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)
Bangor Savings Bank
201
Bangor Savings Bank
Maine
US$13.1억 -US$4690만 -3% 0.29% 54.6% 569 9.14% 4.8
Hengehold Capital Management
202
Hengehold Capital Management
Ohio
US$13.1억 +US$2270만 +2% 0.74% 54.5% 245 12.24% 4.8
Phillips Financial Management
203
Phillips Financial Management
Indiana
US$13.1억 -US$5749만 -4% 0.99% 45.6% 300 9% 4.8
Syntegra Private Wealth Group
204
Syntegra Private Wealth Group
Missouri
US$13억 +US$997만 +0.8% 0.22% 56.9% 216 11.57% 2.4
TCV Trust & Wealth Management
205
TCV Trust & Wealth Management
Virginia
US$12.9억 -US$2652만 -2% 0.46% 75.3% 234 9.4% 7.3
Alaska Permanent Fund
206
Alaska Permanent Fund
Alaska
US$12.8억 -US$2.33억 -15% 1.84% 69.2% 14 28.57% 3.6
Kintegral Advisory
207
Kintegral Advisory
New York
US$12.7억 +US$3490만 +3% 5.15% 143% 238 3.78% 5.9
Heartwood Wealth Advisors
208
Heartwood Wealth Advisors
Virginia
US$12.7억 -US$2145만 -2% 1.39% 59.4% 232 6.03% 3.2
HCR Wealth Advisors
209
HCR Wealth Advisors
California
US$12.7억 +US$1.49억 +13% 3.52% 107% 276 9.42% 4.4
RKL Wealth Management
210
RKL Wealth Management
Pennsylvania
US$12.6억 +US$750만 +0.6% 0.36% 76.8% 196 4.59% 5.5
Linden Thomas Advisory Services
211
Linden Thomas Advisory Services
North Carolina
US$12.6억 +US$1922만 +2% 3.74% 149% 569 7.73% 2.5
Cooper Financial Group
212
Cooper Financial Group
California
US$12.6억 +US$4936만 +4% 2.08% 87.2% 484 13.84% 2.8
Northside Capital Management
213
Northside Capital Management
Oregon
US$12.5억 +US$3220만 +3% 1.84% 99.6% 195 10.77% 4
TCOT
214
Trust Company of Toledo
Ohio
US$12.5억 +US$4411만 +4% 4.5% 109% 890 14.61% 3.2
Woodstock Corp
215
Woodstock Corp
Massachusetts
US$12.4억 +US$4048만 +3% 5.42% 115% 169 8.88% 8.7
Baskin Financial Services
216
Baskin Financial Services
Ontario, Canada
US$12.4억 -US$2966만 -2% 1.76% 69.1% 58 6.9% 5.8
Euro Pacific Asset Management
217
Euro Pacific Asset Management
Puerto Rico
US$12.2억 +US$3.43억 +39% 13.5% 172% 112 17.86% 3.3
Financial Synergies Wealth Advisors
218
Financial Synergies Wealth Advisors
Texas
US$12.2억 +US$3947만 +3% 0.07% 79% 126 12.7% 3.3
Curated Wealth Partners
219
Curated Wealth Partners
California
US$12.2억 +US$3.52억 +41% 1.84% 39.9% 574 59.23% 0.5
Matrix Asset Advisors
220
Matrix Asset Advisors
New York
US$12.1억 -US$1630만 -1% 1.58% 84.9% 107 7.48% 5.7
Godsey & Gibb Inc
221
Godsey & Gibb Inc
Virginia
US$12.1억 -US$655만 -0.5% 0.43% 87.5% 642 45.02% 1.6
Moody National Bank Trust Division
222
Moody National Bank Trust Division
Texas
US$12.1억 +US$237만 +0.2% 1.22% 115% 533 12.76% 4.9
Formuepleje A/S
223
Formuepleje A/S
Denmark
US$12.1억 -US$7290만 -6% 3.42% 92.1% 135 32.59% 1.2
AIC
224
Ayalon Insurance Company
Israel
US$12억 +US$3.89억 +48% 1.99% 99.6% 70 5.71% 5.2
Tanager Wealth Management
225
Tanager Wealth Management
United Kingdom
US$12억 +US$5175만 +5% 0.37% 53.4% 188 19.15% 1.9