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)
Sheets Smith Wealth Management
376
Sheets Smith Wealth Management
North Carolina
US$9.6억 -US$4267만 -4% 0.72% 83.4% 418 10.05% 5.5
Howard Financial Services
377
Howard Financial Services
Texas
US$9.5억 +US$2704만 +3% 0.71% 55.9% 250 11.2% 3
Polaris Capital Management
378
Polaris Capital Management
Massachusetts
US$9.5억 -US$1.08억 -10% 1.47% 94.4% 89 8.99% 4.4
Central Pacific Bank - Trust Division
379
Central Pacific Bank - Trust Division
Hawaii
US$9.5억 -US$3205만 -3% 0.79% – 940 14.26% 1.8
Foundation Resource Management
380
Foundation Resource Management
Arkansas
US$9.39억 +US$7899만 +9% 11.4% 84.5% 57 3.51% 8.4
Wealth Enhancement Trust Services
381
Wealth Enhancement Trust Services
South Dakota
US$9.37억 +US$3650만 +4% 1.11% – 1,577 53.46% 0.6
Capital Investment Counsel Inc
382
Capital Investment Counsel Inc
North Carolina
US$9.35억 +US$606만 +0.7% 5.09% 174% 279 9.68% 5.2
XY Planning Network
383
XY Planning Network
Montana
US$9.29억 +US$1.32억 +17% 0.13% – 396 18.18% 0.8
VCM
384
Violich Capital Management
California
US$9.27억 +US$739만 +0.8% 4.52% 111% 125 12% 7.1
Harvey Investment Company
385
Harvey Investment Company
Kentucky
US$9.26억 +US$788만 +0.9% 1.62% 56.4% 103 6.8% 9.1
CFGSD
386
Compass Financial Group (South Dakota)
South Dakota
US$9.22억 +US$5058만 +6% 0.55% 72% 127 11.81% 2.6
KFG Wealth Management
387
KFG Wealth Management
Indiana
US$9.22억 +US$3606만 +4% 0.81% 55.9% 232 9.48% 2.1
Baker Ellis Asset Management
388
Baker Ellis Asset Management
Washington
US$9.17억 -US$4699만 -5% 1.62% 91.9% 270 8.52% 5.9
Johnson Bixby & Associates
389
Johnson Bixby & Associates
Washington
US$9.16억 +US$2007만 +2% 0.52% 48.7% 135 8.89% 3.4
Stanley-Laman Group
390
Stanley-Laman Group
Pennsylvania
US$9.15억 -US$6913만 -7% 2.79% 114% 317 11.67% 2.3
RTD Financial Advisors
391
RTD Financial Advisors
Pennsylvania
US$9.14억 -US$296만 -0.3% 1.51% 51.5% 129 10.85% 3.5
Wealthcare Capital Management
392
Wealthcare Capital Management
Virginia
US$9.11억 -US$1.43억 -14% 0.83% 46.2% 111 16.22% 4.5
Teamwork Financial Advisors
393
Teamwork Financial Advisors
Texas
US$9.08억 -US$1.94억 -18% 1.2% 134% 242 35.95% 2.3
Oak Root LLC
394
Oak Root LLC
California
US$9.07억 +US$87.7만 +0.1% 0.12% 75.4% 10 0% 2.8
Pathway Financial Advisors
395
Pathway Financial Advisors
Vermont
US$9.05억 +US$4776만 +6% 0.13% 52.7% 133 6.02% 5
CRA Financial Services
396
CRA Financial Services
New Jersey
US$9.04억 +US$3651만 +4% 3.61% 91.9% 335 5.97% 3.8
Portside Wealth Group
397
Portside Wealth Group
Utah
US$9.01억 +US$4295만 +5% 2.43% 90.1% 567 16.93% 1.7
Ranmore Fund Management
398
Ranmore Fund Management
United Kingdom
US$9.01억 -US$241만 -0.3% 2.31% – 32 46.88% 0.4
City Holding Co
399
City Holding Co
West Virginia
US$8.98억 +US$1347만 +2% 2.16% 89.2% 628 11.15% 6.3
FORM Wealth Advisors
400
FORM Wealth Advisors
Wisconsin
US$8.96억 -US$1331만 -1% 0.42% – 62 6.45% 1.4