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)
Thompson Davis & Co
3901
Thompson Davis & Co
Virginia
US$1.49억 -US$1809만 -11% 7.14% 179% 189 27.51% 2.4
Newport Capital Group
3902
Newport Capital Group
New Jersey
US$1.49억 -US$2903만 -16% 0.56% – 85 95.29% 0.2
Dalton Investments
3903
Dalton Investments
Nevada
US$1.49억 +US$3812만 +34% 28.5% 125% 17 23.53% 3.3
Clear Retirement Advice
3904
Clear Retirement Advice
California
US$1.49억 +US$296만 +2% 0.45% – 62 16.13% 0.6
Cassilly Financial Group
3905
Cassilly Financial Group
Maryland
US$1.49억 +US$1110만 +8% 0.24% – 83 15.66% 0.6
Heffernan Advisory
3906
Heffernan Advisory
Arizona
US$1.49억 +US$2936만 +25% 2.31% – 60 33.33% 0.4
RF&L Wealth Management
3907
RF&L Wealth Management
Massachusetts
US$1.49억 +US$103만 +0.7% 0.2% 73.8% 53 9.43% 3.2
LightSquare Wealth Management
3908
LightSquare Wealth Management
Michigan
US$1.49억 +US$372만 +3% 1.2% – 115 13.91% 0.4
Split Rock Private Trading & Wealth Management
3909
Split Rock Private Trading & Wealth Management
Minnesota
US$1.49억 +US$292만 +2% 2.37% – 53 13.21% 0.6
Fiduciary Advisors Inc
3910
Fiduciary Advisors Inc
Missouri
US$1.49억 +US$12.5만 +0.1% 0.8% – 174 28.16% 1.2
LiftPoint Family Wealth Advisors
3911
LiftPoint Family Wealth Advisors
New Jersey
US$1.49억 +US$107만 +0.7% 1.05% – 71 11.27% 0.6
RHL Group
3912
RHL Group
Michigan
US$1.49억 +US$2840만 +24% 3.1% – 418 45.93% 0.4
Phillip James Consulting
3913
Phillip James Consulting
Minnesota
US$1.49억 -US$108만 -0.7% 0.09% – 389 19.54% 0.4
Sound Financial Strategies Group
3914
Sound Financial Strategies Group
Mississippi
US$1.48억 -US$902만 -6% 1.03% 27.1% 128 24.22% 1.6
VUB Generali dochodkova spravcovska spolocnost
3915
VUB Generali dochodkova spravcovska spolocnost
US$1.48억 +US$343만 +2% 4.34% – 97 11.34% 0.7
Bingham Private Wealth
3916
Bingham Private Wealth
California
US$1.48억 +US$305만 +2% 2.4% – 188 13.3% 1.2
Whipplewood Advisors
3917
Whipplewood Advisors
Colorado
US$1.48억 -US$25.3만 -0.2% 1.25% – 649 71.19% 1.5
Renasant Bank
3918
Renasant Bank
Mississippi
US$1.48억 -US$732만 -5% 1.82% 72.3% 155 21.29% 3.2
Elevation Wealth Management
3919
Elevation Wealth Management
Minnesota
US$1.48억 +US$1444만 +11% 3.8% – 157 12.1% 0.6
Washington Capital Management
3920
Washington Capital Management
Washington
US$1.48억 -US$342만 -2% 1.01% 81.8% 128 19.53% 2.7
OIA
3921
Oakmont Investment Advisors
Pennsylvania
US$1.48억 +US$393만 +3% 0.98% – 133 27.82% 0.5
Gilpin Wealth Management
3922
Gilpin Wealth Management
Colorado
US$1.48억 +US$322만 +2% 1.43% – 1,484 32.48% 0.5
Essential Investment Partners
3923
Essential Investment Partners
Colorado
US$1.48억 +US$2323만 +19% 5.49% – 463 34.13% 0.5
Commons Capital
3924
Commons Capital
Massachusetts
US$1.48억 +US$480만 +3% 8.02% 166% 101 16.83% 2.2
Lionshead Wealth Management
3925
Lionshead Wealth Management
New York
US$1.48억 -US$631만 -4% 2.34% – 118 12.71% 1.4