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)
Gryphon Financial Partners
1676
Gryphon Financial Partners
Ohio
US$11.6억 +US$2666만 +2% 4.44% 111% 412 12.62% 3.1
Capital Impact Advisors
1677
Capital Impact Advisors
Massachusetts
US$11.6억 -US$6.24억 -35% 7.74% – 35 31.43% 0.8
CF
1678
Clarity Financial
Texas
US$11.6억 -US$1874만 -2% 2.85% 65.8% 148 17.57% 2.2
Berkshire Money Management
1679
Berkshire Money Management
Massachusetts
US$11.6억 +US$6373만 +6% 0.24% 61.8% 148 62.84% 1.5
Counterpoint Mutual Funds
1680
Counterpoint Mutual Funds
California
US$11.6억 +US$1.47억 +15% 3.06% 74.3% 505 77.62% 0.2
Accurate Wealth Management
1681
Accurate Wealth Management
Florida
US$11.6억 +US$1.09억 +10% 2.71% 101% 638 15.67% 1.9
Jacobs & Co
1682
Jacobs & Co
California
US$11.6억 -US$910만 -0.8% 3.46% 105% 139 8.63% 7.9
Occidental Asset Management
1683
Occidental Asset Management
California
US$11.6억 +US$1.49억 +15% 4.76% 97.4% 397 21.91% 3.1
AltraVue Capital
1684
AltraVue Capital
Washington
US$11.6억 -US$2.32억 -17% 11.2% 175% 27 11.11% 4.4
BDP
1685
Brehaut David Pascal
US$11.5억 +US$9095만 +9% 8.56% – 1 0% 0.8
Private Capital Advisors
1686
Private Capital Advisors
Connecticut
US$11.5억 +US$1169만 +1% 3.12% 132% 85 18.82% 5.8
Canandaigua National Bank & Trust
1687
Canandaigua National Bank & Trust
New York
US$11.5억 -US$3387만 -3% 1.31% – 325 10.77% 6.2
Discipline Wealth Solutions
1688
Discipline Wealth Solutions
South Carolina
US$11.5억 +US$551만 +0.5% 0.69% 45.9% 207 10.14% 1.2
Lodestar Private Asset Management
1689
Lodestar Private Asset Management
California
US$11.5억 -US$579만 -0.5% 0.26% 64.4% 244 9.84% 3
AH
1690
Allen Holding
New York
US$11.5억 +US$1.37억 +13% 17.8% 185% 10 0% 7.9
Trust Company
1691
Trust Company
Kansas
US$11.5억 +US$4111만 +4% 0.6% 40.6% 946 7.4% 2.7
Vista Capital Partners
1692
Vista Capital Partners
Oregon
US$11.5억 +US$321만 +0.3% 0.29% 69.3% 188 14.36% 4
Marks Group Wealth Management
1693
Marks Group Wealth Management
Minnesota
US$11.4억 -US$327만 -0.3% 2.06% 71.4% 379 13.46% 3.3
Asset Advisors Investment Management
1694
Asset Advisors Investment Management
Georgia
US$11.4억 +US$5413만 +5% 3.18% 67.5% 109 7.34% 5.4
Great Lakes Retirement
1695
Great Lakes Retirement
Ohio
US$11.4억 +US$1711만 +2% 2.25% 118% 234 12.82% 2.8
Carret Asset Management
1696
Carret Asset Management
New York
US$11.4억 -US$46.5만 -0% 2.51% 106% 320 7.19% 8
BFSG LLC
1697
BFSG LLC
California
US$11.4억 +US$1449만 +1% 1.53% 90.7% 960 24.38% 2.2
Viking Fund Management
1698
Viking Fund Management
North Dakota
US$11.4억 +US$2616만 +2% 0.75% 105% 155 14.84% 4.8
Wealth Management Nebraska
1699
Wealth Management Nebraska
Nebraska
US$11.4억 +US$2024만 +2% 1.26% – 113 9.73% 1.2
Delta Asset Management
1700
Delta Asset Management
Tennessee
US$11.4억 -US$1655만 -1% 3.92% 66.5% 605 2.98% 5