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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $8.61億 | +$3485万 | +4% | 3.25% | 86.4% | 141 | 2.84% | 8.8 |
|
| 2077 |
2077
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| $8.61億 | +$861万 | +1% | 0.03% | 61.6% | 210 | 11.43% | 2.6 |
|
| 2078 |
2078
Fagan Associates
Troy,
New York
| $8.61億 | +$4792万 | +6% | 6.16% | 127% | 142 | 5.63% | 5.1 |
|
| 2079 |
2079
Concord Wealth Partners
Abingdon,
Virginia
| $8.6億 | -$1325万 | -2% | 0.74% | 71.1% | 910 | 13.19% | 1.2 |
|
| 2080 |
2080
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $8.6億 | -$847万 | -1% | 0.04% | 81.7% | 310 | 7.1% | 4.7 |
|
| 2081 |
2081
Kavar Capital Partners Group
Leawood,
Kansas
| $8.6億 | +$4818万 | +6% | 2.85% | 86.8% | 216 | 7.87% | 5 |
|
| 2082 |
2082
Ellevest Inc
New York
| $8.6億 | +$1149万 | +1% | 1.11% | 82.6% | 510 | 18.82% | 3.4 |
|
| 2083 |
2083
Mirador Capital Partners
Pleasanton,
California
| $8.59億 | +$4243万 | +5% | 8.95% | 120% | 240 | 15.83% | 4.1 |
|
| 2084 |
2084
Castellan Group
Louisville,
Kentucky
| $8.59億 | -$5337万 | -6% | 6.58% | 184% | 50 | 22% | 1.4 |
|
| 2085 |
2085
Adams Natural Resources Fund
Baltimore,
Maryland
| $8.57億 | +$9451万 | +12% | 15.7% | 50.6% | 52 | 5.77% | 8 |
|
| 2086 |
2086
Cullen Investment Group
Lafayette,
Louisiana
| $8.57億 | +$3087万 | +4% | 4.06% | 102% | 185 | 5.41% | 2.3 |
|
| 2087 |
2087
Fiduciary Financial Group
San Rafael,
California
| $8.57億 | -$2581万 | -3% | 1.8% | – | 414 | 14.73% | 1.4 |
|
| 2088 |
2088
Premier Path Wealth Partners
Madison,
New Jersey
| $8.56億 | -$1323万 | -2% | 2.68% | 98.8% | 412 | 11.65% | 2.2 |
|
| 2089 |
2089
Mattern Capital Management
Lakewood,
Colorado
| $8.56億 | -$85.9万 | -0.1% | 1.22% | 39.8% | 172 | 6.98% | 4.1 |
|
| 2090 |
2090
TrueMark Investments
Chicago,
Illinois
| $8.56億 | +$5761万 | +7% | 1.27% | 87.7% | 210 | 23.33% | 0.9 |
|
| 2091 |
2091
Affinity Capital Advisors
Berkeley,
California
| $8.56億 | +$4625万 | +6% | 1.72% | 72.7% | 245 | 22.04% | 2.9 |
|
| 2092 |
2092
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $8.55億 | +$4058万 | +5% | 2.07% | 99.8% | 319 | 6.58% | 6.3 |
|
| 2093 |
2093
Silverarc Capital Management
Boston,
Massachusetts
| $8.54億 | -$1.08億 | -11% | 4.04% | 2,371% | 91 | 42.86% | 0.9 |
|
| 2094 |
2094
Intellus Advisors
Naples,
Florida
| $8.54億 | +$3026万 | +4% | 3.43% | – | 172 | 33.14% | 1.2 |
|
| 2095 |
2095
Sierra Summit Advisors
Incline Village,
Nevada
| $8.52億 | -$4362万 | -5% | 0.62% | 302% | 231 | 44.59% | 1.3 |
|
| 2096 |
2096
Hoey Investments
Coatesville,
Pennsylvania
| $8.51億 | +$7651万 | +10% | 11.9% | 247% | 479 | 7.93% | 2.8 |
|
| 2097 |
2097
Longbow Finance
Lutry,
Switzerland
| $8.5億 | +$6763万 | +9% | 5.89% | 183% | 73 | 36.99% | 1.4 |
|
| 2098 |
2098
Harbor Group
Bedford,
New Hampshire
| $8.49億 | -$233万 | -0.3% | 2.78% | 43% | 123 | 8.13% | 2.8 |
|
| 2099 |
2099
Dillon & Associates
Jackson,
Michigan
| $8.49億 | +$3150万 | +4% | 5.39% | 117% | 82 | 6.1% | 8.2 |
|
| 2100 |
2100
Third View Private Wealth
Westport,
Connecticut
| $8.49億 | +$3447万 | +4% | 4.49% | – | 309 | 17.15% | 0.6 |
|