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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1651 |
1651
Crescent Grove Advisors
Lake Forest,
Illinois
| $11.8億 | -$1293万 | -1% | 0.29% | 64.1% | 340 | 17.94% | 3.8 |
|
| 1652 |
1652
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $11.8億 | +$5.98億 | +102% | 0.63% | 56.9% | 153 | 15.03% | 3.6 |
|
| 1653 |
PCM
1653
Prime Capital Management
Hong Kong
| $11.8億 | -$6873万 | -5% | 3.52% | 569% | 7 | 0% | 1.3 |
|
| 1654 |
1654
Heritage Trust
Oklahoma City,
Oklahoma
| $11.8億 | +$2721万 | +2% | 4.42% | – | 326 | 9.2% | 5.4 |
|
| 1655 |
1655
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $11.8億 | -$4120万 | -3% | 0.8% | 77.5% | 186 | 5.91% | 8.5 |
|
| 1656 |
1656
Mayflower Financial Advisors
Boston,
Massachusetts
| $11.8億 | +$2266万 | +2% | 1.58% | 77.7% | 520 | 11.35% | 3.2 |
|
| 1657 |
1657
Red Door Wealth Management
Memphis,
Tennessee
| $11.8億 | +$8406万 | +8% | 5.63% | 117% | 343 | 10.2% | 2.9 |
|
| 1658 |
1658
Knollwood Investment Advisory
Hunt Valley,
Maryland
| $11.8億 | +$5327万 | +5% | 6.2% | 178% | 276 | 4.35% | 2.5 |
|
| 1659 |
1659
Verus Financial Partners
Richmond,
Virginia
| $11.8億 | +$791万 | +0.7% | 0.59% | 45.7% | 138 | 12.32% | 4.3 |
|
| 1660 |
1660
Black Diamond Financial
Towson,
Maryland
| $11.8億 | +$4199万 | +4% | 0.01% | 68.3% | 209 | 7.66% | 3.3 |
|
| 1661 |
1661
TRUE Private Wealth Advisors
Salem,
Oregon
| $11.8億 | +$1715万 | +1% | 0.19% | 89.2% | 312 | 16.35% | 4.3 |
|
| 1662 |
1662
Penn Davis McFarland
Dallas,
Texas
| $11.7億 | +$5159万 | +5% | 5.72% | 100% | 80 | 8.75% | 4.8 |
|
| 1663 |
1663
Focused Wealth Management
Newburgh,
New York
| $11.7億 | +$2393万 | +2% | 0.96% | 80.9% | 303 | 31.68% | 5 |
|
| 1664 |
1664
Voya Financial Advisors
Windsor,
Connecticut
| $11.7億 | +$3805万 | +3% | 0.62% | 49.1% | 212 | 13.21% | 6.9 |
|
| 1665 |
1665
MASTERINVEST Kapitalanlage
Vienna,
| $11.7億 | +$830万 | +0.7% | 3.99% | – | 313 | 12.78% | 1.1 |
|
| 1666 |
1666
Symetra Investment Management
Farmington,
Connecticut
| $11.7億 | +$2692万 | +2% | 2.66% | 38.6% | 7 | 14.29% | 1.9 |
|
| 1667 |
1667
KWB Wealth
Redlands,
California
| $11.7億 | +$178万 | +0.2% | 0.38% | 54.8% | 187 | 14.44% | 2.5 |
|
| 1668 |
1668
Forge Financial Services
Edmond,
Oklahoma
| $11.7億 | +$794万 | +0.7% | 1.55% | – | 43 | 20.93% | 1 |
|
| 1669 |
1669
Versant Capital Management
Phoenix,
Arizona
| $11.7億 | +$5350万 | +5% | 5.51% | 97.3% | 2,890 | 7.99% | 4.5 |
|
| 1670 |
1670
Asset One Wealth Management
Bellevue,
Washington
| $11.7億 | +$2.2億 | +23% | 3.52% | – | 446 | 26.91% | 0.5 |
|
| 1671 |
1671
Wellesley Asset Management
Portsmouth,
New Hampshire
| $11.7億 | +$7003万 | +6% | 0% | 0% | 78 | 0% | 0.9 |
|
| 1672 |
1672
Strategies Wealth Advisors
Grand Rapids,
Michigan
| $11.6億 | +$4544万 | +4% | 0.33% | 71.2% | 213 | 12.68% | 2.2 |
|
| 1673 |
1673
Randolph Company
Cincinnati,
Ohio
| $11.6億 | -$2399万 | -2% | 0.91% | 127% | 49 | 8.16% | 4.6 |
|
| 1674 |
GA
1674
GuoLine Advisory
Singapore
| $11.6億 | +$8808万 | +8% | 12.5% | 112% | 23 | 0% | 2.5 |
|
| 1675 |
1675
JTC Employer Solutions Trustee
St Helier,
Jersey
| $11.6億 | -$8563万 | -7% | 2.01% | 85.3% | 315 | 5.08% | 3.9 |
|