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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、3,056本のファンド(~34%)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。

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)
Generate Investment Management
251
Generate Investment Management
New Zealand
$26.9億 +$2.58億 +11% 4.71% 153% 110 41.82% 1
GHP Investment Advisors
252
GHP Investment Advisors
Colorado
$26.8億 -$4085万 -2% 0.25% 81.4% 1,423 9.21% 3.8
Beacon Investment Advisory Services
253
Beacon Investment Advisory Services
New Jersey
$26.6億 -$3391万 -1% 2.23% 95.8% 864 12.5% 2.2
McAdam LLC
254
McAdam LLC
Pennsylvania
$26.6億 +$6932万 +3% 1.03% 65.4% 583 19.38% 2.8
Bell Bank
255
Bell Bank
North Dakota
$26.6億 +$3458万 +1% 1.54% 71% 213 12.68% 4.8
Hennessy Advisors Inc
256
Hennessy Advisors Inc
California
$26.6億 -$4.72億 -15% 5.16% 191% 332 15.66% 4.4
Motley Fool Asset Management
257
Motley Fool Asset Management
Virginia
$26.4億 +$5128万 +2% 6.31% 135% 273 15.02% 3.4
Simon Quick Advisors
258
Simon Quick Advisors
New Jersey
$26.3億 +$1.52億 +6% 1.27% 77.8% 488 20.49% 2.9
First Horizon Corporation
259
First Horizon Corporation
Tennessee
$26.2億 +$2451万 +0.9% 2.02% – 1,602 10.17% 4.6
Rockland Trust
260
Rockland Trust
Massachusetts
$26.1億 +$6404万 +3% 4.21% 61.5% 334 9.28% 5.9
Constellation Investments
261
Constellation Investments
Ohio
$26.1億 -$5.71億 -18% 0.74% – 20 15% 2.2
Trilogy Capital
262
Trilogy Capital
California
$26.1億 +$2899万 +1% 0.56% 57.6% 433 12.47% 2.8
Kingswood Wealth Advisors
263
Kingswood Wealth Advisors
California
$26億 +$1.25億 +5% 2.15% 134% 1,120 19.73% 1.6
Coronation Fund Managers
264
Coronation Fund Managers
South Africa
$25.9億 -$2363万 -0.9% 0.79% 50.5% 58 32.76% 2.6
SoFi Wealth
265
SoFi Wealth
California
$25.9億 +$1.02億 +4% 0.17% 67.9% 62 17.74% 1.7
B. Riley Wealth Advisors
266
B. Riley Wealth Advisors
Florida
$25.7億 +$7.01億 +38% 3.38% 118% 1,163 27.52% 4.2
Chesley Taft & Associates
267
Chesley Taft & Associates
Illinois
$25.6億 -$945万 -0.4% 2.91% 93.1% 382 7.85% 6.5
North Dakota State Investment Board
268
North Dakota State Investment Board
North Dakota
$25.5億 +$8766万 +4% 3.58% – 850 7.41% 0.7
Obermeyer Wealth Partners
269
Obermeyer Wealth Partners
Colorado
$25.1億 +$6841万 +3% 3.19% 91.3% 315 8.57% 4.2
Sepio Capital
270
Sepio Capital
Utah
$25億 +$5.15億 +26% 5.79% 92% 363 20.94% 4.4
BSN Capital Partners
271
BSN Capital Partners
United Kingdom
$25億 +$2.85億 +13% 8.76% 183% 34 70.59% 0.3
Acropolis Investment Management
272
Acropolis Investment Management
Missouri
$24.9億 -$4755万 -2% 1.52% 51% 401 9.73% 4.9
Global X Japan
273
Global X Japan
Japan
$24.6億 -$2.61億 -10% 4% 151% 418 13.64% 1.6
Axxcess Wealth Management
274
Axxcess Wealth Management
California
$24.4億 -$38.4億 -61% 1.31% 81.2% 1,275 40.39% 1.2
Birch Hill Investment Advisors
275
Birch Hill Investment Advisors
Massachusetts
$24.3億 -$3885万 -2% 0.88% 80.1% 223 7.17% 6.8