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)
tru Independence
3076
tru Independence
Oregon
US$2.34억 +US$524만 +2% 0.88% 67.4% 117 14.53% 3
Northern Capital Management (Washington)
3077
Northern Capital Management (Washington)
Washington
US$2.34억 -US$70.5만 -0.3% 2.18% 90.9% 58 8.62% 3.1
Flower City Capital
3078
Flower City Capital
New York
US$2.34억 +US$649만 +3% 1.13% 69.5% 50 14% 3
CA
3079
Continental Advisors
Utah
US$2.33억 -US$337만 -1% 1.83% 73.6% 55 14.55% 5.3
Bernzott Capital Advisors
3080
Bernzott Capital Advisors
California
US$2.33억 -US$1641만 -7% 3.79% 46.2% 112 68.75% 1
Carolina Wealth Management
3081
Carolina Wealth Management
North Carolina
US$2.33억 +US$1586만 +7% 0.55% – 129 21.71% 0.2
Carl P. Sherr & Co
3082
Carl P. Sherr & Co
Massachusetts
US$2.33억 -US$544만 -2% 1.53% 78.6% 137 5.84% 3.9
LMHBHCT
3083
Leona M. & Harry B. Helmsley Charitable Trust
New York
US$2.33억 +US$1806만 +8% 1.76% – 2 0% 0.6
Attessa Capital
3084
Attessa Capital
Arizona
US$2.33억 +US$1014만 +5% 0.36% – 54 14.81% 1.1
Cohen Investment Advisors
3085
Cohen Investment Advisors
New Hampshire
US$2.33억 +US$985만 +4% 6.37% 90.6% 84 7.14% 4.9
Banyan Capital Management
3086
Banyan Capital Management
Georgia
US$2.33억 +US$255만 +1% 0.4% 44.4% 55 12.73% 2.7
Steinberganna Wealth Management
3087
Steinberganna Wealth Management
New York
US$2.33억 -US$1340만 -5% 1.76% – 148 12.16% 0.8
Lantern Wealth Advisors
3088
Lantern Wealth Advisors
New York
US$2.32억 +US$1401만 +6% 1.77% – 205 14.15% 1.6
OBWA
3089
Oak Barrel Wealth Advisory
Virginia
US$2.32억 +US$583만 +3% 2.39% – 87 4.6% 0.7
EPIQ Partners
3090
EPIQ Partners
Minnesota
US$2.32억 -US$365만 -2% 0.64% 49.6% 102 6.86% 3.3
Downshift Financial
3091
Downshift Financial
Colorado
US$2.32억 +US$927만 +4% 0% – 745 13.02% 0.3
Peak Financial Advisors
3092
Peak Financial Advisors
Colorado
US$2.32억 -US$958만 -4% 2.21% 39.1% 90 26.67% 1.8
NIA Impact Advisors
3093
NIA Impact Advisors
California
US$2.32억 -US$947만 -4% 0.94% – 84 17.86% 2.4
Asset Advisory Group
3094
Asset Advisory Group
New Jersey
US$2.32억 +US$293만 +1% 2.08% – 126 4.76% 0.7
NTIC
3095
Napean Trading & Investment Company
Singapore
US$2.32억 -US$5956만 -20% 1.23% 313% 19 68.42% 0.9
OxenFree Capital
3096
OxenFree Capital
Florida
US$2.31억 +US$1326만 +6% 0.74% 56.4% 58 5.17% 1.9
Signet Investment Advisory Group
3097
Signet Investment Advisory Group
Rhode Island
US$2.31억 +US$372만 +2% 2.6% 68.2% 74 2.7% 5.6
BWG
3098
Boomfish Wealth Group
Georgia
US$2.31억 +US$1150만 +5% 3.68% 86% 106 14.15% 1.9
Tower View Wealth Management
3099
Tower View Wealth Management
Wisconsin
US$2.31억 +US$360만 +2% 0.08% 135% 211 11.37% 3.9
Montaka Global
3100
Montaka Global
US$2.31억 +US$5306만 +30% 14.8% – 27 29.63% 0.5