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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。

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