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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、2,069本のファンド(~23%)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)
Rothschild & Co Wealth Management (UK)
51
Rothschild & Co Wealth Management (UK)
United Kingdom
$71.7億 +$2.4億 +3% 2.9% 41.7% 28 21.43% 5.7
Gradient Investments
52
Gradient Investments
Minnesota
$70億 -$2.48億 -3% 1.18% 67.6% 490 15.31% 3.7
Quilter Plc
53
Quilter Plc
United Kingdom
$69.5億 +$3.03億 +5% 7.94% 136% 135 8.89% 4.7
First Citizens Bank & Trust
54
First Citizens Bank & Trust
North Carolina
$67.3億 +$3994万 +0.6% 1.94% 69% 783 27.33% 3.5
Diversify Wealth Management
55
Diversify Wealth Management
Utah
$66.9億 +$7.05億 +12% 2.29% – 1,384 12.28% 1
Diversify Advisory Services
56
Diversify Advisory Services
Utah
$66.9億 +$7.05億 +12% 2.29% – 1,384 12.28% 0.5
Eastern Bank
57
Eastern Bank
Massachusetts
$65.8億 +$4782万 +0.7% 2.67% 102% 1,145 12.66% 2.5
Perpetual Ltd
58
Perpetual Ltd
Australia
$65.7億 -$4.33億 -6% 1.6% 104% 441 16.33% 3.1
Louisiana State Employees Retirement System
59
Louisiana State Employees Retirement System
Louisiana
$65.6億 -$1.82億 -3% 2.19% 157% 1,550 3.61% 8.8
Cooke & Bieler
60
Cooke & Bieler
Pennsylvania
$63.6億 -$22.9億 -26% 4.43% 34.6% 104 7.69% 5
Mission Wealth Management
61
Mission Wealth Management
California
$63.2億 -$18.6億 -23% 2.56% 92.1% 1,084 28.14% 4.1
Annex Advisory Services
62
Annex Advisory Services
Wisconsin
$61.1億 +$2.5億 +4% 0.61% 85.8% 397 15.37% 3.5
Forvis Mazars Wealth Advisors
63
Forvis Mazars Wealth Advisors
Missouri
$60.9億 +$9955万 +2% 0.43% 68.2% 443 5.87% 5.9
Confluence Investment Management
64
Confluence Investment Management
Missouri
$59.7億 -$4.33億 -7% 1.67% 37.7% 310 11.61% 4.7
Wealthcare Advisory Partners
65
Wealthcare Advisory Partners
Pennsylvania
$59億 +$6.24億 +12% 0.03% 65.6% 1,188 15.24% 3.4
IFP Advisors
66
IFP Advisors
Florida
$58.6億 +$3.22億 +6% 1.54% 80.6% 5,449 9.8% 3.9
Montrusco Bolton Investments
67
Montrusco Bolton Investments
Quebec, Canada
$57.7億 -$6.85億 -11% 5.39% 101% 91 18.68% 3.4
Wedge Capital Management
68
Wedge Capital Management
North Carolina
$57.2億 -$3.38億 -6% 3.09% 150% 519 14.26% 3.8
Signature Estate & Investment Advisors
69
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)
70
DePrince Race & Zollo Inc (DRZ)
Florida
$56.6億 -$3.02億 -5% 4.35% 58% 216 21.76% 2.4
Independent Financial Group
71
Independent Financial Group
California
$55.1億 +$1.65億 +3% 2.46% 149% 1,700 16.18% 2.7
Japan Science & Technology Agency
72
Japan Science & Technology Agency
Japan
$55.1億 +$2.25億 +4% 2.34% 16% 13 7.69% 2.1
Bank Pictet & Cie (Europe)
73
Bank Pictet & Cie (Europe)
Germany
$53.1億 +$1.9億 +4% 7.17% 119% 221 14.93% 4.2
Orgel Wealth Management
74
Orgel Wealth Management
Wisconsin
$53億 +$2291万 +0.4% 1.51% 39.6% 118 10.17% 3.7
Avanza Fonder
75
Avanza Fonder
Sweden
$52.3億 +$6.33億 +14% 4.85% – 458 0.44% 1.5