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 4,646개 펀드(~52%)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)
Finward Bancorp
4051
Finward Bancorp
Indiana
US$1.36억 +US$377만 +3% 3.04% – 109 7.34% 1.6
Farnam Financial
4052
Farnam Financial
Arizona
US$1.35억 -US$166만 -1% 0.11% – 62 20.97% 1.3
Broussard Financial Group
4053
Broussard Financial Group
Louisiana
US$1.35억 +US$1056만 +8% 2.95% – 45 37.78% 0.5
Approach Retirement Advisors
4054
Approach Retirement Advisors
Alabama
US$1.35억 -US$231만 -2% 0.81% – 85 9.41% 0.7
Capital CS Group
4055
Capital CS Group
California
US$1.35억 +US$846만 +7% 3.77% 27.8% 113 58.41% 1
SR
4056
Summer Road
Florida
US$1.35억 -US$2584만 -16% 16.7% 214% 26 30.77% 1.7
Littlejohn Financial Services
4057
Littlejohn Financial Services
Oregon
US$1.35억 -US$249만 -2% 1.91% – 82 28.05% 0.9
Dala Group
4058
Dala Group
Illinois
US$1.35억 +US$1365만 +11% 1.7% – 72 6.94% 0.7
Golden Bell Financial Planning
4059
Golden Bell Financial Planning
Georgia
US$1.35억 -US$101만 -0.7% 1.92% – 41 2.44% 1.5
Core Wealth Advisors (Indiana)
4060
Core Wealth Advisors (Indiana)
Indiana
US$1.35억 -US$84.9만 -0.6% 0.91% – 36 13.89% 0.6
Quest 10 Wealth Builders
4061
Quest 10 Wealth Builders
Virginia
US$1.35억 +US$606만 +5% 1.14% – 817 6.61% 1.4
Total Wealth Planning & Management
4062
Total Wealth Planning & Management
Florida
US$1.35억 -US$1326만 -9% 2.29% – 238 26.05% 1.2
BLVD Private Wealth
4063
BLVD Private Wealth
Kentucky
US$1.34억 -US$11.9만 -0.1% 1.96% – 76 11.84% 0.9
CPR Investments
4064
CPR Investments
Michigan
US$1.34억 +US$446만 +3% 2.3% 84% 74 39.19% 0.8
Capital Today Evergreen Fund
4065
Capital Today Evergreen Fund
Cayman Islands
US$1.34억 +US$481만 +4% 3.82% 0.74% 3 0% 3.3
Elevated Private Wealth
4066
Elevated Private Wealth
Wisconsin
US$1.34억 +US$2860만 +27% 12.4% – 91 28.57% 0.6
Sherman Asset Management
4067
Sherman Asset Management
California
US$1.34억 +US$537만 +4% 1.48% – 140 25% 1.5
Birchwood Financial Partners
4068
Birchwood Financial Partners
Minnesota
US$1.34억 +US$1195만 +10% 0.9% – 704 51.42% 0.4
Trace Wealth Advisors
4069
Trace Wealth Advisors
California
US$1.34억 -US$1872만 -12% 0.35% – 75 28% 1.4
Peapod Lane Capital
4070
Peapod Lane Capital
New York
US$1.34억 -US$1412만 -10% 1.66% – 63 9.52% 1.2
Hingham Institution for Savings
4071
Hingham Institution for Savings
Massachusetts
US$1.34억 -US$25.4만 -0.2% 0.15% – 15 0% 0.7
Strategic Wealth Advisors
4072
Strategic Wealth Advisors
Arizona
US$1.34억 +US$1693만 +14% 0.65% – 260 80.38% 0.8
Kraematon Investment Advisors
4073
Kraematon Investment Advisors
Massachusetts
US$1.34억 -US$42.2만 -0.3% 0.58% 89.8% 109 6.42% 2.8
Waystone Advisors
4074
Waystone Advisors
Washington
US$1.34억 -US$45.1만 -0.3% 2.91% – 110 0% 0.6
Harbor Asset Planning
4075
Harbor Asset Planning
Massachusetts
US$1.33억 +US$29.5만 +0.2% 0.18% – 423 3.55% 1.2