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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、2,269本のファンド(~25%)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)
SBI Securities
101
SBI Securities
Japan
$43.8億 -$1723万 -0.4% 3.52% – 4,237 6.42% 1.5
Zevenbergen Capital Investments
102
Zevenbergen Capital Investments
Washington
$43.7億 -$702万 -0.2% 6.47% 273% 123 15.45% 4.4
Copeland Capital Management
103
Copeland Capital Management
Pennsylvania
$43.4億 -$5.26億 -11% 5.54% 56.7% 323 23.53% 3.3
Chicago Capital
104
Chicago Capital
Illinois
$43.2億 +$1.68億 +4% 4.91% 137% 390 12.05% 4.3
NorthCrest Asset Manangement
105
NorthCrest Asset Manangement
Minnesota
$42.4億 +$3.5億 +9% 3.47% 135% 1,072 20.43% 2.1
Wedmont Private Capital
106
Wedmont Private Capital
Pennsylvania
$41.8億 +$5.36億 +15% 1.78% 87.5% 1,087 19.87% 2.2
Farmers & Merchants Investments Inc
107
Farmers & Merchants Investments Inc
Nebraska
$41.6億 +$3200万 +0.8% 1.24% 86.6% 1,827 6.95% 5.7
Robertson Stephens Wealth Management
108
Robertson Stephens Wealth Management
California
$41.4億 +$8158万 +2% 0.72% 109% 694 14.99% 3
Reinhart Partners
109
Reinhart Partners
Wisconsin
$41.1億 -$2.69億 -6% 3.9% 110% 76 10.53% 4.1
Aspiriant LLC
110
Aspiriant LLC
California
$40.8億 +$3273万 +0.8% 0.12% 52.7% 460 21.3% 4.2
SteelPeak Wealth
111
SteelPeak Wealth
California
$40.7億 +$2.05億 +5% 2.35% 140% 789 26.87% 2
Hamlin Capital Management
112
Hamlin Capital Management
New York
$40.4億 -$4.1億 -9% 4.41% 67.9% 31 12.9% 4.8
K5 Global Advisor
113
K5 Global Advisor
Florida
$40.2億 -$25.6億 -39% 11.7% – 4 50% 0.2
Salem Investment Counselors
114
Salem Investment Counselors
North Carolina
$40.1億 -$1891万 -0.5% 3.97% 181% 1,245 67.15% 6.8
RPGK
115
Retirement Planning Group (Kansas)
Kansas
$40.1億 +$7610万 +2% 0.6% 54.7% 561 8.38% 2.3
SigFig Wealth Management
116
SigFig Wealth Management
California
$40億 +$2.32億 +6% 0.64% 49.3% 154 10.39% 4.1
Wedbush Securities
117
Wedbush Securities
California
$39.5億 +$7633万 +2% 3.42% 114% 1,409 14.27% 4.6
Venture Visionary Partners
118
Venture Visionary Partners
Ohio
$38.2億 +$2.25億 +6% 2.34% 95.4% 814 19.66% 3.3
MassMutual Private Wealth & Trust
119
MassMutual Private Wealth & Trust
Connecticut
$37.9億 -$7867万 -2% 3.43% 90.4% 2,543 10.66% 4.4
Avior Wealth Management
120
Avior Wealth Management
Nebraska
$37.9億 -$1339万 -0.4% 0.2% 71.4% 845 13.85% 5
Fifth Third Wealth Advisors
121
Fifth Third Wealth Advisors
Ohio
$37.8億 +$2.08億 +6% 2.54% 114% 1,174 24.53% 1.5
Addenda Capital
122
Addenda Capital
Quebec, Canada
$37.8億 +$9977万 +3% 3.59% 100% 134 6.72% 6.6
Quadrant Capital Group
123
Quadrant Capital Group
Ohio
$37億 +$4659万 +1% 3.17% 118% 1,299 10.01% 8.1
CX Institutional
124
CX Institutional
Indiana
$36.9億 +$2.27億 +7% 0.93% 62.9% 1,755 15.61% 2.1
BIP Wealth
125
BIP Wealth
Georgia
$36.9億 +$1.66億 +5% 0.41% 51.8% 596 12.08% 1.5