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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、2,269本のファンド(~25%)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)
Rockland Trust
176
Rockland Trust
Massachusetts
$26.1億 +$6404万 +3% 4.21% 61.5% 334 9.28% 5.9
Trilogy Capital
177
Trilogy Capital
California
$26.1億 +$2899万 +1% 0.56% 57.6% 433 12.47% 2.8
B. Riley Wealth Advisors
178
B. Riley Wealth Advisors
Florida
$25.7億 +$7.01億 +38% 3.38% 118% 1,163 27.52% 4.2
Chesley Taft & Associates
179
Chesley Taft & Associates
Illinois
$25.6億 -$945万 -0.4% 2.91% 93.1% 382 7.85% 6.5
Obermeyer Wealth Partners
180
Obermeyer Wealth Partners
Colorado
$25.1億 +$6841万 +3% 3.19% 91.3% 315 8.57% 4.2
Sepio Capital
181
Sepio Capital
Utah
$25億 +$5.15億 +26% 5.79% 92% 363 20.94% 4.4
Acropolis Investment Management
182
Acropolis Investment Management
Missouri
$24.9億 -$4755万 -2% 1.52% 51% 401 9.73% 4.9
Global X Japan
183
Global X Japan
Japan
$24.6億 -$2.61億 -10% 4% 151% 418 13.64% 1.6
Axxcess Wealth Management
184
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
185
Birch Hill Investment Advisors
Massachusetts
$24.3億 -$3885万 -2% 0.88% 80.1% 223 7.17% 6.8
Klingman & Associates
186
Klingman & Associates
New York
$24.1億 +$5646万 +2% 0.01% 64.9% 442 25.11% 3.5
Davidson Investment Advisors
187
Davidson Investment Advisors
Montana
$23.9億 -$5172万 -2% 2.24% 79% 127 7.09% 5.6
Equitable Trust
188
Equitable Trust
Tennessee
$23.8億 -$1877万 -0.8% 3.18% 109% 465 7.31% 3.8
Catterton Management Company
189
Catterton Management Company
Connecticut
$23.8億 -$19.6億 -45% 23.3% 13.2% 3 0% 2.4
Inspire Investing
190
Inspire Investing
Idaho
$23.7億 -$6062万 -2% 3.13% 107% 1,430 21.75% 2.4
Procyon Advisors
191
Procyon Advisors
Connecticut
$23.6億 +$4711万 +2% 1.56% 92.3% 652 19.79% 2.8
Halbert Hargrove Global Advisors
192
Halbert Hargrove Global Advisors
California
$22.9億 -$2291万 -1% 0.26% 68.2% 723 51.45% 2.1
Elser Financial Planning
193
Elser Financial Planning
Indiana
$22.8億 -$2147万 -0.9% 1.84% – 137 13.14% 1.1
Goelzer Investment Management
194
Goelzer Investment Management
Indiana
$22.8億 -$1276万 -0.6% 0.04% 97.2% 325 12.92% 6
Quintet Private Bank (Europe)
195
Quintet Private Bank (Europe)
Luxembourg
$22.8億 +$6.72億 +42% 9.2% 111% 206 12.14% 3
Signal Advisors Wealth
196
Signal Advisors Wealth
Michigan
$22.7億 +$2.92億 +15% 2.29% 70.5% 745 21.34% 1.1
Investment House LLC
197
Investment House LLC
California
$22.5億 +$4117万 +2% 3.39% 137% 237 21.52% 6.8
Sound Income Strategies
198
Sound Income Strategies
Florida
$22.4億 +$1421万 +0.6% 0.66% 31.4% 534 20.04% 4.4
Oak Grove Capital
199
Oak Grove Capital
New Hampshire
$22.1億 +$1.08億 +5% 2.11% 470% 120 15% 1.9
Advisornet Financial
200
Advisornet Financial
Minnesota
$22.1億 +$2071万 +0.9% 0.76% 71.2% 2,285 71.03% 6