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)
Insight Wealth Strategies
1851
Insight Wealth Strategies
California
US$10.1억 -US$1354만 -1% 0.3% 83.5% 206 16.99% 2.7
HBW Advisory Services
1852
HBW Advisory Services
California
US$10.1억 -US$9565만 -9% 0.38% 68.6% 492 16.46% 2.6
Archford Capital Strategies
1853
Archford Capital Strategies
Illinois
US$10.1억 +US$2155만 +2% 2.79% 87.4% 402 20.4% 4.1
Water Island Capital
1854
Water Island Capital
New York
US$10.1억 -US$6607만 -6% 13.4% 445% 117 58.12% 0.3
L.J. Altfest & Co
1855
L.J. Altfest & Co
New York
US$10.1억 -US$2356만 -2% 0.47% 95.6% 367 28.61% 4.3
Novem Group
1856
Novem Group
New York
US$10.1억 +US$1931만 +2% 0.15% – 479 14.41% 1.2
Van Cleef Asset Management
1857
Van Cleef Asset Management
Ohio
US$10.1억 +US$2625만 +3% 7.15% 104% 122 4.1% 8.1
TritonPoint Wealth
1858
TritonPoint Wealth
Maryland
US$10.1억 -US$1051만 -1% 2.59% 92.7% 299 8.03% 2.1
DiNuzzo Private Wealth
1859
DiNuzzo Private Wealth
Pennsylvania
US$10.1억 -US$469만 -0.5% 1.5% 42.7% 1,395 5.38% 2.4
Grove Bank & Trust
1860
Grove Bank & Trust
Florida
US$10.1억 -US$263만 -0.3% 1.52% 80.5% 959 10.43% 3.4
U.S. Global Investors (USGI)
1861
U.S. Global Investors (USGI)
Texas
US$10억 -US$3490만 -3% 7.27% 151% 148 21.62% 2.7
Seeds Investor
1862
Seeds Investor
New York
US$10억 +US$3034만 +3% 2.09% 98.8% 427 18.74% 1.3
Pacific Life Fund Advisors
1863
Pacific Life Fund Advisors
California
US$10억 +US$9400만 +10% 2.01% 50.2% 41 39.02% 0.8
BlueStem Wealth Partners
1864
BlueStem Wealth Partners
Minnesota
US$10억 -US$75.6만 -0.1% 0.27% – 144 18.06% 1.2
Genus Capital Management
1865
Genus Capital Management
British Columbia, Canada
US$10억 -US$1381만 -1% 7.49% – 252 32.94% 0.8
Sendero Wealth Management
1866
Sendero Wealth Management
Texas
US$10억 -US$257만 -0.3% 5.71% 99.2% 226 15.49% 2.3
Toth Financial Advisory
1867
Toth Financial Advisory
Virginia
US$10억 -US$2319만 -2% 0.03% 90.4% 1,123 30.19% 3.3
Morgan Stanley Institutional Investment Advisors
1868
Morgan Stanley Institutional Investment Advisors
Colorado
US$10억 -US$6967만 -7% 6.06% – 5 0% 1.4
Cabot Wealth Management
1869
Cabot Wealth Management
Massachusetts
US$10억 +US$1653만 +2% 0.76% 75.9% 164 20.73% 5.3
Provident Investment Management
1870
Provident Investment Management
Michigan
US$10억 -US$3050만 -3% 6.11% 90.8% 93 10.75% 4.1
JWBC
1871
J.W. Burns & Co
New York
US$10억 +US$3830만 +4% 5.09% 95.4% 197 7.61% 7.9
Allegheny Financial Group
1872
Allegheny Financial Group
Pennsylvania
US$10억 +US$5520만 +6% 1.18% 72.7% 325 10.77% 2.8
Bronte Capital Management
1873
Bronte Capital Management
Australia
US$10억 +US$6593만 +7% 3.72% 122% 58 3.45% 2.1
Denali Advisors
1874
Denali Advisors
California
US$10억 +US$329만 +0.3% 2.08% 106% 360 20.83% 1.7
Evermay Wealth Management
1875
Evermay Wealth Management
Virginia
US$10억 +US$2483만 +3% 0.24% 61.1% 682 13.34% 4.4