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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5551 |
5551
Wealth Advisory Team
Bellevue,
Kentucky
| $1.22億 | -$106万 | -0.9% | 0.97% | – | 41 | 9.76% | 1.1 |
|
| 5552 |
5552
Hobbs Wealth Management
Zionsville,
Indiana
| $1.22億 | +$358万 | +3% | 0.35% | – | 23 | 8.7% | 1.3 |
|
| 5553 |
5553
Crescent Sterling
Metairie,
Louisiana
| $1.22億 | +$1007万 | +9% | 5.01% | 68.6% | 96 | 15.63% | 2.5 |
|
| 5554 |
LCS
5554
Luma Capital SA
Luxembourg,
| $1.22億 | +$965万 | +9% | 0.05% | – | 13 | 7.69% | 0.7 |
|
| 5555 |
5555
Portus Wealth Advisors
Charlotte,
North Carolina
| $1.22億 | +$11.4万 | +0.1% | 1.72% | – | 52 | 7.69% | 0.9 |
|
| 5556 |
5556
Schrum Private Wealth Management
St. Augustine,
Florida
| $1.22億 | +$2423万 | +25% | 4.04% | 76.2% | 134 | 33.58% | 3.3 |
|
| 5557 |
JC
5557
JCSD Capital
Walnut Creek,
California
| $1.22億 | +$5292万 | +77% | 0.36% | – | 28 | 50% | 1.1 |
|
| 5558 |
5558
Lotus Asset Management
Nashville,
Tennessee
| $1.22億 | +$852万 | +8% | 4.89% | – | 49 | 16.33% | 0.2 |
|
| 5559 |
5559
ETF Store
Overland Park,
Kansas
| $1.22億 | +$200万 | +2% | 0.22% | 61% | 117 | 9.4% | 2.9 |
|
| 5560 |
5560
SFI Advisors
Montclair,
New Jersey
| $1.22億 | +$562万 | +5% | 2.07% | 95.9% | 65 | 15.38% | 2.4 |
|
| 5561 |
5561
DB Fitzpatrick & Co
Boise,
Idaho
| $1.21億 | -$226万 | -2% | 0.47% | 42.7% | 107 | 13.08% | 2.8 |
|
| 5562 |
5562
Montgomery Financial Services
Ocean City,
Maryland
| $1.21億 | +$638万 | +6% | 0.78% | – | 383 | 16.19% | 0.2 |
|
| 5563 |
ASCM
5563
Adkins Seale Capital Management
Shreveport,
Louisiana
| $1.21億 | +$890万 | +8% | 1.94% | – | 242 | 4.55% | 0.7 |
|
| 5564 |
5564
Hardworking Capital Advisors
Palm Desert,
California
| $1.21億 | -$119万 | -1% | 3.28% | – | 109 | 45.87% | 0.5 |
|
| 5565 |
5565
Wall Capital Group
Phoenix,
Arizona
| $1.21億 | -$99.4万 | -0.8% | 1.11% | – | 34 | 17.65% | 2.2 |
|
| 5566 |
5566
North Forty Two & Co
Lake Oswego,
Oregon
| $1.21億 | +$331万 | +3% | 1.98% | – | 108 | 5.56% | 1.5 |
|
| 5567 |
5567
Marcho Partners
London,
United Kingdom
| $1.21億 | -$5483万 | -31% | 0.87% | 104% | 7 | 42.86% | 2.3 |
|
| 5568 |
5568
Forteris Wealth Management
Armonk,
New York
| $1.21億 | -$128万 | -1% | 2.13% | – | 73 | 10.96% | 0.7 |
|
| 5569 |
5569
Investment Insight Wealth Management
North Massapequa,
New York
| $1.21億 | +$551万 | +5% | 7.46% | – | 45 | 4.44% | 0.6 |
|
| 5570 |
5570
MKD Wealth Coaches
Troy,
Michigan
| $1.21億 | +$387万 | +3% | 0.17% | – | 36 | 19.44% | 3.5 |
|
| 5571 |
5571
3 Factor Indexing
Sacramento,
California
| $1.21億 | +$270万 | +2% | 0.08% | – | 453 | 10.6% | 0.5 |
|
| 5572 |
5572
Portfolio Resources Advisor Group
Coral Gables,
Florida
| $1.21億 | +$259万 | +2% | 0.26% | – | 201 | 28.86% | 0.4 |
|
| 5573 |
5573
Drum Hill Capital
Westport,
Connecticut
| $1.21億 | +$2280万 | +23% | 9.07% | – | 49 | 12.24% | 1.4 |
|
| 5574 |
AIM
5574
Axiom Investment Management
New York
| $1.21億 | -$2887万 | -19% | 1.07% | – | 544 | 50.55% | 1.3 |
|
| 5575 |
IWA
5575
Independent Wealth Advisors
Cary,
North Carolina
| $1.21億 | +$1021万 | +9% | 0.5% | – | 83 | 12.05% | 0.6 |
|