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 3,405개 펀드(~38%)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)
Grange Capital
3226
Grange Capital
Oregon
US$1.07억 -US$165만 -2% 2.34% – 55 12.73% 1.3
SG
3227
Sherry Group
Arkansas
US$1.07억 +US$411만 +4% 2.01% – 57 19.3% 0.6
Ballast Financial Advisors
3228
Ballast Financial Advisors
Pennsylvania
US$1.06억 -US$433만 -4% 0.49% – 74 8.11% 0.7
Burkett Asset Management
3229
Burkett Asset Management
US$1.06억 -US$91.1만 -0.9% 0.18% – 66 21.21% 0.6
Kingsbury Capital Investment Advisors
3230
Kingsbury Capital Investment Advisors
Illinois
US$1.06억 -US$1221만 -10% 0.54% – 129 23.26% 1.9
PWM
3231
Puff Wealth Management
New Jersey
US$1.06억 +US$785만 +8% 0.94% – 83 10.84% 1.2
Stonehaven Wealth & Tax Solutions
3232
Stonehaven Wealth & Tax Solutions
Wisconsin
US$1.05억 -US$1944만 -16% 0.68% – 102 27.45% 1.1
Prism Planning Partners
3233
Prism Planning Partners
Illinois
US$1.05억 +US$1084만 +11% 0.82% – 53 33.96% 0.5
MI
3234
Moneywise Inc
Virginia
US$1.05억 -US$1.63억 -61% 1.23% 60.8% 95 43.16% 3.3
Cogent Strategic Wealth
3235
Cogent Strategic Wealth
Illinois
US$1.05억 +US$19.9만 +0.2% 0.88% – 61 9.84% 0.6
Corecam AG
3236
Corecam AG
US$1.05억 -US$1212만 -10% 5.32% – 53 16.98% 0.5
Geremia Financial Services
3237
Geremia Financial Services
New Jersey
US$1.05억 +US$1053만 +11% 0.88% – 9 0% 0.7
Xena Financial Planning
3238
Xena Financial Planning
Oregon
US$1.05억 +US$55.2만 +0.5% 1.08% – 40 10% 0.7
Hyposwiss Advisors
3239
Hyposwiss Advisors
US$1.05억 -US$80.6만 -0.8% 0.21% – 104 1.92% 0.7
CF
3240
Calder Financial
Pennsylvania
US$1.05억 -US$156만 -1% 0.67% – 43 2.33% 0.7
Surience Private Wealth
3241
Surience Private Wealth
Washington
US$1.04억 -US$952만 -8% 0.47% 169% 64 62.5% 0.4
Q Fund Management (Hong Kong)
3242
Q Fund Management (Hong Kong)
US$1.04억 -US$552만 -5% 9.72% – 42 47.62% 0.4
Succession Financial
3243
Succession Financial
Texas
US$1.04억 -US$123만 -1% 2.69% – 55 21.82% 0.2
T3 Companies
3244
T3 Companies
New York
US$1.03억 +US$970만 +10% 1.69% – 292 72.26% 0.2
UPWM
3245
UMB Private Wealth Management
Missouri
US$1.03억 – – 1.91% – 1,409 – 0
Strategic Financial Group
3246
Strategic Financial Group
Michigan
US$1.03억 -US$112만 -1% 2.08% – 20 5% 0.5
Gritstone Asset Management
3247
Gritstone Asset Management
Maryland
US$1.03억 -US$84.6만 -0.8% 0.36% – 226 36.73% 0.6
Willow Creek Capital Management
3248
Willow Creek Capital Management
Montana
US$1.03억 -US$23.3만 -0.2% 0.55% – 101 1.98% 0.2
Parrish Capital
3249
Parrish Capital
Georgia
US$1.03억 -US$109만 -1% 2.12% – 88 5.68% 0.7
PBK
3250
Peoples Bank (Kansas)
Kansas
US$1.03억 -US$33.9만 -0.3% 3.28% 74.5% 101 6.93% 2.6