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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。

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