で公開中です! 詳しく見る

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。

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