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)
Lord & Richards Wealth Management
4151
Lord & Richards Wealth Management
Colorado
US$1.31억 +US$316만 +2% 1.17% – 84 46.43% 0.9
Virtus Family Office
4152
Virtus Family Office
Texas
US$1.31억 +US$439만 +3% 4.63% 60.9% 63 3.17% 1.5
First Financial Group
4153
First Financial Group
North Carolina
US$1.31억 -US$748만 -5% 3.13% – 92 18.48% 1.3
Haven Capital Group
4154
Haven Capital Group
California
US$1.31억 +US$631만 +5% 4.34% – 41 14.63% 1.3
City Center Advisors LLC
4155
City Center Advisors LLC
Michigan
US$1.31억 +US$728만 +6% 1.43% – 208 29.33% 1.2
Kennon-Green & Company
4156
Kennon-Green & Company
Ohio
US$1.31억 +US$228만 +2% 4.84% 58.4% 43 6.98% 3
JHP Wealth Management
4157
JHP Wealth Management
Colorado
US$1.3억 +US$840만 +7% 0% – 43 18.6% 0.6
Roxbury Financial
4158
Roxbury Financial
New Jersey
US$1.3억 +US$389만 +3% 3.84% – 446 12.78% 1.3
B
4159
Bayban
Minnesota
US$1.3억 US$0 0% 1.2% – 595 0% 0.7
Paller Financial Services
4160
Paller Financial Services
Colorado
US$1.3억 -US$346만 -3% 4.51% – 47 10.64% 0.6
Benchmark Financial
4161
Benchmark Financial
Delaware
US$1.3억 +US$748만 +6% 1.25% – 61 13.11% 0.6
Freestate Advisors
4162
Freestate Advisors
Kansas
US$1.3억 -US$388만 -3% 0.97% – 43 2.33% 1.9
Hudson Oak Wealth Advisory
4163
Hudson Oak Wealth Advisory
New Jersey
US$1.3억 +US$33.5만 +0.3% 0.1% – 55 7.27% 0.7
O'Domhnaill Enterprises
4164
O'Domhnaill Enterprises
Wyoming
US$1.3억 +US$472만 +4% 3.09% – 67 16.42% 0.6
Aldebaran Financial
4165
Aldebaran Financial
US$1.3억 +US$666만 +5% 5.88% 115% 90 12.22% 5.7
Grand Central Investment Group
4166
Grand Central Investment Group
Florida
US$1.3억 +US$1020만 +9% 6.48% – 43 9.3% 3.3
M Wealth Management LLC
4167
M Wealth Management LLC
California
US$1.3억 +US$238만 +2% 0.76% – 61 6.56% 1.3
Ramiah Investment Group
4168
Ramiah Investment Group
Wisconsin
US$1.3억 -US$132만 -1% 0.38% 62.2% 91 29.67% 2.3
EDMP Inc
4169
EDMP Inc
Florida
US$1.3억 +US$531만 +4% 1.73% 78% 75 8% 4.3
KW Wealth Management
4170
KW Wealth Management
California
US$1.3억 – – 4.06% – 79 – 0.9
Tandem Investment Partners
4171
Tandem Investment Partners
New Jersey
US$1.29억 -US$33.7만 -0.3% 1.56% – 77 2.6% 1.5
Ativo Capital Management
4172
Ativo Capital Management
Illinois
US$1.29억 -US$121만 -0.9% 0.18% 63.2% 61 18.03% 2.1
Corps Capital Advisors
4173
Corps Capital Advisors
Texas
US$1.29억 +US$533만 +4% 8.16% – 102 8.82% 1.1
Orca Investment Management
4174
Orca Investment Management
Oregon
US$1.29억 -US$853만 -6% 3.35% 139% 62 12.9% 8.4
Integrity Wealth Partners
4175
Integrity Wealth Partners
California
US$1.29억 – – 1.57% – 103 – 0.5