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)
Patten & Patten
1201
Patten & Patten
Tennessee
US$19.1억 +US$2482만 +1% 2.94% 85.7% 365 7.4% 6.9
Evensky & Katz
1202
Evensky & Katz
Florida
US$19.1억 -US$2231만 -1% 0.49% 61.1% 72 4.17% 8
Verus Capital Partners
1203
Verus Capital Partners
Arizona
US$19.1억 +US$6634만 +4% 3.23% 158% 555 17.12% 2.8
Koshinski Asset Management
1204
Koshinski Asset Management
Illinois
US$19.1억 +US$3352만 +2% 0.57% 82.9% 812 9.48% 3.4
Guyasuta Investment Advisors
1205
Guyasuta Investment Advisors
Pennsylvania
US$19.1억 -US$2553만 -1% 3.19% 99.5% 286 9.09% 6.7
Stratos Wealth Advisors
1206
Stratos Wealth Advisors
Ohio
US$19억 +US$8267만 +5% 2.37% 73.7% 687 11.5% 3.4
Plato Investment Management
1207
Plato Investment Management
Australia
US$19억 +US$1.5억 +9% 5.2% 156% 537 19.55% 2
Everence Capital Management
1208
Everence Capital Management
Indiana
US$19억 +US$132만 +0.1% 3.59% 121% 909 15.73% 4.1
Foster Dykema Cabot & Partners
1209
Foster Dykema Cabot & Partners
Massachusetts
US$19억 +US$1.77억 +10% 2.68% 81.1% 354 9.04% 2.1
Legacy Wealth Management (Tennessee)
1210
Legacy Wealth Management (Tennessee)
Tennessee
US$19억 -US$1302만 -0.7% 1.48% 50.4% 34 11.76% 5.4
Accel Leaders 4 Associates
1211
Accel Leaders 4 Associates
California
US$18.9억 +US$8.83억 +87% 13% – 2 50% 0.9
Cerity Partners OCIO
1212
Cerity Partners OCIO
New York
US$18.9억 -US$8180만 -4% 2.33% – 28 10.71% 3.6
Cacti Asset Management
1213
Cacti Asset Management
Georgia
US$18.9억 -US$1억 -5% 1.79% 171% 79 3.8% 9.5
Simmons Bank
1214
Simmons Bank
Arkansas
US$18.8억 +US$1.29억 +7% 2.25% 103% 395 8.61% 6.2
Woodmont Investment Counsel
1215
Woodmont Investment Counsel
Tennessee
US$18.8억 +US$5052만 +3% 1.79% 75.3% 304 10.53% 6.1
Goehring & Rozencwajg Associates
1216
Goehring & Rozencwajg Associates
New York
US$18.8억 +US$1.42억 +8% 7.14% 126% 43 6.98% 3
NFP Retirement Inc
1217
NFP Retirement Inc
California
US$18.8억 +US$5595만 +3% 0.31% 51.3% 346 11.56% 3.3
Ethos Financial Group
1218
Ethos Financial Group
Pennsylvania
US$18.8억 +US$3.83억 +26% 0.74% 66.6% 705 41.42% 1.5
First Interstate Bank
1219
First Interstate Bank
Montana
US$18.8억 -US$3991만 -2% 1.42% 49.7% 202 5.45% 5.2
Private Advisory Group
1220
Private Advisory Group
Washington
US$18.7억 +US$2145만 +1% 0.94% 187% 375 34.93% 1.5
Grandfield & Dodd
1221
Grandfield & Dodd
New York
US$18.7억 -US$3297만 -2% 1.18% 80.6% 223 5.83% 7.8
Mogy Joel R Investment Counsel
1222
Mogy Joel R Investment Counsel
California
US$18.7억 +US$1.23억 +7% 9.27% 121% 129 6.98% 8.2
Trinity Street Asset Management
1223
Trinity Street Asset Management
United Kingdom
US$18.7억 -US$7387만 -4% 4% 76.9% 25 12% 2.6
LMCG Investments
1224
LMCG Investments
Massachusetts
US$18.6억 -US$887만 -0.5% 3.09% 135% 231 5.19% 7.5
UHLMANN PRICE SECURITIES
1225
UHLMANN PRICE SECURITIES
Illinois
US$18.6억 -US$8.27억 -31% 29% – 328 18.29% 1.2