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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Financial Solutions Advisory Group
Chicago,
Illinois
| $7.88億 | -$288万 | -0.4% | 0.84% | – | 195 | 11.79% | 0.4 |
|
| 2202 |
2202
Independent Solutions Wealth Management
Williamsville,
New York
| $7.88億 | +$1709万 | +2% | 3.73% | 125% | 201 | 6.97% | 3.7 |
|
| 2203 |
2203
Human Investing
Lake Oswego,
Oregon
| $7.87億 | +$1601万 | +2% | 0.16% | 56.9% | 113 | 12.39% | 3.8 |
|
| 2204 |
2204
Colonial Trust
Spartanburg,
South Carolina
| $7.86億 | -$336万 | -0.4% | 2.19% | 83.6% | 1,203 | 11.06% | 2.7 |
|
| 2205 |
2205
Hughes Financial Services
Herndon,
Virginia
| $7.86億 | +$3173万 | +4% | 0.74% | – | 2,152 | 21.61% | 0.9 |
|
| 2206 |
2206
Westside Investment Management
Santa Monica,
California
| $7.85億 | +$2358万 | +3% | 2.93% | 126% | 1,478 | 5.55% | 3.8 |
|
| 2207 |
NG
2207
Northstar Group
New York
| $7.84億 | +$738万 | +0.9% | 1.64% | 68.4% | 178 | 7.87% | 6.1 |
|
| 2208 |
2208
Financial Advisory Corporation
Grand Rapids,
Michigan
| $7.84億 | +$2981万 | +4% | 0.76% | – | 58 | 6.9% | 1.5 |
|
| 2209 |
2209
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $7.84億 | -$1376万 | -2% | 3.41% | 29.9% | 38 | 13.16% | 5.6 |
|
| 2210 |
2210
Gratus Wealth Advisors
Virginia Beach,
Virginia
| $7.83億 | -$232万 | -0.3% | 0.76% | 65.2% | 145 | 11.03% | 2.1 |
|
| 2211 |
2211
Once Capital Management
New York
| $7.83億 | -$4.36億 | -36% | 3.55% | 627% | 25 | 16% | 2.7 |
|
| 2212 |
2212
Brooklands Fund Management
London,
United Kingdom
| $7.82億 | +$6.54億 | +511% | 5.6% | – | 84 | 71.43% | 0.2 |
|
| 2213 |
2213
Emerald Advisors
Bellevue,
Washington
| $7.81億 | -$1460万 | -2% | 0.81% | 71.8% | 133 | 18.05% | 3.6 |
|
| 2214 |
2214
Loftus Peak
Sydney,
Australia
| $7.81億 | +$4647万 | +6% | 1.96% | – | 28 | 14.29% | 0.2 |
|
| 2215 |
2215
TFO Wealth Partners
Maumee,
Ohio
| $7.78億 | -$1.41億 | -15% | 1.18% | 68.9% | 112 | 47.32% | 0.9 |
|
| 2216 |
2216
Chatham Capital Group
Savannah,
Georgia
| $7.77億 | -$575万 | -0.7% | 0.51% | 97% | 209 | 7.18% | 6.3 |
|
| 2217 |
2217
Northwest Wealth Management
Spencer,
Iowa
| $7.77億 | +$1915万 | +3% | 0.39% | 68.2% | 304 | 18.75% | 3.2 |
|
| 2218 |
2218
John G. Ullman & Associates
Corning,
New York
| $7.77億 | -$4725万 | -6% | 1.09% | 162% | 195 | 12.31% | 4.9 |
|
| 2219 |
2219
Toyota Motor Corp
Japan
| $7.77億 | -$12.1億 | -61% | 32.2% | 34.7% | 2 | 50% | 5 |
|
| 2220 |
2220
Canal Capital Management
Richmond,
Virginia
| $7.77億 | -$4157万 | -5% | 2.15% | 69.5% | 239 | 17.15% | 3.9 |
|
| 2221 |
2221
Summit Asset Management
Memphis,
Tennessee
| $7.77億 | -$387万 | -0.5% | 0.08% | 53.4% | 192 | 9.38% | 6.5 |
|
| 2222 |
2222
Laffer Tengler Investments
Nashville,
Tennessee
| $7.77億 | -$503万 | -0.6% | 1.27% | 104% | 190 | 25.79% | 2.8 |
|
| 2223 |
2223
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| $7.76億 | +$1.05億 | +16% | 3.71% | 31.3% | 306 | 42.48% | 0.7 |
|
| 2224 |
2224
Kelman-Lazarov Inc
Memphis,
Tennessee
| $7.76億 | +$1273万 | +2% | 0.29% | 51.6% | 164 | 9.76% | 4.4 |
|
| 2225 |
2225
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $7.75億 | -$6246万 | -7% | 1.02% | 44.3% | 90 | 7.78% | 4.6 |
|