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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1101 |
1101
Westchester Capital Management (New York)
Valhalla,
New York
| $22.1億 | +$1.66億 | +8% | 2.82% | 90.3% | 385 | 38.96% | 0.6 |
|
| 1102 |
1102
Cyndeo Wealth Partners
St. Petersburg,
Florida
| $22.1億 | +$8635万 | +4% | 2.5% | 93% | 592 | 17.74% | 2.1 |
|
| 1103 |
1103
Greenwood Gearhart
Fayetteville,
Arkansas
| $22.1億 | +$5867万 | +3% | 0.56% | 79% | 180 | 15.56% | 3.5 |
|
| 1104 |
1104
Foster & Motley
Cincinnati,
Ohio
| $22.1億 | +$3398万 | +2% | 1.63% | 76.5% | 427 | 8.67% | 5.6 |
|
| 1105 |
1105
Marathon Asset Management (UK)
London,
United Kingdom
| $22億 | -$2.62億 | -11% | 4.22% | 94.3% | 79 | 10.13% | 4.8 |
|
| 1106 |
1106
Plante Moran Financial Advisors
Southfield,
Michigan
| $22億 | +$4628万 | +2% | 0.69% | 69.2% | 1,661 | 59.48% | 5.7 |
|
| 1107 |
1107
Aprio Wealth Management
Atlanta,
Georgia
| $22億 | +$1.71億 | +8% | 0.06% | 66.1% | 680 | 12.65% | 1.8 |
|
| 1108 |
1108
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $21.9億 | +$1922万 | +0.9% | 4.54% | 160% | 498 | 34.14% | 5 |
|
| 1109 |
1109
Soltis Investment Advisors
St. George,
Utah
| $21.9億 | +$3.93億 | +22% | 3.8% | 95.1% | 800 | 22.75% | 2 |
|
| 1110 |
1110
Integrated Advisors Network
Dallas,
Texas
| $21.9億 | +$1215万 | +0.6% | 1.95% | 107% | 739 | 15.97% | 3.7 |
|
| 1111 |
1111
Indivisible Partners
Clearwater,
Florida
| $21.8億 | +$4.15億 | +23% | 0.8% | – | 808 | 28.71% | 0.5 |
|
| 1112 |
1112
CenterBook Partners
Greenwich,
Connecticut
| $21.8億 | +$1.45億 | +7% | 7.39% | 59.2% | 1,071 | 55.46% | 0.6 |
|
| 1113 |
1113
NXG Investment Management
Dallas,
Texas
| $21.8億 | -$5418万 | -2% | 3.94% | 121% | 78 | 12.82% | 3.3 |
|
| 1114 |
1114
Money Concepts Capital
Palm Beach Gardens,
Florida
| $21.7億 | +$1630万 | +0.8% | 1.52% | 84.1% | 681 | 15.42% | 2.6 |
|
| 1115 |
1115
Traynor Capital Management
Malvern,
Pennsylvania
| $21.7億 | -$1180万 | -0.5% | 2.67% | 244% | 401 | 26.43% | 3.4 |
|
| 1116 |
1116
Midland Wealth Advisors
Effingham,
Illinois
| $21.6億 | +$3664万 | +2% | 1.56% | 47.8% | 172 | 14.53% | 2.1 |
|
| 1117 |
1117
Diversified Enterprises
Wilmington,
Delaware
| $21.6億 | +$9341万 | +5% | 0.13% | – | 461 | 11.06% | 1.3 |
|
| 1118 |
1118
Tectonic Advisors
Frisco,
Texas
| $21.6億 | +$7870万 | +4% | 1.62% | 44.9% | 303 | 13.2% | 3.1 |
|
| 1119 |
1119
Trek Financial
Scottsdale,
Arizona
| $21.6億 | +$1.44億 | +7% | 3.32% | 152% | 589 | 27.33% | 2.1 |
|
| 1120 |
1120
DNCA Finance
Paris,
France
| $21.5億 | +$8220万 | +4% | 3.82% | – | 122 | 14.75% | 1.3 |
|
| 1121 |
1121
Fulcrum Asset Management
London,
United Kingdom
| $21.4億 | +$11.4億 | +114% | 5.76% | – | 1,516 | 49.74% | 0.3 |
|
| 1122 |
1122
Sigma Investment Counselors
Northville,
Michigan
| $21.4億 | +$8581万 | +4% | 0.12% | 59.4% | 235 | 14.47% | 6.2 |
|
| 1123 |
1123
Univest Financial
Souderton,
Pennsylvania
| $21.3億 | +$9719万 | +5% | 3.46% | 96.9% | 290 | 8.62% | 3.5 |
|
| 1124 |
1124
Certuity
North Palm Beach,
Florida
| $21.3億 | +$9976万 | +5% | 0.02% | 197% | 748 | 14.57% | 2.1 |
|
| 1125 |
1125
Ninety One North America
New York
| $21.3億 | -$826万 | -0.4% | 3.97% | 70.6% | 119 | 20.17% | 2.5 |
|