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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1201 |
1201
Patten & Patten
Chattanooga,
Tennessee
| $19.1億 | +$2482万 | +1% | 2.94% | 85.7% | 365 | 7.4% | 6.9 |
|
| 1202 |
1202
Evensky & Katz
Coral Gables,
Florida
| $19.1億 | -$2231万 | -1% | 0.49% | 61.1% | 72 | 4.17% | 8 |
|
| 1203 |
1203
Verus Capital Partners
Scottsdale,
Arizona
| $19.1億 | +$6634万 | +4% | 3.23% | 158% | 555 | 17.12% | 2.8 |
|
| 1204 |
1204
Koshinski Asset Management
Decatur,
Illinois
| $19.1億 | +$3352万 | +2% | 0.57% | 82.9% | 812 | 9.48% | 3.4 |
|
| 1205 |
1205
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $19.1億 | -$2553万 | -1% | 3.19% | 99.5% | 286 | 9.09% | 6.7 |
|
| 1206 |
1206
Stratos Wealth Advisors
Beachwood,
Ohio
| $19億 | +$8267万 | +5% | 2.37% | 73.7% | 687 | 11.5% | 3.4 |
|
| 1207 |
1207
Plato Investment Management
Sydney, NSW,
Australia
| $19億 | +$1.5億 | +9% | 5.2% | 156% | 537 | 19.55% | 2 |
|
| 1208 |
1208
Everence Capital Management
Goshen,
Indiana
| $19億 | +$132万 | +0.1% | 3.59% | 121% | 909 | 15.73% | 4.1 |
|
| 1209 |
1209
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
| $19億 | +$1.77億 | +10% | 2.68% | 81.1% | 354 | 9.04% | 2.1 |
|
| 1210 |
1210
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $19億 | -$1302万 | -0.7% | 1.48% | 50.4% | 34 | 11.76% | 5.4 |
|
| 1211 |
1211
Accel Leaders 4 Associates
Palo Alto,
California
| $18.9億 | +$8.83億 | +87% | 13% | – | 2 | 50% | 0.9 |
|
| 1212 |
1212
Cerity Partners OCIO
New York
| $18.9億 | -$8180万 | -4% | 2.33% | – | 28 | 10.71% | 3.6 |
|
| 1213 |
1213
Cacti Asset Management
Atlanta,
Georgia
| $18.9億 | -$1億 | -5% | 1.79% | 171% | 79 | 3.8% | 9.5 |
|
| 1214 |
1214
Simmons Bank
Pine Bluff,
Arkansas
| $18.8億 | +$1.29億 | +7% | 2.25% | 103% | 395 | 8.61% | 6.2 |
|
| 1215 |
1215
Woodmont Investment Counsel
Nashville,
Tennessee
| $18.8億 | +$5052万 | +3% | 1.79% | 75.3% | 304 | 10.53% | 6.1 |
|
| 1216 |
1216
Goehring & Rozencwajg Associates
New York
| $18.8億 | +$1.42億 | +8% | 7.14% | 126% | 43 | 6.98% | 3 |
|
| 1217 |
1217
NFP Retirement Inc
Aliso Viejo,
California
| $18.8億 | +$5595万 | +3% | 0.31% | 51.3% | 346 | 11.56% | 3.3 |
|
| 1218 |
1218
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $18.8億 | +$3.83億 | +26% | 0.74% | 66.6% | 705 | 41.42% | 1.5 |
|
| 1219 |
1219
First Interstate Bank
Billings,
Montana
| $18.8億 | -$3991万 | -2% | 1.42% | 49.7% | 202 | 5.45% | 5.2 |
|
| 1220 |
1220
Private Advisory Group
Redmond,
Washington
| $18.7億 | +$2145万 | +1% | 0.94% | 187% | 375 | 34.93% | 1.5 |
|
| 1221 |
1221
Grandfield & Dodd
New York
| $18.7億 | -$3297万 | -2% | 1.18% | 80.6% | 223 | 5.83% | 7.8 |
|
| 1222 |
1222
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $18.7億 | +$1.23億 | +7% | 9.27% | 121% | 129 | 6.98% | 8.2 |
|
| 1223 |
1223
Trinity Street Asset Management
London,
United Kingdom
| $18.7億 | -$7387万 | -4% | 4% | 76.9% | 25 | 12% | 2.6 |
|
| 1224 |
1224
LMCG Investments
Boston,
Massachusetts
| $18.6億 | -$887万 | -0.5% | 3.09% | 135% | 231 | 5.19% | 7.5 |
|
| 1225 |
1225
UHLMANN PRICE SECURITIES
Skokie,
Illinois
| $18.6億 | -$8.27億 | -31% | 29% | – | 328 | 18.29% | 1.2 |
|