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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
2351
Tarbox Family Office
Newport Beach,
California
| $7.11億 | +$1280万 | +2% | 0.58% | 66.4% | 101 | 5.94% | 8.3 |
|
| 2352 |
2352
Elgethun Capital Management
Sioux Falls,
South Dakota
| $7.11億 | -$714万 | -1% | 1.71% | 60.7% | 179 | 3.91% | 4.9 |
|
| 2353 |
2353
BOCHK Asset Management
Hong Kong
| $7.1億 | +$7637万 | +12% | 12.9% | 503% | 179 | 46.37% | 0.5 |
|
| 2354 |
2354
Stamos Capital Partners
Menlo Park,
California
| $7.09億 | +$5669万 | +9% | 2.68% | 44.5% | 145 | 6.21% | 3.6 |
|
| 2355 |
2355
Element Pointe Advisors
Miami,
Florida
| $7.09億 | +$8781万 | +14% | 1.47% | 75.1% | 97 | 13.4% | 3.2 |
|
| 2356 |
2356
Burling Wealth Partners
Chicago,
Illinois
| $7.08億 | +$2512万 | +4% | 3.27% | – | 188 | 7.98% | 1.5 |
|
| 2357 |
2357
Apis Capital Advisors
New York
| $7.08億 | -$3.19億 | -31% | 2.56% | 1,493% | 64 | 40.63% | 0.9 |
|
| 2358 |
2358
Cynosure Group
Salt Lake City,
Utah
| $7.07億 | +$4187万 | +6% | 0.75% | 63% | 214 | 51.87% | 1.7 |
|
| 2359 |
2359
Crane Advisory
Fullerton,
California
| $7.07億 | +$1064万 | +2% | 0.36% | 38.2% | 56 | 3.57% | 2.6 |
|
| 2360 |
2360
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $7.07億 | -$781万 | -1% | 0.55% | 80.1% | 279 | 7.89% | 4.2 |
|
| 2361 |
2361
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| $7.07億 | +$2099万 | +3% | 0.87% | 70.4% | 331 | 8.46% | 2.2 |
|
| 2362 |
2362
Astoria Portfolio Advisors
New York
| $7.06億 | +$1.13億 | +19% | 0.15% | 80.2% | 440 | 28.18% | 1.6 |
|
| 2363 |
2363
GCQ Funds Management
Sydney,
Australia
| $7.06億 | -$1528万 | -2% | 3.88% | – | 18 | 22.22% | 0.8 |
|
| 2364 |
2364
Abundance Wealth Counselors
State College,
Pennsylvania
| $7.06億 | -$2580万 | -4% | 1.59% | 107% | 183 | 13.11% | 2.3 |
|
| 2365 |
2365
Retirement Income Solutions
Ann Arbor,
Michigan
| $7.06億 | +$2203万 | +3% | 0.31% | 67.6% | 198 | 7.07% | 3.9 |
|
| 2366 |
BOAA
2366
Bank of Ann Arbor
Ann Arbor,
Michigan
| $7.05億 | – | – | 2.54% | – | 472 | – | 0 |
|
| 2367 |
2367
Parkwoods Wealth Partners
Syracuse,
New York
| $7.05億 | +$8289万 | +13% | 0.63% | – | 182 | 9.34% | 0.9 |
|
| 2368 |
2368
Vertex Planning Partners
Downers Grove,
Illinois
| $7.05億 | +$3158万 | +5% | 0.76% | 61.6% | 240 | 43.33% | 1.4 |
|
| 2369 |
2369
Carrera Capital Advisors
Troy,
Michigan
| $7.05億 | +$2995万 | +4% | 1.81% | – | 233 | 18.45% | 1.2 |
|
| 2370 |
IIA
2370
IPG Investment Advisors
San Diego,
California
| $7.04億 | +$843万 | +1% | 2.39% | 126% | 315 | 29.52% | 2.1 |
|
| 2371 |
2371
Sovereign Financial Group
Stamford,
Connecticut
| $7.03億 | +$4876万 | +7% | 0.36% | 98% | 435 | 18.39% | 2.9 |
|
| 2372 |
2372
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $7.03億 | -$11.5万 | -0% | 0.64% | 44% | 142 | 19.72% | 3.3 |
|
| 2373 |
CBT
2373
Central Bank & Trust
Lexington,
Kentucky
| $7.01億 | -$383万 | -0.5% | 2.03% | 118% | 187 | 4.28% | 8.1 |
|
| 2374 |
2374
Affiance Financial
St. Louis Park,
Minnesota
| $7.01億 | +$566万 | +0.8% | 0.03% | 57.8% | 117 | 10.26% | 5.8 |
|
| 2375 |
2375
DSG Capital Advisors
Edina,
Minnesota
| $7億 | -$414万 | -0.6% | 2.47% | – | 123 | 7.32% | 1.5 |
|