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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Capital Advantage
Walnut Creek,
California
| $8.34億 | +$1447万 | +2% | 0.59% | 49.2% | 166 | 14.46% | 2.7 |
|
| 2127 |
2127
Almanack Investment Partners
Wayne,
Pennsylvania
| $8.33億 | +$4870万 | +6% | 1.43% | 82.2% | 359 | 20.33% | 1.7 |
|
| 2128 |
2128
Titan Investment Solutions
London,
| $8.33億 | -$6075万 | -7% | 4.48% | – | 80 | 31.25% | 0.5 |
|
| 2129 |
2129
Wallington Asset Management
Indianapolis,
Indiana
| $8.33億 | +$1870万 | +2% | 3.86% | 120% | 64 | 9.38% | 7.3 |
|
| 2130 |
2130
LaFleur & Godfrey
Grand Rapids,
Michigan
| $8.32億 | -$1032万 | -1% | 2.89% | 98.2% | 154 | 9.74% | 5.4 |
|
| 2131 |
2131
Alight Capital Management
New York
| $8.31億 | +$1.19億 | +17% | 7.36% | 506% | 99 | 48.48% | 1 |
|
| 2132 |
2132
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
| $8.31億 | +$7240万 | +10% | 1.31% | – | 119 | 28.57% | 0.6 |
|
| 2133 |
2133
Sharkey, Howes & Javer
Denver,
Colorado
| $8.3億 | +$163万 | +0.2% | 0.11% | 60.2% | 165 | 4.85% | 3.7 |
|
| 2134 |
2134
Abacus Planning Group
Columbia,
South Carolina
| $8.3億 | +$2073万 | +3% | 2.03% | 67.8% | 273 | 9.52% | 4.4 |
|
| 2135 |
2135
Tobias Financial Advisors
Plantation,
Florida
| $8.3億 | +$4218万 | +5% | 0.32% | 49% | 162 | 14.2% | 2.7 |
|
| 2136 |
2136
White Lighthouse Investment Management
Bedford,
Massachusetts
| $8.29億 | +$2687万 | +3% | 0.62% | 62.1% | 157 | 9.55% | 5.5 |
|
| 2137 |
2137
Morton Capital Management
Calabasas,
California
| $8.28億 | +$9658万 | +13% | 2.36% | 75.4% | 167 | 11.98% | 2.7 |
|
| 2138 |
2138
Titan Global Capital Management USA
New York
| $8.27億 | +$3796万 | +5% | 7.13% | 213% | 95 | 20% | 2.1 |
|
| 2139 |
2139
Kingsway Capital Partners
London,
| $8.27億 | +$9094万 | +12% | 16.7% | – | 5 | 0% | 0.9 |
|
| 2140 |
2140
Live Oak Private Wealth
Wilmington,
North Carolina
| $8.27億 | +$2686万 | +3% | 1.48% | 74.6% | 214 | 2.34% | 4.3 |
|
| 2141 |
2141
First Hawaiian Bank
Honolulu,
Hawaii
| $8.26億 | +$3626万 | +5% | 0.47% | 72.7% | 99 | 12.12% | 7.9 |
|
| 2142 |
2142
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $8.25億 | -$1675万 | -2% | 0.85% | 80.3% | 190 | 11.05% | 3.2 |
|
| 2143 |
2143
North Peak Capital Management
New York
| $8.24億 | -$7573万 | -8% | 15.8% | 249% | 11 | 54.55% | 1.7 |
|
| 2144 |
2144
Blue Edge Capital
Richmond,
Virginia
| $8.23億 | -$1013万 | -1% | 0.19% | 73.2% | 140 | 6.43% | 5.4 |
|
| 2145 |
2145
Vanderbilt University
Nashville,
Tennessee
| $8.22億 | +$9410万 | +13% | 4.24% | 76.4% | 94 | 41.49% | 1.6 |
|
| 2146 |
2146
Segra Capital Management
Palm Beach,
Florida
| $8.22億 | +$3.26億 | +66% | 20.7% | 19% | 17 | 64.71% | 0.3 |
|
| 2147 |
2147
De Lisle Partners
Poole,
United Kingdom
| $8.21億 | -$9504万 | -10% | 2.55% | – | 190 | 10.53% | 1.7 |
|
| 2148 |
2148
Tempo Wealth
Independence,
Ohio
| $8.21億 | +$1.46億 | +22% | 0.44% | – | 258 | 13.18% | 0.6 |
|
| 2149 |
SIA
2149
Schear Investment Advisers
Cincinnati,
Ohio
| $8.21億 | +$5.22億 | +174% | 0.44% | 241% | 272 | 79.41% | 0.7 |
|
| 2150 |
2150
Merck & Co
Rahway,
New Jersey
| $8.2億 | +$2.94億 | +56% | 98.5% | – | 13 | 0% | 1.5 |
|