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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Churchill Financial Advisors
Louisville,
Kentucky
| US$5.11억 | -US$889만 | -2% | 0.38% | – | 132 | 9.09% | 0.7 |
|
| 2927 |
2927
Baker Tilly Wealth Management
Madison,
Wisconsin
| US$5.1억 | +US$3962만 | +8% | 3.51% | 96.9% | 310 | 15.48% | 3.1 |
|
| 2928 |
2928
Eldridge Investment Advisors
Manchester,
New Hampshire
| US$5.1억 | +US$534만 | +1% | 0.15% | 55% | 176 | 10.23% | 4.2 |
|
| 2929 |
2929
Warren Street Wealth Advisors
Newport Beach,
California
| US$5.1억 | +US$6191만 | +14% | 2.62% | 84.6% | 173 | 14.45% | 2.1 |
|
| 2930 |
2930
May Hill Capital
Cohasset,
Massachusetts
| US$5.1억 | +US$3127만 | +7% | 1.3% | – | 285 | 16.14% | 1.1 |
|
| 2931 |
2931
Plan Group Financial
Oklahoma City,
Oklahoma
| US$5.1억 | +US$2414만 | +5% | 1.18% | 63.4% | 269 | 22.68% | 1.6 |
|
| 2932 |
2932
Marion Wealth Management
Monroeville,
Pennsylvania
| US$5.08억 | +US$1659만 | +3% | 2.09% | 51.7% | 166 | 7.83% | 2.8 |
|
| 2933 |
DI
2933
DDFG Inc
Thousand Oaks,
California
| US$5.08억 | +US$425만 | +0.8% | 0.08% | 56.3% | 93 | 6.45% | 2.8 |
|
| 2934 |
2934
Detalus Advisors
St. Louis,
Missouri
| US$5.07억 | -US$568만 | -1% | 0.64% | 75.7% | 199 | 9.55% | 3.3 |
|
| 2935 |
2935
Founders Grove Wealth Partners
Richmond,
Virginia
| US$5.07억 | +US$618만 | +1% | 1.21% | – | 203 | 15.27% | 1.2 |
|
| 2936 |
2936
Pilgrim Partners Asia
Singapore
| US$5.06억 | +US$2.72억 | +116% | 27.7% | – | 141 | 34.75% | 0.7 |
|
| 2937 |
2937
Richard P. Slaughter Associates
Austin,
Texas
| US$5.06억 | -US$404만 | -0.8% | 0.46% | 55.7% | 118 | 13.56% | 2.7 |
|
| 2938 |
2938
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| US$5.06억 | -US$431만 | -0.8% | 0.19% | 136% | 144 | 11.11% | 4.1 |
|
| 2939 |
2939
Friday Financial
Dubuque,
Iowa
| US$5.06억 | +US$1.32억 | +35% | 0.09% | – | 123 | 15.45% | 1.2 |
|
| 2940 |
2940
Cypress Asset Management
Houston,
Texas
| US$5.06억 | -US$792만 | -2% | 2.09% | 141% | 110 | 5.45% | 7.6 |
|
| 2941 |
2941
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| US$5.06억 | +US$1374만 | +3% | 1.63% | 64.8% | 159 | 3.77% | 8.1 |
|
| 2942 |
2942
Shulman DeMeo Asset Management
Lake Success,
New York
| US$5.05억 | -US$2962만 | -6% | 1.45% | 79.3% | 150 | 6.67% | 3.4 |
|
| 2943 |
2943
Beirne Wealth Consulting Services
Shelton,
Connecticut
| US$5.05억 | +US$254만 | +0.5% | 0.15% | 81.9% | 107 | 12.15% | 4.2 |
|
| 2944 |
2944
Towneley Capital Management
Laguna Hills,
California
| US$5.05억 | -US$479만 | -0.9% | 0.13% | 50.2% | 46 | 2.17% | 2.1 |
|
| 2945 |
2945
Fortress Private Ledger
Raleigh,
North Carolina
| US$5.04억 | +US$1.36억 | +37% | 8.73% | – | 303 | 15.18% | 1.1 |
|
| 2946 |
2946
Benedict Financial Advisors
Atlanta,
Georgia
| US$5.04억 | -US$1090만 | -2% | 2.16% | 72.4% | 144 | 6.94% | 6.8 |
|
| 2947 |
2947
Parisi Gray Wealth Management
Mendham,
New Jersey
| US$5.04억 | +US$1665만 | +3% | 5.25% | 137% | 165 | 18.18% | 4.2 |
|
| 2948 |
2948
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| US$5.03억 | +US$610만 | +1% | 2.02% | 84.7% | 204 | 6.86% | 6.9 |
|
| 2949 |
FNBOMD
2949
First National Bank of Mount Dora
Mount Dora,
Florida
| US$5.03억 | +US$390만 | +0.8% | 3.52% | 96.2% | 134 | 10.45% | 6.3 |
|
| 2950 |
2950
Shah Wealth Advisors
Chino Hills,
California
| US$5.03억 | +US$6986만 | +16% | 0.33% | – | 110 | 62.73% | 0.1 |
|