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)
LA
576
Lynch & Associates
Indiana
US$6.99억 +US$1.26억 +22% 2.59% 73.5% 132 5.3% 8.2
Pacific Capital Wealth Advisors
577
Pacific Capital Wealth Advisors
California
US$6.98억 +US$3438만 +5% 0.5% 54.1% 106 25.47% 3
Bourgeon Capital Management
578
Bourgeon Capital Management
Connecticut
US$6.96억 +US$1718만 +3% 1.49% 121% 122 22.13% 3.3
Scott Capital Advisors
579
Scott Capital Advisors
Oregon
US$6.96억 +US$5770만 +9% 0.75% 50.9% 76 15.79% 2.5
Boston Standard Wealth Management
580
Boston Standard Wealth Management
Massachusetts
US$6.96억 +US$654만 +0.9% 0.65% 47.1% 63 15.87% 5.4
Financial Management Network
581
Financial Management Network
California
US$6.95억 -US$217만 -0.3% 0.24% 62.5% 222 10.81% 3
Sloy Dahl & Holst
582
Sloy Dahl & Holst
Washington
US$6.93억 -US$1.18억 -15% 5.03% 132% 129 12.4% 3.2
Princeton Global Asset Management
583
Princeton Global Asset Management
New Jersey
US$6.92억 -US$538만 -0.8% 0.91% 110% 859 6.64% 3.5
MTC
584
Matrix Trust Company
Colorado
US$6.88억 -US$192만 -0.3% 0.45% 51.4% 105 8.57% 2.6
FBT
585
First Bank & Trust
South Dakota
US$6.87억 +US$698만 +1% 1.11% 85.6% 289 10.73% 3.9
Bellecapital
586
Bellecapital
Switzerland
US$6.83억 +US$5749만 +9% 8.62% 152% 161 42.24% 2.9
Wilsey Asset Management
587
Wilsey Asset Management
California
US$6.81억 +US$19.1만 +0% 2.23% 66.9% 30 16.67% 3.5
Encompass Wealth Advisors
588
Encompass Wealth Advisors
Oregon
US$6.76억 +US$3.48억 +106% 1.21% 68.7% 122 13.93% 3.6
Essex Investment Management
589
Essex Investment Management
Massachusetts
US$6.75억 -US$8867만 -12% 1.67% 370% 324 12.65% 4.1
Cornerstone Management
590
Cornerstone Management
Georgia
US$6.73억 -US$2242만 -3% 0.09% 43.6% 68 2.94% 5.5
Allen Mooney & Barnes Investment Advisors
591
Allen Mooney & Barnes Investment Advisors
Georgia
US$6.73억 +US$1498만 +2% 2.98% 78.9% 161 7.45% 3.3
Mengis Capital Management
592
Mengis Capital Management
Oregon
US$6.73억 +US$1484만 +2% 3.3% 104% 226 8.41% 5.9
Matthew Goff Investment Advisor
593
Matthew Goff Investment Advisor
Texas
US$6.72억 +US$7944만 +13% 2.39% 89.6% 109 18.35% 3.9
Northcape Capital
594
Northcape Capital
Australia
US$6.71억 -US$7120만 -10% 8.7% – 8 0% 9.4
New Harbor Financial Group
595
New Harbor Financial Group
Massachusetts
US$6.69억 +US$3654만 +6% 0.97% 94.6% 77 31.17% 2.4
Perennial Advisors
596
Perennial Advisors
New York
US$6.69억 +US$2016만 +3% 2.84% – 146 8.9% 4.1
Ellis Investment Partners
597
Ellis Investment Partners
Pennsylvania
US$6.69억 +US$935만 +1% 0.39% 70.8% 295 9.15% 4.4
Asset Allocation Strategies
598
Asset Allocation Strategies
Michigan
US$6.68억 +US$1895만 +3% 0.12% 58.1% 187 13.9% 2
Jackson Square Capital
599
Jackson Square Capital
California
US$6.67억 -US$5172만 -7% 1.63% 423% 161 24.84% 2.7
Harfst & Associates
600
Harfst & Associates
Wyoming
US$6.67억 +US$2386만 +4% 0.31% 88.1% 129 9.3% 3.9