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 4,675개 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)
Wheels Up Wealth
4276
Wheels Up Wealth
California
US$1.18억 +US$14만 +0.1% 1.54% – 25 8% 0.7
WG
4277
Wealth Group
North Carolina
US$1.18억 -US$2.83억 -71% 2.66% – 122 38.52% 1.8
Savoir Faire Capital Management
4278
Savoir Faire Capital Management
Connecticut
US$1.18억 -US$4301만 -27% 10.3% 0.01% 47 19.15% 1.6
Fortress Financial Solutions
4279
Fortress Financial Solutions
Arizona
US$1.18억 – – 1% – 66 – 1.2
Brandywine Financial Group
4280
Brandywine Financial Group
Tennessee
US$1.18억 +US$1.09억 +1,305% 0.12% – 71 74.65% 0.2
TrustWell Financial Advisors
4281
TrustWell Financial Advisors
Florida
US$1.18억 -US$13.5만 -0.1% 0.31% – 79 7.59% 0.6
Turner Capital Investments
4282
Turner Capital Investments
Texas
US$1.18억 – – 0.63% – 6 – 0
Larry Mathis Financial Planning
4283
Larry Mathis Financial Planning
Arizona
US$1.18억 -US$1376만 -10% 0.54% – 157 30.57% 0.6
CG
4284
Curat Global
New Hampshire
US$1.17억 -US$491만 -4% 3.14% – 260 5% 1.4
Invested Advisors
4285
Invested Advisors
Pennsylvania
US$1.17억 +US$417만 +4% 1.36% – 169 14.2% 0.7
ORBA Wealth Advisors
4286
ORBA Wealth Advisors
Illinois
US$1.17억 +US$18.8만 +0.2% 2.58% 70.5% 86 6.98% 1.6
MS
4287
Monetary Solutions
Ohio
US$1.17억 +US$97.7만 +0.8% 0.1% – 644 39.6% 0.4
Linden Rose Investment
4288
Linden Rose Investment
Texas
US$1.17억 -US$1172만 -9% 4.1% – 9 22.22% 0.4
IFC & Insurance Marketing
4289
IFC & Insurance Marketing
California
US$1.17억 +US$339만 +3% 0.56% – 90 16.67% 0.6
Red Tree Management
4290
Red Tree Management
California
US$1.17억 -US$3057만 -21% 7% – 3 0% 1.8
E&R Wealth Management
4291
E&R Wealth Management
South Carolina
US$1.17억 -US$128만 -1% 1.95% – 12 0% 0.8
One River Asset Management
4292
One River Asset Management
Connecticut
US$1.17억 -US$1.93억 -62% 2.18% 27% 269 40.52% 0.8
OFC Financial Planning
4293
OFC Financial Planning
New Jersey
US$1.16억 +US$382만 +3% 4.6% – 57 5.26% 1.6
WealthCare Asset Management
4294
WealthCare Asset Management
Missouri
US$1.16억 -US$1.24억 -52% 5.79% – 90 47.78% 0.4
FCM
4295
Fell Capital Management
California
US$1.16억 -US$239만 -2% 0.74% – 99 8.08% 0.7
Shepherd Street Advisors
4296
Shepherd Street Advisors
California
US$1.16억 +US$232만 +2% 3.1% – 88 5.68% 0.7
truNorth Financial Services
4297
truNorth Financial Services
Pennsylvania
US$1.16억 +US$455만 +4% 1.21% – 63 11.11% 0.6
Catherine Avery Investment Management
4298
Catherine Avery Investment Management
Florida
US$1.16억 -US$1.13억 -49% 4.72% – 174 5.75% 1.1
Retireful LLC
4299
Retireful LLC
Michigan
US$1.16억 +US$864만 +8% 13.2% 437% 125 66.4% 0.4
MLP3 LLC
4300
MLP3 LLC
New Jersey
US$1.16억 +US$1306만 +13% 0.05% – 110 18.18% 0.6