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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。
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 51 |
51
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
| $71.7億 | +$2.4億 | +3% | 2.9% | 41.7% | 28 | 21.43% | 5.7 |
|
| 52 |
52
Gradient Investments
Arden Hills,
Minnesota
| $70億 | -$2.48億 | -3% | 1.18% | 67.6% | 490 | 15.31% | 3.7 |
|
| 53 |
53
Quilter Plc
London,
United Kingdom
| $69.5億 | +$3.03億 | +5% | 7.94% | 136% | 135 | 8.89% | 4.7 |
|
| 54 |
54
First Citizens Bank & Trust
Raleigh,
North Carolina
| $67.3億 | +$3994万 | +0.6% | 1.94% | 69% | 783 | 27.33% | 3.5 |
|
| 55 |
55
Diversify Wealth Management
Sandy,
Utah
| $66.9億 | +$7.05億 | +12% | 2.29% | – | 1,384 | 12.28% | 1 |
|
| 56 |
56
Diversify Advisory Services
Sandy,
Utah
| $66.9億 | +$7.05億 | +12% | 2.29% | – | 1,384 | 12.28% | 0.5 |
|
| 57 |
57
Eastern Bank
Boston,
Massachusetts
| $65.8億 | +$4782万 | +0.7% | 2.67% | 102% | 1,145 | 12.66% | 2.5 |
|
| 58 |
58
Perpetual Ltd
Sydney, New South Wales,
Australia
| $65.7億 | -$4.33億 | -6% | 1.6% | 104% | 441 | 16.33% | 3.1 |
|
| 59 |
59
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
| $65.6億 | -$1.82億 | -3% | 2.19% | 157% | 1,550 | 3.61% | 8.8 |
|
| 60 |
60
Cooke & Bieler
Philadelphia,
Pennsylvania
| $63.6億 | -$22.9億 | -26% | 4.43% | 34.6% | 104 | 7.69% | 5 |
|
| 61 |
61
Mission Wealth Management
Santa Barbara,
California
| $63.2億 | -$18.6億 | -23% | 2.56% | 92.1% | 1,084 | 28.14% | 4.1 |
|
| 62 |
62
Annex Advisory Services
Brookfield,
Wisconsin
| $61.1億 | +$2.5億 | +4% | 0.61% | 85.8% | 397 | 15.37% | 3.5 |
|
| 63 |
63
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $60.9億 | +$9955万 | +2% | 0.43% | 68.2% | 443 | 5.87% | 5.9 |
|
| 64 |
64
Confluence Investment Management
St. Louis,
Missouri
| $59.7億 | -$4.33億 | -7% | 1.67% | 37.7% | 310 | 11.61% | 4.7 |
|
| 65 |
65
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $59億 | +$6.24億 | +12% | 0.03% | 65.6% | 1,188 | 15.24% | 3.4 |
|
| 66 |
66
IFP Advisors
Tampa,
Florida
| $58.6億 | +$3.22億 | +6% | 1.54% | 80.6% | 5,449 | 9.8% | 3.9 |
|
| 67 |
67
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| $57.7億 | -$6.85億 | -11% | 5.39% | 101% | 91 | 18.68% | 3.4 |
|
| 68 |
68
Wedge Capital Management
Charlotte,
North Carolina
| $57.2億 | -$3.38億 | -6% | 3.09% | 150% | 519 | 14.26% | 3.8 |
|
| 69 |
69
Signature Estate & Investment Advisors
Los Angeles,
California
| $56.7億 | +$1.12億 | +2% | 2.75% | 84.4% | 701 | 9.27% | 2.6 |
|
| 70 |
70
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| $56.6億 | -$3.02億 | -5% | 4.35% | 58% | 216 | 21.76% | 2.4 |
|
| 71 |
71
Independent Financial Group
San Diego,
California
| $55.1億 | +$1.65億 | +3% | 2.46% | 149% | 1,700 | 16.18% | 2.7 |
|
| 72 |
72
Japan Science & Technology Agency
Tokyo,
Japan
| $55.1億 | +$2.25億 | +4% | 2.34% | 16% | 13 | 7.69% | 2.1 |
|
| 73 |
73
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $53.1億 | +$1.9億 | +4% | 7.17% | 119% | 221 | 14.93% | 4.2 |
|
| 74 |
74
Orgel Wealth Management
Altoona,
Wisconsin
| $53億 | +$2291万 | +0.4% | 1.51% | 39.6% | 118 | 10.17% | 3.7 |
|
| 75 |
75
Avanza Fonder
Stockholm,
Sweden
| $52.3億 | +$6.33億 | +14% | 4.85% | – | 458 | 0.44% | 1.5 |
|