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)
True Link Financial Advisors
1276
True Link Financial Advisors
California
US$17.4억 +US$949만 +0.5% 1.77% 27.3% 112 17.86% 1.9
Charles Schwab Trust
1277
Charles Schwab Trust
Nevada
US$17.3억 -US$5850만 -3% 0.31% 52.7% 189 11.11% 3.8
Howard Capital Management Group
1278
Howard Capital Management Group
California
US$17.3억 +US$9460만 +6% 6.04% 114% 157 12.74% 3.5
PIMG
1279
Patriot Investment Management Group
Tennessee
US$17.3억 +US$443만 +0.3% 1.08% 52.9% 246 6.5% 5.4
Fulton Breakefield Broenniman
1280
Fulton Breakefield Broenniman
Maryland
US$17.3억 +US$3002만 +2% 1.15% 76% 216 8.33% 4.6
Boston Common Asset Management
1281
Boston Common Asset Management
Massachusetts
US$17.2억 +US$3775만 +2% 2.21% 61.6% 194 10.82% 5.1
Compass Capital Management
1282
Compass Capital Management
Minnesota
US$17.2억 +US$5849만 +4% 5.87% 65.5% 119 24.37% 3
RMR Wealth Builders
1283
RMR Wealth Builders
New Jersey
US$17.2억 +US$1.06억 +7% 2.13% 91.7% 337 14.24% 3.1
Spyglass Capital Management
1284
Spyglass Capital Management
California
US$17.1억 -US$1.35억 -7% 5.53% 131% 26 7.69% 2
E.S. Barr & Co
1285
E.S. Barr & Co
Kentucky
US$17.1억 -US$7149만 -4% 1.58% 72.1% 116 4.31% 6.7
TIAA Trust, National Association
1286
TIAA Trust, National Association
North Carolina
US$17.1억 +US$2048만 +1% 0.17% 61.1% 365 8.22% 2.7
MONECO Advisors
1287
MONECO Advisors
Connecticut
US$17.1억 +US$7581만 +5% 1.14% 77.7% 637 13.5% 2.9
PWMAG
1288
Pinnacle Wealth Management Advisory Group
New Jersey
US$17.1억 +US$3170만 +2% 1.83% 90.7% 607 14.33% 3.7
Sava Infond
1289
Sava Infond
Slovenia
US$17.1억 +US$2.99억 +21% 4.74% – 253 8.7% 1.4
General American Investors
1290
General American Investors
New York
US$17.1억 +US$1897만 +1% 2.44% 137% 80 17.5% 6
Lee, Danner & Bass
1291
Lee, Danner & Bass
Tennessee
US$17.1억 -US$2637만 -2% 1.66% – 252 2.78% 7.7
SC
1292
SRB Corp
Massachusetts
US$17.1억 -US$1.53억 -8% 4.28% 101% 24 8.33% 4.4
Golden State Equity Partners
1293
Golden State Equity Partners
California
US$17억 +US$16.7억 +4,487% 2.32% – 2,281 84.13% 0.3
BFO
1294
Boston Family Office
Massachusetts
US$17억 +US$4997만 +3% 5.49% 69.7% 326 7.36% 7.1
Maple Capital Management
1295
Maple Capital Management
Vermont
US$17억 +US$1187만 +0.7% 4.15% 114% 137 10.95% 5.7
First American Trust
1296
First American Trust
California
US$17억 +US$3605만 +2% 2.72% 92.8% 329 13.07% 3.6
Provenance Wealth Advisors
1297
Provenance Wealth Advisors
Florida
US$16.9억 +US$6.45억 +61% 0.99% 64.3% 2,610 77.09% 0.4
Sage Mountain Advisors
1298
Sage Mountain Advisors
Georgia
US$16.9억 +US$6718만 +4% 0.64% 67% 322 16.15% 3.3
Morningstar Investment Management
1299
Morningstar Investment Management
Illinois
US$16.9억 +US$6639만 +4% 3.99% 57.4% 349 22.06% 1.3
Lyell Wealth Management
1300
Lyell Wealth Management
California
US$16.9억 +US$5750만 +4% 4.18% 144% 237 3.8% 4.4