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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
1576
Kintegral Advisory
New York
| $12.7億 | +$3490万 | +3% | 5.15% | 143% | 238 | 3.78% | 5.9 |
|
| 1577 |
1577
Heartwood Wealth Advisors
Richmond,
Virginia
| $12.7億 | -$2145万 | -2% | 1.39% | 59.4% | 232 | 6.03% | 3.2 |
|
| 1578 |
1578
HCR Wealth Advisors
Los Angeles,
California
| $12.7億 | +$1.49億 | +13% | 3.52% | 107% | 276 | 9.42% | 4.4 |
|
| 1579 |
1579
Avestar Capital
New York
| $12.7億 | -$5.3億 | -30% | 4.32% | 112% | 623 | 29.37% | 2.5 |
|
| 1580 |
1580
HSG Holding
Na,
Hong Kong
| $12.6億 | +$2289万 | +2% | 4.27% | 6.36% | 21 | 9.52% | 3.7 |
|
| 1581 |
1581
Caldwell Trust
Venice,
Florida
| $12.6億 | +$2769万 | +2% | 2.66% | 97.5% | 844 | 7.58% | 4.6 |
|
| 1582 |
1582
WGI DM
Boston,
Massachusetts
| $12.6億 | +$1.06億 | +9% | 4.1% | – | 7 | 0% | 1.1 |
|
| 1583 |
1583
RKL Wealth Management
Lancaster,
Pennsylvania
| $12.6億 | +$750万 | +0.6% | 0.36% | 76.8% | 196 | 4.59% | 5.5 |
|
| 1584 |
1584
Dundas Partners
Edinburgh,
United Kingdom
| $12.6億 | -$1.22億 | -9% | 2.91% | 102% | 31 | 6.45% | 5.7 |
|
| 1585 |
1585
Brigade Capital Management
New York
| $12.6億 | +$7.25億 | +136% | 125% | 234% | 27 | 37.04% | 0.4 |
|
| 1586 |
1586
Linden Thomas Advisory Services
Charlotte,
North Carolina
| $12.6億 | +$1922万 | +2% | 3.74% | 149% | 569 | 7.73% | 2.5 |
|
| 1587 |
1587
Royal Fund Management
Lady Lake,
Florida
| $12.6億 | +$5538万 | +5% | 2.22% | 103% | 311 | 14.47% | 3.5 |
|
| 1588 |
1588
Cooper Financial Group
Irvine,
California
| $12.6億 | +$4936万 | +4% | 2.08% | 87.2% | 484 | 13.84% | 2.8 |
|
| 1589 |
1589
Northside Capital Management
Hood River,
Oregon
| $12.5億 | +$3220万 | +3% | 1.84% | 99.6% | 195 | 10.77% | 4 |
|
| 1590 |
1590
Rockbridge Investment Management
Syracuse,
New York
| $12.5億 | +$1760万 | +1% | 0.99% | 43% | 150 | 6.67% | 4.3 |
|
| 1591 |
1591
Spartan Wealth Advisory Services LLC
Bingham Farms,
Michigan
| $12.5億 | +$2629万 | +2% | 4.73% | – | 340 | 14.71% | 0.4 |
|
| 1592 |
1592
Wealth Alliance
Mellville,
New York
| $12.5億 | +$5220万 | +4% | 2.41% | 86.9% | 621 | 16.1% | 3.3 |
|
| 1593 |
1593
Wilkinson Global Asset Management
New York
| $12.5億 | -$1159万 | -0.9% | 4.65% | 96.8% | 64 | 4.69% | 4.1 |
|
| 1594 |
1594
Allen Capital Group
Grand Island,
Nebraska
| $12.5億 | +$1888万 | +2% | 1.2% | 62.8% | 338 | 12.13% | 2.3 |
|
| 1595 |
1595
Octavia Wealth Advisors
Cincinnati,
Ohio
| $12.5億 | +$8838万 | +8% | 1.03% | 76.4% | 267 | 16.1% | 3.2 |
|
| 1596 |
TCOT
1596
Trust Company of Toledo
Holland,
Ohio
| $12.5億 | +$4411万 | +4% | 4.5% | 109% | 890 | 14.61% | 3.2 |
|
| 1597 |
1597
Woodstock Corp
Boston,
Massachusetts
| $12.4億 | +$4048万 | +3% | 5.42% | 115% | 169 | 8.88% | 8.7 |
|
| 1598 |
1598
Blueprint Investment Partners
Greensboro,
North Carolina
| $12.4億 | +$4451万 | +4% | 0.8% | 91.9% | 186 | 23.66% | 1.4 |
|
| 1599 |
1599
Shepherd Financial Partners
Winchester,
Massachusetts
| $12.4億 | +$2690万 | +2% | 1.89% | 88.4% | 273 | 13.92% | 4.2 |
|
| 1600 |
1600
Baskin Financial Services
Toronto,
Ontario, Canada
| $12.4億 | -$2966万 | -2% | 1.76% | 69.1% | 58 | 6.9% | 5.8 |
|