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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1751 |
OTL
1751
Oak Thistle LLC
New York
| $10.9億 | +$5100万 | +5% | 5.49% | 58.3% | 689 | 64.3% | 0.3 |
|
| 1752 |
1752
Victory Financial Group
Austin,
Texas
| $10.9億 | +$1.32億 | +14% | 0.96% | – | 476 | 23.95% | 1 |
|
| 1753 |
1753
Synergy Asset Management
Vancouver,
Washington
| $10.9億 | +$2441万 | +2% | 4.94% | 113% | 350 | 41.14% | 1.1 |
|
| 1754 |
1754
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| $10.8億 | +$3887万 | +4% | 0.87% | 52.3% | 18 | 27.78% | 3.5 |
|
| 1755 |
TCM
1755
Tao Capital Management
San Francisco,
California
| $10.8億 | -$8.56億 | -44% | 8.49% | 286% | 7 | 28.57% | 4.4 |
|
| 1756 |
1756
NTV Asset Management
Charleston,
West Virginia
| $10.8億 | +$6076万 | +6% | 3.26% | 110% | 345 | 12.17% | 6.2 |
|
| 1757 |
1757
Global Endowment Management
Charlotte,
North Carolina
| $10.8億 | +$9456万 | +10% | 0.85% | 53.3% | 76 | 11.84% | 3.6 |
|
| 1758 |
1758
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $10.8億 | +$1271万 | +1% | 0.06% | 61.5% | 188 | 9.57% | 3.9 |
|
| 1759 |
1759
Rational Advisors
Huntington,
New York
| $10.8億 | -$1337万 | -1% | 1.68% | 39.2% | 212 | 21.7% | 1.9 |
|
| 1760 |
LWANC
1760
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $10.8億 | +$4209万 | +4% | 2.46% | 71.1% | 737 | 72.86% | 1.5 |
|
| 1761 |
1761
Center for Financial Planning
Southfied,
Michigan
| $10.8億 | +$579万 | +0.5% | 0.44% | 64.4% | 873 | 28.06% | 3.3 |
|
| 1762 |
1762
Twin Focus Capital Partners
Boston,
Massachusetts
| $10.8億 | +$9248万 | +9% | 7.99% | 112% | 179 | 13.97% | 4.8 |
|
| 1763 |
1763
NWF Advisory Services
Los Angeles,
California
| $10.7億 | +$1046万 | +1% | 0.89% | 120% | 483 | 14.7% | 1.8 |
|
| 1764 |
1764
Jag Capital Management
St Louis,
Missouri
| $10.7億 | +$506万 | +0.5% | 9.06% | 269% | 167 | 17.37% | 3.7 |
|
| 1765 |
1765
Discerene Group
Stamford,
Connecticut
| $10.7億 | +$1.84億 | +21% | 6.2% | 37.1% | 14 | 14.29% | 3.9 |
|
| 1766 |
1766
Planning Center Inc
Moline,
Illinois
| $10.7億 | +$1303万 | +1% | 0.84% | 42.4% | 90 | 12.22% | 2.9 |
|
| 1767 |
1767
Portland Global Advisors
Portland,
Maine
| $10.7億 | +$2018万 | +2% | 0.1% | 48.8% | 159 | 8.81% | 6.6 |
|
| 1768 |
1768
Coastline Trust
Providence,
Rhode Island
| $10.7億 | -$5571万 | -5% | 4.83% | 106% | 410 | 16.34% | 5.9 |
|
| 1769 |
1769
Leuthold Group
Minneapolis,
Minnesota
| $10.7億 | +$7682万 | +8% | 4.52% | 138% | 271 | 23.62% | 1.8 |
|
| 1770 |
1770
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $10.7億 | +$3631万 | +4% | 0.98% | 76.7% | 254 | 13.39% | 5.3 |
|
| 1771 |
1771
Intrua Financial
Houston,
Texas
| $10.7億 | -$2162万 | -2% | 0.89% | 77.4% | 510 | 9.8% | 2.9 |
|
| 1772 |
1772
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $10.7億 | -$337万 | -0.3% | 0.97% | 47.7% | 208 | 8.17% | 5.3 |
|
| 1773 |
1773
Oak Harvest Investment Services
Houston,
Texas
| $10.7億 | -$366万 | -0.3% | 2.15% | 120% | 190 | 24.74% | 2.4 |
|
| 1774 |
1774
Catalyst Financial Partners
Boston,
Massachusetts
| $10.7億 | +$5918万 | +6% | 2.11% | 110% | 455 | 14.95% | 2 |
|
| 1775 |
1775
Ranger Investment Management
Dallas,
Texas
| $10.7億 | -$5.15億 | -33% | 5.45% | 105% | 96 | 25% | 2.5 |
|