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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
Unique Wealth
Clearwater,
Florida
| $8.77億 | +$1914万 | +2% | 0.37% | 68.5% | 225 | 17.78% | 1.6 |
|
| 2052 |
2052
Arbor Investment Advisors
Winston Salem,
North Carolina
| $8.77億 | -$653万 | -0.7% | 0.33% | 48.5% | 153 | 19.61% | 4.9 |
|
| 2053 |
2053
Freedom Together Foundation
New York
| $8.75億 | +$821万 | +0.9% | 0.98% | 69.7% | 2 | 0% | 1.8 |
|
| 2054 |
2054
Tran Capital Management
San Rafael,
California
| $8.73億 | +$416万 | +0.5% | 6.44% | 173% | 72 | 15.28% | 3.1 |
|
| 2055 |
2055
Thompson Investment Management
Madison,
Wisconsin
| $8.73億 | +$101万 | +0.1% | 3.06% | 100% | 522 | 8.24% | 4.3 |
|
| 2056 |
2056
Brio Consultants
San Francisco,
California
| $8.72億 | +$1884万 | +2% | 0.17% | 46.9% | 182 | 13.19% | 3 |
|
| 2057 |
2057
Alley Investment Management Company
Lake Forest,
Illinois
| $8.71億 | +$1527万 | +2% | 2.72% | 63.2% | 89 | 3.37% | 3.7 |
|
| 2058 |
2058
Warwick Investment Management
Bryan,
Texas
| $8.71億 | -$1986万 | -2% | 0.15% | 69.9% | 158 | 11.39% | 2.1 |
|
| 2059 |
2059
Financial Enhancement Group
Anderson,
Indiana
| $8.71億 | +$3205万 | +4% | 0.75% | 62.2% | 147 | 12.24% | 3.4 |
|
| 2060 |
2060
Physician Wealth Advisors
Midvale,
Utah
| $8.69億 | +$3199万 | +4% | 1.02% | 79.9% | 2,648 | 19.86% | 1.3 |
|
| 2061 |
2061
Parkway Wealth Management
Plano,
Texas
| $8.69億 | +$263万 | +0.3% | 0.25% | – | 162 | 20.37% | 0.6 |
|
| 2062 |
2062
Newbridge Financial Services Group
Boca Raton,
Florida
| $8.68億 | +$5965万 | +7% | 5.71% | 189% | 1,412 | 19.97% | 2.1 |
|
| 2063 |
2063
Sargent Investment Group
Bethesda,
Maryland
| $8.67億 | +$3542万 | +4% | 7.49% | 135% | 303 | 15.84% | 2.5 |
|
| 2064 |
HCP
2064
Holt Capital Partners
Fort Worth,
Texas
| $8.66億 | +$1646万 | +2% | 0.73% | 75.1% | 169 | 4.73% | 7.5 |
|
| 2065 |
2065
Security National Bank
Omaha,
Nebraska
| $8.65億 | +$2707万 | +3% | 2.33% | 125% | 488 | 22.75% | 2.2 |
|
| 2066 |
2066
BlueSky Wealth Advisors
New Bern,
North Carolina
| $8.65億 | +$119万 | +0.1% | 1.25% | 45.9% | 118 | 12.71% | 2.7 |
|
| 2067 |
2067
Rice Partnership
Honolulu,
Hawaii
| $8.64億 | +$3998万 | +5% | 2.51% | 135% | 192 | 16.15% | 3.7 |
|
| 2068 |
2068
Oslo Pensjonsforsikring
Oslo,
| $8.63億 | -$596万 | -0.7% | 5.46% | 79% | 481 | 13.51% | 1.9 |
|
| 2069 |
PA
2069
Prairie Advisory
Leawood,
Kansas
| $8.63億 | +$4.37億 | +102% | 0.34% | – | 183 | 12.57% | 0.2 |
|
| 2070 |
2070
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $8.63億 | -$796万 | -0.9% | 3.44% | 195% | 66 | 4.55% | 7.5 |
|
| 2071 |
2071
Lineweaver Wealth Advisors
Valley View,
Ohio
| $8.63億 | +$1769万 | +2% | 0.83% | 68.4% | 194 | 12.37% | 2.9 |
|
| 2072 |
2072
Peterson Wealth Advisors
Orem,
Utah
| $8.62億 | +$1573万 | +2% | 0.68% | 50.9% | 123 | 8.13% | 3.8 |
|
| 2073 |
2073
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $8.62億 | +$2009万 | +2% | 1.79% | 49% | 127 | 11.81% | 4.1 |
|
| 2074 |
2074
Berman McAleer
Timonium,
Maryland
| $8.62億 | -$188万 | -0.2% | 0.35% | – | 189 | 13.76% | 0.8 |
|
| 2075 |
CANC
2075
Culbertson A N & Co
Charlottesville,
Virginia
| $8.61億 | +$252万 | +0.3% | 0.85% | 87.5% | 142 | 5.63% | 7.9 |
|