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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。

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)
Donald Smith & Co
576
Donald Smith & Co
New York
$57.1億 +$5603万 +1% 4.07% 155% 68 5.88% 4
WhitTier Trust Company
577
WhitTier Trust Company
Nevada
$57億 +$3.04億 +6% 4.48% 114% 1,958 30.08% 4.4
Aequim Alternative Investments
578
Aequim Alternative Investments
California
$56.9億 -$7.46億 -12% 6.03% 35.2% 108 6.48% 1.1
Signature Estate & Investment Advisors
579
Signature Estate & Investment Advisors
California
$56.7億 +$1.12億 +2% 2.75% 84.4% 701 9.27% 2.6
DePrince Race & Zollo Inc (DRZ)
580
DePrince Race & Zollo Inc (DRZ)
Florida
$56.6億 -$3.02億 -5% 4.35% 58% 216 21.76% 2.4
Evergreen Capital Management
581
Evergreen Capital Management
Washington
$56.5億 -$4964万 -0.9% 0.95% 82.9% 1,605 13.71% 3
Cassaday & Co Wealth Management
582
Cassaday & Co Wealth Management
Virginia
$56.5億 +$3.28億 +6% 0.9% 78.9% 1,505 28.84% 1.1
Japan Post Holdings
583
Japan Post Holdings
Japan
$56.4億 -$3.29億 -6% 4.67% 45.6% 1 0% 6.8
Central Trust Company
584
Central Trust Company
Missouri
$56億 +$7466万 +1% 1.84% 93.8% 1,654 9.55% 6.1
Sumitomo Mitsui Financial Group
585
Sumitomo Mitsui Financial Group
Japan
$55.7億 +$2.37億 +4% 1.03% 56% 284 35.92% 3.5
First Financial Bankshares
586
First Financial Bankshares
Texas
$55.7億 +$2.24億 +4% 3.31% 95% 249 23.29% 1.7
TD Private Client Wealth
587
TD Private Client Wealth
New York
$55.5億 +$1.08億 +2% 0.29% 61.6% 1,862 13.96% 3.6
Robeco Schweiz
588
Robeco Schweiz
Switzerland
$55.5億 -$6.86億 -11% 7.96% 145% 143 17.48% 4.1
W.H. Reaves & Co
589
W.H. Reaves & Co
New Jersey
$55.4億 -$10.5億 -16% 12.9% 96.4% 98 13.27% 4.4
Todd Asset Management
590
Todd Asset Management
Kentucky
$55.1億 -$1.14億 -2% 1.17% 122% 194 14.95% 5.6
Independent Financial Group
591
Independent Financial Group
California
$55.1億 +$1.65億 +3% 2.46% 149% 1,700 16.18% 2.7
Japan Science & Technology Agency
592
Japan Science & Technology Agency
Japan
$55.1億 +$2.25億 +4% 2.34% 16% 13 7.69% 2.1
Atalanta Sosnoff Capital
593
Atalanta Sosnoff Capital
New York
$55.1億 -$1.71億 -3% 5.86% 230% 138 23.91% 3.1
Cannell & Spears
594
Cannell & Spears
New York
$55億 -$1.21億 -2% 1.65% 122% 466 10.09% 4
Kayne Anderson Capital Advisors
595
Kayne Anderson Capital Advisors
California
$54.7億 +$3.72億 +7% 3.06% 74.8% 63 22.22% 4
Nicholas Company
596
Nicholas Company
Wisconsin
$54.5億 -$1410万 -0.3% 5.62% 80.7% 205 7.8% 6.5
Millburn Ridgefield Corp
597
Millburn Ridgefield Corp
New York
$54.5億 +$1.7億 +3% 1.93% 56.6% 39 0% 8
Chicago Partners Investment Group
598
Chicago Partners Investment Group
Illinois
$54.5億 +$4.5億 +9% 0.9% 81.4% 1,854 20.55% 2.7
Antipodes Partners
599
Antipodes Partners
Australia
$54.3億 -$2405万 -0.4% 0.43% 102% 162 29.63% 1.1
Mondrian Investment Partners
600
Mondrian Investment Partners
United Kingdom
$53.9億 -$10.9億 -17% 4.47% – 145 29.66% 3.3