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 7,143개 펀드(~80%)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)
Kelly Financial Services
3126
Kelly Financial Services
Massachusetts
US$4.63억 -US$408만 -0.9% 0.2% 64.3% 149 18.12% 3.3
UAM
3127
UAS Asset Management
New York
US$4.63억 -US$97.7만 -0.2% 0.85% 103% 13 0% 5.1
ValueWorks
3128
ValueWorks
New York
US$4.63억 -US$1620만 -3% 8.19% 161% 39 7.69% 4.3
Towarzystwo Funduszy Inwestycyjnych PZU SA
3129
Towarzystwo Funduszy Inwestycyjnych PZU SA
US$4.63억 +US$1.08억 +30% 5.04% 164% 696 4.89% 3.6
Beam Wealth Advisors
3130
Beam Wealth Advisors
Louisiana
US$4.63억 +US$930만 +2% 2.2% 69.2% 126 15.08% 2.5
Duncan Williams Asset Management
3131
Duncan Williams Asset Management
Tennessee
US$4.62억 +US$1866만 +4% 1.52% – 186 13.98% 1.6
Fairway Wealth
3132
Fairway Wealth
Ohio
US$4.62억 +US$2470만 +6% 1.36% 51.5% 420 51.67% 0.8
Legacy Wealth Partners (Colorado)
3133
Legacy Wealth Partners (Colorado)
Colorado
US$4.62억 +US$1676만 +4% 0.46% – 215 20.93% 0.6
Atlas Private Wealth Advisors
3134
Atlas Private Wealth Advisors
New Jersey
US$4.62억 +US$515만 +1% 0.15% 57.8% 152 10.53% 2.9
Consilio Wealth Advisors
3135
Consilio Wealth Advisors
Washington
US$4.61억 +US$4414만 +11% 4.37% 82% 162 36.42% 1.5
Milestone Investment Advisors
3136
Milestone Investment Advisors
Wisconsin
US$4.61억 -US$149만 -0.3% 0.56% 56.9% 145 7.59% 2.9
Flagship Wealth Advisors
3137
Flagship Wealth Advisors
Massachusetts
US$4.61억 +US$1419만 +3% 1.78% – 515 15.53% 1.1
Syverson Strege & Co
3138
Syverson Strege & Co
Iowa
US$4.61억 +US$189만 +0.4% 0.82% 74% 200 14% 2.2
EdgeRock Capital
3139
EdgeRock Capital
Colorado
US$4.61억 +US$1936만 +4% 1.33% 79.7% 157 15.92% 1.4
California First Leasing Corp
3140
California First Leasing Corp
California
US$4.61억 -US$1053만 -2% 2.96% 352% 41 19.51% 2.6
Tidemark
3141
Tidemark
California
US$4.6억 +US$1600만 +4% 0.78% 56.1% 1,135 18.94% 1.4
Peak Planning Group
3142
Peak Planning Group
Colorado
US$4.59억 +US$1598만 +4% 0.72% 111% 133 9.02% 2.4
RDA Financial Network
3143
RDA Financial Network
Iowa
US$4.59억 +US$21.8만 +0% 3.29% 93.4% 300 15.67% 3.8
Bitwise Funds Trust
3144
Bitwise Funds Trust
California
US$4.59억 +US$650만 +1% 20% – 53 32.08% 0.2
Strengthening Families & Communities LLC
3145
Strengthening Families & Communities LLC
Massachusetts
US$4.59억 +US$930만 +2% 1.01% 116% 867 18.11% 1.4
Marks Wealth
3146
Marks Wealth
Maryland
US$4.59억 -US$308만 -0.7% 1.32% 165% 21 38.1% 1.2
NICM
3147
Neo Ivy Capital Management
New York
US$4.59억 +US$2473만 +6% 1.16% – 555 74.05% 0.3
Paradiem
3148
Paradiem
Louisiana
US$4.59억 -US$524만 -1% 1.62% 114% 78 21.79% 1.6
Doliver Advisors
3149
Doliver Advisors
Texas
US$4.58억 +US$1627만 +4% 9.34% 92.3% 203 16.75% 4.1
LPWM LLC
3150
LPWM LLC
Minnesota
US$4.58억 +US$718만 +2% 0.45% 59.4% 106 12.26% 3.8