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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)
Wealthquest
1351
Wealthquest
Ohio
$16.1億 +$2408万 +2% 0.94% 58.5% 188 13.3% 1.9
M Holdings Securities
1352
M Holdings Securities
Oregon
$16億 +$8.74億 +120% 2.01% 94.1% 631 78.29% 0.2
Perennial Investment Advisors
1353
Perennial Investment Advisors
California
$16億 +$9841万 +7% 1.6% 93.6% 643 15.09% 2.5
Texas Permanent School Fund
1354
Texas Permanent School Fund
Texas
$16億 -$6.54億 -29% 1.83% 45.6% 19 78.95% 0.8
Stonebridge Capital Advisors
1355
Stonebridge Capital Advisors
Minnesota
$16億 +$3741万 +2% 4.9% 96.6% 226 11.5% 7.3
Avity Investment Management
1356
Avity Investment Management
Connecticut
$16億 +$2826万 +2% 4.64% 119% 123 6.5% 5.8
Heartland Bank & Trust
1357
Heartland Bank & Trust
Illinois
$16億 +$11.1億 +230% 4.43% 118% 240 13.33% 1.8
Avalon Trust
1358
Avalon Trust
New Mexico
$15.9億 -$3060万 -2% 3.43% 136% 473 7.4% 2.2
Bouchey Financial Group
1359
Bouchey Financial Group
New York
$15.9億 +$4659万 +3% 2.54% 77.6% 219 17.81% 3.4
Forest Avenue Capital Management
1360
Forest Avenue Capital Management
Florida
$15.9億 -$7.87億 -33% 20.1% 282% 27 25.93% 0.9
Beaumont Financial Advisors
1361
Beaumont Financial Advisors
Massachusetts
$15.9億 +$2018万 +1% 3.31% 93.3% 404 10.4% 4.8
Beacon Capital Management Inc (Ohio)
1362
Beacon Capital Management Inc (Ohio)
Ohio
$15.9億 -$6257万 -4% 0.32% 46.4% 154 24.68% 2.4
JANA Partners Management
1363
JANA Partners Management
New York
$15.9億 -$3.13億 -16% 13.5% 24.4% 12 33.33% 1.4
Naples Global Advisors
1364
Naples Global Advisors
Florida
$15.9億 -$3382万 -2% 0.3% 111% 476 5.04% 6.3
Callodine Capital Management
1365
Callodine Capital Management
Massachusetts
$15.9億 +$5446万 +4% 1.6% 48.1% 66 10.61% 1.6
YHB Investment Advisors
1366
YHB Investment Advisors
Connecticut
$15.9億 +$2404万 +2% 2.81% 96.2% 330 9.7% 6
Hardy Reed
1367
Hardy Reed
Mississippi
$15.8億 +$2410万 +2% 0.72% 77.5% 281 18.15% 2.7
Arete Wealth Advisors
1368
Arete Wealth Advisors
Illinois
$15.8億 +$6810万 +5% 2.26% 94.6% 390 21.79% 2.9
Summit Wealth Group (Colorado)
1369
Summit Wealth Group (Colorado)
Colorado
$15.8億 +$3.72億 +31% 0.19% – 465 20.43% 0.6
SSI Investment Management
1370
SSI Investment Management
California
$15.8億 -$1.42億 -8% 0.02% 16.4% 262 4.96% 1.8
Vicus Capital
1371
Vicus Capital
Pennsylvania
$15.8億 +$2948万 +2% 0.78% 67% 290 13.45% 4.1
Blue Chip Partners
1372
Blue Chip Partners
Michigan
$15.8億 -$709万 -0.4% 0.36% 88.7% 202 14.36% 4.9
Cryder Capital Partners
1373
Cryder Capital Partners
United Kingdom
$15.7億 -$1592万 -1% 10.8% 67.8% 10 10% 8.2
Next Century Growth Investors
1374
Next Century Growth Investors
Minnesota
$15.7億 -$3.16億 -17% 2.18% 475% 138 32.61% 1.9
Great Hill Capital
1375
Great Hill Capital
New York
$15.6億 -$27.3億 -64% 4.65% – 46 2.17% 0.9