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)
Chung Wu Investment Group
4076
Chung Wu Investment Group
Texas
US$1.37억 -US$1551만 -10% 2.83% – 330 27.27% 0.9
Koenig Investment Advisory
4077
Koenig Investment Advisory
Oregon
US$1.37억 +US$785만 +6% 2.68% – 38 2.63% 0.7
Roan Capital Partners
4078
Roan Capital Partners
Tennessee
US$1.37억 +US$1596만 +13% 0.54% – 81 7.41% 0.4
ICG Advisors
4079
ICG Advisors
California
US$1.36억 +US$1.06억 +354% 1.37% – 7 28.57% 0.5
TABR Capital Management
4080
TABR Capital Management
California
US$1.36억 +US$1905만 +16% 0.27% – 82 62.2% 0.6
Targeted Financial Services
4081
Targeted Financial Services
Florida
US$1.36억 +US$90.6만 +0.7% 0.53% – 67 11.94% 0.6
Summit Financial Consulting
4082
Summit Financial Consulting
Michigan
US$1.36억 -US$1106만 -8% 1.6% – 53 16.98% 1
Lynch Investment Planning
4083
Lynch Investment Planning
Pennsylvania
US$1.36억 +US$617만 +5% 0.91% – 232 75.86% 0.2
Seelaus Asset Management
4084
Seelaus Asset Management
New Jersey
US$1.36억 -US$608만 -4% 3.88% 134% 216 17.59% 3.3
Eagle Wealth Advisors
4085
Eagle Wealth Advisors
Connecticut
US$1.36억 +US$510만 +4% 4.65% – 103 3.88% 0.6
Avail Investment Partners
4086
Avail Investment Partners
Pennsylvania
US$1.36억 +US$625만 +5% 3.5% – 225 20.44% 0.4
Industrial Alliance Investment Management
4087
Industrial Alliance Investment Management
Quebec, Canada
US$1.36억 -US$7640만 -36% 0.18% 88.8% 8 0% 3.4
Donalies Financial Planning
4088
Donalies Financial Planning
District of Columbia
US$1.36억 +US$36.6만 +0.3% 0.81% – 82 9.76% 0.7
CrossGen Wealth
4089
CrossGen Wealth
North Carolina
US$1.36억 +US$729만 +6% 7.07% – 231 19.91% 0.7
ALS
4090
Andrew L. Share
US$1.36억 -US$5760만 -30% 5.83% 3.31% 52 63.46% 0.8
SeedSafe Financial
4091
SeedSafe Financial
Texas
US$1.36억 -US$325만 -2% 1.31% – 42 14.29% 0.6
Finward Bancorp
4092
Finward Bancorp
Indiana
US$1.36억 +US$377만 +3% 3.04% – 109 7.34% 1.6
Providence Financial Advisors
4093
Providence Financial Advisors
Kansas
US$1.36억 -US$4025만 -23% 1.22% – 62 14.52% 0.8
Farnam Financial
4094
Farnam Financial
Arizona
US$1.35억 -US$166만 -1% 0.11% – 62 20.97% 1.3
Broussard Financial Group
4095
Broussard Financial Group
Louisiana
US$1.35억 +US$1056만 +8% 2.95% – 45 37.78% 0.5
Approach Retirement Advisors
4096
Approach Retirement Advisors
Alabama
US$1.35억 -US$231만 -2% 0.81% – 85 9.41% 0.7
Capital CS Group
4097
Capital CS Group
California
US$1.35억 +US$846만 +7% 3.77% 27.8% 113 58.41% 1
SR
4098
Summer Road
Florida
US$1.35억 -US$2584만 -16% 16.7% 214% 26 30.77% 1.7
Littlejohn Financial Services
4099
Littlejohn Financial Services
Oregon
US$1.35억 -US$249만 -2% 1.91% – 82 28.05% 0.9
Dala Group
4100
Dala Group
Illinois
US$1.35억 +US$1365만 +11% 1.7% – 72 6.94% 0.7