ohio
| $1.32億 | +$136万 | +1% | 0.24% | – | 19 | 5.26% | 2.7 |
|
| 5398 |
5398
Summerhill Capital Management
Toronto,
Ontario, Canada
| $1.32億 | +$705万 | +6% | 1.07% | – | 18 | 5.56% | 2 |
|
| 5399 |
5399
Kitching Partners
Conshohocken,
Pennsylvania
| $1.32億 | +$1587万 | +14% | 1.16% | 45.8% | 43 | 16.28% | 1.7 |
|
| 5400 |
5400
Global Strategic Management
San Juan,
Puerto Rico
| $1.32億 | +$260万 | +2% | 17.1% | – | 33 | 33.33% | 3.8 |
|