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 2,475개 펀드(~28%)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)
Polaris Capital Management
476
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
477
Central Pacific Bank - Trust Division
Hawaii
US$9.5억 -US$3205만 -3% 0.79% – 940 14.26% 1.8
Marietta Wealth Management
478
Marietta Wealth Management
Georgia
US$9.45억 -US$2583만 -3% 2.28% 93% 139 12.23% 5
Middleton & Co
479
Middleton & Co
Massachusetts
US$9.43억 +US$103만 +0.1% 4.54% 81.8% 171 5.26% 7.2
Foundation Resource Management
480
Foundation Resource Management
Arkansas
US$9.39억 +US$7899만 +9% 11.4% 84.5% 57 3.51% 8.4
James J. Burns & Company
481
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
482
Wealth Enhancement Trust Services
South Dakota
US$9.37억 +US$3650만 +4% 1.11% – 1,577 53.46% 0.6
James Investment Research
483
James Investment Research
Ohio
US$9.36억 -US$4759만 -5% 0.51% 110% 392 9.18% 5.2
Capital Investment Counsel Inc
484
Capital Investment Counsel Inc
North Carolina
US$9.35억 +US$606만 +0.7% 5.09% 174% 279 9.68% 5.2
Griffin Asset Management
485
Griffin Asset Management
New York
US$9.34억 -US$1452만 -2% 2.09% 88.9% 264 16.29% 5.3
KTF Investments
486
KTF Investments
California
US$9.32억 -US$5707만 -6% 4.12% – 96 10.42% 0.7
XY Planning Network
487
XY Planning Network
Montana
US$9.29억 +US$1.32억 +17% 0.13% – 396 18.18% 0.8
VCM
488
Violich Capital Management
California
US$9.27억 +US$739만 +0.8% 4.52% 111% 125 12% 7.1
Harvey Investment Company
489
Harvey Investment Company
Kentucky
US$9.26억 +US$788만 +0.9% 1.62% 56.4% 103 6.8% 9.1
CFGSD
490
Compass Financial Group (South Dakota)
South Dakota
US$9.22억 +US$5058만 +6% 0.55% 72% 127 11.81% 2.6
KFG Wealth Management
491
KFG Wealth Management
Indiana
US$9.22억 +US$3606만 +4% 0.81% 55.9% 232 9.48% 2.1
Baker Ellis Asset Management
492
Baker Ellis Asset Management
Washington
US$9.17억 -US$4699만 -5% 1.62% 91.9% 270 8.52% 5.9
Johnson Bixby & Associates
493
Johnson Bixby & Associates
Washington
US$9.16억 +US$2007만 +2% 0.52% 48.7% 135 8.89% 3.4
Stanley-Laman Group
494
Stanley-Laman Group
Pennsylvania
US$9.15억 -US$6913만 -7% 2.79% 114% 317 11.67% 2.3
RTD Financial Advisors
495
RTD Financial Advisors
Pennsylvania
US$9.14억 -US$296만 -0.3% 1.51% 51.5% 129 10.85% 3.5
Wealthcare Capital Management
496
Wealthcare Capital Management
Virginia
US$9.11억 -US$1.43억 -14% 0.83% 46.2% 111 16.22% 4.5
Valley National Advisers
497
Valley National Advisers
Pennsylvania
US$9.09억 +US$892만 +1% 0.75% 87.2% 1,756 42.2% 2.9
Teamwork Financial Advisors
498
Teamwork Financial Advisors
Texas
US$9.08억 -US$1.94억 -18% 1.2% 134% 242 35.95% 2.3
Lake Street Private Wealth
499
Lake Street Private Wealth
Illinois
US$9.08억 +US$3372만 +4% 3.88% 105% 289 8.3% 3.8
Oak Root LLC
500
Oak Root LLC
California
US$9.07억 +US$87.7만 +0.1% 0.12% 75.4% 10 0% 2.8