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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
CF
5751
Calder Financial
Downingtown,
Pennsylvania
| $1.05億 | -$156万 | -1% | 0.67% | – | 43 | 2.33% | 0.7 |
|
| 5752 |
TF
5752
Telligent Fund
Hong Kong
| $1.04億 | -$3120万 | -23% | 8.59% | – | 31 | 54.84% | 0.6 |
|
| 5753 |
5753
Bluebird Wealth Management
Medfield,
Massachusetts
| $1.04億 | -$1117万 | -10% | 4.65% | – | 99 | 21.21% | 0.5 |
|
| 5754 |
5754
Surience Private Wealth
Yakima,
Washington
| $1.04億 | -$952万 | -8% | 0.47% | 169% | 64 | 62.5% | 0.4 |
|
| 5755 |
5755
Crosspoint Capital Strategies
Orinda,
California
| $1.04億 | – | – | 1.81% | – | 139 | – | 0.3 |
|
| 5756 |
5756
Q Fund Management (Hong Kong)
Hong Kong,
| $1.04億 | -$552万 | -5% | 9.72% | – | 42 | 47.62% | 0.4 |
|
| 5757 |
5757
Montchanin Asset Management
Montchanin,
Delaware
| $1.04億 | +$589万 | +6% | 7.66% | 120% | 66 | 12.12% | 2.4 |
|
| 5758 |
5758
Succession Financial
Mckinney,
Texas
| $1.04億 | -$123万 | -1% | 2.69% | – | 55 | 21.82% | 0.2 |
|
| 5759 |
5759
Willow Creek Capital Management
Missoula,
Montana
| $1.04億 | +$72.8万 | +0.7% | 3.78% | – | 106 | 12.26% | 0.2 |
|
| 5760 |
5760
T3 Companies
New York
| $1.03億 | +$970万 | +10% | 1.69% | – | 292 | 72.26% | 0.2 |
|
| 5761 |
UPWM
5761
UMB Private Wealth Management
Kansas City,
Missouri
| $1.03億 | – | – | 1.91% | – | 1,409 | – | 0 |
|
| 5762 |
5762
Strategic Financial Group
Grand Haven,
Michigan
| $1.03億 | -$112万 | -1% | 2.08% | – | 20 | 5% | 0.5 |
|
| 5763 |
EAP
5763
Elevation Advisory Partners
Orlando,
Florida
| $1.03億 | +$544万 | +6% | 3.7% | – | 54 | 16.67% | 0.4 |
|
| 5764 |
5764
Gritstone Asset Management
Bethesda,
Maryland
| $1.03億 | -$84.6万 | -0.8% | 0.36% | – | 226 | 36.73% | 0.6 |
|
| 5765 |
5765
Provident Living Financial Services
Lehi,
Utah
| $1.03億 | +$143万 | +1% | 2.03% | – | 54 | 9.26% | 0.7 |
|
| 5766 |
5766
Parrish Capital
Kennesaw,
Georgia
| $1.03億 | -$109万 | -1% | 2.12% | – | 88 | 5.68% | 0.7 |
|
| 5767 |
PBK
5767
Peoples Bank (Kansas)
Pratt,
Kansas
| $1.03億 | -$33.9万 | -0.3% | 3.28% | 74.5% | 101 | 6.93% | 2.6 |
|
| 5768 |
RCDBASW
5768
Rudd Co d/b/a Styre Wealth
Fort Worth,
Texas
| $1.03億 | – | – | 2.29% | – | 75 | – | 0 |
|
| 5769 |
5769
Langley Wealth Management
Corinth,
Mississippi
| $1.02億 | -$20.9万 | -0.2% | 1.68% | – | 139 | 23.02% | 0.2 |
|
| 5770 |
5770
Palladiem
Bryn Mawr,
Pennsylvania
| $1.02億 | -$88.4万 | -0.9% | 0.24% | – | 142 | 9.86% | 1.6 |
|
| 5771 |
5771
Guilbault Capital
Metairie,
Louisiana
| $1.02億 | +$244万 | +2% | 1.75% | – | 81 | 19.75% | 0.6 |
|
| 5772 |
5772
Schuylkill Financial
Wyomissing,
Pennsylvania
| $1.02億 | -$623万 | -6% | 2.19% | – | 72 | 16.67% | 0.2 |
|
| 5773 |
IWMO
5773
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
| $1.02億 | +$690万 | +7% | 1.93% | – | 104 | 17.31% | 0.5 |
|
| 5774 |
5774
Benson Wealth Management
Ooltewah, Tn,
Tennessee
| $1.02億 | +$218万 | +2% | 2.28% | – | 385 | 8.83% | 0.6 |
|
| 5775 |
5775
Financial Network Wealth Advisors
Murray,
Utah
| $1.01億 | +$273万 | +3% | 1.88% | 57.7% | 973 | 18.5% | 1.4 |
|