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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1776 |
1776
IAG Wealth Partners
Waukesha,
Wisconsin
| $10.6億 | +$5423万 | +5% | 0.66% | 54.1% | 553 | 12.3% | 3.9 |
|
| 1777 |
1777
Goldstone Financial Group
Oakbrook Terrace,
Illinois
| $10.6億 | -$3022万 | -3% | 0.48% | 60.5% | 258 | 15.5% | 2.2 |
|
| 1778 |
1778
Bensler
Bellevue,
Washington
| $10.6億 | -$6741万 | -6% | 1.33% | 109% | 214 | 11.68% | 2.5 |
|
| 1779 |
1779
Graham Holdings Company
Arlington,
Virginia
| $10.6億 | -$2006万 | -2% | 0.03% | 88.6% | 6 | 0% | 4 |
|
| 1780 |
1780
L2 Asset Management
Wayland,
Massachusetts
| $10.6億 | +$9762万 | +10% | 3.93% | 139% | 448 | 15.63% | 2 |
|
| 1781 |
1781
HHM Wealth Advisors
Chattanooga,
Tennessee
| $10.6億 | +$6619万 | +7% | 1.54% | 70.6% | 1,026 | 18.23% | 3.2 |
|
| 1782 |
1782
Bedel Financial Consulting
Indianapolis,
Indiana
| $10.6億 | -$296万 | -0.3% | 0.62% | 97.4% | 320 | 6.25% | 4.9 |
|
| 1783 |
1783
Mason Street Advisors
Milwaukee,
Wisconsin
| $10.6億 | -$4901万 | -4% | 3.48% | 32.1% | 15 | 0% | 2.9 |
|
| 1784 |
1784
Financial Management Professionals
Austin,
Texas
| $10.6億 | +$628万 | +0.6% | 0.16% | 67.3% | 1,131 | 15.03% | 4.4 |
|
| 1785 |
1785
Beau Ventures
Pittsford,
New York
| $10.6億 | +$1.42億 | +15% | 36.2% | – | 23 | 4.35% | 0.7 |
|
| 1786 |
1786
Rodgers & Associates
Lancaster,
Pennsylvania
| $10.6億 | -$4235万 | -4% | 2.63% | 56.3% | 113 | 6.19% | 3.9 |
|
| 1787 |
1787
Capricorn Fund Managers
London,
United Kingdom
| $10.6億 | -$2.09億 | -16% | 0.64% | 173% | 226 | 60.18% | 0.5 |
|
| 1788 |
1788
Atlas Capital Advisors
Jackson,
Wyoming
| $10.6億 | +$1.45億 | +16% | 0.57% | – | 1,207 | 17.65% | 3.2 |
|
| 1789 |
1789
Allied Investment Advisors
Billings,
Montana
| $10.6億 | +$2.62億 | +33% | 0.77% | 68.4% | 116 | 8.62% | 4.1 |
|
| 1790 |
1790
J.V. Bruni & Co
Colorado Springs,
Colorado
| $10.6億 | -$3748万 | -3% | 0.83% | 113% | 34 | 8.82% | 5.9 |
|
| 1791 |
1791
Quadcap Wealth Management
Frisco,
Texas
| $10.6億 | +$2756万 | +3% | 1.12% | 94.2% | 464 | 13.58% | 1.9 |
|
| 1792 |
1792
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| $10.6億 | -$3008万 | -3% | 3.24% | – | 241 | 32.78% | 0.8 |
|
| 1793 |
1793
Summit Securities Group
New York
| $10.6億 | +$974万 | +0.9% | 5.46% | 149% | 1,612 | 73.14% | 0.5 |
|
| 1794 |
1794
Cutler Investment Counsel
Jacksonville,
Oregon
| $10.6億 | -$706万 | -0.7% | 0.25% | 61.8% | 166 | 11.45% | 5.4 |
|
| 1795 |
1795
Polymer Capital Management (HK)
Hong Kong
| $10.6億 | -$9.2億 | -47% | 5.44% | 877% | 196 | 63.78% | 0.6 |
|
| 1796 |
1796
Agave Capital Management
London,
| $10.6億 | +$1.4億 | +15% | 10.3% | – | 16 | 31.25% | 0.3 |
|
| 1797 |
1797
Buck Wealth Strategies
Denver,
Colorado
| $10.5億 | +$9857万 | +10% | 2.05% | 48.4% | 1,264 | 16.14% | 0.4 |
|
| 1798 |
1798
Palisade Asset Management
Minneapolis,
Minnesota
| $10.5億 | -$3163万 | -3% | 2.57% | 72.9% | 209 | 5.74% | 8.2 |
|
| 1799 |
1799
Per Stirling Capital Management
Austin,
Texas
| $10.5億 | -$180万 | -0.2% | 0.12% | 68.4% | 377 | 17.77% | 2 |
|
| 1800 |
UAG
1800
United Advisor Group
Cincinnati,
Ohio
| $10.5億 | +$1.03億 | +11% | 2.9% | 88% | 612 | 18.63% | 1.5 |
|