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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、2,671本のファンド(~30%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 276 |
276
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $19.5億 | +$3801万 | +2% | 3.24% | 83.5% | 92 | 5.43% | 7.8 |
|
| 277 |
277
Atwood & Palmer
Kansas City,
Missouri
| $19.5億 | +$7255万 | +4% | 2.52% | 90% | 522 | 9.77% | 5.5 |
|
| 278 |
278
Rebalance
Palo Alto,
California
| $19.4億 | +$3389万 | +2% | 1.09% | 47.6% | 105 | 6.67% | 2.8 |
|
| 279 |
279
Segment Wealth Management
Houston,
Texas
| $19.4億 | +$1286万 | +0.7% | 1.75% | 108% | 328 | 8.84% | 4.7 |
|
| 280 |
280
Moody Lynn & Lieberson
Boston,
Massachusetts
| $19.3億 | +$3165万 | +2% | 3.94% | 142% | 278 | 9.71% | 5.5 |
|
| 281 |
281
Patten & Patten
Chattanooga,
Tennessee
| $19.1億 | +$2482万 | +1% | 2.94% | 85.7% | 365 | 7.4% | 6.9 |
|
| 282 |
282
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $19.1億 | -$2553万 | -1% | 3.19% | 99.5% | 286 | 9.09% | 6.7 |
|
| 283 |
283
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $19億 | -$1302万 | -0.7% | 1.48% | 50.4% | 34 | 11.76% | 5.4 |
|
| 284 |
284
Cacti Asset Management
Atlanta,
Georgia
| $18.9億 | -$1億 | -5% | 1.79% | 171% | 79 | 3.8% | 9.5 |
|
| 285 |
285
First Interstate Bank
Billings,
Montana
| $18.8億 | -$3991万 | -2% | 1.42% | 49.7% | 202 | 5.45% | 5.2 |
|
| 286 |
286
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $18.7億 | +$1.23億 | +7% | 9.27% | 121% | 129 | 6.98% | 8.2 |
|
| 287 |
287
Trinity Street Asset Management
London,
United Kingdom
| $18.7億 | -$7387万 | -4% | 4% | 76.9% | 25 | 12% | 2.6 |
|
| 288 |
288
LMCG Investments
Boston,
Massachusetts
| $18.6億 | -$887万 | -0.5% | 3.09% | 135% | 231 | 5.19% | 7.5 |
|
| 289 |
289
1900 Wealth Management
San Antonio,
Texas
| $18.4億 | +$4877万 | +3% | 0.38% | 61% | 403 | 24.57% | 2.5 |
|
| 290 |
290
Legacy Private Trust
Neenah,
Wisconsin
| $18.3億 | +$2235万 | +1% | 1.19% | 71.1% | 276 | 5.07% | 6.2 |
|
| 291 |
291
Heck Capital Advisors
Rhinelander,
Wisconsin
| $18.2億 | +$1.49億 | +9% | 0.09% | 67% | 261 | 26.44% | 3.1 |
|
| 292 |
292
Bar Harbor Wealth Management
Concord,
New Hampshire
| $18.2億 | -$3948万 | -2% | 1.19% | 85% | 293 | 11.6% | 6.9 |
|
| 293 |
293
Franklin Street Advisors
Chapel Hill,
North Carolina
| $18.2億 | +$2698万 | +2% | 5.94% | 130% | 190 | 20.53% | 6.7 |
|
| 294 |
294
Saratoga Research & Investment Management
Saratoga,
California
| $18.2億 | -$1178万 | -0.6% | 2.08% | 65.1% | 46 | 4.35% | 7 |
|
| 295 |
295
Frank Rimerman Advisors
Palo Alto,
California
| $18.1億 | +$4450万 | +3% | 3.4% | 149% | 642 | 10.12% | 2.2 |
|
| 296 |
296
Cantor Fitzgerald Investment Advisors
New York
| $18.1億 | +$3.28億 | +22% | 5.22% | 73.4% | 237 | 25.74% | 3.4 |
|
| 297 |
297
Triad Wealth Partners
Lawrence,
Kansas
| $18.1億 | +$1.12億 | +7% | 1.43% | – | 611 | 17.35% | 1 |
|
| 298 |
298
Cardinal Point Capital Management
Toronto,
Ontario, Canada
| $18億 | +$3502万 | +2% | 1.58% | 65.8% | 309 | 13.27% | 1.5 |
|
| 299 |
AHT
299
Amanah Holdings Trust
London,
| $17.9億 | +$8465万 | +5% | 34.2% | – | 30 | 63.33% | 0.4 |
|
| 300 |
300
Hamilton Capital
Columbus,
Ohio
| $17.8億 | -$2.39億 | -12% | 1.63% | – | 169 | 14.2% | 3 |
|