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 4,665개 펀드(~52%)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)
JVL Associates
2326
JVL Associates
Michigan
US$3.47억 -US$506만 -1% 0.54% 81% 83 14.46% 3.9
Weybosset Research & Management
2327
Weybosset Research & Management
Rhode Island
US$3.47억 -US$3368만 -9% 5.29% 74.8% 33 6.06% 6.7
National Wealth Management Group
2328
National Wealth Management Group
Ohio
US$3.47억 +US$2371만 +7% 1.41% 128% 251 24.7% 1.8
First United Bank & Trust
2329
First United Bank & Trust
Maryland
US$3.47억 -US$81.3만 -0.2% 1.85% 78% 427 6.09% 4.3
Hixon Zuercher
2330
Hixon Zuercher
Ohio
US$3.47억 +US$596만 +2% 3.39% 101% 95 10.53% 3.5
Spectrum Asset Management (California)
2331
Spectrum Asset Management (California)
California
US$3.46억 -US$1410만 -4% 1.8% 68.3% 126 18.25% 3.6
MTM Investment Management
2332
MTM Investment Management
South Carolina
US$3.46억 -US$428만 -1% 0.96% 87.7% 724 4.7% 2.4
AG
2333
ASO Group
US$3.46억 +US$1.1억 +47% 0.44% – 68 22.06% 0.6
Canopy Partners
2334
Canopy Partners
Ohio
US$3.46억 +US$1336만 +4% 4.04% 108% 274 20.44% 2
Forza Wealth Management
2335
Forza Wealth Management
Florida
US$3.46억 +US$1974만 +6% 0.8% 69.8% 200 6% 2.9
Pecaut & Co
2336
Pecaut & Co
Iowa
US$3.46억 +US$1745만 +5% 1.99% 62.8% 70 8.57% 5.1
Greenfield Seitz Capital Management
2337
Greenfield Seitz Capital Management
Texas
US$3.46억 +US$981만 +3% 5.89% 88.5% 120 17.5% 2.1
JPLA
2338
Joseph P. Lucia & Associates
New York
US$3.46억 +US$1298만 +4% 1.52% 84% 201 9.95% 3.6
Brady Family Wealth
2339
Brady Family Wealth
Missouri
US$3.45억 -US$119만 -0.3% 4.46% 74.7% 116 10.34% 3.2
G&S Capital
2340
G&S Capital
Colorado
US$3.45억 -US$16.6만 -0% 2.13% 85.6% 171 17.54% 2.9
Mayfair Advisory Group
2341
Mayfair Advisory Group
Alabama
US$3.45억 +US$1299만 +4% 1.31% 71.5% 195 9.74% 3.2
Acima Private Wealth
2342
Acima Private Wealth
Virginia
US$3.44억 +US$3.38만 +0% 0.47% 51.1% 177 3.95% 6.3
Etesian Wealth Advisors
2343
Etesian Wealth Advisors
Oregon
US$3.44억 +US$575만 +2% 1.34% 60.6% 144 4.17% 2.8
PIP
2344
Palisades Investment Partners
California
US$3.44억 -US$767만 -2% 7.7% – 57 12.28% 1.4
United Bank (Georgia)
2345
United Bank (Georgia)
Georgia
US$3.44억 +US$1499만 +5% 3.66% 93.7% 130 13.08% 4.8
Ferguson Shapiro
2346
Ferguson Shapiro
Georgia
US$3.44억 +US$193만 +0.6% 0.61% 42.7% 97 16.49% 1.5
Mosley Wealth Management
2347
Mosley Wealth Management
California
US$3.43억 +US$2915만 +9% 0.77% – 826 8.11% 0.6
Worth Asset Management
2348
Worth Asset Management
Texas
US$3.43억 +US$3051만 +10% 1.45% 115% 267 34.83% 1.2
Whitegate Investment Counselors
2349
Whitegate Investment Counselors
New Hampshire
US$3.43억 -US$818만 -2% 1.3% 51% 76 9.21% 6.4
Master's Wealth Management
2350
Master's Wealth Management
Pennsylvania
US$3.43억 +US$1058만 +3% 0.85% – 94 12.77% 1