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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、3,029本のファンド(~34%)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)
Michael S. Ryan Inc
2176
Michael S. Ryan Inc
New York
$1.98億 -$212万 -1% 1.75% 63.3% 58 5.17% 2
Marest Capital
2177
Marest Capital
California
$1.98億 -$300万 -1% 3.22% 84.5% 32 21.88% 1.4
McClarren Financial Advisors
2178
McClarren Financial Advisors
Pennsylvania
$1.98億 +$423万 +2% 0.68% 63% 90 12.22% 1.9
WESPAC Advisors
2179
WESPAC Advisors
California
$1.98億 -$759万 -4% 3.39% 126% 240 32.5% 1.4
Klein Pavlis & Peasley Financial
2180
Klein Pavlis & Peasley Financial
California
$1.98億 +$542万 +3% 2.12% 97.4% 107 26.17% 1.3
Systrade
2181
Systrade
Liechtenstein
$1.97億 +$3764万 +24% 2.18% 152% 16 37.5% 1
Walker Asset Management
2182
Walker Asset Management
Missouri
$1.97億 -$87.3万 -0.4% 1.12% 87.6% 155 5.81% 3.1
Seros Financial
2183
Seros Financial
Arizona
$1.97億 +$491万 +3% 1.55% – 76 23.68% 1.1
PCM
2184
Park Capital Management
Wisconsin
$1.97億 +$2681万 +16% 9.78% – 261 52.49% 0.5
Taylor Frigon Capital Management
2185
Taylor Frigon Capital Management
Arizona
$1.97億 -$1701万 -8% 0.51% 152% 98 11.22% 4.6
WF
2186
Williams Financial
Vermont
$1.97億 +$309万 +2% 0.55% 33.1% 31 3.23% 1
FSBI
2187
Fearless Solutions (Best Invest)
Texas
$1.97億 +$713万 +4% 2.13% – 149 10.74% 1.3
Carter Financial Group
2188
Carter Financial Group
Illinois
$1.96億 +$340万 +2% 2.45% – 145 16.55% 1.8
LFWA
2189
LBJ Family Wealth Advisors
Texas
$1.96億 -$26.8万 -0.1% 0.9% 64.9% 29 3.45% 7.9
FAG
2190
Financial Architects (Georgia)
Georgia
$1.96億 -$1289万 -6% 3.13% 35.9% 31 29.03% 1.6
Dickmeyer Boyce Financial Management
2191
Dickmeyer Boyce Financial Management
Indiana
$1.95億 +$236万 +1% 1.06% – 132 6.06% 0.5
Defined Wealth Management
2192
Defined Wealth Management
Oregon
$1.95億 +$55.4万 +0.3% 0.88% 78.1% 120 8.33% 3.7
IFS
2193
Integrated Financial Solutions
Virginia
$1.95億 +$966万 +5% 5.47% – 38 13.16% 0.9
Councilmark Asset Management
2194
Councilmark Asset Management
Tennessee
$1.94億 +$558万 +3% 4.76% – 89 7.87% 2.1
Lee-Kelleher Wealth Management
2195
Lee-Kelleher Wealth Management
Maryland
$1.94億 +$313万 +2% 0.41% – 50 6% 1.4
Financial Designs
2196
Financial Designs
California
$1.94億 +$765万 +4% 1.84% 49% 42 9.52% 1.4
Quantum Financial Partners
2197
Quantum Financial Partners
Kansas
$1.94億 -$150万 -0.8% 1.53% – 169 19.53% 0.2
Lakewood Asset Management
2198
Lakewood Asset Management
Illinois
$1.94億 +$1171万 +6% 1.65% 69.3% 114 9.65% 2.9
IMG Wealth Management
2199
IMG Wealth Management
Florida
$1.94億 +$1438万 +8% 1.16% – 665 11.88% 1
Invera Wealth Advisors
2200
Invera Wealth Advisors
Oregon
$1.94億 +$726万 +4% 1.03% 102% 136 3.68% 1.3