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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、2,383本のファンド(~27%)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)
MassMutual Private Wealth & Trust
126
MassMutual Private Wealth & Trust
Connecticut
$37.9億 -$7867万 -2% 3.43% 90.4% 2,543 10.66% 4.4
Avior Wealth Management
127
Avior Wealth Management
Nebraska
$37.9億 -$1339万 -0.4% 0.2% 71.4% 845 13.85% 5
Fifth Third Wealth Advisors
128
Fifth Third Wealth Advisors
Ohio
$37.8億 +$2.08億 +6% 2.54% 114% 1,174 24.53% 1.5
Addenda Capital
129
Addenda Capital
Quebec, Canada
$37.8億 +$9977万 +3% 3.59% 100% 134 6.72% 6.6
Quadrant Capital Group
130
Quadrant Capital Group
Ohio
$37億 +$4659万 +1% 3.17% 118% 1,299 10.01% 8.1
CX Institutional
131
CX Institutional
Indiana
$36.9億 +$2.27億 +7% 0.93% 62.9% 1,755 15.61% 2.1
BIP Wealth
132
BIP Wealth
Georgia
$36.9億 +$1.66億 +5% 0.41% 51.8% 596 12.08% 1.5
Park National Corp
133
Park National Corp
Ohio
$36.9億 +$1.15億 +3% 2.98% 92.7% 378 20.9% 7.2
Foster Group
134
Foster Group
Iowa
$36.8億 -$8017万 -2% 0.4% 54.4% 337 11.87% 2.8
Krilogy Financial
135
Krilogy Financial
Missouri
$36.6億 +$2.8億 +8% 0.56% 79% 1,198 20.2% 1.6
Hyperion Asset Management
136
Hyperion Asset Management
Australia
$36.6億 -$1.16億 -3% 2.32% 151% 20 0% 4.8
Burney Company
137
Burney Company
Virginia
$36.6億 -$5242万 -1% 1.22% 129% 665 17.44% 5.6
Moran Wealth Management
138
Moran Wealth Management
Florida
$36.4億 -$2941万 -0.8% 1.03% 111% 549 19.49% 1.6
Metropolis Capital
139
Metropolis Capital
United Kingdom
$36.3億 +$1.81億 +5% 6.68% 61.7% 16 0% 4.4
Avidian Wealth Enterprises
140
Avidian Wealth Enterprises
Texas
$35.9億 -$2761万 -0.8% 0.86% 71.7% 814 16.71% 2.9
YC
141
Yarbrough Capital
Tennessee
$35.8億 +$2.41億 +7% 8.56% 183% 92 16.3% 3.1
Matson Money Inc
142
Matson Money Inc
Ohio
$35.7億 -$1533万 -0.4% 0.91% 36.2% 9 0% 6.7
MIRAE ASSET SECURITIES (USA) INC.
143
MIRAE ASSET SECURITIES (USA) INC.
New York
$35.7億 -$908万 -0.3% 1.84% – 172 63.37% 0.6
Dynamic Advisor Solutions
144
Dynamic Advisor Solutions
Arizona
$35.2億 -$609万 -0.2% 0.77% 70.9% 1,122 15.15% 3.1
CK
145
Cohen Klingenstein
New York
$35.1億 +$1281万 +0.4% 2.67% 99.1% 208 1.44% 9.5
Fideuram - Intesa Sanpaolo Private Banking
146
Fideuram - Intesa Sanpaolo Private Banking
$35億 +$1.73億 +5% 8.14% – 524 30.53% 0.6
Sax Wealth Advisors
147
Sax Wealth Advisors
New Jersey
$35億 +$10.5億 +43% 1.16% 64.3% 773 33.51% 1.5
Braun Stacey Associates
148
Braun Stacey Associates
New York
$34.8億 -$4825万 -1% 4.19% 247% 124 16.94% 4.3
CoreCap Advisors
149
CoreCap Advisors
Michigan
$34.8億 +$8665万 +3% 0.21% 89.8% 3,425 15.8% 1.8
Fisher Funds Management
150
Fisher Funds Management
New Zealand
$34.4億 -$8041万 -2% 3.6% – 182 10.99% 1.5