で公開中です! 詳しく見る

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。

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