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 7,143개 펀드(~80%)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)
Annex Advisory Services
551
Annex Advisory Services
Wisconsin
US$61.1억 +US$2.5억 +4% 0.61% 85.8% 397 15.37% 3.5
Atlantic Union Bankshares
552
Atlantic Union Bankshares
Virginia
US$61.1억 +US$1.21억 +2% 2.48% 85.7% 1,980 18.03% 1.7
Forvis Mazars Wealth Advisors
553
Forvis Mazars Wealth Advisors
Missouri
US$60.9억 +US$9955만 +2% 0.43% 68.2% 443 5.87% 5.9
MGO One Seven
554
MGO One Seven
Ohio
US$60.8억 +US$2065만 +0.3% 1.73% 98.8% 1,668 14.15% 2.7
Savvy Advisors Inc
555
Savvy Advisors Inc
New York
US$60.3억 +US$13.2억 +28% 1.47% 86.1% 1,506 21.45% 1
Confluence Investment Management
556
Confluence Investment Management
Missouri
US$59.7억 -US$4.33억 -7% 1.67% 37.7% 310 11.61% 4.7
Mount Yale Investment Advisors
557
Mount Yale Investment Advisors
Colorado
US$59.6억 +US$5.57억 +10% 1.49% 92.1% 1,369 24.11% 1.5
Lazard Frères Gestion
558
Lazard Frères Gestion
France
US$59.5억 +US$1.83억 +3% 7.15% 97.9% 117 2.56% 2.9
J.W. Cole Advisors
559
J.W. Cole Advisors
Florida
US$59.3억 +US$1.08억 +2% 2.09% 95.5% 1,712 13.26% 1.4
Wealthcare Advisory Partners
560
Wealthcare Advisory Partners
Pennsylvania
US$59억 +US$6.24억 +12% 0.03% 65.6% 1,188 15.24% 3.4
IFP Advisors
561
IFP Advisors
Florida
US$58.6억 +US$3.22억 +6% 1.54% 80.6% 5,445 9.75% 3.9
Barings
562
Barings
North Carolina
US$58.4억 +US$2.04억 +4% 0.62% 61.5% 205 20% 3.6
MA
563
Mutual Advisors
Nebraska
US$58.2억 +US$5.07억 +10% 0.79% 74.8% 1,517 14.7% 3.6
Badgley Phelps Wealth Managers
564
Badgley Phelps Wealth Managers
Washington
US$58억 +US$9326만 +2% 3.08% 100% 356 9.83% 3.1
HUB Investment Partners
565
HUB Investment Partners
Texas
US$58억 +US$2.33억 +4% 3.85% 109% 1,738 27.22% 1.1
Choate Investment Advisors
566
Choate Investment Advisors
Massachusetts
US$58억 +US$1.06억 +2% 2.6% 80.5% 485 6.39% 5.1
Douglass Winthrop Advisors
567
Douglass Winthrop Advisors
New York
US$57.9억 -US$940만 -0.2% 2.57% 73.2% 319 8.15% 6.1
Country Trust Bank
568
Country Trust Bank
Illinois
US$57.8억 +US$6712만 +1% 2.18% 85.8% 739 23.55% 3.2
Montrusco Bolton Investments
569
Montrusco Bolton Investments
Quebec, Canada
US$57.7억 -US$6.85억 -11% 5.39% 101% 91 18.68% 3.4
Lingotto Investment Management
570
Lingotto Investment Management
United Kingdom
US$57.4억 +US$10.8억 +23% 10.8% 362% 41 26.83% 2.3
South Dakota Investment Council
571
South Dakota Investment Council
South Dakota
US$57.3억 -US$1.04억 -2% 1.56% 83% 644 8.07% 5.6
Generali Asset Management
572
Generali Asset Management
Italy
US$57.3억 +US$2.02억 +4% 4.65% – 540 9.26% 1.5
Brighton Jones LLC
573
Brighton Jones LLC
Washington
US$57.3억 +US$3.48억 +6% 5.16% 114% 1,551 18.7% 0.7
Wedge Capital Management
574
Wedge Capital Management
North Carolina
US$57.2억 -US$3.38억 -6% 3.09% 150% 519 14.26% 3.8
Folketrygdfondet
575
Folketrygdfondet
Norway
US$57.1억 +US$10.8억 +23% 22.9% 43.6% 13 23.08% 5