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)
Finley Financial
3001
Finley Financial
Nevada
US$2.42억 -US$644만 -3% 1.66% – 111 4.5% 1.7
Leicht Financial Planning & Wealth Management
3002
Leicht Financial Planning & Wealth Management
New Jersey
US$2.42억 -US$207만 -0.8% 1.03% 50.2% 17 11.76% 3.8
93 Financial Group
3003
93 Financial Group
Massachusetts
US$2.42억 -US$1137만 -4% 4.29% – 9 11.11% 0.8
Worth Financial Advisory Group
3004
Worth Financial Advisory Group
North Carolina
US$2.42억 +US$184만 +0.8% 3.06% 93.3% 207 7.25% 0.6
Junk Investment Group
3005
Junk Investment Group
Maryland
US$2.41억 +US$1556만 +7% 0.08% – 100 5% 0.5
Curry Webb Wealth Management
3006
Curry Webb Wealth Management
Indiana
US$2.41억 US$0 0% 0.95% – 67 0% 0.7
BWM
3007
Bullock Wealth Management
Indiana
US$2.41억 +US$1065만 +5% 2.84% 101% 649 9.24% 3.4
Old North State Wealth Management
3008
Old North State Wealth Management
North Carolina
US$2.41억 +US$698만 +3% 3.99% 91.5% 114 7.02% 3
Pearl Planning
3009
Pearl Planning
Michigan
US$2.41억 +US$2362만 +11% 1.06% – 64 14.06% 0.6
Reflection Asset Management
3010
Reflection Asset Management
South Carolina
US$2.41억 +US$2701만 +13% 4.53% – 165 10.3% 0.6
BCFD
3011
Boit C.F. David
US$2.41억 +US$335만 +1% 3.47% 84.2% 111 27.93% 3.5
FFC
3012
Frederick Financial Consultants
Maryland
US$2.41억 +US$513만 +2% 1.51% – 132 11.36% 1.3
Mader & Shannon Wealth Management
3013
Mader & Shannon Wealth Management
Missouri
US$2.41억 +US$2676만 +13% 3.28% 62.5% 26 19.23% 2.8
AIA
3014
Arcadia Investment Advisors
Idaho
US$2.41억 +US$369만 +2% 0.02% 56.4% 87 8.05% 5.5
Enterprise Financial Services Corp (EFSC)
3015
Enterprise Financial Services Corp (EFSC)
Missouri
US$2.41억 -US$414만 -2% 2.3% 112% 200 16% 6.7
Foundry Financial Group
3016
Foundry Financial Group
New Hampshire
US$2.41억 +US$947만 +4% 0.16% 57.4% 86 10.47% 1.7
Wingate Wealth Advisors
3017
Wingate Wealth Advisors
Massachusetts
US$2.41억 +US$1368만 +6% 0.19% – 133 8.27% 1.4
IRON Financial
3018
IRON Financial
Illinois
US$2.41억 -US$170만 -0.7% 3.86% 60.6% 173 26.01% 3.2
Matthews International Capital Management
3019
Matthews International Capital Management
California
US$2.41억 -US$5116만 -18% 7.1% 186% 37 27.03% 2.9
Menlo Ventures Management
3020
Menlo Ventures Management
California
US$2.41억 -US$1.17억 -33% 27.3% – 5 40% 0.3
Arch Global Advisors
3021
Arch Global Advisors
New York
US$2.4억 +US$1444만 +6% 2.07% – 65 18.46% 0.4
Define Financial
3022
Define Financial
California
US$2.4억 +US$2256만 +10% 0.34% – 54 16.67% 1.2
SLFPAM
3023
St. Louis Financial Planners Asset Management
Missouri
US$2.4억 +US$5278만 +28% 2.21% 139% 68 66.18% 0.4
Compass Financial Group (Florida)
3024
Compass Financial Group (Florida)
Florida
US$2.4억 +US$353만 +1% 0.25% 47.5% 51 0% 4.3
LFG Wealth Partners
3025
LFG Wealth Partners
Kentucky
US$2.4억 +US$2682만 +13% 4.62% – 121 31.4% 0.5