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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、2,069本のファンド(~23%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 151 |
151
Trilogy Capital
Irvine,
California
| $26.1億 | +$2899万 | +1% | 0.56% | 57.6% | 433 | 12.47% | 2.8 |
|
| 152 |
152
B. Riley Wealth Advisors
Boca Raton,
Florida
| $25.7億 | +$7.01億 | +38% | 3.38% | 118% | 1,163 | 27.52% | 4.2 |
|
| 153 |
153
Chesley Taft & Associates
Chicago,
Illinois
| $25.6億 | -$945万 | -0.4% | 2.91% | 93.1% | 382 | 7.85% | 6.5 |
|
| 154 |
154
Obermeyer Wealth Partners
Aspen,
Colorado
| $25.1億 | +$6841万 | +3% | 3.19% | 91.3% | 315 | 8.57% | 4.2 |
|
| 155 |
155
Acropolis Investment Management
St. Louis,
Missouri
| $24.9億 | -$4755万 | -2% | 1.52% | 51% | 401 | 9.73% | 4.9 |
|
| 156 |
156
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
| $24.6億 | -$2.61億 | -10% | 4% | 151% | 418 | 13.64% | 1.6 |
|
| 157 |
157
Axxcess Wealth Management
Carlsbad,
California
| $24.4億 | -$38.4億 | -61% | 1.31% | 81.2% | 1,275 | 40.39% | 1.2 |
|
| 158 |
158
Birch Hill Investment Advisors
Boston,
Massachusetts
| $24.3億 | -$3885万 | -2% | 0.88% | 80.1% | 223 | 7.17% | 6.8 |
|
| 159 |
159
Klingman & Associates
New York
| $24.1億 | +$5646万 | +2% | 0.01% | 64.9% | 442 | 25.11% | 3.5 |
|
| 160 |
160
Davidson Investment Advisors
Great Falls,
Montana
| $23.9億 | -$5172万 | -2% | 2.24% | 79% | 127 | 7.09% | 5.6 |
|
| 161 |
161
Equitable Trust
Nashville,
Tennessee
| $23.8億 | -$1877万 | -0.8% | 3.18% | 109% | 465 | 7.31% | 3.8 |
|
| 162 |
162
Catterton Management Company
Greenwich,
Connecticut
| $23.8億 | -$19.6億 | -45% | 23.3% | 13.2% | 3 | 0% | 2.4 |
|
| 163 |
163
Procyon Advisors
Shelton,
Connecticut
| $23.6億 | +$4711万 | +2% | 1.56% | 92.3% | 652 | 19.79% | 2.8 |
|
| 164 |
164
Halbert Hargrove Global Advisors
Long Beach,
California
| $22.9億 | -$2291万 | -1% | 0.26% | 68.2% | 723 | 51.45% | 2.1 |
|
| 165 |
165
Elser Financial Planning
Indianapolis,
Indiana
| $22.8億 | -$2147万 | -0.9% | 1.84% | – | 137 | 13.14% | 1.1 |
|
| 166 |
166
Goelzer Investment Management
Carmel,
Indiana
| $22.8億 | -$1276万 | -0.6% | 0.04% | 97.2% | 325 | 12.92% | 6 |
|
| 167 |
167
Quintet Private Bank (Europe)
Luxembourg
| $22.8億 | +$6.72億 | +42% | 9.2% | 111% | 206 | 12.14% | 3 |
|
| 168 |
168
Signal Advisors Wealth
Detroit,
Michigan
| $22.7億 | +$2.92億 | +15% | 2.29% | 70.5% | 745 | 21.34% | 1.1 |
|
| 169 |
169
Investment House LLC
Redondo Beach,
California
| $22.5億 | +$4117万 | +2% | 3.39% | 137% | 237 | 21.52% | 6.8 |
|
| 170 |
170
Sound Income Strategies
Ft Lauderdale,
Florida
| $22.4億 | +$1421万 | +0.6% | 0.66% | 31.4% | 534 | 20.04% | 4.4 |
|
| 171 |
171
Oak Grove Capital
North Hampton,
New Hampshire
| $22.1億 | +$1.08億 | +5% | 2.11% | 470% | 120 | 15% | 1.9 |
|
| 172 |
172
Advisornet Financial
Minnetonka,
Minnesota
| $22.1億 | +$2093万 | +1% | 0.77% | 71.2% | 2,285 | 71.03% | 6 |
|
| 173 |
173
Cyndeo Wealth Partners
St. Petersburg,
Florida
| $22.1億 | +$8635万 | +4% | 2.5% | 93% | 592 | 17.74% | 2.1 |
|
| 174 |
174
Integrated Advisors Network
Dallas,
Texas
| $21.9億 | +$1215万 | +0.6% | 1.96% | 107% | 739 | 15.97% | 3.7 |
|
| 175 |
175
Diversified Enterprises
Wilmington,
Delaware
| $21.6億 | +$9341万 | +5% | 0.13% | – | 461 | 11.06% | 1.3 |
|