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세계 최고의 투자자와 헤지펀드의 최신 주식 포트폴리오
실시간 공시
현재 2026년 3분기 포트폴리오 공시가 진행 중이며, 11월 16일에 마감됩니다. 현재까지 7,143개 펀드(~80%)가 보유 종목을 공개했어요. 아래 데이터는 펀드가 규제 당국에 공시를 제출하는 즉시 실시간으로 업데이트됩니다.
초대형 AUM
2,000억 달러 이상
AUM 규모가 큼
100억~2,000억 달러
중간 AUM
20억~100억 달러
소규모 AUM
2억 5,000만 달러~20억 달러
소규모 AUM
2억 5천만 달러 미만
10% 미만
20% 미만
40% 미만
60% 미만
80% 미만
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
| # | 이름 | AUM |
AUM 성장률 |
AUM 성장률 |
분기 예상 수익률 |
3년간 예상 수익률 | 보유 종목 | 포트폴리오 회전율 |
평균 보유 기간(년) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
Valicenti Advisory Services
Elmira,
New York
| US$5.31억 | +US$81.6만 | +0.2% | 2.35% | 134% | 86 | 9.3% | 5.8 |
|
| 2852 |
2852
Frontier Asset Management
Sheridan,
Wyoming
| US$5.3억 | -US$2856만 | -5% | 0.06% | 57.1% | 94 | 18.09% | 2.3 |
|
| 2853 |
TGY2IT
2853
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
| US$5.3억 | +US$1964만 | +4% | 0.73% | – | 147 | 74.83% | 0.3 |
|
| 2854 |
2854
Vickerman Investment Advisors
Spokane,
Washington
| US$5.3억 | +US$1442만 | +3% | 1.47% | 53.1% | 103 | 3.88% | 3 |
|
| 2855 |
2855
Kirr Marbach & Co
Columbus,
Indiana
| US$5.3억 | -US$6426만 | -11% | 6.67% | 121% | 61 | 13.11% | 4.7 |
|
| 2856 |
2856
Morton Community Bank
East Peoria,
Illinois
| US$5.29억 | +US$3830만 | +8% | 0.19% | 67.7% | 126 | 11.11% | 2.2 |
|
| 2857 |
2857
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| US$5.29억 | -US$509만 | -1% | 0.41% | 54.3% | 418 | 13.4% | 6.1 |
|
| 2858 |
2858
Trigran Investments
Northbrook,
Illinois
| US$5.29억 | -US$1612만 | -3% | 1.23% | 44.7% | 19 | 15.79% | 3.5 |
|
| 2859 |
2859
Bright Rock Capital Management
Hanover,
Massachusetts
| US$5.29억 | +US$3004만 | +6% | 6.08% | 53.1% | 80 | 18.75% | 5.3 |
|
| 2860 |
2860
Beacon Financial Advisory
Cleveland,
Ohio
| US$5.29억 | +US$2049만 | +4% | 1.37% | 76.8% | 448 | 12.95% | 2.8 |
|
| 2861 |
2861
Waterway Wealth Management
The Woodlands,
Texas
| US$5.28억 | +US$3818만 | +8% | 0.28% | 52.2% | 113 | 18.58% | 1.2 |
|
| 2862 |
2862
Prudent Investors Network
Lake Forest,
California
| US$5.28억 | +US$1150만 | +2% | 1.51% | – | 94 | 10.64% | 2.2 |
|
| 2863 |
2863
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| US$5.28억 | +US$378만 | +0.7% | 2.3% | 82.6% | 182 | 8.24% | 4.4 |
|
| 2864 |
2864
Aspire Capital Advisors
Seattle,
Washington
| US$5.27억 | +US$1390만 | +3% | 2.04% | 68.6% | 146 | 13.01% | 2 |
|
| 2865 |
2865
MPS Loria Financial Planners
Burr Ridge,
Illinois
| US$5.27억 | +US$9209만 | +21% | 2.39% | 80% | 93 | 8.6% | 5.4 |
|
| 2866 |
2866
Brown Capital Management
Baltimore,
Maryland
| US$5.27억 | +US$2668만 | +5% | 10.7% | 107% | 58 | 12.07% | 3.8 |
|
| 2867 |
2867
Adams Wealth Management
Logan,
Utah
| US$5.27억 | +US$453만 | +0.9% | 0.21% | 112% | 153 | 8.5% | 2.7 |
|
| 2868 |
2868
Highline Wealth Partners
Sherman Oaks,
California
| US$5.27억 | +US$3364만 | +7% | 3.19% | 93.8% | 1,552 | 15.01% | 1.5 |
|
| 2869 |
2869
Wendel SE
Paris,
| US$5.26억 | +US$756만 | +1% | 1.46% | – | 1 | 0% | 1.5 |
|
| 2870 |
2870
Continental General Insurance Company
Austin,
Texas
| US$5.26억 | +US$4637만 | +10% | 2.06% | 117% | 14 | 50% | 1 |
|
| 2871 |
2871
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| US$5.26억 | +US$1259만 | +2% | 1.52% | 150% | 80 | 26.25% | 2.6 |
|
| 2872 |
2872
Weaver Capital Management
Suwanee,
Georgia
| US$5.25억 | +US$7145만 | +16% | 1.72% | 79.4% | 196 | 18.88% | 1.9 |
|
| 2873 |
2873
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| US$5.25억 | +US$216만 | +0.4% | 1.89% | 82.6% | 203 | 14.29% | 6.4 |
|
| 2874 |
2874
Fulcrum Capital
Seattle,
Washington
| US$5.25억 | +US$3199만 | +6% | 5.88% | 102% | 106 | 7.55% | 4.1 |
|
| 2875 |
2875
Bender Robert & Associates
Pasadena,
California
| US$5.25억 | +US$4339만 | +9% | 9.61% | 146% | 49 | 26.53% | 1.5 |
|