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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6301 |
6301
Paller Financial Services
Centennial,
Colorado
| $1.3億 | -$346万 | -3% | 4.51% | – | 47 | 10.64% | 0.6 |
|
| 6302 |
6302
Troutman Wealth Management
Malvern,
Pennsylvania
| $1.3億 | +$30.8万 | +0.2% | 1.83% | – | 38 | 0% | 0.7 |
|
| 6303 |
6303
Benchmark Financial
Wilmington,
Delaware
| $1.3億 | +$748万 | +6% | 1.25% | – | 61 | 13.11% | 0.6 |
|
| 6304 |
6304
Greenline Wealth Management
Boca Raton,
Florida
| $1.3億 | +$846万 | +7% | 0.2% | – | 158 | 29.75% | 0.5 |
|
| 6305 |
6305
Farley Capital
New York
| $1.3億 | +$272万 | +2% | 9.31% | 116% | 16 | 18.75% | 6.7 |
|
| 6306 |
6306
Walsh & Associates
Sarasota,
Florida
| $1.3億 | +$769万 | +6% | 0.73% | – | 265 | 9.06% | 0.7 |
|
| 6307 |
6307
Freestate Advisors
Overland Park,
Kansas
| $1.3億 | -$388万 | -3% | 0.97% | – | 43 | 2.33% | 1.9 |
|
| 6308 |
6308
Hudson Oak Wealth Advisory
Hoboken,
New Jersey
| $1.3億 | +$33.5万 | +0.3% | 0.1% | – | 55 | 7.27% | 0.7 |
|
| 6309 |
6309
North Horizon Holdings
Toronto,
| $1.3億 | +$313万 | +2% | 17.3% | – | 2 | 100% | 0 |
|
| 6310 |
6310
O'Domhnaill Enterprises
Cody,
Wyoming
| $1.3億 | +$472万 | +4% | 3.09% | – | 67 | 16.42% | 0.6 |
|
| 6311 |
6311
Aldebaran Financial
| $1.3億 | +$666万 | +5% | 5.88% | 115% | 90 | 12.22% | 5.7 |
|
| 6312 |
6312
Grand Central Investment Group
Tampa,
Florida
| $1.3億 | +$1020万 | +9% | 6.48% | – | 43 | 9.3% | 3.3 |
|
| 6313 |
6313
M Wealth Management LLC
San Diego,
California
| $1.3億 | +$238万 | +2% | 0.76% | – | 61 | 6.56% | 1.3 |
|
| 6314 |
EFT
6314
Envision Financial Transparency
Greensboro,
North Carolina
| $1.3億 | +$1248万 | +11% | 0.11% | – | 94 | 73.4% | 0.2 |
|
| 6315 |
6315
Ramiah Investment Group
Brookfield,
Wisconsin
| $1.3億 | -$132万 | -1% | 0.38% | 62.2% | 91 | 29.67% | 2.3 |
|
| 6316 |
6316
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $1.3億 | -$2446万 | -16% | 3.9% | 55.2% | 19 | 10.53% | 2.4 |
|
| 6317 |
6317
EDMP Inc
Lutz,
Florida
| $1.3億 | +$531万 | +4% | 1.73% | 78% | 75 | 8% | 4.3 |
|
| 6318 |
6318
KW Wealth Management
Sacramento,
California
| $1.3億 | – | – | 4.06% | – | 79 | – | 0.9 |
|
| 6319 |
6319
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $1.29億 | +$293万 | +2% | 2.39% | 83.4% | 21 | 23.81% | 1.6 |
|
| 6320 |
6320
Tandem Investment Partners
Bordentown,
New Jersey
| $1.29億 | -$33.7万 | -0.3% | 1.56% | – | 77 | 2.6% | 1.5 |
|
| 6321 |
6321
Ativo Capital Management
Chicago,
Illinois
| $1.29億 | -$121万 | -0.9% | 0.18% | 63.2% | 61 | 18.03% | 2.1 |
|
| 6322 |
6322
Corps Capital Advisors
Southlake,
Texas
| $1.29億 | +$533万 | +4% | 8.16% | – | 102 | 8.82% | 1.1 |
|
| 6323 |
6323
Cedrus Wealth Group LLC
Andover,
Minnesota
| $1.29億 | +$1478万 | +13% | 0.1% | – | 55 | 9.09% | 0.5 |
|
| 6324 |
6324
Orca Investment Management
Roseburg,
Oregon
| $1.29億 | -$853万 | -6% | 3.35% | 139% | 62 | 12.9% | 8.4 |
|
| 6325 |
6325
Ankerstar Wealth
Leander,
Texas
| $1.29億 | +$994万 | +8% | 4.14% | – | 1,127 | 18.28% | 0.6 |
|