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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6076 |
6076
Slocum, Gordon & Co
Newport,
Rhode Island
| $1.43億 | -$722万 | -5% | 2.53% | 65.3% | 72 | 11.11% | 2.4 |
|
| 6077 |
6077
Sacks & Associates
Warren,
New Jersey
| $1.43億 | -$499万 | -3% | 0.31% | – | 83 | 8.43% | 0.7 |
|
| 6078 |
6078
Momentum Wealth Planning
Estero,
Florida
| $1.43億 | +$641万 | +5% | 0.89% | – | 55 | 49.09% | 0.6 |
|
| 6079 |
6079
Fundamenta Capital
Montevideo,
| $1.43億 | -$2931万 | -17% | 2.94% | – | 16 | 37.5% | 0.3 |
|
| 6080 |
6080
Avise Financial Cooperative
Los Angeles,
California
| $1.43億 | +$205万 | +1% | 0.66% | – | 125 | 16% | 0.6 |
|
| 6081 |
6081
Vested Financial Planning
San Carlos,
California
| $1.43億 | -$587万 | -4% | 0.65% | – | 36 | 36.11% | 1.2 |
|
| 6082 |
RCM
6082
RMR Capital Management
Tustin,
California
| $1.43億 | -$231万 | -2% | 0.35% | 57% | 79 | 10.13% | 2.3 |
|
| 6083 |
6083
Cannon Capital Management
Salt Lake City,
Utah
| $1.43億 | +$2514万 | +21% | 1.73% | – | 31 | 9.68% | 0.7 |
|
| 6084 |
6084
NorthLanding Financial Partners
Rochester,
New York
| $1.43億 | -$186万 | -1% | 0.1% | 54.7% | 46 | 6.52% | 3.1 |
|
| 6085 |
6085
Mallini Complete Financial Planning
Gainesville,
Florida
| $1.43億 | +$250万 | +2% | 1.23% | – | 73 | 4.11% | 1.3 |
|
| 6086 |
6086
Marvin & Palmer Associates
Wilmington,
Delaware
| $1.43億 | -$1631万 | -10% | 4.1% | 415% | 38 | 47.37% | 0.5 |
|
| 6087 |
6087
Spectrum Advisors
Plano,
Texas
| $1.43億 | +$123万 | +0.9% | 0.24% | – | 57 | 10.53% | 0.5 |
|
| 6088 |
6088
Sidoxia Capital Management
Newport Beach,
California
| $1.42億 | +$605万 | +4% | 2.14% | – | 91 | 8.79% | 0.5 |
|
| 6089 |
6089
Sound Portfolio Advisors
Mystic,
Connecticut
| $1.42億 | +$154万 | +1% | 0.51% | – | 49 | 4.08% | 0.6 |
|
| 6090 |
6090
Marrick Wealth
Irvine,
California
| $1.42億 | +$158万 | +1% | 0.19% | – | 63 | 3.17% | 0.6 |
|
| 6091 |
6091
Gilbert Capital Group
North Yarmouth,
Maine
| $1.42億 | -$38.6万 | -0.3% | 0.86% | – | 63 | 15.87% | 0.9 |
|
| 6092 |
6092
Tenet Wealth Partners
Champaign,
Illinois
| $1.42億 | +$785万 | +6% | 0.8% | – | 112 | 14.29% | 0.2 |
|
| 6093 |
GJ
6093
Greg Jennings
Dewitt,
New York
| $1.42億 | – | – | 6.33% | – | 49 | – | 0 |
|
| 6094 |
6094
Ulland Investment Advisors
Minneapolis,
Minnesota
| $1.42億 | +$672万 | +5% | 1.64% | 161% | 240 | 7.92% | 3 |
|
| 6095 |
6095
Alessandra Capital Management
Torrance,
California
| $1.42億 | +$91.3万 | +0.6% | 1.1% | – | 142 | 25.35% | 0.6 |
|
| 6096 |
AC
6096
Agman Capital
Omaha,
Nebraska
| $1.42億 | -$1644万 | -10% | 12.3% | – | 21 | 19.05% | 0.6 |
|
| 6097 |
6097
Somerset Group
Wayzata,
Minnesota
| $1.42億 | -$29.9万 | -0.2% | 2.02% | 95.6% | 60 | 5% | 7.9 |
|
| 6098 |
6098
S Harris Financial Group
San Antonio,
Texas
| $1.42億 | +$1294万 | +10% | 1.06% | – | 135 | 17.78% | 0.6 |
|
| 6099 |
SPAL
6099
StoneRidge PMG Advisors, LLC
Radnor,
Pennsylvania
| $1.42億 | – | – | 3.15% | – | 147 | – | 0 |
|
| 6100 |
6100
Blueline Advisors
Exeter,
New Hampshire
| $1.42億 | -$252万 | -2% | 1.22% | – | 297 | 25.25% | 0.6 |
|