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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、2,845本のファンド(~32%)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)
Rockwood Wealth Management
351
Rockwood Wealth Management
Pennsylvania
$16.7億 +$8278万 +5% 0.66% 52.6% 142 13.38% 2.5
Cahaba Wealth Management
352
Cahaba Wealth Management
Georgia
$16.6億 +$421万 +0.3% 1.34% 48.7% 170 7.65% 4.6
Armstrong Advisory Group
353
Armstrong Advisory Group
Massachusetts
$16.6億 +$1852万 +1% 0.57% 55.6% 1,096 15.05% 2.4
Vantage Investment Partners
354
Vantage Investment Partners
Missouri
$16.6億 +$2441万 +1% 1.98% 77.4% 69 5.8% 5.1
Angeles Investment Advisors
355
Angeles Investment Advisors
California
$16.6億 -$751万 -0.5% 0.88% 78.3% 39 23.08% 2.4
Ocean Park Asset Management
356
Ocean Park Asset Management
California
$16.5億 -$4.27億 -21% 1.03% 19.3% 95 51.58% 0.8
Kepler Cheuvreux
357
Kepler Cheuvreux
$16.5億 -$1.02億 -6% 3.38% – 200 27% 0.6
Cache Advisors
358
Cache Advisors
California
$16.3億 +$4.53億 +38% 6.03% – 167 19.76% 1
Everhart Financial Group
359
Everhart Financial Group
Ohio
$16.2億 +$6001万 +4% 1.54% 123% 522 13.03% 2.3
Winthrop Advisory Group
360
Winthrop Advisory Group
Massachusetts
$16.1億 +$1.28億 +9% 1.15% 78.3% 243 13.17% 3.5
Avity Investment Management
361
Avity Investment Management
Connecticut
$16億 +$2826万 +2% 4.64% 119% 123 6.5% 5.8
Beaumont Financial Advisors
362
Beaumont Financial Advisors
Massachusetts
$15.9億 +$2018万 +1% 3.31% 93.3% 404 10.4% 4.8
Beacon Capital Management Inc (Ohio)
363
Beacon Capital Management Inc (Ohio)
Ohio
$15.9億 -$6257万 -4% 0.32% 46.4% 154 24.68% 2.4
YHB Investment Advisors
364
YHB Investment Advisors
Connecticut
$15.9億 +$2404万 +2% 2.81% 96.2% 330 9.7% 6
Great Hill Capital
365
Great Hill Capital
New York
$15.6億 -$27.3億 -64% 4.65% – 46 2.17% 0.9
Kanawha Capital Management
366
Kanawha Capital Management
Virginia
$15.6億 +$2764万 +2% 2.94% 74.5% 234 5.13% 8.1
RVW Wealth
367
RVW Wealth
California
$15.6億 +$3908万 +3% 1.15% 65.8% 190 6.32% 3.7
Titleist Asset Management
368
Titleist Asset Management
Texas
$15.5億 +$6323万 +4% 2.28% 101% 452 14.16% 1.8
CFS Investment Advisory Services
369
CFS Investment Advisory Services
New Jersey
$15.4億 +$4169万 +3% 0.33% 59.7% 377 9.55% 2.3
Nixon Peabody Trust
370
Nixon Peabody Trust
Massachusetts
$15.4億 +$1.22億 +9% 5.08% 101% 200 16% 3.1
Petredis Investment Advisors
371
Petredis Investment Advisors
Pennsylvania
$15.3億 +$4885万 +3% 3.77% 158% 119 5.88% 2.8
Gemmer Asset Management
372
Gemmer Asset Management
California
$15.3億 +$4504万 +3% 0.23% 96.8% 207 18.36% 5
Smith Group Asset Management
373
Smith Group Asset Management
Texas
$15.3億 -$9.26億 -38% 7.3% 222% 174 22.41% 2.8
Mill Capital Management
374
Mill Capital Management
North Carolina
$15.2億 +$2571万 +2% 4.57% 119% 128 0% 3.8
Axxion S.A.
375
Axxion S.A.
Luxembourg
$15.2億 +$1.18億 +8% 5.04% – 608 17.76% 0.2