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 7,143개 펀드(~80%)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)
Montgomery Investment Management
3901
Montgomery Investment Management
Maryland
US$3.29억 -US$93.1만 -0.3% 2.76% 105% 109 4.59% 7.2
Nvest Financial
3902
Nvest Financial
New Hampshire
US$3.29억 +US$1225만 +4% 0.34% 99.6% 159 10.69% 2
Heritage Oak Wealth Advisors
3903
Heritage Oak Wealth Advisors
Florida
US$3.29억 -US$1115만 -3% 1.85% – 119 41.18% 1.1
Arcadia Wealth Management (New Hampshire)
3904
Arcadia Wealth Management (New Hampshire)
New Hampshire
US$3.28억 +US$973만 +3% 0.17% 55.5% 73 24.66% 2.2
Sunpointe
3905
Sunpointe
Missouri
US$3.28억 -US$2379만 -7% 2.84% 122% 305 28.2% 1.5
Wealth Quarterback
3906
Wealth Quarterback
New Jersey
US$3.28억 +US$428만 +1% 2.37% 109% 185 9.73% 2.9
LifeGoal Wealth Advisors
3907
LifeGoal Wealth Advisors
New York
US$3.28억 +US$1.1억 +50% 2.29% – 232 41.38% 0.6
Richards, Merrill & Peterson
3908
Richards, Merrill & Peterson
Washington
US$3.28억 +US$1290만 +4% 3.12% – 302 8.61% 1.3
Seven Post Investment Office
3909
Seven Post Investment Office
California
US$3.28억 -US$2448만 -7% 4.15% 44.4% 44 9.09% 4.2
First National Bank Sioux Falls
3910
First National Bank Sioux Falls
South Dakota
US$3.28억 -US$3784만 -10% 0.35% 70.3% 157 8.92% 5
Argentarii
3911
Argentarii
Ohio
US$3.28억 -US$394만 -1% 4.4% – 217 7.83% 1.3
IMZ Advisory
3912
IMZ Advisory
Florida
US$3.27억 +US$1137만 +4% 1.58% 73.1% 38 5.26% 2.5
CM
3913
Cosmic Management
California
US$3.27억 -US$5504만 -14% 3.48% – 5 20% 0.6
Bennett Selby Investments
3914
Bennett Selby Investments
Maine
US$3.27억 +US$1397만 +4% 5.28% 82.1% 89 8.99% 3.4
Royal Harbor Partners
3915
Royal Harbor Partners
Texas
US$3.27억 +US$415만 +1% 0.13% 54.6% 57 3.51% 2.4
Vigilare Wealth Management
3916
Vigilare Wealth Management
Arizona
US$3.27억 +US$58.9만 +0.2% 0.37% 59.5% 137 20.44% 2.7
Balanced Wealth Group
3917
Balanced Wealth Group
Ohio
US$3.26억 +US$1009만 +3% 0.66% 66.2% 85 10.59% 2.1
Decatur Capital Management
3918
Decatur Capital Management
Georgia
US$3.26억 +US$3128만 +11% 4.79% 155% 77 59.74% 2.7
ShoreHaven Wealth Partners
3919
ShoreHaven Wealth Partners
New Jersey
US$3.26억 +US$820만 +3% 1.05% 72.4% 110 10.91% 2.7
Raub Brock Capital Management
3920
Raub Brock Capital Management
California
US$3.26억 -US$3728만 -10% 2% 54.7% 51 19.61% 2.6
Glass Jacobson Investment Advisors
3921
Glass Jacobson Investment Advisors
Maryland
US$3.26억 +US$504만 +2% 0.12% 63.1% 647 9.43% 2.8
Sender Company & Partners
3922
Sender Company & Partners
New York
US$3.26억 -US$1893만 -5% 14.8% 51.8% 169 81.66% 0.3
Paragon Private Wealth Management
3923
Paragon Private Wealth Management
Kentucky
US$3.26억 -US$5720만 -15% 1.09% 104% 235 22.13% 2.7
Phoenix Wealth Advisors
3924
Phoenix Wealth Advisors
North Carolina
US$3.26억 +US$2895만 +10% 2.28% 68.8% 136 8.82% 3.4
Bluesphere Advisors
3925
Bluesphere Advisors
Pennsylvania
US$3.25억 +US$125만 +0.4% 2.26% 105% 125 11.2% 2.7