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)
MPPHD
4001
Maloon Powers Pitre Higgins & Dennehy
California
US$3.17억 +US$2603만 +9% 3.73% – 159 13.21% 0.2
Glass Wealth Management
4002
Glass Wealth Management
Texas
US$3.17억 +US$1821만 +6% 3.96% – 75 13.33% 1.8
Financial Council
4003
Financial Council
Maryland
US$3.17억 +US$833만 +3% 0.58% 88.6% 112 7.14% 2.8
Alliance Wealth Advisors (Pennsylvania)
4004
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
US$3.17억 +US$882만 +3% 0.2% 74.4% 179 6.7% 3.5
Leisure Capital Management
4005
Leisure Capital Management
California
US$3.16억 -US$411만 -1% 3.43% 111% 166 9.04% 5.3
Mills Wealth Advisors
4006
Mills Wealth Advisors
Texas
US$3.16억 -US$143만 -0.5% 1.64% 37.9% 81 9.88% 1.9
BVC
4007
Bright Valley Capital
Hong Kong
US$3.16억 -US$3.1억 -50% 3.84% 732% 24 70.83% 0.7
Strive Financial Group
4008
Strive Financial Group
Indiana
US$3.16억 +US$8586만 +37% 2.36% – 1,303 36.68% 0.4
RBA Wealth Management
4009
RBA Wealth Management
California
US$3.16억 +US$4329만 +16% 4.88% 91% 123 38.21% 2.2
RIS
4010
Richmond Investment Services
Wisconsin
US$3.16억 -US$30.4만 -0.1% 0.55% – 158 15.19% 1.3
OneAscent Wealth Management
4011
OneAscent Wealth Management
Alabama
US$3.15억 -US$2009만 -6% 1.03% 54.1% 182 24.18% 1.9
Beacon Wealthcare LLC
4012
Beacon Wealthcare LLC
North Carolina
US$3.15억 +US$332만 +1% 0.54% 47% 32 18.75% 2.8
Trinity Wealth Management
4013
Trinity Wealth Management
Pennsylvania
US$3.15억 +US$24.1만 +0.1% 0.78% 56.7% 94 24.47% 2.5
Townsend Asset Management
4014
Townsend Asset Management
North Carolina
US$3.15억 +US$349만 +1% 2.72% 88.5% 201 9.45% 4.6
LCNB Corp
4015
LCNB Corp
Ohio
US$3.15억 -US$1066만 -3% 1.46% 83.1% 193 12.44% 6.1
FCT
4016
Family Capital Trust
Massachusetts
US$3.15억 +US$791만 +3% 4.2% 39.1% 83 0% 4.9
MMA Asset Management
4017
MMA Asset Management
Pennsylvania
US$3.15억 +US$93.6만 +0.3% 0.55% 61.2% 202 16.83% 2.2
Shore Point Advisors
4018
Shore Point Advisors
New Jersey
US$3.15억 +US$2281만 +8% 1.04% 54.6% 86 11.63% 2.7
Weinberger Asset Management
4019
Weinberger Asset Management
California
US$3.15억 +US$315만 +1% 0.97% 89.6% 104 3.85% 3.2
Axiom Financial Strategies
4020
Axiom Financial Strategies
Indiana
US$3.15억 -US$426만 -1% 0.63% 59.8% 35 5.71% 1.3
Allred Capital Management
4021
Allred Capital Management
Texas
US$3.15억 +US$1005만 +3% 4.09% 85.2% 166 4.22% 5.4
GLWAL
4022
GER Loftin Wealth Advisors LLC
Georgia
US$3.14억 – – 3.85% – 67 – 0
Theory Financial
4023
Theory Financial
Colorado
US$3.14억 -US$294만 -0.9% 0.8% 58.3% 106 9.43% 2.1
NAH
4024
Neumann Advisory (HK)
Hong Kong
US$3.14억 -US$4156만 -12% 10.1% 77.3% 6 16.67% 7
Wallace Foundation
4025
Wallace Foundation
New York
US$3.14억 +US$8744만 +39% 17.2% – 2 100% 0