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 1,584개 펀드(~18%)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)
Legacy Private Trust
151
Legacy Private Trust
Wisconsin
US$18.3억 +US$2235만 +1% 1.19% 71.1% 276 5.07% 6.2
Heck Capital Advisors
152
Heck Capital Advisors
Wisconsin
US$18.2억 +US$1.49억 +9% 0.09% 67% 261 26.44% 3.1
Franklin Street Advisors
153
Franklin Street Advisors
North Carolina
US$18.2억 +US$2698만 +2% 5.94% 130% 190 20.53% 6.7
Saratoga Research & Investment Management
154
Saratoga Research & Investment Management
California
US$18.2억 -US$1178만 -0.6% 2.08% 65.1% 46 4.35% 7
Frank Rimerman Advisors
155
Frank Rimerman Advisors
California
US$18.1억 +US$4450만 +3% 3.4% 149% 642 10.12% 2.2
Hamilton Capital
156
Hamilton Capital
Ohio
US$17.8억 -US$2.39억 -12% 1.63% – 169 14.2% 3
Portman Square Capital
157
Portman Square Capital
United Kingdom
US$17.7억 -US$3.44억 -16% 0.49% 25.4% 113 39.82% 0.9
Valley Wealth Managers
158
Valley Wealth Managers
New Jersey
US$17.6억 +US$2852만 +2% 3.01% 118% 365 11.51% 4.1
Stephens Group Asset Management
159
Stephens Group Asset Management
Arkansas
US$17.5억 -US$1886만 -1% 1.73% 51.4% 26 0% 7
Charles Schwab Trust
160
Charles Schwab Trust
Nevada
US$17.3억 -US$5850만 -3% 0.31% 52.7% 189 11.11% 3.8
Howard Capital Management Group
161
Howard Capital Management Group
California
US$17.3억 +US$9460만 +6% 6.04% 114% 157 12.74% 3.5
PIMG
162
Patriot Investment Management Group
Tennessee
US$17.3억 +US$443만 +0.3% 1.08% 52.9% 246 6.5% 5.4
Boston Common Asset Management
163
Boston Common Asset Management
Massachusetts
US$17.2억 +US$3775만 +2% 2.21% 61.2% 194 10.82% 5.1
Nichols & Pratt Advisers
164
Nichols & Pratt Advisers
Massachusetts
US$16.8억 +US$3330만 +2% 5.29% 71.2% 115 9.57% 7.9
AlphaStar Capital Management
165
AlphaStar Capital Management
North Carolina
US$16.7억 +US$9917만 +6% 1.59% 69.5% 314 22.93% 2.3
Armstrong Advisory Group
166
Armstrong Advisory Group
Massachusetts
US$16.6억 +US$1852만 +1% 0.57% 55.6% 1,096 15.05% 2.4
Cache Advisors
167
Cache Advisors
California
US$16.3억 +US$4.53억 +38% 6.03% – 167 19.76% 1
Everhart Financial Group
168
Everhart Financial Group
Ohio
US$16.2억 +US$6001만 +4% 1.54% 123% 522 13.03% 2.3
Avity Investment Management
169
Avity Investment Management
Connecticut
US$16억 +US$2826만 +2% 4.64% 119% 123 6.5% 5.8
Beacon Capital Management Inc (Ohio)
170
Beacon Capital Management Inc (Ohio)
Ohio
US$15.9억 -US$6257만 -4% 0.32% 46.4% 154 24.68% 2.4
YHB Investment Advisors
171
YHB Investment Advisors
Connecticut
US$15.9억 +US$2404만 +2% 2.81% 96.2% 330 9.7% 6
Kanawha Capital Management
172
Kanawha Capital Management
Virginia
US$15.6억 +US$2764만 +2% 2.94% 74.5% 234 5.13% 8.1
RVW Wealth
173
RVW Wealth
California
US$15.6억 +US$3908만 +3% 1.15% 65.8% 190 6.32% 3.7
Titleist Asset Management
174
Titleist Asset Management
Texas
US$15.5억 +US$6323만 +4% 2.28% 101% 452 14.16% 1.8
CFS Investment Advisory Services
175
CFS Investment Advisory Services
New Jersey
US$15.4억 +US$4169만 +3% 0.33% 59.7% 377 9.55% 2.3