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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
5426
Virtus Family Office
El Paso,
Texas
| $1.31億 | +$439万 | +3% | 4.63% | 60.9% | 63 | 3.17% | 1.5 |
|
| 5427 |
5427
First Financial Group
Raleigh,
North Carolina
| $1.31億 | -$748万 | -5% | 3.13% | – | 92 | 18.48% | 1.3 |
|
| 5428 |
5428
Haven Capital Group
Westlake Village,
California
| $1.31億 | +$631万 | +5% | 4.34% | – | 41 | 14.63% | 1.3 |
|
| 5429 |
5429
Index Technologies Group
New York
| $1.31億 | +$574万 | +5% | 0.63% | – | 339 | 30.68% | 0.4 |
|
| 5430 |
5430
City Center Advisors LLC
Troy,
Michigan
| $1.31億 | +$728万 | +6% | 1.43% | – | 208 | 29.33% | 1.2 |
|
| 5431 |
5431
Kennon-Green & Company
New Albany,
Ohio
| $1.31億 | +$228万 | +2% | 4.84% | 58.4% | 43 | 6.98% | 3 |
|
| 5432 |
5432
JHP Wealth Management
Centennial,
Colorado
| $1.3億 | +$840万 | +7% | 0% | – | 43 | 18.6% | 0.6 |
|
| 5433 |
5433
Roxbury Financial
Mount Arlington,
New Jersey
| $1.3億 | +$389万 | +3% | 3.84% | – | 446 | 12.78% | 1.3 |
|
| 5434 |
5434
Paller Financial Services
Centennial,
Colorado
| $1.3億 | -$346万 | -3% | 4.51% | – | 47 | 10.64% | 0.6 |
|
| 5435 |
5435
Troutman Wealth Management
Malvern,
Pennsylvania
| $1.3億 | +$30.8万 | +0.2% | 1.83% | – | 38 | 0% | 0.7 |
|
| 5436 |
5436
Benchmark Financial
Wilmington,
Delaware
| $1.3億 | +$748万 | +6% | 1.25% | – | 61 | 13.11% | 0.6 |
|
| 5437 |
5437
Greenline Wealth Management
Boca Raton,
Florida
| $1.3億 | +$846万 | +7% | 0.2% | – | 158 | 29.75% | 0.5 |
|
| 5438 |
5438
Farley Capital
New York
| $1.3億 | +$272万 | +2% | 9.31% | 116% | 16 | 18.75% | 6.7 |
|
| 5439 |
5439
Walsh & Associates
Sarasota,
Florida
| $1.3億 | +$769万 | +6% | 0.73% | – | 265 | 9.06% | 0.7 |
|
| 5440 |
5440
Freestate Advisors
Overland Park,
Kansas
| $1.3億 | -$388万 | -3% | 0.97% | – | 43 | 2.33% | 1.9 |
|
| 5441 |
5441
Hudson Oak Wealth Advisory
Hoboken,
New Jersey
| $1.3億 | +$33.5万 | +0.3% | 0.1% | – | 55 | 7.27% | 0.7 |
|
| 5442 |
5442
O'Domhnaill Enterprises
Cody,
Wyoming
| $1.3億 | +$472万 | +4% | 3.09% | – | 67 | 16.42% | 0.6 |
|
| 5443 |
5443
Aldebaran Financial
| $1.3億 | +$666万 | +5% | 5.88% | 115% | 90 | 12.22% | 5.7 |
|
| 5444 |
5444
Grand Central Investment Group
Tampa,
Florida
| $1.3億 | +$1020万 | +9% | 6.48% | – | 43 | 9.3% | 3.3 |
|
| 5445 |
5445
M Wealth Management LLC
San Diego,
California
| $1.3億 | +$238万 | +2% | 0.76% | – | 61 | 6.56% | 1.3 |
|
| 5446 |
5446
Ramiah Investment Group
Brookfield,
Wisconsin
| $1.3億 | -$132万 | -1% | 0.38% | 62.2% | 91 | 29.67% | 2.3 |
|
| 5447 |
5447
EDMP Inc
Lutz,
Florida
| $1.3億 | +$531万 | +4% | 1.73% | 78% | 75 | 8% | 4.3 |
|
| 5448 |
5448
KW Wealth Management
Sacramento,
California
| $1.3億 | – | – | 4.06% | – | 79 | – | 0.9 |
|
| 5449 |
5449
Tandem Investment Partners
Bordentown,
New Jersey
| $1.29億 | -$33.7万 | -0.3% | 1.56% | – | 77 | 2.6% | 1.5 |
|
| 5450 |
5450
Ativo Capital Management
Chicago,
Illinois
| $1.29億 | -$121万 | -0.9% | 0.18% | 63.2% | 61 | 18.03% | 2.1 |
|