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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1676 |
1676
Gryphon Financial Partners
Columbus,
Ohio
| $11.6億 | +$2666万 | +2% | 4.44% | 111% | 412 | 12.62% | 3.1 |
|
| 1677 |
1677
Capital Impact Advisors
Boston,
Massachusetts
| $11.6億 | -$6.24億 | -35% | 7.74% | – | 35 | 31.43% | 0.8 |
|
| 1678 |
CF
1678
Clarity Financial
Houston,
Texas
| $11.6億 | -$1874万 | -2% | 2.85% | 65.8% | 148 | 17.57% | 2.2 |
|
| 1679 |
1679
Berkshire Money Management
Dalton,
Massachusetts
| $11.6億 | +$6373万 | +6% | 0.24% | 61.8% | 148 | 62.84% | 1.5 |
|
| 1680 |
1680
Counterpoint Mutual Funds
San Diego,
California
| $11.6億 | +$1.47億 | +15% | 3.06% | 74.3% | 505 | 77.62% | 0.2 |
|
| 1681 |
1681
Accurate Wealth Management
Wesley Chapel,
Florida
| $11.6億 | +$1.09億 | +10% | 2.71% | 101% | 638 | 15.67% | 1.9 |
|
| 1682 |
1682
Jacobs & Co
San Francisco,
California
| $11.6億 | -$910万 | -0.8% | 3.46% | 105% | 139 | 8.63% | 7.9 |
|
| 1683 |
1683
Occidental Asset Management
Burlingame,
California
| $11.6億 | +$1.49億 | +15% | 4.76% | 97.4% | 397 | 21.91% | 3.1 |
|
| 1684 |
1684
AltraVue Capital
Bellevue,
Washington
| $11.6億 | -$2.32億 | -17% | 11.2% | 175% | 27 | 11.11% | 4.4 |
|
| 1685 |
BDP
1685
Brehaut David Pascal
| $11.5億 | +$9095万 | +9% | 8.56% | – | 1 | 0% | 0.8 |
|
| 1686 |
1686
Private Capital Advisors
Darien,
Connecticut
| $11.5億 | +$1169万 | +1% | 3.12% | 132% | 85 | 18.82% | 5.8 |
|
| 1687 |
1687
Canandaigua National Bank & Trust
Canandaigua,
New York
| $11.5億 | -$3387万 | -3% | 1.31% | – | 325 | 10.77% | 6.2 |
|
| 1688 |
1688
Discipline Wealth Solutions
Greenville,
South Carolina
| $11.5億 | +$551万 | +0.5% | 0.69% | 45.9% | 207 | 10.14% | 1.2 |
|
| 1689 |
1689
Lodestar Private Asset Management
Alamo,
California
| $11.5億 | -$579万 | -0.5% | 0.26% | 64.4% | 244 | 9.84% | 3 |
|
| 1690 |
AH
1690
Allen Holding
New York
| $11.5億 | +$1.37億 | +13% | 17.8% | 185% | 10 | 0% | 7.9 |
|
| 1691 |
1691
Trust Company
Manhattan,
Kansas
| $11.5億 | +$4111万 | +4% | 0.6% | 40.6% | 946 | 7.4% | 2.7 |
|
| 1692 |
1692
Vista Capital Partners
Portland,
Oregon
| $11.5億 | +$321万 | +0.3% | 0.29% | 69.3% | 188 | 14.36% | 4 |
|
| 1693 |
1693
Marks Group Wealth Management
Minnetonka,
Minnesota
| $11.4億 | -$327万 | -0.3% | 2.06% | 71.4% | 379 | 13.46% | 3.3 |
|
| 1694 |
1694
Asset Advisors Investment Management
Augusta,
Georgia
| $11.4億 | +$5413万 | +5% | 3.18% | 67.5% | 109 | 7.34% | 5.4 |
|
| 1695 |
1695
Great Lakes Retirement
Sandusky,
Ohio
| $11.4億 | +$1711万 | +2% | 2.25% | 118% | 234 | 12.82% | 2.8 |
|
| 1696 |
1696
Carret Asset Management
New York
| $11.4億 | -$46.5万 | -0% | 2.51% | 106% | 320 | 7.19% | 8 |
|
| 1697 |
1697
BFSG LLC
Irvine,
California
| $11.4億 | +$1449万 | +1% | 1.53% | 90.7% | 960 | 24.38% | 2.2 |
|
| 1698 |
1698
Viking Fund Management
Minot,
North Dakota
| $11.4億 | +$2616万 | +2% | 0.75% | 105% | 155 | 14.84% | 4.8 |
|
| 1699 |
1699
Wealth Management Nebraska
Norfolk,
Nebraska
| $11.4億 | +$2024万 | +2% | 1.26% | – | 113 | 9.73% | 1.2 |
|
| 1700 |
1700
Delta Asset Management
Memphis,
Tennessee
| $11.4億 | -$1655万 | -1% | 3.92% | 66.5% | 605 | 2.98% | 5 |
|