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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1351 |
1351
Wealthquest
Cincinnati,
Ohio
| $16.1億 | +$2408万 | +2% | 0.94% | 58.5% | 188 | 13.3% | 1.9 |
|
| 1352 |
1352
M Holdings Securities
Portland,
Oregon
| $16億 | +$8.74億 | +120% | 2.01% | 94.1% | 631 | 78.29% | 0.2 |
|
| 1353 |
1353
Perennial Investment Advisors
Los Angeles,
California
| $16億 | +$9841万 | +7% | 1.6% | 93.6% | 643 | 15.09% | 2.5 |
|
| 1354 |
1354
Texas Permanent School Fund
Austin,
Texas
| $16億 | -$6.54億 | -29% | 1.83% | 45.6% | 19 | 78.95% | 0.8 |
|
| 1355 |
1355
Stonebridge Capital Advisors
St Paul,
Minnesota
| $16億 | +$3741万 | +2% | 4.9% | 96.6% | 226 | 11.5% | 7.3 |
|
| 1356 |
1356
Avity Investment Management
Greenwich,
Connecticut
| $16億 | +$2826万 | +2% | 4.64% | 119% | 123 | 6.5% | 5.8 |
|
| 1357 |
1357
Heartland Bank & Trust
Bloomington,
Illinois
| $16億 | +$11.1億 | +230% | 4.43% | 118% | 240 | 13.33% | 1.8 |
|
| 1358 |
1358
Avalon Trust
Santa Fe,
New Mexico
| $15.9億 | -$3060万 | -2% | 3.43% | 136% | 473 | 7.4% | 2.2 |
|
| 1359 |
1359
Bouchey Financial Group
Troy,
New York
| $15.9億 | +$4659万 | +3% | 2.54% | 77.6% | 219 | 17.81% | 3.4 |
|
| 1360 |
1360
Forest Avenue Capital Management
Miami,
Florida
| $15.9億 | -$7.87億 | -33% | 20.1% | 282% | 27 | 25.93% | 0.9 |
|
| 1361 |
1361
Beaumont Financial Advisors
Needham,
Massachusetts
| $15.9億 | +$2018万 | +1% | 3.31% | 93.3% | 404 | 10.4% | 4.8 |
|
| 1362 |
1362
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $15.9億 | -$6257万 | -4% | 0.32% | 46.4% | 154 | 24.68% | 2.4 |
|
| 1363 |
1363
JANA Partners Management
New York
| $15.9億 | -$3.13億 | -16% | 13.5% | 24.4% | 12 | 33.33% | 1.4 |
|
| 1364 |
1364
Naples Global Advisors
Naples,
Florida
| $15.9億 | -$3382万 | -2% | 0.3% | 111% | 476 | 5.04% | 6.3 |
|
| 1365 |
1365
Callodine Capital Management
Boston,
Massachusetts
| $15.9億 | +$5446万 | +4% | 1.6% | 48.1% | 66 | 10.61% | 1.6 |
|
| 1366 |
1366
YHB Investment Advisors
West Hartford,
Connecticut
| $15.9億 | +$2404万 | +2% | 2.81% | 96.2% | 330 | 9.7% | 6 |
|
| 1367 |
1367
Hardy Reed
Tupelo,
Mississippi
| $15.8億 | +$2410万 | +2% | 0.72% | 77.5% | 281 | 18.15% | 2.7 |
|
| 1368 |
1368
Arete Wealth Advisors
Chicago,
Illinois
| $15.8億 | +$6810万 | +5% | 2.26% | 94.6% | 390 | 21.79% | 2.9 |
|
| 1369 |
1369
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
| $15.8億 | +$3.72億 | +31% | 0.19% | – | 465 | 20.43% | 0.6 |
|
| 1370 |
1370
SSI Investment Management
Los Angeles,
California
| $15.8億 | -$1.42億 | -8% | 0.02% | 16.4% | 262 | 4.96% | 1.8 |
|
| 1371 |
1371
Vicus Capital
State College,
Pennsylvania
| $15.8億 | +$2948万 | +2% | 0.78% | 67% | 290 | 13.45% | 4.1 |
|
| 1372 |
1372
Blue Chip Partners
Farmington Hills,
Michigan
| $15.8億 | -$709万 | -0.4% | 0.36% | 88.7% | 202 | 14.36% | 4.9 |
|
| 1373 |
1373
Cryder Capital Partners
London,
United Kingdom
| $15.7億 | -$1592万 | -1% | 10.8% | 67.8% | 10 | 10% | 8.2 |
|
| 1374 |
1374
Next Century Growth Investors
Plymouth,
Minnesota
| $15.7億 | -$3.16億 | -17% | 2.18% | 475% | 138 | 32.61% | 1.9 |
|
| 1375 |
1375
Great Hill Capital
New York
| $15.6億 | -$27.3億 | -64% | 4.65% | – | 46 | 2.17% | 0.9 |
|