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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
VH
2026
V3 Holding
Rye,
New York
| $8.94億 | -$5.35億 | -37% | 35.4% | – | 1 | 0% | 1.8 |
|
| 2027 |
2027
Meridian Wealth Advisors
Austin,
Texas
| $8.93億 | +$1286万 | +1% | 4.16% | 91.2% | 229 | 13.97% | 4.3 |
|
| 2028 |
2028
TFC Financial Management
Boston,
Massachusetts
| $8.93億 | -$954万 | -1% | 1.13% | 66.9% | 1,096 | 10.13% | 3 |
|
| 2029 |
2029
LexAurum Advisors
Overland Park,
Kansas
| $8.93億 | +$2678万 | +3% | 0.64% | – | 445 | 9.66% | 3.4 |
|
| 2030 |
2030
High Probability Advisors
Pittsford,
New York
| $8.92億 | -$4285万 | -5% | 1.42% | 52.6% | 78 | 12.82% | 3.3 |
|
| 2031 |
MO
2031
McMillan Office
St. Clair Shores,
Michigan
| $8.92億 | +$2082万 | +2% | 5.49% | – | 526 | 7.41% | 0.7 |
|
| 2032 |
2032
Caledonia Investments plc (UK)
London England,
United Kingdom
| $8.9億 | +$693万 | +0.8% | 4.29% | 61.9% | 15 | 0% | 6.7 |
|
| 2033 |
2033
Slow Capital
Greenbrae,
California
| $8.9億 | +$3320万 | +4% | 9.42% | 156% | 113 | 4.42% | 5.3 |
|
| 2034 |
2034
Baxter Bros Inc
Riverside,
Connecticut
| $8.89億 | +$2492万 | +3% | 4.96% | 84.1% | 180 | 6.11% | 6 |
|
| 2035 |
2035
Knightsbridge Asset Management
Newport Beach,
California
| $8.88億 | +$1.26億 | +17% | 2.12% | 156% | 386 | 30.83% | 1.6 |
|
| 2036 |
2036
Capital Advisors Wealth Management
Yakima,
Washington
| $8.88億 | +$3616万 | +4% | 1.44% | 70.5% | 243 | 9.05% | 2.7 |
|
| 2037 |
2037
Abacus Wealth Partners
Santa Monica,
California
| $8.86億 | -$6539万 | -7% | 1.1% | 49.5% | 354 | 19.21% | 1.5 |
|
| 2038 |
2038
1834 Investment Advisors
Milwaukee,
Wisconsin
| $8.86億 | +$313万 | +0.4% | 1.14% | 68.7% | 238 | 13.87% | 5.7 |
|
| 2039 |
2039
Cannon Financial Strategists
Athens,
Georgia
| $8.85億 | +$618万 | +0.7% | 1.1% | 56.7% | 139 | 6.47% | 3.3 |
|
| 2040 |
2040
TCP Asset Management
Columbus,
Ohio
| $8.85億 | +$241万 | +0.3% | 0.15% | 65% | 153 | 13.73% | 1.8 |
|
| 2041 |
2041
Apollon Financial
Mount Pleasant,
South Carolina
| $8.83億 | +$3580万 | +4% | 1.29% | 103% | 318 | 10.38% | 1.7 |
|
| 2042 |
2042
SeaCrest Wealth Management
Purchase,
New York
| $8.83億 | -$2034万 | -2% | 2.4% | 153% | 586 | 12.97% | 4.9 |
|
| 2043 |
2043
Fractal Investments
Glastonbury,
Connecticut
| $8.83億 | +$1578万 | +2% | 0.27% | 74.2% | 86 | 16.28% | 2.5 |
|
| 2044 |
2044
Vision Capital Management
Portland,
Oregon
| $8.82億 | +$562万 | +0.6% | 2.53% | 78.4% | 161 | 9.32% | 4.9 |
|
| 2045 |
2045
Kapitalo Investimentos
Sao Paulo,
Brazil
| $8.81億 | -$6.96億 | -44% | 3.56% | 66.5% | 81 | 58.02% | 0.8 |
|
| 2046 |
2046
Mar Vista Investment Partners
Los Angeles,
California
| $8.81億 | -$1.24億 | -12% | 3.02% | 88.1% | 33 | 0% | 6.1 |
|
| 2047 |
2047
FJ Capital Management
Mclean,
Virginia
| $8.81億 | +$1.1億 | +14% | 4.34% | 80% | 201 | 64.18% | 0.7 |
|
| 2048 |
2048
Inspirion Wealth Advisors
Libertyville,
Illinois
| $8.8億 | +$690万 | +0.8% | 1.07% | 52.5% | 200 | 11.5% | 4.6 |
|
| 2049 |
2049
Parkside Investments
Deerfield,
Illinois
| $8.79億 | -$2299万 | -3% | 1.16% | 70.4% | 99 | 12.12% | 4.4 |
|
| 2050 |
2050
Bernicke Wealth Management
Altoona,
Wisconsin
| $8.78億 | +$1623万 | +2% | 0.99% | – | 118 | 13.56% | 3.6 |
|