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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、2,475本のファンド(~28%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 301 |
301
Axxion S.A.
Grevenmacher,
Luxembourg
| $15.2億 | +$1.18億 | +8% | 5.04% | – | 608 | 17.76% | 0.2 |
|
| 302 |
302
Corda Investment Management
Houston,
Texas
| $15.2億 | -$1.11億 | -7% | 0.2% | 85% | 87 | 12.64% | 5.7 |
|
| 303 |
303
Baldwin Wealth Partners
Marion,
Massachusetts
| $15.2億 | -$1199万 | -0.8% | 2.51% | 94.5% | 246 | 9.76% | 6.5 |
|
| 304 |
304
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $15.1億 | +$1345万 | +0.9% | 3.33% | 94.2% | 163 | 3.68% | 7.2 |
|
| 305 |
305
First Heartland Consultants
Lake St. Louis,
Missouri
| $15億 | -$4121万 | -3% | 0.37% | 59.2% | 632 | 13.13% | 3.4 |
|
| 306 |
306
Verity & Verity
Beaufort,
South Carolina
| $15億 | +$4392万 | +3% | 4.47% | 90.4% | 145 | 8.97% | 5.4 |
|
| 307 |
307
Magnus Financial Group
New York
| $15億 | +$8206万 | +6% | 1.58% | 78.2% | 438 | 16.21% | 3.5 |
|
| 308 |
308
Harbor Capital Advisors
Chicago,
Illinois
| $14.8億 | +$1096万 | +0.7% | 1.34% | 128% | 1,526 | 25.82% | 1.4 |
|
| 309 |
309
Neville Rodie & Shaw
New York
| $14.8億 | -$6992万 | -5% | 2.22% | 125% | 249 | 6.02% | 8.8 |
|
| 310 |
310
Private Wealth Partners
Mill Valley,
California
| $14.7億 | +$6823万 | +5% | 7.13% | 132% | 193 | 13.47% | 4.8 |
|
| 311 |
311
Harbor Investment Advisory
Lutherville,
Maryland
| $14.7億 | +$3703万 | +3% | 2.29% | 97.5% | 1,470 | 12.79% | 3.7 |
|
| 312 |
OHIF
312
Oriental Harbor Investment Fund
Hong Kong
| $14.7億 | -$1.81億 | -11% | 2.04% | – | 15 | 26.67% | 0.8 |
|
| 313 |
313
NBT Bank
Norwich,
New York
| $14.7億 | -$4359万 | -3% | 2.36% | 77% | 1,078 | 47.87% | 4.9 |
|
| 314 |
314
UNICOM Systems
Las Vegas,
Nevada
| $14.6億 | -$6884万 | -4% | 0.89% | – | 40 | 5% | 0.9 |
|
| 315 |
315
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $14.6億 | +$8386万 | +6% | 4.93% | 145% | 240 | 9.58% | 3.6 |
|
| 316 |
316
Traphagen Investment Advisors
Oradell,
New Jersey
| $14.6億 | +$6052万 | +4% | 2.48% | 65.8% | 236 | 10.59% | 3.5 |
|
| 317 |
317
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| $14.6億 | +$9248万 | +7% | 0.16% | 58% | 237 | 16.46% | 2.6 |
|
| 318 |
318
Value Partners Investments
Winnipeg,
Manitoba, Canada
| $14.4億 | +$984万 | +0.7% | 7.18% | 50.7% | 107 | 6.54% | 3 |
|
| 319 |
319
Summit Financial Strategies
Columbus,
Ohio
| $14.4億 | +$1763万 | +1% | 1.64% | 59.4% | 180 | 12.22% | 4.5 |
|
| 320 |
320
Retirement Investment Advisors
Oklahoma City,
Oklahoma
| $14.3億 | +$2565万 | +2% | 0.74% | – | 69 | 8.7% | 2.6 |
|
| 321 |
321
AWM Capital
Phoenix,
Arizona
| $14.2億 | +$1.72億 | +14% | 0.23% | 51.1% | 129 | 6.98% | 2.7 |
|
| 322 |
322
Tompkins Financial
Ithaca,
New York
| $14.2億 | -$908万 | -0.6% | 2.08% | 84.4% | 578 | 8.65% | 5.6 |
|
| 323 |
323
Weatherly Asset Management
Del Mar,
California
| $14.2億 | +$1146万 | +0.8% | 2.77% | 116% | 198 | 10.1% | 7.9 |
|
| 324 |
324
Washington Trust Advisors
Wellesley,
Massachusetts
| $14億 | +$5250万 | +4% | 6.04% | 106% | 768 | 14.71% | 3 |
|
| 325 |
325
Talbot Financial
Bellevue,
Washington
| $13.9億 | +$3085万 | +2% | 6.53% | 118% | 72 | 8.33% | 2.8 |
|