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 1,780개 펀드(~20%)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)
B. Riley Wealth Advisors
126
B. Riley Wealth Advisors
Florida
US$25.7억 +US$7.01억 +38% 3.38% 118% 1,163 27.52% 4.2
Chesley Taft & Associates
127
Chesley Taft & Associates
Illinois
US$25.6억 -US$945만 -0.4% 2.91% 93.1% 382 7.85% 6.5
Acropolis Investment Management
128
Acropolis Investment Management
Missouri
US$24.9억 -US$4755만 -2% 1.52% 51% 401 9.73% 4.9
Birch Hill Investment Advisors
129
Birch Hill Investment Advisors
Massachusetts
US$24.3억 -US$3885만 -2% 0.88% 80.1% 223 7.17% 6.8
Klingman & Associates
130
Klingman & Associates
New York
US$24.1억 +US$5646만 +2% 0.01% 64.9% 442 25.11% 3.5
Davidson Investment Advisors
131
Davidson Investment Advisors
Montana
US$23.9억 -US$5172만 -2% 2.24% 79% 127 7.09% 5.6
ET
132
Equitable Trust
Tennessee
US$23.8억 -US$1877만 -0.8% 3.18% 109% 465 7.31% 3.8
Catterton Management Company
133
Catterton Management Company
Connecticut
US$23.8억 -US$19.6억 -45% 23.3% 13.2% 3 0% 2.4
Halbert Hargrove Global Advisors
134
Halbert Hargrove Global Advisors
California
US$22.9억 -US$2291만 -1% 0.26% 68.2% 723 51.45% 2.1
Elser Financial Planning
135
Elser Financial Planning
Indiana
US$22.8억 -US$2147만 -0.9% 1.84% – 137 13.14% 1.1
Goelzer Investment Management
136
Goelzer Investment Management
Indiana
US$22.8억 -US$1276만 -0.6% 0.04% 97.2% 325 12.92% 6
Quintet Private Bank (Europe)
137
Quintet Private Bank (Europe)
Luxembourg
US$22.8억 +US$6.72억 +42% 9.2% 111% 206 12.14% 3
Signal Advisors Wealth
138
Signal Advisors Wealth
Michigan
US$22.7억 +US$2.92억 +15% 2.29% 70.5% 745 21.34% 1.1
Sound Income Strategies
139
Sound Income Strategies
Florida
US$22.4억 +US$1421만 +0.6% 0.66% 31.4% 534 20.04% 4.4
Oak Grove Capital
140
Oak Grove Capital
New Hampshire
US$22.1억 +US$1.08억 +5% 2.11% 470% 120 15% 1.9
Advisornet Financial
141
Advisornet Financial
Minnesota
US$22.1억 +US$2093만 +1% 0.77% 71.2% 2,285 71.03% 6
Cyndeo Wealth Partners
142
Cyndeo Wealth Partners
Florida
US$22.1억 +US$8635만 +4% 2.5% 93% 592 17.74% 2.1
Diversified Enterprises
143
Diversified Enterprises
Delaware
US$21.6억 +US$9341만 +5% 0.13% – 461 11.06% 1.3
Ninety One North America
144
Ninety One North America
New York
US$21.3억 -US$826만 -0.4% 3.97% 70.6% 119 20.17% 2.5
Stairway Partners
145
Stairway Partners
Illinois
US$21.2억 -US$536만 -0.3% 1.23% 48.1% 18 0% 8.2
Generali Investments CEE
146
Generali Investments CEE
Czech Republic
US$21.1억 US$0 0% 1.31% – 462 0% 1.4
Resonant Capital Advisors
147
Resonant Capital Advisors
Wisconsin
US$20.8억 -US$923만 -0.4% 1.7% 56.5% 584 13.53% 2.7
WealthPlan Investment Management
148
WealthPlan Investment Management
Nebraska
US$20.7억 +US$5207만 +3% 2.47% 74.2% 547 17.73% 1.6
Kathmere Capital Management
149
Kathmere Capital Management
Pennsylvania
US$20.7억 +US$1.75억 +9% 1.4% 68.3% 756 16.01% 2
Aaron Wealth Advisors
150
Aaron Wealth Advisors
Illinois
US$20.4억 +US$7464만 +4% 4.27% 108% 771 21.66% 2.1