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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、7,143本のファンド(~80%)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 |
5751
Aureum Wealth Management
North Palm Beach,
Florida
| $1.62億 | +$47.7万 | +0.3% | 0.13% | – | 65 | 16.92% | 0.6 |
|
| 5752 |
5752
Kagan Cocozza Asset Management
Mickleton,
New Jersey
| $1.62億 | +$209万 | +1% | 0.77% | – | 67 | 1.49% | 1.6 |
|
| 5753 |
5753
Argyle Capital Partners
Los Angeles,
California
| $1.62億 | +$290万 | +2% | 3.46% | – | 186 | 10.75% | 1.4 |
|
| 5754 |
5754
PartnerRe Asset Management
Greenwich,
Connecticut
| $1.62億 | +$2011万 | +14% | 2.62% | – | 3 | 33.33% | 0.5 |
|
| 5755 |
5755
Exchange Bank
Santa Rosa,
California
| $1.62億 | +$95.5万 | +0.6% | 1.75% | 75.2% | 135 | 8.15% | 2.4 |
|
| 5756 |
5756
Charter Research & Investment Group
Southport,
Connecticut
| $1.62億 | -$320万 | -2% | 2.85% | 97.2% | 94 | 7.45% | 7.6 |
|
| 5757 |
5757
Michels Family Financial
Fort Worth,
Texas
| $1.62億 | +$558万 | +4% | 1.81% | – | 159 | 10.06% | 1.4 |
|
| 5758 |
5758
Gibson Wealth Advisors
Tyler,
Texas
| $1.62億 | +$120万 | +0.7% | 0.57% | – | 32 | 6.25% | 3.9 |
|
| 5759 |
5759
Center for Wealth Management Advisory
Milford,
Ohio
| $1.61億 | +$196万 | +1% | 0.07% | – | 77 | 38.96% | 0.5 |
|
| 5760 |
5760
Mendota Financial Group
Madison,
Wisconsin
| $1.61億 | -$12.7万 | -0.1% | 1.76% | 50.1% | 34 | 8.82% | 2.2 |
|
| 5761 |
5761
Porter White Investment Advisors
Birmingham,
Alabama
| $1.61億 | -$9853万 | -38% | 1.34% | 58% | 41 | 14.63% | 2.7 |
|
| 5762 |
5762
Centerpoint Advisory Group
Overland Park,
Kansas
| $1.61億 | +$342万 | +2% | 2.04% | – | 122 | 5.74% | 1.4 |
|
| 5763 |
KIM
5763
Kane Investment Management
Los Gatos,
California
| $1.61億 | -$7353万 | -31% | 0.48% | – | 107 | 14.95% | 1.3 |
|
| 5764 |
5764
Harber Asset Management
Asheville,
North Carolina
| $1.61億 | -$540万 | -3% | 6.32% | 82% | 52 | 46.15% | 0.9 |
|
| 5765 |
5765
Rexford Capital
Bellaire,
Texas
| $1.61億 | -$237万 | -1% | 0.56% | – | 380 | 24.47% | 0.9 |
|
| 5766 |
KFO
5766
Kopp Family Office
Bloomington,
Minnesota
| $1.61億 | -$239万 | -1% | 0.06% | 47.9% | 33 | 12.12% | 2.2 |
|
| 5767 |
5767
Blue Capital Inc
Omaha,
Nebraska
| $1.61億 | +$320万 | +2% | 2.22% | – | 158 | 36.71% | 0.6 |
|
| 5768 |
5768
ADG Wealth Management Group
Metairie,
Louisiana
| $1.61億 | +$316万 | +2% | 0.7% | – | 42 | 7.14% | 1.2 |
|
| 5769 |
5769
Boyar Asset Management
New York
| $1.61億 | -$1373万 | -8% | 2.49% | 87% | 80 | 8.75% | 8 |
|
| 5770 |
5770
Laraway Financial Advisors
Saint Cloud,
Minnesota
| $1.61億 | -$413万 | -3% | 1.66% | 101% | 140 | 5% | 3.7 |
|
| 5771 |
5771
Arbor Wealth Advisors
Troy,
Michigan
| $1.61億 | -$299万 | -2% | 1.82% | 58.7% | 62 | 6.45% | 2.2 |
|
| 5772 |
5772
1620 Investment Advisors
Plymouth,
Massachusetts
| $1.6億 | -$106万 | -0.7% | 0.48% | 71.4% | 724 | 8.43% | 2 |
|
| 5773 |
5773
Horizons Wealth Management
Asheville,
North Carolina
| $1.6億 | – | – | 1.83% | – | 165 | – | 3.4 |
|
| 5774 |
5774
Cultivar Capital
Denton,
Texas
| $1.6億 | +$495万 | +3% | 0.23% | 38.3% | 47 | 21.28% | 1.6 |
|
| 5775 |
CCP
5775
Crocodile Capital Partners
Ursensollen,
Germany
| $1.6億 | +$1314万 | +9% | 2.08% | 126% | 13 | 7.69% | 1.3 |
|