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 4,022개 펀드(~45%)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)
OF
3501
Outfitter Financial
Maine
US$1.37억 -US$593만 -4% 0.65% 97.6% 80 7.5% 3.6
Chung Wu Investment Group
3502
Chung Wu Investment Group
Texas
US$1.37억 -US$1551만 -10% 2.83% – 330 27.27% 0.9
Koenig Investment Advisory
3503
Koenig Investment Advisory
Oregon
US$1.37억 +US$785만 +6% 2.68% – 38 2.63% 0.7
Roan Capital Partners
3504
Roan Capital Partners
Tennessee
US$1.37억 +US$1596만 +13% 0.54% – 81 7.41% 0.4
ICG Advisors
3505
ICG Advisors
California
US$1.36억 +US$1.06억 +354% 1.37% – 7 28.57% 0.5
TABR Capital Management
3506
TABR Capital Management
California
US$1.36억 +US$1905만 +16% 0.27% – 82 62.2% 0.6
Targeted Financial Services
3507
Targeted Financial Services
Florida
US$1.36억 +US$90.6만 +0.7% 0.53% – 67 11.94% 0.6
Summit Financial Consulting
3508
Summit Financial Consulting
Michigan
US$1.36억 -US$1106만 -8% 1.6% – 53 16.98% 1
Lynch Investment Planning
3509
Lynch Investment Planning
Pennsylvania
US$1.36억 +US$617만 +5% 0.91% – 232 75.86% 0.2
Seelaus Asset Management
3510
Seelaus Asset Management
New Jersey
US$1.36억 -US$608만 -4% 3.88% 134% 216 17.59% 3.3
Eagle Wealth Advisors
3511
Eagle Wealth Advisors
Connecticut
US$1.36억 +US$510만 +4% 4.65% – 103 3.88% 0.6
Avail Investment Partners
3512
Avail Investment Partners
Pennsylvania
US$1.36억 +US$625만 +5% 3.5% – 225 20.44% 0.4
Industrial Alliance Investment Management
3513
Industrial Alliance Investment Management
Quebec, Canada
US$1.36억 -US$7640만 -36% 0.18% 88.8% 8 0% 3.4
Donalies Financial Planning
3514
Donalies Financial Planning
District of Columbia
US$1.36억 +US$36.6만 +0.3% 0.81% – 82 9.76% 0.7
CrossGen Wealth
3515
CrossGen Wealth
North Carolina
US$1.36억 +US$729만 +6% 7.07% – 231 19.91% 0.7
SeedSafe Financial
3516
SeedSafe Financial
Texas
US$1.36억 -US$325만 -2% 1.31% – 42 14.29% 0.6
Finward Bancorp
3517
Finward Bancorp
Indiana
US$1.36억 +US$377만 +3% 3.04% – 109 7.34% 1.6
Farnam Financial
3518
Farnam Financial
Arizona
US$1.35억 -US$166만 -1% 0.11% – 62 20.97% 1.3
Broussard Financial Group
3519
Broussard Financial Group
Louisiana
US$1.35억 +US$1056만 +8% 2.95% – 45 37.78% 0.5
Approach Retirement Advisors
3520
Approach Retirement Advisors
Alabama
US$1.35억 -US$231만 -2% 0.81% – 85 9.41% 0.7
Capital CS Group
3521
Capital CS Group
California
US$1.35억 +US$846만 +7% 3.77% 27.8% 113 58.41% 1
Dala Group
3522
Dala Group
Illinois
US$1.35억 +US$1365만 +11% 1.7% – 72 6.94% 0.7
Golden Bell Financial Planning
3523
Golden Bell Financial Planning
Georgia
US$1.35억 -US$101만 -0.7% 1.92% – 41 2.44% 1.5
Quest 10 Wealth Builders
3524
Quest 10 Wealth Builders
Virginia
US$1.35억 +US$606만 +5% 1.14% – 817 6.61% 1.4
Total Wealth Planning & Management
3525
Total Wealth Planning & Management
Florida
US$1.35억 -US$1326만 -9% 2.29% – 238 26.05% 1.2