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)
Golden Bell Financial Planning
4101
Golden Bell Financial Planning
Georgia
US$1.35억 -US$101만 -0.7% 1.92% – 41 2.44% 1.5
Core Wealth Advisors (Indiana)
4102
Core Wealth Advisors (Indiana)
Indiana
US$1.35억 -US$84.9만 -0.6% 0.91% – 36 13.89% 0.6
Quest 10 Wealth Builders
4103
Quest 10 Wealth Builders
Virginia
US$1.35억 +US$606만 +5% 1.14% – 817 6.61% 1.4
Total Wealth Planning & Management
4104
Total Wealth Planning & Management
Florida
US$1.35억 -US$1326만 -9% 2.29% – 238 26.05% 1.2
BLVD Private Wealth
4105
BLVD Private Wealth
Kentucky
US$1.34억 -US$11.9만 -0.1% 1.96% – 76 11.84% 0.9
CPR Investments
4106
CPR Investments
Michigan
US$1.34억 +US$446만 +3% 2.3% 84% 74 39.19% 0.8
Capital Today Evergreen Fund
4107
Capital Today Evergreen Fund
Cayman Islands
US$1.34억 +US$481만 +4% 3.82% 0.74% 3 0% 3.3
Elevated Private Wealth
4108
Elevated Private Wealth
Wisconsin
US$1.34억 +US$2860만 +27% 12.4% – 91 28.57% 0.6
Sherman Asset Management
4109
Sherman Asset Management
California
US$1.34억 +US$537만 +4% 1.48% – 140 25% 1.5
Birchwood Financial Partners
4110
Birchwood Financial Partners
Minnesota
US$1.34억 +US$1195만 +10% 0.9% – 704 51.42% 0.4
Trace Wealth Advisors
4111
Trace Wealth Advisors
California
US$1.34억 -US$1872만 -12% 0.35% – 75 28% 1.4
Peapod Lane Capital
4112
Peapod Lane Capital
New York
US$1.34억 -US$1412만 -10% 1.66% – 63 9.52% 1.2
Hingham Institution for Savings
4113
Hingham Institution for Savings
Massachusetts
US$1.34억 -US$25.4만 -0.2% 0.15% – 15 0% 0.7
Strategic Wealth Advisors
4114
Strategic Wealth Advisors
Arizona
US$1.34억 +US$1693만 +14% 0.65% – 260 80.38% 0.8
Kraematon Investment Advisors
4115
Kraematon Investment Advisors
Massachusetts
US$1.34억 -US$42.2만 -0.3% 0.58% 89.8% 109 6.42% 2.8
Waystone Advisors
4116
Waystone Advisors
Washington
US$1.34억 -US$45.1만 -0.3% 2.91% – 110 0% 0.6
Harbor Asset Planning
4117
Harbor Asset Planning
Massachusetts
US$1.33억 +US$29.5만 +0.2% 0.18% – 423 3.55% 1.2
Clearview Wealth Management
4118
Clearview Wealth Management
California
US$1.33억 -US$2221만 -14% 1.42% – 66 13.64% 0.5
Eagle Harbor Asset Management
4119
Eagle Harbor Asset Management
Washington
US$1.33억 +US$598만 +5% 1.02% 76.2% 158 25.32% 2.7
Axos Invest
4120
Axos Invest
Nevada
US$1.33억 -US$368만 -3% 0.19% – 22 13.64% 1.5
SIM
4121
Summitas Investment Management
Texas
US$1.33억 -US$189만 -1% 1.83% – 10 0% 0.8
SBI Holdings USA
4122
SBI Holdings USA
California
US$1.33억 +US$3154만 +31% 31.2% – 1 0% 0.8
Poinciana Advisors Group
4123
Poinciana Advisors Group
Florida
US$1.32억 -US$227만 -2% 1.01% – 125 16% 1.2
RM Financial Services
4124
RM Financial Services
Maine
US$1.32억 -US$209만 -2% 0.91% – 81 6.17% 0.7
LWM Advisors
4125
LWM Advisors
California
US$1.32억 -US$163만 -1% 0.87% – 40 20% 1.2