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