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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、4,696本のファンド(~53%)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
Greenleaf Trust
Kalamazoo,
Michigan
| $97.6億 | -$6.3億 | -6% | 4.03% | 42.5% | 908 | 12.44% | 5.3 |
|
| 152 |
152
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| $97.5億 | +$5.04億 | +5% | 7.73% | 130% | 486 | 13.37% | 4.9 |
|
| 153 |
153
Choreo LLC
Rockford,
Illinois
| $97.4億 | +$6.27億 | +7% | 1.11% | 83.8% | 1,824 | 14.42% | 2.5 |
|
| 154 |
154
Duff & Phelps Investment Management
Chicago,
Illinois
| $96.9億 | -$9.03億 | -9% | 7.1% | 48% | 165 | 4.24% | 5.8 |
|
| 155 |
155
Valmark Advisers
Akron,
Ohio
| $96.7億 | +$2.47億 | +3% | 1.07% | 46.5% | 775 | 10.32% | 4 |
|
| 156 |
156
State of Alaska Department of Revenue
Juneau,
Alaska
| $96億 | -$4.67億 | -5% | 3.06% | 131% | 2,362 | 12.15% | 5.5 |
|
| 157 |
157
Vest Financial
Mclean,
Virginia
| $95.2億 | -$525万 | -0.1% | 0.61% | 68.4% | 447 | 13.42% | 2.2 |
|
| 158 |
158
Oppenheimer Asset Management
New York
| $95.1億 | -$1.13億 | -1% | 1.67% | 94.3% | 1,201 | 11.99% | 4.7 |
|
| 159 |
159
Oppenheimer & Co
New York
| $95.1億 | +$1.45億 | +2% | 2.28% | 125% | 1,888 | 14.04% | 4.9 |
|
| 160 |
160
Blue Trust Inc
Alpharetta,
Georgia
| $95.1億 | -$3450万 | -0.4% | 0.64% | 53% | 2,835 | 24.62% | 2.7 |
|
| 161 |
161
Modera Wealth Management
Westwood,
New Jersey
| $95億 | +$1.24億 | +1% | 0.83% | 75.5% | 701 | 11.13% | 4.1 |
|
| 162 |
162
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| $94.4億 | +$5729万 | +0.6% | 5.84% | 183% | 202 | 28.71% | 3.4 |
|
| 163 |
163
Kestra Private Wealth Services
Austin,
Texas
| $93.7億 | +$2.75億 | +3% | 2.31% | 102% | 1,931 | 15.74% | 2.9 |
|
| 164 |
164
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| $93.1億 | +$4478万 | +0.5% | 3.75% | 137% | 1,533 | 3.07% | 8.6 |
|
| 165 |
165
Mirova US
Boston,
Massachusetts
| $91.5億 | -$1.47億 | -2% | 4.28% | 107% | 47 | 8.51% | 3.3 |
|
| 166 |
166
Midwest Trust
Overland Park,
Kansas
| $89.9億 | +$1.61億 | +2% | 2.8% | – | 658 | 11.7% | 1.1 |
|
| 167 |
167
Williams Jones Wealth Management
New York
| $89.4億 | +$7825万 | +0.9% | 3.06% | 88.6% | 568 | 11.44% | 4.5 |
|
| 168 |
168
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
| $89.4億 | +$7204万 | +0.8% | 4.08% | 116% | 1,199 | 13.09% | 3.3 |
|
| 169 |
169
Sarasin & Partners
London,
United Kingdom
| $89.3億 | +$3.89億 | +5% | 6.02% | 95.3% | 113 | 18.58% | 3.4 |
|
| 170 |
170
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| $89.2億 | -$1.28億 | -1% | 2.23% | 36.1% | 30 | 10% | 4.5 |
|
| 171 |
171
Pinnacle Associates
New York
| $89.2億 | -$2.35億 | -3% | 0.06% | 149% | 1,017 | 10.91% | 6.1 |
|
| 172 |
172
Yousif Capital Management
Bloomfield Hills,
Michigan
| $88.7億 | -$6717万 | -0.8% | 2.83% | 131% | 1,702 | 5.11% | 4 |
|
| 173 |
173
OpenArc Corporate Advisory
Atlanta,
Georgia
| $88.6億 | +$4.58億 | +5% | 1.92% | – | 988 | 25.91% | 0.5 |
|
| 174 |
AIM
174
Allen Investment Management
New York
| $88.4億 | +$4.15億 | +5% | 5.96% | 104% | 231 | 4.33% | 5.4 |
|
| 175 |
175
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $87.2億 | +$4.85億 | +6% | 1.79% | 96.7% | 1,749 | 15.32% | 2.6 |
|