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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。

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)
Greenleaf Trust
151
Greenleaf Trust
Michigan
$97.6億 -$6.3億 -6% 4.03% 42.5% 908 12.44% 5.3
Compagnie Lombard Odier SCmA
152
Compagnie Lombard Odier SCmA
Switzerland
$97.5億 +$5.04億 +5% 7.73% 130% 486 13.37% 4.9
Choreo LLC
153
Choreo LLC
Illinois
$97.4億 +$6.27億 +7% 1.11% 83.8% 1,824 14.42% 2.5
Duff & Phelps Investment Management
154
Duff & Phelps Investment Management
Illinois
$96.9億 -$9.03億 -9% 7.1% 48% 165 4.24% 5.8
Valmark Advisers
155
Valmark Advisers
Ohio
$96.7億 +$2.47億 +3% 1.07% 46.5% 775 10.32% 4
State of Alaska Department of Revenue
156
State of Alaska Department of Revenue
Alaska
$96億 -$4.67億 -5% 3.06% 131% 2,362 12.15% 5.5
Vest Financial
157
Vest Financial
Virginia
$95.2億 -$525万 -0.1% 0.61% 68.4% 447 13.42% 2.2
Oppenheimer Asset Management
158
Oppenheimer Asset Management
New York
$95.1億 -$1.13億 -1% 1.67% 94.3% 1,201 11.99% 4.7
Oppenheimer & Co
159
Oppenheimer & Co
New York
$95.1億 +$1.45億 +2% 2.28% 125% 1,888 14.04% 4.9
Blue Trust Inc
160
Blue Trust Inc
Georgia
$95.1億 -$3450万 -0.4% 0.64% 53% 2,835 24.62% 2.7
Modera Wealth Management
161
Modera Wealth Management
New Jersey
$95億 +$1.24億 +1% 0.83% 75.5% 701 11.13% 4.1
AEGON Asset Management (UK)
162
AEGON Asset Management (UK)
United Kingdom
$94.4億 +$5729万 +0.6% 5.84% 183% 202 28.71% 3.4
Kestra Private Wealth Services
163
Kestra Private Wealth Services
Texas
$93.7億 +$2.75億 +3% 2.31% 102% 1,931 15.74% 2.9
Oregon Public Employees Retirement Fund
164
Oregon Public Employees Retirement Fund
Oregon
$93.1億 +$4478万 +0.5% 3.75% 137% 1,533 3.07% 8.6
Mirova US
165
Mirova US
Massachusetts
$91.5億 -$1.47億 -2% 4.28% 107% 47 8.51% 3.3
Midwest Trust
166
Midwest Trust
Kansas
$89.9億 +$1.61億 +2% 2.8% – 658 11.7% 1.1
Williams Jones Wealth Management
167
Williams Jones Wealth Management
New York
$89.4億 +$7825万 +0.9% 3.06% 88.6% 568 11.44% 4.5
Illinois Municipal Retirement Fund
168
Illinois Municipal Retirement Fund
Illinois
$89.4億 +$7204万 +0.8% 4.08% 116% 1,199 13.09% 3.3
Sarasin & Partners
169
Sarasin & Partners
United Kingdom
$89.3億 +$3.89億 +5% 6.02% 95.3% 113 18.58% 3.4
Municipal Employees' Retirement System of Michigan
170
Municipal Employees' Retirement System of Michigan
Michigan
$89.2億 -$1.28億 -1% 2.23% 36.1% 30 10% 4.5
Pinnacle Associates
171
Pinnacle Associates
New York
$89.2億 -$2.35億 -3% 0.06% 149% 1,017 10.91% 6.1
Yousif Capital Management
172
Yousif Capital Management
Michigan
$88.7億 -$6717万 -0.8% 2.83% 131% 1,702 5.11% 4
OpenArc Corporate Advisory
173
OpenArc Corporate Advisory
Georgia
$88.6億 +$4.58億 +5% 1.92% – 988 25.91% 0.5
AIM
174
Allen Investment Management
New York
$88.4億 +$4.15億 +5% 5.96% 104% 231 4.33% 5.4
Apollon Wealth Management
175
Apollon Wealth Management
South Carolina
$87.2億 +$4.85億 +6% 1.79% 96.7% 1,749 15.32% 2.6