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)
Provident Wealth Management
2701
Provident Wealth Management
Tennessee
US$2.82억 -US$1.06억 -27% 1.02% 61.1% 165 27.27% 3
Values Added Financial
2702
Values Added Financial
District of Columbia
US$2.82억 +US$518만 +2% 0.41% 65.9% 151 7.95% 2.2
Pacifica Capital Investments
2703
Pacifica Capital Investments
Texas
US$2.82억 -US$1090만 -4% 5.2% 69.8% 16 6.25% 7.4
O'Connor Financial Group
2704
O'Connor Financial Group
Illinois
US$2.82억 -US$75.4만 -0.3% 0.94% 48.4% 73 12.33% 2.1
ANB Bank
2705
ANB Bank
Colorado
US$2.82억 +US$1349만 +5% 1.31% – 138 18.84% 1.3
SFG Wealth Management
2706
SFG Wealth Management
Maryland
US$2.81억 +US$307만 +1% 0.23% 86.3% 118 16.95% 2.1
ICW Investment Advisors
2707
ICW Investment Advisors
Arizona
US$2.81억 -US$471만 -2% 1.1% 58.6% 146 3.42% 5.3
BIA
2708
Bigelow Investment Advisors
Maine
US$2.81억 +US$458만 +2% 1.12% 75.7% 159 4.4% 5.4
Warburton Capital Management
2709
Warburton Capital Management
Oklahoma
US$2.81억 +US$3494만 +14% 1.44% – 82 21.95% 1.2
EntreWealth
2710
EntreWealth
Texas
US$2.81억 +US$1061만 +4% 0.92% – 156 13.46% 0.9
R.W. Roge & Company
2711
R.W. Roge & Company
New York
US$2.8억 +US$4131만 +17% 1.58% 76.3% 73 13.7% 3.4
Onyx Financial Advisors
2712
Onyx Financial Advisors
Idaho
US$2.8억 +US$271만 +1% 0.01% 57.8% 23 21.74% 2.1
Plan A Wealth
2713
Plan A Wealth
Nebraska
US$2.8억 +US$4504만 +19% 1.31% – 210 10.95% 1.1
Cumberland Advisors
2714
Cumberland Advisors
Florida
US$2.8억 -US$396만 -1% 0.31% 80.7% 50 6% 5.7
Vivid Wealth Management
2715
Vivid Wealth Management
Iowa
US$2.8억 -US$434만 -2% 1.86% 107% 74 2.7% 1.6
Mine & Arao Wealth Creation & Management
2716
Mine & Arao Wealth Creation & Management
California
US$2.8억 +US$389만 +1% 2.81% 105% 81 6.17% 5.6
Hubbell Strickland Wealth Management
2717
Hubbell Strickland Wealth Management
Louisiana
US$2.8억 +US$262만 +0.9% 1.13% 64.8% 88 1.14% 4.6
Southern Michigan Bank & Trust
2718
Southern Michigan Bank & Trust
Michigan
US$2.8억 -US$157만 -0.6% 0.26% – 451 12.86% 0.5
Quad-Cities Investment Group
2719
Quad-Cities Investment Group
Iowa
US$2.8억 +US$148만 +0.5% 0.58% 67.3% 222 9.91% 4.2
Searcy Financial Services
2720
Searcy Financial Services
Kansas
US$2.8억 -US$1852만 -6% 0.96% 60.2% 28 14.29% 3.5
Invenio Wealth Partners
2721
Invenio Wealth Partners
Florida
US$2.8억 +US$41.1만 +0.1% 0.15% 55.5% 94 12.77% 2.1
Midwest Capital Advisors
2722
Midwest Capital Advisors
Michigan
US$2.8억 +US$3333만 +14% 1.2% – 239 14.64% 1.2
Financial Guidance Group
2723
Financial Guidance Group
Florida
US$2.79억 +US$1215만 +5% 1.47% 58.7% 94 3.19% 2.9
TL Private Wealth
2724
TL Private Wealth
Texas
US$2.79억 +US$670만 +2% 0.02% 50.6% 58 12.07% 3.9
Carmel Capital Partners
2725
Carmel Capital Partners
California
US$2.79억 -US$2396만 -8% 2.41% 65.9% 172 35.47% 1.8