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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、7,143本のファンド(~80%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 551 |
551
Annex Advisory Services
Brookfield,
Wisconsin
| $61.1億 | +$2.5億 | +4% | 0.61% | 85.8% | 397 | 15.37% | 3.5 |
|
| 552 |
552
Atlantic Union Bankshares
Glen Allen,
Virginia
| $61.1億 | +$1.21億 | +2% | 2.48% | 85.7% | 1,980 | 18.03% | 1.7 |
|
| 553 |
553
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $60.9億 | +$9955万 | +2% | 0.43% | 68.2% | 443 | 5.87% | 5.9 |
|
| 554 |
554
MGO One Seven
Beachwood,
Ohio
| $60.8億 | +$2065万 | +0.3% | 1.73% | 98.8% | 1,668 | 14.15% | 2.7 |
|
| 555 |
555
Savvy Advisors Inc
New York
| $60.3億 | +$13.2億 | +28% | 1.47% | 86.1% | 1,506 | 21.45% | 1 |
|
| 556 |
556
Confluence Investment Management
St. Louis,
Missouri
| $59.7億 | -$4.33億 | -7% | 1.67% | 37.7% | 310 | 11.61% | 4.7 |
|
| 557 |
557
Mount Yale Investment Advisors
Denver,
Colorado
| $59.6億 | +$5.57億 | +10% | 1.49% | 92.1% | 1,369 | 24.11% | 1.5 |
|
| 558 |
558
Lazard Frères Gestion
Paris,
France
| $59.5億 | +$1.83億 | +3% | 7.15% | 97.9% | 117 | 2.56% | 2.9 |
|
| 559 |
559
J.W. Cole Advisors
Tampa,
Florida
| $59.3億 | +$1.08億 | +2% | 2.09% | 95.5% | 1,712 | 13.26% | 1.4 |
|
| 560 |
560
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $59億 | +$6.24億 | +12% | 0.03% | 65.6% | 1,188 | 15.24% | 3.4 |
|
| 561 |
561
IFP Advisors
Tampa,
Florida
| $58.6億 | +$3.22億 | +6% | 1.54% | 80.6% | 5,445 | 9.75% | 3.9 |
|
| 562 |
562
Barings
Charlotte,
North Carolina
| $58.4億 | +$2.04億 | +4% | 0.62% | 61.5% | 205 | 20% | 3.6 |
|
| 563 |
MA
563
Mutual Advisors
Omaha,
Nebraska
| $58.2億 | +$5.07億 | +10% | 0.79% | 74.8% | 1,517 | 14.7% | 3.6 |
|
| 564 |
564
Badgley Phelps Wealth Managers
Seattle,
Washington
| $58億 | +$9326万 | +2% | 3.08% | 100% | 356 | 9.83% | 3.1 |
|
| 565 |
565
HUB Investment Partners
Austin,
Texas
| $58億 | +$2.33億 | +4% | 3.85% | 109% | 1,738 | 27.22% | 1.1 |
|
| 566 |
566
Choate Investment Advisors
Boston,
Massachusetts
| $58億 | +$1.06億 | +2% | 2.6% | 80.5% | 485 | 6.39% | 5.1 |
|
| 567 |
567
Douglass Winthrop Advisors
New York
| $57.9億 | -$940万 | -0.2% | 2.57% | 73.2% | 319 | 8.15% | 6.1 |
|
| 568 |
568
Country Trust Bank
Bloomington,
Illinois
| $57.8億 | +$6712万 | +1% | 2.18% | 85.8% | 739 | 23.55% | 3.2 |
|
| 569 |
569
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| $57.7億 | -$6.85億 | -11% | 5.39% | 101% | 91 | 18.68% | 3.4 |
|
| 570 |
570
Lingotto Investment Management
London,
United Kingdom
| $57.4億 | +$10.8億 | +23% | 10.8% | 362% | 41 | 26.83% | 2.3 |
|
| 571 |
571
South Dakota Investment Council
Sioux Falls,
South Dakota
| $57.3億 | -$1.04億 | -2% | 1.56% | 83% | 644 | 8.07% | 5.6 |
|
| 572 |
572
Generali Asset Management
Trieste,
Italy
| $57.3億 | +$2.02億 | +4% | 4.65% | – | 540 | 9.26% | 1.5 |
|
| 573 |
573
Brighton Jones LLC
Seattle,
Washington
| $57.3億 | +$3.48億 | +6% | 5.16% | 114% | 1,551 | 18.7% | 0.7 |
|
| 574 |
574
Wedge Capital Management
Charlotte,
North Carolina
| $57.2億 | -$3.38億 | -6% | 3.09% | 150% | 519 | 14.26% | 3.8 |
|
| 575 |
575
Folketrygdfondet
Oslo Norway,
Norway
| $57.1億 | +$10.8億 | +23% | 22.9% | 43.6% | 13 | 23.08% | 5 |
|