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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $10.5億 | -$2036万 | -2% | 0.86% | – | 364 | 20.05% | 3.4 |
|
| 1802 |
1802
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $10.5億 | +$1275万 | +1% | 1.47% | 55.8% | 209 | 3.83% | 4.4 |
|
| 1803 |
1803
Fortis Capital Management
Bellevue,
Washington
| $10.5億 | +$1.53億 | +17% | 10% | 111% | 312 | 26.28% | 1.7 |
|
| 1804 |
1804
YCG LLC
Austin,
Texas
| $10.5億 | -$8956万 | -8% | 1.66% | 29.4% | 44 | 13.64% | 6.4 |
|
| 1805 |
1805
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $10.5億 | +$7138万 | +7% | 1.83% | 97.3% | 535 | 14.95% | 4 |
|
| 1806 |
1806
Abner Herrman & Brock
Jersey City,
New Jersey
| $10.4億 | -$1029万 | -1% | 4.58% | 156% | 128 | 18.75% | 3.2 |
|
| 1807 |
1807
180 Wealth Advisors
Federal Way,
Washington
| $10.4億 | +$4500万 | +5% | 8.93% | 165% | 523 | 10.52% | 3.9 |
|
| 1808 |
1808
Isthmus Partners
Madison,
Wisconsin
| $10.4億 | +$762万 | +0.7% | 2.64% | 73.7% | 242 | 12.4% | 3.1 |
|
| 1809 |
1809
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| $10.4億 | +$2907万 | +3% | 3.21% | 81.5% | 64 | 28.13% | 0.9 |
|
| 1810 |
AIC
1810
AWM Investment Company
New York
| $10.4億 | -$1.11億 | -10% | 6.97% | 742% | 112 | 11.61% | 2.9 |
|
| 1811 |
1811
Caitong International Asset Management
Hong Kong
| $10.4億 | +$3.12億 | +43% | 7.93% | – | 3,861 | 36.75% | 0.5 |
|
| 1812 |
1812
Harbour Trust & Investment Management
Michigan City,
Indiana
| $10.4億 | +$160万 | +0.2% | 4.5% | 116% | 165 | 9.09% | 2.4 |
|
| 1813 |
1813
Rock Creek Group
Washington,
District of Columbia
| $10.4億 | +$4491万 | +5% | 1.07% | 38.5% | 66 | 22.73% | 1.8 |
|
| 1814 |
1814
Red Cedar Investment Management
Grand Rapids,
Michigan
| $10.4億 | -$1756万 | -2% | 1.26% | 88.8% | 98 | 12.24% | 3 |
|
| 1815 |
1815
Tetrad Corporation
Omaha,
Nebraska
| $10.4億 | -$783万 | -0.7% | 0.74% | 45.6% | 3 | 0% | 13.3 |
|
| 1816 |
1816
Quantum Financial Advisors
El Segundo,
California
| $10.4億 | +$2593万 | +3% | 0.48% | 68% | 281 | 16.73% | 2 |
|
| 1817 |
1817
CKW Financial Group
Honolulu,
Hawaii
| $10.3億 | +$1612万 | +2% | 0.54% | 70.3% | 346 | 42.2% | 5.3 |
|
| 1818 |
1818
Hohimer Wealth Management
Seattle,
Washington
| $10.3億 | +$3123万 | +3% | 3.58% | 111% | 431 | 18.79% | 2 |
|
| 1819 |
1819
Maridea Wealth Management
Brooklyn,
New York
| $10.3億 | +$1.09億 | +12% | 1.01% | – | 647 | 24.88% | 0.8 |
|
| 1820 |
1820
Pine Grove Financial Group
Woodbury,
Minnesota
| $10.3億 | +$4263万 | +4% | 0.25% | – | 242 | 17.36% | 0.6 |
|
| 1821 |
1821
Compass Rose Asset Management
New York
| $10.3億 | -$25.2億 | -71% | 10.9% | 43.7% | 46 | 76.09% | 0.2 |
|
| 1822 |
1822
Eagle Strategies
New York
| $10.3億 | +$2455万 | +2% | 0.96% | 77.7% | 284 | 9.86% | 2.4 |
|
| 1823 |
BDWCC
1823
B&D White Capital Company
Lakeway,
Texas
| $10.3億 | +$2581万 | +3% | 3.01% | 44.2% | 102 | 31.37% | 1.6 |
|
| 1824 |
1824
Cheviot Value Management
Beverly Hills,
California
| $10.3億 | +$4600万 | +5% | 5.58% | 87% | 541 | 20.7% | 1.8 |
|
| 1825 |
1825
Souders Financial Advisors
Cincinnati,
Ohio
| $10.3億 | +$3440万 | +3% | 0.02% | 59.8% | 234 | 9.83% | 3.1 |
|