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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1301 |
1301
Icon Wealth Advisors
Houston,
Texas
| $16.9億 | +$2628万 | +2% | 2.81% | 78.8% | 447 | 15.88% | 2.5 |
|
| 1302 |
1302
Quent Capital
New York
| $16.8億 | +$5273万 | +3% | 1.21% | 86.1% | 1,758 | 11.09% | 1.5 |
|
| 1303 |
1303
Oak Ridge Investments
Chicago,
Illinois
| $16.8億 | -$8711万 | -5% | 2.5% | 223% | 185 | 14.59% | 3 |
|
| 1304 |
1304
Nichols & Pratt Advisers
Boston,
Massachusetts
| $16.8億 | +$3330万 | +2% | 5.29% | 71.2% | 115 | 9.57% | 7.9 |
|
| 1305 |
1305
Trans-Canada Capital
Montreal,
Quebec, Canada
| $16.8億 | -$1.48億 | -8% | 0.99% | – | 29 | 34.48% | 0.4 |
|
| 1306 |
1306
PPSC Investment Service
Tokyo,
Japan
| $16.8億 | +$9052万 | +6% | 3.29% | 193% | 8 | 0% | 2.7 |
|
| 1307 |
1307
Tradition Wealth Management
Edina,
Minnesota
| $16.7億 | +$3800万 | +2% | 1.04% | 77.2% | 594 | 10.1% | 3.1 |
|
| 1308 |
SIA
1308
Strategic Investment Advisors
Farmington Hills,
Michigan
| $16.7億 | +$2061万 | +1% | 0.59% | 72.4% | 429 | 15.62% | 2.3 |
|
| 1309 |
IAIM
1309
International Assets Investment Management
Orlando,
Florida
| $16.7億 | -$145万 | -0.1% | 3.01% | 101% | 2,400 | 63.25% | 2.5 |
|
| 1310 |
1310
Aureus Asset Management
Boston,
Massachusetts
| $16.7億 | +$2622万 | +2% | 2.65% | 102% | 247 | 13.36% | 4.4 |
|
| 1311 |
1311
MBL Wealth
Charlotte,
North Carolina
| $16.7億 | +$2.07億 | +14% | 0.56% | 52.7% | 624 | 41.83% | 1.3 |
|
| 1312 |
1312
AlphaStar Capital Management
Cornelius,
North Carolina
| $16.7億 | +$9917万 | +6% | 1.59% | 69.5% | 314 | 22.93% | 2.3 |
|
| 1313 |
1313
Crédit Industriel et Commercial
Paris France,
France
| $16.7億 | +$1.12億 | +7% | 1.51% | – | 392 | 29.08% | 0.9 |
|
| 1314 |
1314
Rheos Capital Works
Tokyo,
Japan
| $16.7億 | -$8806万 | -5% | 4.03% | 248% | 105 | 41.9% | 1.3 |
|
| 1315 |
1315
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $16.7億 | -$1281万 | -0.8% | 0.3% | 62.9% | 289 | 8.65% | 6.3 |
|
| 1316 |
1316
Rockwood Wealth Management
New Hope,
Pennsylvania
| $16.7億 | +$8278万 | +5% | 0.66% | 52.6% | 142 | 13.38% | 2.5 |
|
| 1317 |
1317
Cahaba Wealth Management
Atlanta,
Georgia
| $16.6億 | +$421万 | +0.3% | 1.34% | 48.7% | 170 | 7.65% | 4.6 |
|
| 1318 |
1318
SFMG Wealth Advisors
Plano,
Texas
| $16.6億 | +$123万 | +0.1% | 1.53% | 85.1% | 372 | 17.74% | 4.1 |
|
| 1319 |
1319
Armstrong Advisory Group
Needham,
Massachusetts
| $16.6億 | +$1852万 | +1% | 0.57% | 55.6% | 1,096 | 15.05% | 2.4 |
|
| 1320 |
1320
49 Wealth Management
Austin,
Texas
| $16.6億 | +$11.3億 | +216% | 1.12% | 44% | 332 | 72.89% | 0.7 |
|
| 1321 |
1321
Vantage Investment Partners
Kansas City,
Missouri
| $16.6億 | +$2441万 | +1% | 1.98% | 77.4% | 69 | 5.8% | 5.1 |
|
| 1322 |
1322
Angeles Investment Advisors
Santa Monica,
California
| $16.6億 | -$751万 | -0.5% | 0.88% | 78.3% | 39 | 23.08% | 2.4 |
|
| 1323 |
1323
Fernbridge Capital Management
Los Angeles,
California
| $16.6億 | +$2.9億 | +21% | 22.1% | 36% | 18 | 27.78% | 2.2 |
|
| 1324 |
1324
Ocean Park Asset Management
Santa Monica,
California
| $16.5億 | -$4.27億 | -21% | 1.03% | 19.3% | 95 | 51.58% | 0.8 |
|
| 1325 |
1325
Dearborn Partners
Chicago,
Illinois
| $16.5億 | -$1.19億 | -7% | 2.73% | 55.9% | 299 | 13.38% | 6.2 |
|