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)
Councilmark Asset Management
3401
Councilmark Asset Management
Tennessee
US$1.94억 +US$558만 +3% 4.76% – 89 7.87% 2.1
Elevate Wealth Advisory
3402
Elevate Wealth Advisory
Georgia
US$1.94억 +US$1930만 +11% 0.04% 49.5% 140 12.86% 2.1
Lee-Kelleher Wealth Management
3403
Lee-Kelleher Wealth Management
Maryland
US$1.94억 +US$313만 +2% 0.41% – 50 6% 1.4
Financial Designs
3404
Financial Designs
California
US$1.94억 +US$765만 +4% 1.84% 49% 42 9.52% 1.4
Quantum Financial Partners
3405
Quantum Financial Partners
Kansas
US$1.94억 -US$150만 -0.8% 1.53% – 169 19.53% 0.2
Lakewood Asset Management
3406
Lakewood Asset Management
Illinois
US$1.94억 +US$1171만 +6% 1.65% 69.3% 114 9.65% 2.9
IMG Wealth Management
3407
IMG Wealth Management
Florida
US$1.94억 +US$1438만 +8% 1.16% – 665 11.88% 1
NWM
3408
Navigoe Wealth Management
California
US$1.94억 +US$260만 +1% 0.4% – 1,240 69.6% 0.9
Bayshore Capital Advisors
3409
Bayshore Capital Advisors
Florida
US$1.94억 -US$2044만 -10% 5.86% – 48 18.75% 0.6
Invera Wealth Advisors
3410
Invera Wealth Advisors
Oregon
US$1.94억 +US$726만 +4% 1.03% 102% 136 3.68% 1.3
Adirondack Capital Advisors
3411
Adirondack Capital Advisors
New York
US$1.94억 +US$722만 +4% 0.48% – 45 0% 0.7
Inman Jager Wealth Management
3412
Inman Jager Wealth Management
Mississippi
US$1.94억 +US$569만 +3% 4.23% – 93 7.53% 1.5
Rydar Equities
3413
Rydar Equities
Texas
US$1.94억 +US$1596만 +9% 4.43% – 441 75.96% 0.2
Integrity Wealth Advisors
3414
Integrity Wealth Advisors
California
US$1.93억 – – 2.29% – 77 – 1.1
Ehrlich Financial Group
3415
Ehrlich Financial Group
California
US$1.93억 -US$111만 -0.6% 0.29% 56.2% 132 18.94% 1.6
MAM
3416
Maytree Asset Management
Hong Kong
US$1.93억 +US$3920만 +25% 1.1% 441% 48 68.75% 0.4
Ables Iannone Moore & Associates
3417
Ables Iannone Moore & Associates
Georgia
US$1.93억 +US$519만 +3% 4.97% 116% 66 10.61% 2.2
Rayburn West Financial Services
3418
Rayburn West Financial Services
Tennessee
US$1.93억 +US$1137만 +6% 3.93% – 87 10.34% 0.7
Stone Loft Wealth Management
3419
Stone Loft Wealth Management
Pennsylvania
US$1.93억 +US$1698만 +10% 1% – 31 6.45% 0.7
Upper Left Wealth Management
3420
Upper Left Wealth Management
Florida
US$1.93억 +US$1225만 +7% 2.4% 52.7% 79 21.52% 3.2
Martin Capital Advisors
3421
Martin Capital Advisors
Texas
US$1.93억 +US$192만 +1% 3.66% 140% 78 5.13% 3.7
SA
3422
Sunesis Advisors
Kansas
US$1.93억 -US$4926만 -20% 1.67% – 71 81.69% 2.6
Clark Wealth Partners
3423
Clark Wealth Partners
Illinois
US$1.93억 +US$1545만 +9% 0.78% – 1,076 48.61% 0.7
ROI Financial Advisors
3424
ROI Financial Advisors
Oregon
US$1.93억 -US$73만 -0.4% 2.39% 165% 74 8.11% 2
MBWA
3425
Marin Bay Wealth Advisors
California
US$1.92억 +US$621만 +3% 4.4% – 138 11.59% 0.6