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 4,078개 펀드(~46%)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)
Chung Wu Investment Group
3551
Chung Wu Investment Group
Texas
US$1.37억 -US$1551만 -10% 2.83% – 330 27.27% 0.9
Koenig Investment Advisory
3552
Koenig Investment Advisory
Oregon
US$1.37억 +US$785만 +6% 2.68% – 38 2.63% 0.7
Roan Capital Partners
3553
Roan Capital Partners
Tennessee
US$1.37억 +US$1596만 +13% 0.54% – 81 7.41% 0.4
ICG Advisors
3554
ICG Advisors
California
US$1.36억 +US$1.06억 +354% 1.37% – 7 28.57% 0.5
TABR Capital Management
3555
TABR Capital Management
California
US$1.36억 +US$1905만 +16% 0.27% – 82 62.2% 0.6
Targeted Financial Services
3556
Targeted Financial Services
Florida
US$1.36억 +US$90.6만 +0.7% 0.53% – 67 11.94% 0.6
Summit Financial Consulting
3557
Summit Financial Consulting
Michigan
US$1.36억 -US$1106만 -8% 1.6% – 53 16.98% 1
Lynch Investment Planning
3558
Lynch Investment Planning
Pennsylvania
US$1.36억 +US$617만 +5% 0.91% – 232 75.86% 0.2
Seelaus Asset Management
3559
Seelaus Asset Management
New Jersey
US$1.36억 -US$608만 -4% 3.88% 134% 216 17.59% 3.3
Eagle Wealth Advisors
3560
Eagle Wealth Advisors
Connecticut
US$1.36억 +US$510만 +4% 4.65% – 103 3.88% 0.6
Avail Investment Partners
3561
Avail Investment Partners
Pennsylvania
US$1.36억 +US$625만 +5% 3.5% – 225 20.44% 0.4
Industrial Alliance Investment Management
3562
Industrial Alliance Investment Management
Quebec, Canada
US$1.36억 -US$7640만 -36% 0.18% 88.8% 8 0% 3.4
Donalies Financial Planning
3563
Donalies Financial Planning
District of Columbia
US$1.36억 +US$36.6만 +0.3% 0.81% – 82 9.76% 0.7
CrossGen Wealth
3564
CrossGen Wealth
North Carolina
US$1.36억 +US$729만 +6% 7.07% – 231 19.91% 0.7
SeedSafe Financial
3565
SeedSafe Financial
Texas
US$1.36억 -US$325만 -2% 1.31% – 42 14.29% 0.6
Finward Bancorp
3566
Finward Bancorp
Indiana
US$1.36억 +US$377만 +3% 3.04% – 109 7.34% 1.6
Farnam Financial
3567
Farnam Financial
Arizona
US$1.35억 -US$166만 -1% 0.11% – 62 20.97% 1.3
Broussard Financial Group
3568
Broussard Financial Group
Louisiana
US$1.35억 +US$1056만 +8% 2.95% – 45 37.78% 0.5
Approach Retirement Advisors
3569
Approach Retirement Advisors
Alabama
US$1.35억 -US$231만 -2% 0.81% – 85 9.41% 0.7
Capital CS Group
3570
Capital CS Group
California
US$1.35억 +US$846만 +7% 3.77% 27.8% 113 58.41% 1
Dala Group
3571
Dala Group
Illinois
US$1.35억 +US$1365만 +11% 1.7% – 72 6.94% 0.7
Golden Bell Financial Planning
3572
Golden Bell Financial Planning
Georgia
US$1.35억 -US$101만 -0.7% 1.92% – 41 2.44% 1.5
Quest 10 Wealth Builders
3573
Quest 10 Wealth Builders
Virginia
US$1.35억 +US$606만 +5% 1.14% – 817 6.61% 1.4
Total Wealth Planning & Management
3574
Total Wealth Planning & Management
Florida
US$1.35억 -US$1326만 -9% 2.29% – 238 26.05% 1.2
BLVD Private Wealth
3575
BLVD Private Wealth
Kentucky
US$1.34억 -US$11.9만 -0.1% 1.96% – 76 11.84% 0.9