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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、2,772本のファンド(~31%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 326 |
PIMG
326
Patriot Investment Management Group
Knoxville,
Tennessee
| $17.3億 | +$443万 | +0.3% | 1.08% | 52.9% | 246 | 6.5% | 5.4 |
|
| 327 |
327
Boston Common Asset Management
Boston,
Massachusetts
| $17.2億 | +$3775万 | +2% | 2.21% | 61.2% | 194 | 10.82% | 5.1 |
|
| 328 |
328
RMR Wealth Builders
Montclair,
New Jersey
| $17.2億 | +$1.06億 | +7% | 2.13% | 91.7% | 337 | 14.24% | 3.1 |
|
| 329 |
PWMAG
329
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $17.1億 | +$3170万 | +2% | 1.83% | 90.7% | 607 | 14.33% | 3.7 |
|
| 330 |
330
Nichols & Pratt Advisers
Boston,
Massachusetts
| $16.8億 | +$3330万 | +2% | 5.29% | 71.2% | 115 | 9.57% | 7.9 |
|
| 331 |
331
PPSC Investment Service
Tokyo,
Japan
| $16.8億 | +$9052万 | +6% | 3.29% | 193% | 8 | 0% | 2.7 |
|
| 332 |
332
MBL Wealth
Charlotte,
North Carolina
| $16.7億 | +$2.07億 | +14% | 0.56% | 52.7% | 624 | 41.83% | 1.3 |
|
| 333 |
333
AlphaStar Capital Management
Cornelius,
North Carolina
| $16.7億 | +$9917万 | +6% | 1.59% | 69.5% | 314 | 22.93% | 2.3 |
|
| 334 |
334
Rockwood Wealth Management
New Hope,
Pennsylvania
| $16.7億 | +$8278万 | +5% | 0.66% | 52.6% | 142 | 13.38% | 2.5 |
|
| 335 |
335
Cahaba Wealth Management
Atlanta,
Georgia
| $16.6億 | +$421万 | +0.3% | 1.34% | 48.7% | 170 | 7.65% | 4.6 |
|
| 336 |
336
Armstrong Advisory Group
Needham,
Massachusetts
| $16.6億 | +$1852万 | +1% | 0.57% | 55.6% | 1,096 | 15.05% | 2.4 |
|
| 337 |
337
Angeles Investment Advisors
Santa Monica,
California
| $16.6億 | -$751万 | -0.5% | 0.88% | 78.3% | 39 | 23.08% | 2.4 |
|
| 338 |
338
Ocean Park Asset Management
Santa Monica,
California
| $16.5億 | -$4.27億 | -21% | 1.03% | 19.3% | 95 | 51.58% | 0.8 |
|
| 339 |
339
Kepler Cheuvreux
Nyon,
| $16.5億 | -$1.02億 | -6% | 3.38% | – | 200 | 27% | 0.6 |
|
| 340 |
340
Cache Advisors
San Francisco,
California
| $16.3億 | +$4.53億 | +38% | 6.03% | – | 167 | 19.76% | 1 |
|
| 341 |
341
Everhart Financial Group
Dublin,
Ohio
| $16.2億 | +$6001万 | +4% | 1.54% | 123% | 522 | 13.03% | 2.3 |
|
| 342 |
342
Winthrop Advisory Group
Boston,
Massachusetts
| $16.1億 | +$1.28億 | +9% | 1.15% | 78.3% | 243 | 13.17% | 3.5 |
|
| 343 |
343
Avity Investment Management
Greenwich,
Connecticut
| $16億 | +$2826万 | +2% | 4.64% | 119% | 123 | 6.5% | 5.8 |
|
| 344 |
344
Beaumont Financial Advisors
Needham,
Massachusetts
| $15.9億 | +$2018万 | +1% | 3.31% | 93.3% | 404 | 10.4% | 4.8 |
|
| 345 |
345
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $15.9億 | -$6257万 | -4% | 0.32% | 46.4% | 154 | 24.68% | 2.4 |
|
| 346 |
346
YHB Investment Advisors
West Hartford,
Connecticut
| $15.9億 | +$2404万 | +2% | 2.81% | 96.2% | 330 | 9.7% | 6 |
|
| 347 |
347
Great Hill Capital
New York
| $15.6億 | -$27.3億 | -64% | 4.65% | – | 46 | 2.17% | 0.9 |
|
| 348 |
348
Kanawha Capital Management
Richmond,
Virginia
| $15.6億 | +$2764万 | +2% | 2.94% | 74.5% | 234 | 5.13% | 8.1 |
|
| 349 |
349
RVW Wealth
Los Angeles,
California
| $15.6億 | +$3908万 | +3% | 1.15% | 65.8% | 190 | 6.32% | 3.7 |
|
| 350 |
350
Titleist Asset Management
San Antonio,
Texas
| $15.5億 | +$6323万 | +4% | 2.28% | 101% | 452 | 14.16% | 1.8 |
|