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 2,069개 펀드(~23%)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)
SWL
351
STACKSTONE WEALTH, LLC
Iowa
US$10.1억 – – 1.1% – 323 – 0
Insight Wealth Strategies
352
Insight Wealth Strategies
California
US$10.1억 -US$1354만 -1% 0.3% 83.5% 206 16.99% 2.7
HBW Advisory Services
353
HBW Advisory Services
California
US$10.1억 -US$9565만 -9% 0.38% 68.6% 492 16.46% 2.6
Archford Capital Strategies
354
Archford Capital Strategies
Illinois
US$10.1억 +US$2155만 +2% 2.79% 87.4% 402 20.4% 4.1
Novem Group
355
Novem Group
New York
US$10.1억 +US$1931만 +2% 0.15% – 479 14.41% 1.2
Van Cleef Asset Management
356
Van Cleef Asset Management
Ohio
US$10.1억 +US$2625만 +3% 7.15% 104% 122 4.1% 8.1
TritonPoint Wealth
357
TritonPoint Wealth
Maryland
US$10.1억 -US$1051만 -1% 2.59% 92.7% 299 8.03% 2.1
DiNuzzo Private Wealth
358
DiNuzzo Private Wealth
Pennsylvania
US$10.1억 -US$469만 -0.5% 1.5% 42.7% 1,395 5.38% 2.4
Grove Bank & Trust
359
Grove Bank & Trust
Florida
US$10.1억 -US$263만 -0.3% 1.52% 80.5% 959 10.43% 3.4
Sendero Wealth Management
360
Sendero Wealth Management
Texas
US$10억 -US$257만 -0.3% 5.71% 99.2% 226 15.49% 2.3
Toth Financial Advisory
361
Toth Financial Advisory
Virginia
US$10억 -US$2319만 -2% 0.03% 90.4% 1,123 30.19% 3.3
JWBC
362
J.W. Burns & Co
New York
US$10억 +US$3830만 +4% 5.09% 95.4% 197 7.61% 7.9
Moisand Fitzgerald Tamayo
363
Moisand Fitzgerald Tamayo
Florida
US$10억 -US$2862만 -3% 1.4% 51.1% 699 25.75% 3.9
Jamison Private Wealth Management
364
Jamison Private Wealth Management
Georgia
US$9.9억 -US$284만 -0.3% 0.8% 130% 234 5.98% 2.3
Segra Capital Management
365
Segra Capital Management
Florida
US$9.9억 +US$4.92억 +99% 20.7% 19% 19 68.42% 0.3
Redhawk Wealth Advisors
366
Redhawk Wealth Advisors
Minnesota
US$9.9억 -US$2835만 -3% 1% 116% 452 19.47% 2
Foguth Wealth Management
367
Foguth Wealth Management
Michigan
US$9.9억 +US$1.07억 +12% 0.3% – 239 15.9% 1.4
AAA
368
Adams Asset Advisors
Texas
US$9.8억 +US$1.03억 +12% 9.2% 66.8% 94 6.38% 5.4
Hanson & Doremus Investment Management
369
Hanson & Doremus Investment Management
Vermont
US$9.8억 -US$94.9만 -0.1% 0.2% 86.3% 513 9.55% 6.7
L. Roy Papp & Associates
370
L. Roy Papp & Associates
Arizona
US$9.8억 +US$2959만 +3% 5.58% 80.1% 200 7% 7.4
First Pacific Financial
371
First Pacific Financial
Washington
US$9.8억 +US$1.38억 +16% 0.85% 53.6% 559 12.52% 2.2
LVZ Inc
372
LVZ Inc
Michigan
US$9.7억 -US$931만 -0.9% 0.41% 52.9% 183 12.02% 3.4
Barlow Wealth Partners
373
Barlow Wealth Partners
Kentucky
US$9.7억 +US$4457만 +5% 4.71% 101% 158 9.49% 2
Bath Savings Trust
374
Bath Savings Trust
Maine
US$9.7억 +US$71.1만 +0.1% 3.36% 57.8% 185 8.11% 7
Financial Partners Group (Kansas)
375
Financial Partners Group (Kansas)
Kansas
US$9.6억 -US$2146만 -2% 0.68% 76.7% 266 11.65% 3.2