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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
1826
Columbus Macro
New Castle,
Pennsylvania
| $10.3億 | +$14.8万 | +0% | 1.8% | 48.7% | 222 | 13.06% | 3.6 |
|
| 1827 |
1827
AXS Investments
Port Chester,
New York
| $10.3億 | +$6.76億 | +192% | 0.25% | 107% | 220 | 21.82% | 2.1 |
|
| 1828 |
1828
Disciplina Capital Management
Nashville,
Tennessee
| $10.3億 | +$5938万 | +6% | 1.87% | 33% | 70 | 2.86% | 3.6 |
|
| 1829 |
1829
Greenwood Capital Associates
Greenwood,
South Carolina
| $10.3億 | +$817万 | +0.8% | 1.63% | 87.7% | 300 | 16.33% | 2.7 |
|
| 1830 |
TIM
1830
Total Investment Management
Scottsdale,
Arizona
| $10.3億 | +$7853万 | +8% | 0.71% | 44.4% | 99 | 12.12% | 3 |
|
| 1831 |
1831
Partners Group Holding
Baar-Zug,
Switzerland
| $10.3億 | -$4.4億 | -30% | 13.2% | 27% | 54 | 11.11% | 4.4 |
|
| 1832 |
1832
Claro Advisors
Boston,
Massachusetts
| $10.3億 | +$7379万 | +8% | 3.17% | 98.8% | 594 | 22.56% | 2.8 |
|
| 1833 |
1833
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $10.3億 | -$2361万 | -2% | 0.38% | 84.5% | 2,944 | 9.92% | 1.2 |
|
| 1834 |
1834
Wedbush Fund Advisers
Pasadena,
California
| $10.2億 | -$1.03億 | -9% | 10.1% | – | 115 | 20.87% | 0.4 |
|
| 1835 |
1835
Keebeck Wealth Management
Chicago,
Illinois
| $10.2億 | -$9.6万 | -0% | 1.7% | 92.1% | 511 | 15.85% | 2.5 |
|
| 1836 |
1836
Lincluden Management
Mississauga,
Ontario, Canada
| $10.2億 | +$477万 | +0.5% | 0.02% | 67.7% | 70 | 7.14% | 6.9 |
|
| 1837 |
1837
KMG Fiduciary Partners
Toledo,
Ohio
| $10.2億 | -$5276万 | -5% | 4.87% | 114% | 211 | 21.8% | 5 |
|
| 1838 |
1838
Embree Financial Group
Chicago,
Illinois
| $10.2億 | +$2429万 | +2% | 2.99% | 87.6% | 309 | 16.83% | 1.8 |
|
| 1839 |
1839
Opus Capital Group
Cincinnati,
Ohio
| $10.2億 | -$968万 | -0.9% | 0.34% | 53.7% | 152 | 4.61% | 4.9 |
|
| 1840 |
DCF
1840
Daffy Charitable Fund
Los Altos,
California
| $10.2億 | -$4.25億 | -29% | 1.65% | – | 104 | 22.12% | 0.8 |
|
| 1841 |
1841
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
| $10.2億 | -$1308万 | -1% | 1.02% | – | 311 | 11.25% | 1.2 |
|
| 1842 |
PS
1842
Portfolio Strategies
Monsey,
New York
| $10.2億 | +$42.4万 | +0% | 2.09% | 137% | 85 | 16.47% | 2.8 |
|
| 1843 |
1843
ABC Arbitrage
Paris,
France
| $10.2億 | +$9380万 | +10% | 0.29% | – | 541 | 53.6% | 0.3 |
|
| 1844 |
1844
Lifeworks Advisors
Grand Rapids,
Michigan
| $10.2億 | +$6319万 | +7% | 2.09% | 90.3% | 391 | 21.74% | 2 |
|
| 1845 |
1845
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| $10.2億 | -$4882万 | -5% | 2.95% | 76.7% | 216 | 37.04% | 2.1 |
|
| 1846 |
1846
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $10.2億 | +$3349万 | +3% | 3.74% | 80.2% | 203 | 6.9% | 7.7 |
|
| 1847 |
1847
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $10.2億 | -$1.69億 | -14% | 0.44% | 137% | 256 | 82.81% | 0.2 |
|
| 1848 |
1848
Bleichroeder LP
New York
| $10.2億 | +$4.57億 | +82% | 3.15% | 222% | 113 | 33.63% | 2 |
|
| 1849 |
SW
1849
StackStone Wealth
Dubuque,
Iowa
| $10.1億 | – | – | 1.1% | – | 323 | – | 0 |
|
| 1850 |
1850
Ascent Wealth Partners
New Hartford,
New York
| $10.1億 | +$1278万 | +1% | 1.91% | 105% | 219 | 11.42% | 4 |
|