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