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 4,696개 펀드(~53%)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)
Alpha Zero
2576
Alpha Zero
Florida
US$3.03억 +US$3912만 +15% 1.57% – 114 23.68% 1.2
Lynx Investment Advisory
2577
Lynx Investment Advisory
District of Columbia
US$3.03억 -US$241만 -0.8% 0.37% – 245 13.06% 1.3
GAMC
2578
Garner Asset Management Corp
Texas
US$3.03억 -US$566만 -2% 0.73% 103% 177 12.99% 5.2
Armstrong Fleming & Moore
2579
Armstrong Fleming & Moore
District of Columbia
US$3.03억 +US$74.2만 +0.2% 0.68% 135% 116 5.17% 1.4
Heritage Family Offices
2580
Heritage Family Offices
Arizona
US$3.03억 +US$4361만 +17% 2.45% – 1,024 77.05% 0.3
FIDELIS iM
2581
FIDELIS iM
Oregon
US$3.02억 +US$921만 +3% 0.65% 44.8% 36 27.78% 2.5
David Kennon
2582
David Kennon
Florida
US$3.02억 -US$29.4만 -0.1% 0.21% 52.4% 45 0% 2.8
Decker Retirement Planning
2583
Decker Retirement Planning
Utah
US$3.02억 +US$818만 +3% 4.27% – 497 39.03% 0.8
LAM
2584
Lountzis Asset Management
Pennsylvania
US$3.02억 -US$1427만 -5% 5.74% 124% 63 20.63% 3.5
Breakwater Investment Management
2585
Breakwater Investment Management
Washington
US$3.02억 +US$797만 +3% 1.36% – 845 37.4% 1
Acorn Creek Capital
2586
Acorn Creek Capital
Colorado
US$3.02억 +US$239만 +0.8% 0.7% 66.6% 96 17.71% 1.9
Providence First Trust
2587
Providence First Trust
Arizona
US$3.02억 -US$5605만 -16% 0.73% 68.4% 236 42.8% 2.2
LWMI
2588
Landmark Wealth Management (Illinois)
Illinois
US$3.02억 -US$69.3만 -0.2% 0.23% 42.4% 46 10.87% 1.9
Denver PWM
2589
Denver PWM
Colorado
US$3.01억 -US$432만 -1% 0.76% 48.6% 91 3.3% 3.2
Muzinich & Co
2590
Muzinich & Co
New York
US$3.01억 +US$859만 +3% 0.15% 13.5% 38 39.47% 9.7
Western Financial Corp
2591
Western Financial Corp
California
US$3억 -US$4112만 -12% 0.89% 275% 159 31.45% 1.7
Heathbridge Capital Management
2592
Heathbridge Capital Management
Ontario, Canada
US$3억 +US$798만 +3% 2.25% 73.6% 31 9.68% 5.1
Elevated Capital Advisors
2593
Elevated Capital Advisors
Utah
US$3억 -US$6330만 -17% 0.03% 50.2% 892 6.95% 1.4
First Community Trust
2594
First Community Trust
Iowa
US$3억 +US$7881만 +36% 3.05% 128% 360 13.61% 3.2
Kondo Wealth Advisors
2595
Kondo Wealth Advisors
California
US$3억 +US$101만 +0.3% 0.17% – 79 11.39% 1.4
Foundation Wealth Management (Pennsylvania)
2596
Foundation Wealth Management (Pennsylvania)
Pennsylvania
US$3억 -US$3160만 -10% 0.65% – 107 10.28% 1.5
Wealth Advisors Northwest
2597
Wealth Advisors Northwest
Oregon
US$2.99억 +US$610만 +2% 0.34% – 65 4.62% 1.5
Trellis Wealth Advisors
2598
Trellis Wealth Advisors
California
US$2.99억 +US$793만 +3% 0.03% 62.2% 116 58.62% 0.9
BWA
2599
BlueChip Wealth Advisors
Georgia
US$2.98억 +US$3460만 +13% 1.04% 62.2% 197 17.26% 1.5
Monte Financial Group
2600
Monte Financial Group
Connecticut
US$2.98억 -US$1399만 -4% 3.25% 66.7% 105 8.57% 4.1