에서 실시간으로 운영 중이에요! 자세히 알아보기

세계 최고의 투자자와 헤지펀드의 최신 주식 포트폴리오

실시간 공시

현재 2026년 3분기 포트폴리오 공시가 진행 중이며, 11월 16일에 마감됩니다. 현재까지 2,069개 펀드(~23%)가 보유 종목을 공개했어요. 아래 데이터는 펀드가 규제 당국에 공시를 제출하는 즉시 실시간으로 업데이트됩니다.

이름 AUM AUM
성장률
AUM
성장률
분기
예상 수익률
3년간
예상 수익률
보유 종목 포트폴리오 회전율 평균 보유
기간(년)
LVW Advisors
301
LVW Advisors
New York
US$11.9억 +US$3005만 +3% 1.29% 79.1% 517 21.47% 2.7
Crescent Grove Advisors
302
Crescent Grove Advisors
Illinois
US$11.8억 -US$1293만 -1% 0.29% 64.1% 340 17.94% 3.8
Folger Nolan Fleming Douglas Capital Management
303
Folger Nolan Fleming Douglas Capital Management
District of Columbia
US$11.8억 -US$4120만 -3% 0.8% 77.5% 186 5.91% 8.5
TRUE Private Wealth Advisors
304
TRUE Private Wealth Advisors
Oregon
US$11.8억 +US$1715만 +1% 0.19% 89.2% 312 16.35% 4.3
KWB Wealth
305
KWB Wealth
California
US$11.7억 +US$178만 +0.2% 0.38% 54.8% 187 14.44% 2.5
Versant Capital Management
306
Versant Capital Management
Arizona
US$11.7억 +US$5350만 +5% 5.51% 97.3% 2,890 7.99% 4.5
GA
307
GuoLine Advisory
Singapore
US$11.6억 +US$8808만 +8% 12.5% 112% 23 0% 2.5
Berkshire Money Management
308
Berkshire Money Management
Massachusetts
US$11.6억 +US$6373만 +6% 0.24% 61.8% 148 62.84% 1.5
Counterpoint Mutual Funds
309
Counterpoint Mutual Funds
California
US$11.6억 +US$1.47억 +15% 3.06% 74.3% 505 77.62% 0.2
Accurate Wealth Management
310
Accurate Wealth Management
Florida
US$11.6억 +US$1.09억 +10% 2.71% 101% 638 15.67% 1.9
Jacobs & Co
311
Jacobs & Co
California
US$11.6억 -US$910만 -0.8% 3.46% 105% 139 8.63% 7.9
Private Capital Advisors
312
Private Capital Advisors
Connecticut
US$11.5억 +US$1169만 +1% 3.12% 132% 85 18.82% 5.8
Canandaigua National Bank & Trust
313
Canandaigua National Bank & Trust
New York
US$11.5억 -US$3387만 -3% 1.31% – 325 10.77% 6.2
Discipline Wealth Solutions
314
Discipline Wealth Solutions
South Carolina
US$11.5억 +US$551만 +0.5% 0.69% 45.9% 207 10.14% 1.2
Trust Company
315
Trust Company
Kansas
US$11.5억 +US$4111만 +4% 0.6% 40.6% 947 7.6% 2.7
Asset Advisors Investment Management
316
Asset Advisors Investment Management
Georgia
US$11.4억 +US$5413만 +5% 3.18% 67.5% 109 7.34% 5.4
Viking Fund Management
317
Viking Fund Management
North Dakota
US$11.4억 +US$2616만 +2% 0.75% 105% 155 14.84% 4.8
Onyx Bridge Wealth Group
318
Onyx Bridge Wealth Group
New York
US$11.4억 +US$2794만 +3% 1.84% 74.6% 422 12.09% 2.5
Global Strategic Investment Solutions
319
Global Strategic Investment Solutions
Arizona
US$11.4억 +US$704만 +0.6% 0.03% 56.8% 156 5.13% 4.4
Gleason Group
320
Gleason Group
Kentucky
US$11.3억 -US$1164만 -1% 0.48% 69.1% 472 11.23% 2.2
JGP Wealth Management
321
JGP Wealth Management
Oregon
US$11.3억 +US$1771만 +2% 0.31% 87.8% 254 13.78% 3.6
Goldstein Advisors
322
Goldstein Advisors
Wisconsin
US$11.3억 +US$3444만 +3% 1.46% 62.6% 289 15.22% 2
Guardian Partners
323
Guardian Partners
Canada
US$11.3억 +US$1901만 +2% 2.22% – 442 18.33% 0.7
Steel Grove Capital Advisors
324
Steel Grove Capital Advisors
Tennessee
US$11.2억 +US$4902만 +5% 4.25% 106% 255 24.71% 3.2
Taiyo Life Insurance Company
325
Taiyo Life Insurance Company
Japan
US$11.2억 +US$2405만 +2% 2.22% 90.5% 11 0% 4.9