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 2,269개 펀드(~25%)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)
Barlow Wealth Partners
426
Barlow Wealth Partners
Kentucky
US$9.7억 +US$4457만 +5% 4.71% 101% 158 9.49% 2
Parthenon LLC
427
Parthenon LLC
Kentucky
US$9.7억 +US$536만 +0.6% 4.36% 93.3% 135 5.93% 8.7
Bath Savings Trust
428
Bath Savings Trust
Maine
US$9.7억 +US$71.1만 +0.1% 3.36% 57.8% 185 8.11% 7
Strategic Planning Group
429
Strategic Planning Group
Utah
US$9.6억 +US$4682만 +5% 3.73% 162% 88 25% 1.4
Financial Partners Group (Kansas)
430
Financial Partners Group (Kansas)
Kansas
US$9.6억 -US$2146만 -2% 0.68% 76.7% 266 11.65% 3.2
Sheets Smith Wealth Management
431
Sheets Smith Wealth Management
North Carolina
US$9.6억 -US$4267만 -4% 0.72% 83.4% 418 10.05% 5.5
GWM
432
Gibbs Wealth Management
Georgia
US$9.5억 +US$1.27억 +15% 1.18% – 535 19.07% 1.2
Howard Financial Services
433
Howard Financial Services
Texas
US$9.5억 +US$2704만 +3% 0.71% 55.9% 250 11.2% 3
Polaris Capital Management
434
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
435
Central Pacific Bank - Trust Division
Hawaii
US$9.5억 -US$3205만 -3% 0.79% – 940 14.26% 1.8
Marietta Wealth Management
436
Marietta Wealth Management
Georgia
US$9.45억 -US$2583만 -3% 2.28% 93% 139 12.23% 5
Foundation Resource Management
437
Foundation Resource Management
Arkansas
US$9.39억 +US$7899만 +9% 11.4% 84.5% 57 3.51% 8.4
James J. Burns & Company
438
James J. Burns & Company
New York
US$9.37억 +US$1342만 +1% 0.25% 70.2% 172 8.72% 2.5
Wealth Enhancement Trust Services
439
Wealth Enhancement Trust Services
South Dakota
US$9.37억 +US$3650만 +4% 1.11% – 1,577 53.46% 0.6
James Investment Research
440
James Investment Research
Ohio
US$9.36억 -US$4759만 -5% 0.51% 110% 392 9.18% 5.2
Capital Investment Counsel Inc
441
Capital Investment Counsel Inc
North Carolina
US$9.35억 +US$606만 +0.7% 5.09% 174% 279 9.68% 5.2
Griffin Asset Management
442
Griffin Asset Management
New York
US$9.34억 -US$1452만 -2% 2.09% 88.9% 264 16.29% 5.3
XY Planning Network
443
XY Planning Network
Montana
US$9.29억 +US$1.32억 +17% 0.13% – 396 18.18% 0.8
VCM
444
Violich Capital Management
California
US$9.27억 +US$739만 +0.8% 4.52% 111% 125 12% 7.1
Harvey Investment Company
445
Harvey Investment Company
Kentucky
US$9.26억 +US$788만 +0.9% 1.62% 56.4% 103 6.8% 9.1
CFGSD
446
Compass Financial Group (South Dakota)
South Dakota
US$9.22억 +US$5058만 +6% 0.55% 72% 127 11.81% 2.6
KFG Wealth Management
447
KFG Wealth Management
Indiana
US$9.22억 +US$3606만 +4% 0.81% 55.9% 232 9.48% 2.1
Baker Ellis Asset Management
448
Baker Ellis Asset Management
Washington
US$9.17억 -US$4699만 -5% 1.62% 91.9% 270 8.52% 5.9
Johnson Bixby & Associates
449
Johnson Bixby & Associates
Washington
US$9.16억 +US$2007만 +2% 0.52% 48.7% 135 8.89% 3.4
Stanley-Laman Group
450
Stanley-Laman Group
Pennsylvania
US$9.15억 -US$6913만 -7% 2.79% 114% 317 11.67% 2.3