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)
Collaborative Wealth Management
3051
Collaborative Wealth Management
Florida
US$2.38억 -US$90.9만 -0.4% 0.47% 46.6% 183 12.57% 3.3
EV
3052
EJMK Ventures
Illinois
US$2.37억 +US$1698만 +8% 1.75% – 185 18.38% 0.6
Ardent Capital Management
3053
Ardent Capital Management
Ohio
US$2.37억 -US$346만 -1% 3.06% 87.2% 49 38.78% 3
Ironwood Wealth Management (West Virginia)
3054
Ironwood Wealth Management (West Virginia)
West Virginia
US$2.37억 +US$52.1만 +0.2% 0.08% 38.1% 29 27.59% 3.4
Smallwood Wealth Investment Management
3055
Smallwood Wealth Investment Management
New Jersey
US$2.37억 +US$794만 +3% 2.38% 78% 709 39.92% 1.3
GPM Growth Investors
3056
GPM Growth Investors
Michigan
US$2.37억 -US$278만 -1% 3.19% – 44 4.55% 3.7
AIFS
3057
A&I Financial Services
Colorado
US$2.37억 +US$690만 +3% 1.12% – 83 16.87% 1.9
HS Management Partners
3058
HS Management Partners
New York
US$2.36억 -US$5465만 -19% 2.02% 36.2% 25 16% 4.1
Braeburn Wealth Management
3059
Braeburn Wealth Management
Michigan
US$2.36억 +US$340만 +1% 2.45% – 122 38.52% 0.5
Trail Ridge Investment Advisors
3060
Trail Ridge Investment Advisors
Colorado
US$2.36억 -US$43.1만 -0.2% 1.5% 83.9% 100 11% 3.4
Signature Resources Capital Management
3061
Signature Resources Capital Management
California
US$2.36억 -US$1738만 -7% 0.81% 67.8% 1,001 37.46% 1.2
CWMGP
3062
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
US$2.36억 -US$4751만 -17% 1.51% 85.4% 108 38.89% 2.4
PFG Private Wealth Management
3063
PFG Private Wealth Management
Florida
US$2.36억 +US$531만 +2% 0.44% 52.6% 84 25% 1.7
SPAS
3064
Spectrum Planning & Advisory Services
California
US$2.36억 +US$1263만 +6% 0.69% – 142 18.31% 1.7
BlueDoor Private Wealth
3065
BlueDoor Private Wealth
Massachusetts
US$2.36억 -US$175만 -0.7% 1.16% – 171 8.77% 0.7
RCS
3066
R2 Capital Strategies
Nebraska
US$2.36억 +US$1499만 +7% 3.82% – 118 5.93% 0.2
FG
3067
Franchise GP
US$2.36억 +US$2040만 +9% 7.66% – 48 31.25% 0.5
LCM Capital Management
3068
LCM Capital Management
Illinois
US$2.35억 +US$536만 +2% 4.98% 128% 136 13.24% 3.5
PTM Wealth Management
3069
PTM Wealth Management
United States
US$2.35억 +US$1325만 +6% 1.19% – 63 4.76% 1.2
Lauterbach Financial Advisors
3070
Lauterbach Financial Advisors
Texas
US$2.35억 +US$206만 +0.9% 0.9% 76.5% 92 9.78% 3.1
Cairn Investment Group
3071
Cairn Investment Group
Washington
US$2.35억 +US$776만 +3% 2.19% 67.4% 67 4.48% 4.4
Signature Wealth Management Partners
3072
Signature Wealth Management Partners
New Jersey
US$2.34억 +US$1985만 +9% 5.21% 97.9% 132 13.64% 3.4
Whalen Wealth Management
3073
Whalen Wealth Management
Nevada
US$2.34억 +US$1207만 +5% 2.34% 90.2% 258 45.74% 0.8
Alhambra Investment Management
3074
Alhambra Investment Management
Florida
US$2.34억 +US$518만 +2% 1.71% 67.7% 195 12.31% 3.9
GBI
3075
GP Brinson Investments
Illinois
US$2.34억 -US$1083만 -4% 0.1% 51.2% 14 7.14% 4.8