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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1176 |
1176
Regal Investment Advisors
Kentwood,
Michigan
| $20億 | +$7072万 | +4% | 1.2% | 71.6% | 692 | 12.57% | 3.1 |
|
| 1177 |
1177
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $20億 | +$1.39億 | +7% | 1.61% | 66.9% | 289 | 53.98% | 1.8 |
|
| 1178 |
1178
Jordan Park Group
San Francisco,
California
| $20億 | +$2322万 | +1% | 0.18% | 47.8% | 70 | 8.57% | 2.9 |
|
| 1179 |
1179
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $19.9億 | +$1.13億 | +6% | 1.24% | 73.7% | 402 | 16.67% | 3.6 |
|
| 1180 |
1180
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $19.9億 | +$701万 | +0.4% | 3.3% | 114% | 110 | 1.82% | 5.8 |
|
| 1181 |
1181
Fifth Third Securities
Cincinnati,
Ohio
| $19.8億 | +$2.31億 | +13% | 0.82% | 62.7% | 448 | 25.89% | 2.2 |
|
| 1182 |
1182
Turtle Creek Wealth Advisors
Dallas,
Texas
| $19.8億 | +$8735万 | +5% | 3.77% | 112% | 555 | 16.22% | 1.1 |
|
| 1183 |
1183
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $19.8億 | -$2527万 | -1% | 0.54% | 60% | 2,340 | 10.38% | 4.3 |
|
| 1184 |
1184
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $19.8億 | -$9629万 | -5% | 0.06% | 70.2% | 139 | 9.35% | 4.5 |
|
| 1185 |
1185
Leeward Investments
Boston,
Massachusetts
| $19.8億 | -$2.22億 | -10% | 4.09% | 88% | 143 | 4.9% | 3.4 |
|
| 1186 |
1186
Ruffer LLP
London,
United Kingdom
| $19.8億 | -$8.53億 | -30% | 6.65% | 123% | 224 | 35.71% | 1.3 |
|
| 1187 |
1187
Willis Investment Counsel
Gainesville,
Georgia
| $19.7億 | -$1.29億 | -6% | 5.09% | 65.3% | 132 | 8.33% | 5.5 |
|
| 1188 |
1188
PFG Advisors
Phoenix,
Arizona
| $19.6億 | -$1911万 | -1% | 0.16% | 82.7% | 848 | 16.98% | 2.7 |
|
| 1189 |
1189
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $19.6億 | +$2421万 | +1% | 0.05% | 63.2% | 333 | 5.71% | 5.2 |
|
| 1190 |
1190
Symmetry Partners
Glastonbury,
Connecticut
| $19.6億 | -$379万 | -0.2% | 0.64% | 61.4% | 405 | 38.77% | 1.6 |
|
| 1191 |
1191
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $19.5億 | +$3801万 | +2% | 3.24% | 83.5% | 92 | 5.43% | 7.8 |
|
| 1192 |
1192
Atwood & Palmer
Kansas City,
Missouri
| $19.5億 | +$7255万 | +4% | 2.52% | 90% | 522 | 9.77% | 5.5 |
|
| 1193 |
1193
Triglav Skladi
Ljubljana,
Slovenia
| $19.4億 | +$4453万 | +2% | 5.4% | – | 210 | 20% | 1 |
|
| 1194 |
1194
Aquamarine Financial
George Town,
| $19.4億 | +$1.32億 | +7% | 1.01% | – | 21 | 42.86% | 0.6 |
|
| 1195 |
1195
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $19.4億 | +$7481万 | +4% | 4.02% | 94.9% | 375 | 10.93% | 2.2 |
|
| 1196 |
1196
Rebalance
Palo Alto,
California
| $19.4億 | +$3389万 | +2% | 1.09% | 47.6% | 105 | 6.67% | 2.8 |
|
| 1197 |
1197
Segment Wealth Management
Houston,
Texas
| $19.4億 | +$1286万 | +0.7% | 1.75% | 108% | 328 | 8.84% | 4.7 |
|
| 1198 |
1198
Moody Lynn & Lieberson
Boston,
Massachusetts
| $19.3億 | +$3165万 | +2% | 3.94% | 142% | 278 | 9.71% | 5.5 |
|
| 1199 |
1199
China Universal Asset Management Company
Shanghai,
China
| $19.2億 | +$2.46億 | +15% | 6.16% | 292% | 549 | 11.84% | 2.4 |
|
| 1200 |
1200
Easterly Investment Partners
Beverly,
Massachusetts
| $19.2億 | -$4991万 | -3% | 2.65% | 64.1% | 265 | 25.66% | 2 |
|