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)
Crescent Grove Advisors
1651
Crescent Grove Advisors
Illinois
US$11.8억 -US$1293만 -1% 0.29% 64.1% 340 17.94% 3.8
Bernardo Wealth Planning
1652
Bernardo Wealth Planning
Pennsylvania
US$11.8억 +US$5.98억 +102% 0.63% 56.9% 153 15.03% 3.6
PCM
1653
Prime Capital Management
Hong Kong
US$11.8억 -US$6873만 -5% 3.52% 569% 7 0% 1.3
Heritage Trust
1654
Heritage Trust
Oklahoma
US$11.8억 +US$2721만 +2% 4.42% – 326 9.2% 5.4
Folger Nolan Fleming Douglas Capital Management
1655
Folger Nolan Fleming Douglas Capital Management
District of Columbia
US$11.8억 -US$4120만 -3% 0.8% 77.5% 186 5.91% 8.5
Mayflower Financial Advisors
1656
Mayflower Financial Advisors
Massachusetts
US$11.8억 +US$2266만 +2% 1.58% 77.7% 520 11.35% 3.2
Red Door Wealth Management
1657
Red Door Wealth Management
Tennessee
US$11.8억 +US$8406만 +8% 5.63% 117% 343 10.2% 2.9
Knollwood Investment Advisory
1658
Knollwood Investment Advisory
Maryland
US$11.8억 +US$5327만 +5% 6.2% 178% 276 4.35% 2.5
Verus Financial Partners
1659
Verus Financial Partners
Virginia
US$11.8억 +US$791만 +0.7% 0.59% 45.7% 138 12.32% 4.3
Black Diamond Financial
1660
Black Diamond Financial
Maryland
US$11.8억 +US$4199만 +4% 0.01% 68.3% 209 7.66% 3.3
TRUE Private Wealth Advisors
1661
TRUE Private Wealth Advisors
Oregon
US$11.8억 +US$1715만 +1% 0.19% 89.2% 312 16.35% 4.3
Penn Davis McFarland
1662
Penn Davis McFarland
Texas
US$11.7억 +US$5159만 +5% 5.72% 100% 80 8.75% 4.8
Focused Wealth Management
1663
Focused Wealth Management
New York
US$11.7억 +US$2393만 +2% 0.96% 80.9% 303 31.68% 5
Voya Financial Advisors
1664
Voya Financial Advisors
Connecticut
US$11.7억 +US$3805만 +3% 0.62% 49.1% 212 13.21% 6.9
MASTERINVEST Kapitalanlage
1665
MASTERINVEST Kapitalanlage
US$11.7억 +US$830만 +0.7% 3.99% – 313 12.78% 1.1
Symetra Investment Management
1666
Symetra Investment Management
Connecticut
US$11.7억 +US$2692만 +2% 2.66% 38.6% 7 14.29% 1.9
KWB Wealth
1667
KWB Wealth
California
US$11.7억 +US$178만 +0.2% 0.38% 54.8% 187 14.44% 2.5
Forge Financial Services
1668
Forge Financial Services
Oklahoma
US$11.7억 +US$794만 +0.7% 1.55% – 43 20.93% 1
Versant Capital Management
1669
Versant Capital Management
Arizona
US$11.7억 +US$5350만 +5% 5.51% 97.3% 2,890 7.99% 4.5
Asset One Wealth Management
1670
Asset One Wealth Management
Washington
US$11.7억 +US$2.2억 +23% 3.52% – 446 26.91% 0.5
Wellesley Asset Management
1671
Wellesley Asset Management
New Hampshire
US$11.7억 +US$7003만 +6% 0% 0% 78 0% 0.9
Strategies Wealth Advisors
1672
Strategies Wealth Advisors
Michigan
US$11.6억 +US$4544만 +4% 0.33% 71.2% 213 12.68% 2.2
Randolph Company
1673
Randolph Company
Ohio
US$11.6억 -US$2399만 -2% 0.91% 127% 49 8.16% 4.6
GA
1674
GuoLine Advisory
Singapore
US$11.6억 +US$8808만 +8% 12.5% 112% 23 0% 2.5
JTC Employer Solutions Trustee
1675
JTC Employer Solutions Trustee
Jersey
US$11.6억 -US$8563만 -7% 2.01% 85.3% 315 5.08% 3.9