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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1276 |
1276
True Link Financial Advisors
San Francisco,
California
| $17.4億 | +$949万 | +0.5% | 1.77% | 27.3% | 112 | 17.86% | 1.9 |
|
| 1277 |
1277
Charles Schwab Trust
Henderson,
Nevada
| $17.3億 | -$5850万 | -3% | 0.31% | 52.7% | 189 | 11.11% | 3.8 |
|
| 1278 |
1278
Howard Capital Management Group
Los Angeles,
California
| $17.3億 | +$9460万 | +6% | 6.04% | 114% | 157 | 12.74% | 3.5 |
|
| 1279 |
PIMG
1279
Patriot Investment Management Group
Knoxville,
Tennessee
| $17.3億 | +$443万 | +0.3% | 1.08% | 52.9% | 246 | 6.5% | 5.4 |
|
| 1280 |
1280
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $17.3億 | +$3002万 | +2% | 1.15% | 76% | 216 | 8.33% | 4.6 |
|
| 1281 |
1281
Boston Common Asset Management
Boston,
Massachusetts
| $17.2億 | +$3775万 | +2% | 2.21% | 61.6% | 194 | 10.82% | 5.1 |
|
| 1282 |
1282
Compass Capital Management
Minneapolis,
Minnesota
| $17.2億 | +$5849万 | +4% | 5.87% | 65.5% | 119 | 24.37% | 3 |
|
| 1283 |
1283
RMR Wealth Builders
Montclair,
New Jersey
| $17.2億 | +$1.06億 | +7% | 2.13% | 91.7% | 337 | 14.24% | 3.1 |
|
| 1284 |
1284
Spyglass Capital Management
San Francisco,
California
| $17.1億 | -$1.35億 | -7% | 5.53% | 131% | 26 | 7.69% | 2 |
|
| 1285 |
1285
E.S. Barr & Co
Lexington,
Kentucky
| $17.1億 | -$7149万 | -4% | 1.58% | 72.1% | 116 | 4.31% | 6.7 |
|
| 1286 |
1286
TIAA Trust, National Association
Charlotte,
North Carolina
| $17.1億 | +$2048万 | +1% | 0.17% | 61.1% | 365 | 8.22% | 2.7 |
|
| 1287 |
1287
MONECO Advisors
Fairfield,
Connecticut
| $17.1億 | +$7581万 | +5% | 1.14% | 77.7% | 637 | 13.5% | 2.9 |
|
| 1288 |
PWMAG
1288
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $17.1億 | +$3170万 | +2% | 1.83% | 90.7% | 607 | 14.33% | 3.7 |
|
| 1289 |
1289
Sava Infond
Maribor,
Slovenia
| $17.1億 | +$2.99億 | +21% | 4.74% | – | 253 | 8.7% | 1.4 |
|
| 1290 |
1290
General American Investors
New York
| $17.1億 | +$1897万 | +1% | 2.44% | 137% | 80 | 17.5% | 6 |
|
| 1291 |
1291
Lee, Danner & Bass
Nashville,
Tennessee
| $17.1億 | -$2637万 | -2% | 1.66% | – | 252 | 2.78% | 7.7 |
|
| 1292 |
SC
1292
SRB Corp
Boston,
Massachusetts
| $17.1億 | -$1.53億 | -8% | 4.28% | 101% | 24 | 8.33% | 4.4 |
|
| 1293 |
1293
Golden State Equity Partners
South Coast Metro,
California
| $17億 | +$16.7億 | +4,487% | 2.32% | – | 2,281 | 84.13% | 0.3 |
|
| 1294 |
BFO
1294
Boston Family Office
Boston,
Massachusetts
| $17億 | +$4997万 | +3% | 5.49% | 69.7% | 326 | 7.36% | 7.1 |
|
| 1295 |
1295
Maple Capital Management
Montpelier,
Vermont
| $17億 | +$1187万 | +0.7% | 4.15% | 114% | 137 | 10.95% | 5.7 |
|
| 1296 |
1296
First American Trust
Santa Ana,
California
| $17億 | +$3605万 | +2% | 2.72% | 92.8% | 329 | 13.07% | 3.6 |
|
| 1297 |
1297
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| $16.9億 | +$6.45億 | +61% | 0.99% | 64.3% | 2,610 | 77.09% | 0.4 |
|
| 1298 |
1298
Sage Mountain Advisors
Atlanta,
Georgia
| $16.9億 | +$6718万 | +4% | 0.64% | 67% | 322 | 16.15% | 3.3 |
|
| 1299 |
1299
Morningstar Investment Management
Chicago,
Illinois
| $16.9億 | +$6639万 | +4% | 3.99% | 57.4% | 349 | 22.06% | 1.3 |
|
| 1300 |
1300
Lyell Wealth Management
Menlo Park,
California
| $16.9億 | +$5750万 | +4% | 4.18% | 144% | 237 | 3.8% | 4.4 |
|