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)
Gemmer Asset Management
176
Gemmer Asset Management
California
US$15.3억 +US$4504만 +3% 0.23% 96.8% 207 18.36% 5
Baldwin Wealth Partners
177
Baldwin Wealth Partners
Massachusetts
US$15.2억 -US$1199만 -0.8% 2.51% 94.5% 246 9.76% 6.5
Schaper Benz & Wise Investment Counsel
178
Schaper Benz & Wise Investment Counsel
Wisconsin
US$15.1억 +US$1345만 +0.9% 3.33% 94.2% 163 3.68% 7.2
First Heartland Consultants
179
First Heartland Consultants
Missouri
US$15억 -US$4121만 -3% 0.37% 59.2% 632 13.13% 3.4
Neville Rodie & Shaw
180
Neville Rodie & Shaw
New York
US$14.8억 -US$6992만 -5% 2.22% 125% 249 6.02% 8.8
Harbor Investment Advisory
181
Harbor Investment Advisory
Maryland
US$14.7억 +US$3703만 +3% 2.29% 97.5% 1,471 12.92% 3.7
Cantor Fitzgerald Investment Advisors
182
Cantor Fitzgerald Investment Advisors
New York
US$14.7억 -US$1565만 -1% 2.16% 68.3% 187 6.42% 4.4
UNICOM Systems
183
UNICOM Systems
Nevada
US$14.6억 -US$6884만 -4% 0.89% – 40 5% 0.9
PKO Investment Management Joint-Stock
184
PKO Investment Management Joint-Stock
Poland
US$14.6억 +US$8386만 +6% 4.93% 145% 240 9.58% 3.6
TIA
185
Traphagen Investment Advisors
New Jersey
US$14.6억 +US$6052만 +4% 2.48% 65.8% 236 10.59% 3.5
Value Partners Investments
186
Value Partners Investments
Manitoba, Canada
US$14.4억 +US$984만 +0.7% 7.18% 50.7% 107 6.54% 3
Summit Financial Strategies
187
Summit Financial Strategies
Ohio
US$14.4억 +US$1763만 +1% 1.64% 59.4% 180 12.22% 4.5
AWM Capital
188
AWM Capital
Arizona
US$14.2억 +US$1.72억 +14% 0.23% 51.1% 129 6.98% 2.7
Tompkins Financial
189
Tompkins Financial
New York
US$14.2억 -US$908만 -0.6% 2.08% 84.4% 578 8.65% 5.6
Talbot Financial
190
Talbot Financial
Washington
US$13.9억 +US$3085만 +2% 6.53% 118% 72 8.33% 2.8
KWMG LLC
191
KWMG LLC
Kansas
US$13.9억 +US$392만 +0.3% 0.93% 76.2% 156 2.56% 6.4
First Financial Bank - Trust Division
192
First Financial Bank - Trust Division
Ohio
US$13.9억 -US$1573만 -1% 0.34% 68.6% 215 7.91% 7.6
Bank of Finland
193
Bank of Finland
Finland
US$13.8억 -US$1.62억 -11% 2.75% 66.7% 4 0% 4.3
ARS Wealth Advisors Group
194
ARS Wealth Advisors Group
Florida
US$13.7억 +US$9700만 +8% 3.16% 89.5% 232 11.21% 2.6
Clark Asset Management
195
Clark Asset Management
New Hampshire
US$13.6억 +US$8886만 +7% 0.11% 51.8% 319 14.11% 1.6
Stonebridge Financial Group (Pennsylvania)
196
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
US$13.6억 +US$3792만 +3% 0.09% – 296 14.19% 1.3
Galvin Gaustad & Stein
197
Galvin Gaustad & Stein
Arizona
US$13.3억 -US$2571만 -2% 0.91% 60.7% 276 11.96% 3
J.M. Forbes & Co
198
J.M. Forbes & Co
Massachusetts
US$13.3억 +US$5732만 +5% 5.24% 112% 160 2.5% 6.7
Fiduciary Alliance
199
Fiduciary Alliance
South Carolina
US$13.3억 -US$1.52억 -10% 2.26% 104% 570 17.89% 1.8
CapWealth Advisors
200
CapWealth Advisors
Tennessee
US$13.2억 -US$1.33억 -9% 0.97% 152% 126 9.52% 5.2