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