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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)
Cyndeo Wealth Partners
201
Cyndeo Wealth Partners
Florida
$22.1億 +$8635万 +4% 2.5% 93% 592 17.74% 2.1
Integrated Advisors Network
202
Integrated Advisors Network
Texas
$21.9億 +$1215万 +0.6% 1.95% 107% 739 15.97% 3.7
Diversified Enterprises
203
Diversified Enterprises
Delaware
$21.6億 +$9341万 +5% 0.13% – 461 11.06% 1.3
Tectonic Advisors
204
Tectonic Advisors
Texas
$21.6億 +$7870万 +4% 1.62% 44.9% 303 13.2% 3.1
Ninety One North America
205
Ninety One North America
New York
$21.3億 -$826万 -0.4% 3.97% 70.6% 119 20.17% 2.5
Stairway Partners
206
Stairway Partners
Illinois
$21.2億 -$536万 -0.3% 1.23% 48.1% 18 0% 8.2
Generali Investments CEE
207
Generali Investments CEE
Czech Republic
$21.1億 $0 0% 1.31% – 462 0% 1.4
Resonant Capital Advisors
208
Resonant Capital Advisors
Wisconsin
$20.8億 -$923万 -0.4% 1.7% 56.5% 584 13.53% 2.7
WealthPlan Investment Management
209
WealthPlan Investment Management
Nebraska
$20.7億 +$5207万 +3% 2.47% 74.2% 547 17.73% 1.6
Kathmere Capital Management
210
Kathmere Capital Management
Pennsylvania
$20.7億 +$1.75億 +9% 1.4% 68.3% 756 16.01% 2
Aaron Wealth Advisors
211
Aaron Wealth Advisors
Illinois
$20.4億 +$7464万 +4% 4.27% 108% 771 21.66% 2.1
Strategic Blueprint
212
Strategic Blueprint
Georgia
$20.4億 +$3844万 +2% 0.56% 82.1% 738 13.96% 2.9
Chas P. Smith & Associates (CPS)
213
Chas P. Smith & Associates (CPS)
Florida
$20.4億 +$6224万 +3% 2.82% 64.4% 209 11.96% 4.5
Prosperity Capital Advisors
214
Prosperity Capital Advisors
Ohio
$20.3億 +$458万 +0.2% 0.65% 72.2% 457 15.97% 2
Courier Capital
215
Courier Capital
New York
$20.2億 +$2137万 +1% 0.62% 70.8% 423 9.93% 6.2
Foster Victor Wealth Advisors
216
Foster Victor Wealth Advisors
South Carolina
$20.2億 +$1.16億 +6% 2.9% 78.2% 277 12.27% 3.2
Community Trust & Investment
217
Community Trust & Investment
Kentucky
$20.2億 +$8076万 +4% 5.84% 123% 148 5.41% 4.6
Ninety One
218
Ninety One
South Africa
$20億 +$1.51億 +8% 11.7% 232% 121 23.97% 2.8
Fragasso Financial Advisors
219
Fragasso Financial Advisors
Pennsylvania
$19.9億 +$1.13億 +6% 1.24% 73.7% 402 16.67% 3.6
Fifth Third Securities
220
Fifth Third Securities
Ohio
$19.8億 +$2.31億 +13% 0.82% 62.7% 448 25.89% 2.2
Turtle Creek Wealth Advisors
221
Turtle Creek Wealth Advisors
Texas
$19.8億 +$8735万 +5% 3.77% 112% 555 16.22% 1.1
Willis Investment Counsel
222
Willis Investment Counsel
Georgia
$19.7億 -$1.29億 -6% 5.09% 65.3% 132 8.33% 5.5
PFG Advisors
223
PFG Advisors
Arizona
$19.6億 -$1911万 -1% 0.16% 82.7% 848 16.98% 2.7
McKinley Carter Wealth Services
224
McKinley Carter Wealth Services
West Virginia
$19.6億 +$2421万 +1% 0.05% 63.2% 333 5.71% 5.2
Roffman Miller Associates
225
Roffman Miller Associates
Pennsylvania
$19.5億 +$3801万 +2% 3.24% 83.5% 92 5.43% 7.8