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