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)
Collar Capital Management
3701
Collar Capital Management
Wisconsin
US$1.67억 -US$240만 -1% 4.32% – 75 12% 1.4
Avantra Family Wealth
3702
Avantra Family Wealth
Pennsylvania
US$1.67억 +US$1037만 +7% 4.77% – 178 16.29% 1.1
SMP
3703
Santa Monica Partners
Florida
US$1.67억 -US$1838만 -10% 7.02% 102% 13 0% 6.6
GreatBanc Trust
3704
GreatBanc Trust
Illinois
US$1.67억 +US$575만 +4% 0.36% – 71 8.45% 0.9
Macroview Investment Management
3705
Macroview Investment Management
Maryland
US$1.67억 +US$487만 +3% 1.92% 76.6% 112 10.71% 4.7
Alpha Wealth Funds
3706
Alpha Wealth Funds
Utah
US$1.67억 -US$1657만 -9% 0.16% – 76 60.53% 0.7
BRWM
3707
Blue Rock Wealth Management
North Carolina
US$1.67억 -US$1289만 -7% 3.02% – 120 18.33% 1.3
Silvia McColl Wealth Management
3708
Silvia McColl Wealth Management
California
US$1.67억 +US$31.4만 +0.2% 1.73% 82.7% 125 8% 3
Westco Advisory Services
3709
Westco Advisory Services
New York
US$1.66억 +US$77.5만 +0.5% 2.85% – 103 8.74% 0.7
Hickory Point Bank & Trust
3710
Hickory Point Bank & Trust
Illinois
US$1.66억 +US$140만 +0.8% 1.53% – 485 12.99% 0.8
Lifetime Wealth Management
3711
Lifetime Wealth Management
Texas
US$1.66억 -US$516만 -3% 4.08% – 93 8.6% 0.7
Cottonwood Capital Advisors
3712
Cottonwood Capital Advisors
Utah
US$1.66억 +US$17.6만 +0.1% 1.42% 79% 91 4.4% 3.9
MidAtlantic Capital Management
3713
MidAtlantic Capital Management
Virginia
US$1.66억 +US$514만 +3% 0.37% 61.2% 251 65.74% 0.8
LDIC Inc
3714
LDIC Inc
US$1.66억 +US$639만 +4% 4.54% – 25 24% 0.3
Cogent Private Wealth
3715
Cogent Private Wealth
Florida
US$1.66억 +US$586만 +4% 0.18% – 131 15.27% 0.6
Albert D. Mason Inc
3716
Albert D. Mason Inc
Massachusetts
US$1.66억 -US$1019만 -6% 1.89% 83.4% 147 10.2% 5.8
Seven Hills Financial
3717
Seven Hills Financial
Florida
US$1.66억 – – 1.69% – 109 – 0
MJPC
3718
Michael J. Porro & Co
New Jersey
US$1.66억 -US$1010만 -6% 2.02% – 150 18% 0.6
MA
3719
McBroom & Associates
Nevada
US$1.65억 -US$3341만 -17% 2.7% 148% 38 15.79% 3.2
JDH Wealth Management
3720
JDH Wealth Management
California
US$1.65억 +US$109만 +0.7% 0.08% – 64 12.5% 1.4
Macco Financial Group
3721
Macco Financial Group
Wisconsin
US$1.65억 +US$1148만 +7% 0.71% – 25 12% 0.6
Mascagni Wealth Management
3722
Mascagni Wealth Management
Mississippi
US$1.65억 +US$436만 +3% 2.34% – 148 9.46% 1.3
Nautilus Advisors
3723
Nautilus Advisors
California
US$1.65억 -US$433만 -3% 1.5% – 186 11.29% 1.3
Navigate Wealth Management
3724
Navigate Wealth Management
Alabama
US$1.65억 +US$387만 +2% 0.22% – 87 16.09% 0.4
FIG Financial Advisory Services
3725
FIG Financial Advisory Services
Oklahoma
US$1.65억 -US$551만 -3% 0.91% – 107 71.96% 0.4