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 4,659개 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)
Montgomery Financial Services
4226
Montgomery Financial Services
Maryland
US$1.21억 +US$638만 +6% 0.78% – 383 16.19% 0.2
ASCM
4227
Adkins Seale Capital Management
Louisiana
US$1.21억 +US$890만 +8% 1.94% – 242 4.55% 0.7
Hardworking Capital Advisors
4228
Hardworking Capital Advisors
California
US$1.21억 -US$119만 -1% 3.28% – 109 45.87% 0.5
Wall Capital Group
4229
Wall Capital Group
Arizona
US$1.21억 -US$99.4만 -0.8% 1.11% – 34 17.65% 2.2
North Forty Two & Co
4230
North Forty Two & Co
Oregon
US$1.21억 +US$331만 +3% 1.98% – 108 5.56% 1.5
Forteris Wealth Management
4231
Forteris Wealth Management
New York
US$1.21억 -US$128만 -1% 2.13% – 73 10.96% 0.7
Investment Insight Wealth Management
4232
Investment Insight Wealth Management
New York
US$1.21억 +US$551만 +5% 7.46% – 45 4.44% 0.6
MKD Wealth Coaches
4233
MKD Wealth Coaches
Michigan
US$1.21억 +US$387만 +3% 0.17% – 36 19.44% 3.5
3 Factor Indexing
4234
3 Factor Indexing
California
US$1.21억 +US$270만 +2% 0.08% – 453 10.6% 0.5
Portfolio Resources Advisor Group
4235
Portfolio Resources Advisor Group
Florida
US$1.21억 +US$259만 +2% 0.26% – 201 28.86% 0.4
Drum Hill Capital
4236
Drum Hill Capital
Connecticut
US$1.21억 +US$2280만 +23% 9.07% – 49 12.24% 1.4
AIM
4237
Axiom Investment Management
New York
US$1.21억 -US$2887만 -19% 1.07% – 544 50.55% 1.3
IWA
4238
Independent Wealth Advisors
North Carolina
US$1.21억 +US$1021만 +9% 0.5% – 83 12.05% 0.6
SA
4239
Stonebridge Advisors
Connecticut
US$1.21억 +US$3767만 +45% 6.88% 0.03% 4 25% 1.5
Twin Cities Retirement Group
4240
Twin Cities Retirement Group
Minnesota
US$1.21억 +US$370만 +3% 1.77% – 27 18.52% 0.6
Red Mountain Financial
4241
Red Mountain Financial
Colorado
US$1.2억 +US$68.4만 +0.6% 0.54% – 85 8.24% 2
GC
4242
Gruss & Co
Florida
US$1.2억 +US$7903만 +194% 6.57% 173% 43 23.26% 2.1
BankChampaign National Association
4243
BankChampaign National Association
Illinois
US$1.2억 -US$1048만 -8% 0.38% – 227 22.91% 0.5
HighRoad Wealth Advisors
4244
HighRoad Wealth Advisors
Oregon
US$1.2억 +US$106만 +0.9% 0.17% – 46 32.61% 0.6
Cooke Wealth Management
4245
Cooke Wealth Management
California
US$1.2억 -US$250만 -2% 1.43% – 40 7.5% 0.7
Morangie Management
4246
Morangie Management
Florida
US$1.19억 -US$102만 -0.8% 4.11% – 37 10.81% 1.4
Bedminster
4247
Bedminster
South Carolina
US$1.19억 +US$227만 +2% 0.55% – 52 5.77% 0.7
River's Edge Wealth Management
4248
River's Edge Wealth Management
Pennsylvania
US$1.19억 +US$561만 +5% 1.83% – 50 14% 0.7
Clio Asset Management
4249
Clio Asset Management
Virginia
US$1.19억 -US$675만 -5% 4.87% 60.6% 16 12.5% 1.8
CDM Financial Counseling Services
4250
CDM Financial Counseling Services
Connecticut
US$1.19억 +US$289만 +2% 1.98% – 77 0% 0.7