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)
Tortuga Wealth Management
4026
Tortuga Wealth Management
California
US$1.41억 +US$901만 +7% 5.36% – 146 10.96% 0.6
Sherman Wealth Management
4027
Sherman Wealth Management
Maryland
US$1.41억 +US$794만 +6% 1.02% – 88 9.09% 0.7
FDx Advisors
4028
FDx Advisors
Illinois
US$1.41억 -US$1.91억 -58% 1.1% 73.2% 186 52.15% 1.1
Daytona Street Capital
4029
Daytona Street Capital
Missouri
US$1.41억 +US$361만 +3% 0.22% – 319 21.63% 0.6
HBE Wealth Management
4030
HBE Wealth Management
Nebraska
US$1.41억 +US$130만 +0.9% 0.08% – 61 13.11% 0.7
Odyssey Capital Advisors
4031
Odyssey Capital Advisors
Pennsylvania
US$1.4억 +US$84.4만 +0.6% 3.13% – 104 6.73% 0.7
WealthPoint Financial
4032
WealthPoint Financial
North Carolina
US$1.4억 +US$306만 +2% 0.63% – 133 10.53% 0.7
Partnership Wealth Management
4033
Partnership Wealth Management
Maryland
US$1.4억 -US$778만 -5% 1.26% 67.6% 69 5.8% 2.4
UFA
4034
Uptown Financial Advisors
Texas
US$1.4억 -US$1177만 -8% 0.5% – 93 22.58% 1.5
North Capital
4035
North Capital
Utah
US$1.4억 +US$770만 +6% 0.9% – 111 21.62% 1.2
Perkins Capital Management
4036
Perkins Capital Management
Minnesota
US$1.4억 +US$705만 +5% 13.5% 389% 91 17.58% 5.2
NA
4037
Nearside Advisors
Indiana
US$1.4억 – – 1.05% – 47 – 0
FF
4038
Fox Financial
Pennsylvania
US$1.4억 -US$369만 -3% 0.35% 78.9% 15 26.67% 2.1
Fairman Group
4039
Fairman Group
Pennsylvania
US$1.4억 +US$1245만 +10% 6.41% 46.8% 345 7.54% 1.9
Journey Retirement Planning & Investment Management
4040
Journey Retirement Planning & Investment Management
Idaho
US$1.4억 +US$1130만 +9% 4.21% – 181 20.99% 0.6
ICMP
4041
Integrated Capital Management (Pennsylvania)
Pennsylvania
US$1.39억 -US$383만 -3% 1.35% 39.7% 66 13.64% 2.9
ACM
4042
Appalachian Capital Management
Ohio
US$1.39억 +US$155만 +1% 0.37% – 48 10.42% 0.7
GS Investments
4043
GS Investments
Minnesota
US$1.39억 +US$95.3만 +0.7% 3.83% 108% 137 5.84% 4.5
Legacy Advisory Services
4044
Legacy Advisory Services
Pennsylvania
US$1.39억 -US$272만 -2% 1.07% 59.4% 88 47.73% 1
Athena Wealth Management
4045
Athena Wealth Management
Nevada
US$1.39억 +US$483만 +4% 3.85% – 113 16.81% 0.6
New Dimensions Wealth Management
4046
New Dimensions Wealth Management
Texas
US$1.39억 +US$687만 +5% 1.06% – 22 9.09% 1.4
Palatine Hill Wealth Management
4047
Palatine Hill Wealth Management
Michigan
US$1.39억 +US$1504만 +12% 6.51% – 57 8.77% 0.6
APS Management Group
4048
APS Management Group
California
US$1.39억 +US$899만 +7% 3.46% – 81 16.05% 0.9
Global Trust Wealth Management
4049
Global Trust Wealth Management
Florida
US$1.39억 -US$621만 -4% 0.29% – 76 7.89% 0.7
Syntax Research
4050
Syntax Research
Florida
US$1.39억 +US$190만 +1% 0.27% 50.7% 206 19.42% 2.2