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)
WFA
2801
WMG Financial Advisors
Tennessee
US$2.65억 US$0 0% 0% 73.8% 105 0% 2.7
Exeter Financial
2802
Exeter Financial
Arizona
US$2.65억 +US$385만 +1% 2.83% 59.1% 106 10.38% 6.1
Yoder Wealth Management
2803
Yoder Wealth Management
California
US$2.65억 +US$918만 +4% 1.62% 69.3% 138 8.7% 2.4
Cambridge Capital Management
2804
Cambridge Capital Management
Illinois
US$2.65억 +US$158만 +0.6% 1.32% 55.9% 48 6.25% 2.2
Cherokee Insurance
2805
Cherokee Insurance
Michigan
US$2.64억 +US$528만 +2% 3.48% – 132 8.33% 1.5
Greenfield Savings Bank
2806
Greenfield Savings Bank
Massachusetts
US$2.64억 +US$73.9만 +0.3% 2.77% 108% 153 7.19% 3.4
Horizon Advisory Services
2807
Horizon Advisory Services
New York
US$2.64억 +US$2676만 +11% 1.54% – 54 14.81% 1.4
Aspect Partners
2808
Aspect Partners
Virginia
US$2.64억 -US$369만 -1% 1.02% 66.7% 698 5.16% 2
Vestia Personal Wealth Advisors
2809
Vestia Personal Wealth Advisors
Indiana
US$2.64억 +US$819만 +3% 0.26% – 122 16.39% 1.7
Snow Phipps Group
2810
Snow Phipps Group
New York
US$2.64억 -US$6175만 -19% 12.9% 58% 2 0% 6.5
HMS Capital Management
2811
HMS Capital Management
Tennessee
US$2.64억 -US$330만 -1% 0.73% 140% 135 18.52% 3.2
HMV Wealth Advisors
2812
HMV Wealth Advisors
Louisiana
US$2.64억 +US$686만 +3% 0.28% – 95 9.47% 1.4
VMS Asset Management
2813
VMS Asset Management
US$2.64억 -US$5140만 -16% 2.01% – 48 64.58% 0.2
Ceera Investments
2814
Ceera Investments
Texas
US$2.64억 +US$2762만 +12% 6.27% 56.1% 109 15.6% 2.2
Altus Wealth Management
2815
Altus Wealth Management
Kentucky
US$2.63억 +US$365만 +1% 0.51% 73% 27 3.7% 4.6
WD Rutherford
2816
WD Rutherford
Oregon
US$2.63억 -US$1289만 -5% 3.76% 189% 83 15.66% 3
SCM
2817
Sage Capital Management
New Jersey
US$2.63억 +US$710만 +3% 0.64% 94.3% 181 15.47% 2.1
Lloyd Advisory Services
2818
Lloyd Advisory Services
Georgia
US$2.63억 +US$511만 +2% 0.35% 51.1% 869 13.46% 0.5
New England Professional Planning Group
2819
New England Professional Planning Group
Rhode Island
US$2.63억 -US$481만 -2% 0.88% 64.1% 51 5.88% 5
N10 Assets
2820
N10 Assets
Connecticut
US$2.63억 +US$3176만 +14% 0.04% – 36 11.11% 0.2
Eagle Wealth Strategies
2821
Eagle Wealth Strategies
New Jersey
US$2.63억 +US$133만 +0.5% 1.22% 85% 121 6.61% 1.9
Retirement Planning Company of New England
2822
Retirement Planning Company of New England
Rhode Island
US$2.63억 -US$1485만 -5% 0.54% 125% 268 7.46% 3.3
Fogel Capital Management
2823
Fogel Capital Management
Florida
US$2.63억 +US$1418만 +6% 3.63% 122% 61 9.84% 1.7
Carolina Wealth Advisors
2824
Carolina Wealth Advisors
South Carolina
US$2.63억 +US$761만 +3% 0.57% 62% 405 39.26% 2.1
MWA
2825
Miller Wealth Advisors
Colorado
US$2.63억 +US$2612만 +11% 13.6% 147% 129 10.85% 2.7