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)
Bluestem Financial Advisors
2676
Bluestem Financial Advisors
Illinois
US$2.86억 +US$82.5만 +0.3% 2.03% 42.2% 34 0% 4.9
McNaughton Wealth Management
2677
McNaughton Wealth Management
California
US$2.86억 +US$460만 +2% 0.19% 55.6% 78 7.69% 4
Juno Financial Group
2678
Juno Financial Group
Virginia
US$2.86억 +US$409만 +1% 0.56% – 75 6.67% 0.7
Boyd Wealth Management
2679
Boyd Wealth Management
California
US$2.86억 +US$2155만 +8% 0.36% 56.8% 63 26.98% 2.7
Chris Bulman
2680
Chris Bulman
California
US$2.85억 +US$1152만 +4% 1.07% – 179 13.41% 1.3
Montz Harcus Wealth Management
2681
Montz Harcus Wealth Management
Louisiana
US$2.85억 +US$425만 +2% 2.01% 84.1% 103 8.74% 2.8
Agate Pass Investment Management
2682
Agate Pass Investment Management
Washington
US$2.85억 +US$1372만 +5% 2.55% 76% 119 15.13% 3.3
Flagship Private Wealth
2683
Flagship Private Wealth
Massachusetts
US$2.85억 +US$177만 +0.6% 0.33% 70.2% 119 8.4% 3.5
Foronjy Financial
2684
Foronjy Financial
California
US$2.85억 +US$1241만 +5% 0.44% – 119 14.29% 1
Advantage Trust Company
2685
Advantage Trust Company
Kansas
US$2.85억 +US$30.2만 +0.1% 0.57% 77.6% 197 2.03% 1.6
Solstein Capital
2686
Solstein Capital
California
US$2.84억 -US$760만 -3% 4.27% 102% 435 67.82% 3.7
Selby Wealth Management
2687
Selby Wealth Management
California
US$2.84억 +US$220만 +0.8% 0.9% – 88 7.95% 0.7
Towerpoint Wealth
2688
Towerpoint Wealth
California
US$2.84억 -US$484만 -2% 0.43% 67.7% 120 10.83% 3.9
Trueblood Wealth Management
2689
Trueblood Wealth Management
Ohio
US$2.84억 -US$237만 -0.8% 0.94% 89.9% 272 7.72% 2.2
ShariaPortfolio
2690
ShariaPortfolio
Florida
US$2.84억 +US$149만 +0.5% 1.74% 254% 47 29.79% 1.2
Bayshore Asset Management
2691
Bayshore Asset Management
Florida
US$2.84억 +US$428만 +2% 0.03% 66.1% 56 23.21% 3
First Financial Corp
2692
First Financial Corp
Indiana
US$2.84억 -US$496만 -2% 1.5% 95.3% 310 7.42% 8.7
Altman Advisors
2693
Altman Advisors
Illinois
US$2.84억 +US$539만 +2% 5.1% 143% 96 11.46% 3
MBE Wealth Management
2694
MBE Wealth Management
Wisconsin
US$2.84억 -US$53.3만 -0.2% 0.65% 66.5% 180 8.89% 2.6
NavPoint Financial
2695
NavPoint Financial
Minnesota
US$2.83억 +US$1344만 +5% 1.39% 58.5% 76 3.95% 2
Keener Financial Planning
2696
Keener Financial Planning
Texas
US$2.83억 +US$342만 +1% 0.15% 70.5% 67 13.43% 2.2
VU
2697
Valence8 US
Massachusetts
US$2.83억 -US$1755만 -6% 0.07% 76.6% 15 6.67% 2.4
Red Spruce Capital
2698
Red Spruce Capital
Pennsylvania
US$2.83억 -US$390만 -1% 0.64% 98.4% 96 4.17% 4.2
Hillcrest Wealth Advisors
2699
Hillcrest Wealth Advisors
New Jersey
US$2.82억 +US$301만 +1% 1.45% 58.7% 57 5.26% 5.3
Sentry LLC
2700
Sentry LLC
Tennessee
US$2.82억 -US$7511만 -21% 1.35% 52.6% 135 5.19% 2.8