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)
Advisor OS
1401
Advisor OS
Illinois
US$15.2억 +US$1754만 +1% 1.4% 68.8% 644 17.86% 2
Willow Creek Wealth Management
1402
Willow Creek Wealth Management
California
US$15.2억 -US$549만 -0.4% 1.79% – 214 9.35% 4.2
Parkside Financial Bank & Trust
1403
Parkside Financial Bank & Trust
Missouri
US$15.1억 +US$4726만 +3% 3.49% 85.4% 3,172 17.59% 4.3
Schaper Benz & Wise Investment Counsel
1404
Schaper Benz & Wise Investment Counsel
Wisconsin
US$15.1억 +US$1345만 +0.9% 3.33% 94.2% 163 3.68% 7.2
Fusion Family Wealth
1405
Fusion Family Wealth
New York
US$15.1억 +US$379만 +0.3% 0.99% 62.2% 51 3.92% 5.6
NEWAS
1406
N.E.W. Advisory Services
Wisconsin
US$15.1억 +US$1385만 +0.9% 0.18% 56% 1,025 8.2% 1.7
First Heartland Consultants
1407
First Heartland Consultants
Missouri
US$15억 -US$4121만 -3% 0.37% 59.2% 632 13.13% 3.4
Verity & Verity
1408
Verity & Verity
South Carolina
US$15억 +US$4392만 +3% 4.47% 90.4% 145 8.97% 5.4
Magnus Financial Group
1409
Magnus Financial Group
New York
US$15억 +US$8206만 +6% 1.58% 78.2% 438 16.21% 3.5
Alaska Permanent Capital Management
1410
Alaska Permanent Capital Management
Alaska
US$15억 -US$3479만 -2% 1.33% 46.2% 44 11.36% 4.4
Excelsior Advisor Network
1411
Excelsior Advisor Network
Colorado
US$14.9억 +US$7.35억 +97% 6.81% – 638 32.45% 0.3
Cozad Asset Management
1412
Cozad Asset Management
Illinois
US$14.9억 -US$5531만 -4% 0.4% 138% 471 7.22% 4.3
RTM
1413
RH Tailwind Management
Pennsylvania
US$14.9억 +US$4.66억 +45% 5.79% – 101 68.32% 0.2
Hikari Tsushin Inc
1414
Hikari Tsushin Inc
Japan
US$14.9억 -US$1504만 -1% 1.31% 58.7% 79 3.8% 5.6
Narwhal Capital Management
1415
Narwhal Capital Management
Georgia
US$14.9억 +US$4296만 +3% 4.24% 109% 174 13.79% 6.2
MIM
1416
Marco Investment Management
Georgia
US$14.9억 -US$3349만 -2% 0.19% 131% 249 7.63% 7.7
MRG
1417
Milestone Resources Group
British Virgin Islands
US$14.8억 -US$1.54억 -9% 2.46% 100% 9 11.11% 3.8
WBH Advisory
1418
WBH Advisory
Maryland
US$14.8억 -US$622만 -0.4% 0.59% 64.5% 378 8.47% 6.5
Harbor Capital Advisors
1419
Harbor Capital Advisors
Illinois
US$14.8억 +US$1096만 +0.7% 1.34% 128% 1,526 25.82% 1.4
Himension Capital (Singapore)
1420
Himension Capital (Singapore)
Singapore
US$14.8억 -US$1.55억 -9% 6.01% 464% 181 26.52% 0.8
Neville Rodie & Shaw
1421
Neville Rodie & Shaw
New York
US$14.8억 -US$6992만 -5% 2.22% 125% 249 6.02% 8.8
Hilton Capital Management
1422
Hilton Capital Management
New York
US$14.7억 +US$427만 +0.3% 0.45% 59.4% 186 32.8% 2
Elequin Capital
1423
Elequin Capital
New York
US$14.7억 -US$18.8억 -56% 5.67% 63.5% 1,045 51.96% 0.3
City of London Investment Management
1424
City of London Investment Management
United Kingdom
US$14.7억 -US$1.89억 -11% 3.46% 104% 91 18.68% 3
Private Wealth Partners
1425
Private Wealth Partners
California
US$14.7억 +US$6823만 +5% 7.13% 132% 193 13.47% 4.8