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)
Morton Brown Family Wealth
3201
Morton Brown Family Wealth
Pennsylvania
US$4.5억 +US$853만 +2% 0.92% 54.5% 444 13.51% 2.1
Carr Financial Group
3202
Carr Financial Group
Massachusetts
US$4.49억 +US$1510만 +3% 0.02% 71.6% 196 12.76% 2.5
Straight Path Wealth Management
3203
Straight Path Wealth Management
Michigan
US$4.49억 +US$2142만 +5% 2.4% 70.4% 160 13.75% 1.8
Global View Capital Management
3204
Global View Capital Management
Wisconsin
US$4.49억 -US$3544만 -7% 0.86% – 167 37.13% 1.1
Markowski Investments
3205
Markowski Investments
Florida
US$4.48억 -US$600만 -1% 1.91% – 721 17.89% 0.2
DeDora Capital
3206
DeDora Capital
California
US$4.48억 -US$1193만 -3% 1.7% 91.2% 456 72.81% 1.1
Hartford Financial Management
3207
Hartford Financial Management
Connecticut
US$4.48억 -US$5만 -0% 1.23% 87.9% 357 4.76% 7.2
Arjuna Capital
3208
Arjuna Capital
North Carolina
US$4.48억 +US$356만 +0.8% 3.56% 118% 125 22.4% 2.5
Franklin, Parlapiano, Turner & Welch
3209
Franklin, Parlapiano, Turner & Welch
Texas
US$4.48억 +US$530만 +1% 1.51% 49.3% 58 6.9% 7.6
Alpine Woods Capital Investors
3210
Alpine Woods Capital Investors
New York
US$4.48억 -US$1266만 -3% 2.67% 118% 265 31.32% 3.4
Addison Capital
3211
Addison Capital
Pennsylvania
US$4.47억 -US$1.63억 -27% 2.49% 71.4% 186 20.97% 4.7
TIFF Advisory Services
3212
TIFF Advisory Services
Pennsylvania
US$4.47억 +US$3937만 +10% 0.36% 84.2% 22 18.18% 1.6
Fiduciary Family Office
3213
Fiduciary Family Office
Florida
US$4.47억 +US$4745만 +12% 7.08% 97.3% 185 8.11% 1.3
Bare Financial Services
3214
Bare Financial Services
Pennsylvania
US$4.47억 +US$1133만 +3% 1.89% 53.6% 2,019 17.19% 1
New Capital Management
3215
New Capital Management
Texas
US$4.47억 +US$785만 +2% 1.62% 55.4% 62 9.68% 3.9
Wealthspring Capital
3216
Wealthspring Capital
New York
US$4.47억 -US$70.3만 -0.2% 0.24% 22.6% 263 36.12% 0.6
Little House Capital
3217
Little House Capital
Massachusetts
US$4.47억 +US$164만 +0.4% 2.41% 118% 126 16.67% 3
Genoa Capital Gestora de Recursos
3218
Genoa Capital Gestora de Recursos
US$4.46억 -US$1.05억 -19% 6.02% – 24 75% 0.3
Strategic Investment Solutions
3219
Strategic Investment Solutions
Illinois
US$4.46억 +US$883만 +2% 1.2% – 750 14.67% 2.2
SIM
3220
Synergy Investment Management
Florida
US$4.46억 +US$3220만 +8% 0.36% – 1,100 84.36% 1
Roberts Wealth Advisors
3221
Roberts Wealth Advisors
California
US$4.45억 +US$513만 +1% 1.97% 81.1% 111 2.7% 2.8
Intergy Private Wealth
3222
Intergy Private Wealth
Colorado
US$4.45억 +US$1220만 +3% 0.12% 73.8% 152 10.53% 2.5
TA
3223
TrueWealth Advisors
Alabama
US$4.45억 +US$157만 +0.4% 0.75% 60.9% 252 11.51% 3
Main Street Group
3224
Main Street Group
Virginia
US$4.45억 +US$1576만 +4% 0.78% 98.3% 937 11.42% 0.7
PWMG
3225
Private Wealth Management Group
New Jersey
US$4.45억 +US$1361만 +3% 1.03% 63.2% 1,584 13.19% 2.1