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)
Tower Trust & Investment Company
3626
Tower Trust & Investment Company
Iowa
US$1.74억 +US$945만 +6% 5.41% – 260 21.54% 1.3
Shum Financial Group
3627
Shum Financial Group
California
US$1.74억 +US$826만 +5% 3.2% – 113 8.85% 1.5
Networth Advisors
3628
Networth Advisors
Pennsylvania
US$1.74억 +US$198만 +1% 0.76% – 416 12.98% 0.6
Evolution Wealth Management
3629
Evolution Wealth Management
Florida
US$1.74억 +US$383만 +2% 0.46% – 1,074 26.72% 0.8
Ridgeline Wealth Planning
3630
Ridgeline Wealth Planning
Ohio
US$1.74억 +US$1606만 +10% 0.19% – 55 5.45% 1.3
Income Insurance Ltd
3631
Income Insurance Ltd
US$1.74억 +US$600만 +4% 6.03% – 194 11.86% 0.7
Grantvest Financial Group
3632
Grantvest Financial Group
New Jersey
US$1.74억 +US$117만 +0.7% 0.13% – 200 10.5% 1.2
Wright Wealth
3633
Wright Wealth
Georgia
US$1.74억 +US$706만 +4% 0.97% – 57 15.79% 0.7
Kestrel Investment Management
3634
Kestrel Investment Management
California
US$1.73억 -US$1030만 -6% 4.97% 99.8% 43 16.28% 1.9
Vannoy Advisory Group
3635
Vannoy Advisory Group
Texas
US$1.73억 -US$375만 -2% 1.13% 52.5% 30 6.67% 2.5
AMAL
3636
Asset Management Advisors LLC
Oklahoma
US$1.73억 -US$770만 -4% 1.73% 125% 17 0% 5.8
6SA
3637
6th Street Advisors
Alabama
US$1.73억 -US$101만 -0.6% 0.35% – 66 15.15% 0.4
Invariant Investment Management
3638
Invariant Investment Management
Pennsylvania
US$1.73억 +US$242만 +1% 1.01% – 75 17.33% 0.7
AIFAIM
3639
American Institute for Advanced Investment Management
Arizona
US$1.73억 -US$23.9만 -0.1% 0.72% 79.1% 161 3.11% 3.8
Sageworth Trust Company of South Dakota
3640
Sageworth Trust Company of South Dakota
South Dakota
US$1.73억 +US$1069만 +7% 0.03% 75.6% 62 11.29% 3.1
Sterling Manor Financial
3641
Sterling Manor Financial
New York
US$1.73억 – – 1.46% – 37 – 2.1
Family Legacy Financial Solutions
3642
Family Legacy Financial Solutions
North Carolina
US$1.73억 +US$873만 +5% 2.77% – 68 29.41% 1
Ellerson Group
3643
Ellerson Group
Maryland
US$1.73억 +US$336만 +2% 12.1% 178% 72 22.22% 2.2
Guided Capital Wealth Management
3644
Guided Capital Wealth Management
Texas
US$1.72억 +US$142만 +0.8% 2.62% – 38 10.53% 1.2
AGH Wealth Advisors
3645
AGH Wealth Advisors
Kansas
US$1.72억 +US$1394만 +9% 3.83% – 139 16.55% 1.3
Atala Financial
3646
Atala Financial
California
US$1.72억 +US$786만 +5% 1.88% – 129 12.4% 1.4
Cannon Advisors
3647
Cannon Advisors
North Carolina
US$1.72억 +US$797만 +5% 0.08% – 127 41.73% 0.9
Gimbal Financial
3648
Gimbal Financial
Indiana
US$1.72억 +US$957만 +6% 8.15% – 71 39.44% 1.4
Stonekeep Investments
3649
Stonekeep Investments
New Mexico
US$1.72억 +US$23.3만 +0.1% 1.47% – 83 8.43% 1.6
Processus Wealth & Capital Management
3650
Processus Wealth & Capital Management
Tennessee
US$1.72억 +US$314만 +2% 6.63% 160% 36 2.78% 2.4