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 5,393개 펀드(~60%)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)
Core Wealth Advisors (Indiana)
4701
Core Wealth Advisors (Indiana)
Indiana
US$1.35억 -US$84.9만 -0.6% 0.91% – 36 13.89% 0.6
Quest 10 Wealth Builders
4702
Quest 10 Wealth Builders
Virginia
US$1.35억 +US$606만 +5% 1.14% – 817 6.61% 1.4
Total Wealth Planning & Management
4703
Total Wealth Planning & Management
Florida
US$1.35억 -US$1326만 -9% 2.29% – 238 26.05% 1.2
BLVD Private Wealth
4704
BLVD Private Wealth
Kentucky
US$1.34억 -US$11.9만 -0.1% 1.96% – 76 11.84% 0.9
CPR Investments
4705
CPR Investments
Michigan
US$1.34억 +US$446만 +3% 2.3% 84% 74 39.19% 0.8
Capital Today Evergreen Fund
4706
Capital Today Evergreen Fund
Cayman Islands
US$1.34억 +US$481만 +4% 3.82% 0.74% 3 0% 3.3
Elevated Private Wealth
4707
Elevated Private Wealth
Wisconsin
US$1.34억 +US$2860만 +27% 12.4% – 91 28.57% 0.6
Sherman Asset Management
4708
Sherman Asset Management
California
US$1.34억 +US$537만 +4% 1.48% – 140 25% 1.5
Birchwood Financial Partners
4709
Birchwood Financial Partners
Minnesota
US$1.34억 +US$1195만 +10% 0.9% – 704 51.42% 0.4
Trace Wealth Advisors
4710
Trace Wealth Advisors
California
US$1.34억 -US$1872만 -12% 0.35% – 75 28% 1.4
B
4711
Bayban
Minnesota
US$1.34억 +US$376만 +3% 0.13% – 618 18.77% 0.7
Peapod Lane Capital
4712
Peapod Lane Capital
New York
US$1.34억 -US$1412만 -10% 1.66% – 63 9.52% 1.2
Hingham Institution for Savings
4713
Hingham Institution for Savings
Massachusetts
US$1.34억 -US$25.4만 -0.2% 0.15% – 15 0% 0.7
Strategic Wealth Advisors
4714
Strategic Wealth Advisors
Arizona
US$1.34억 +US$1693만 +14% 0.65% – 260 80.38% 0.8
Kraematon Investment Advisors
4715
Kraematon Investment Advisors
Massachusetts
US$1.34억 -US$42.2만 -0.3% 0.58% 89.8% 109 6.42% 2.8
Waystone Advisors
4716
Waystone Advisors
Washington
US$1.34억 -US$45.1만 -0.3% 2.91% – 110 0% 0.6
Harbor Asset Planning
4717
Harbor Asset Planning
Massachusetts
US$1.33억 +US$29.5만 +0.2% 0.18% – 423 3.55% 1.2
Clearview Wealth Management
4718
Clearview Wealth Management
California
US$1.33억 -US$2221만 -14% 1.42% – 66 13.64% 0.5
Eagle Harbor Asset Management
4719
Eagle Harbor Asset Management
Washington
US$1.33억 +US$598만 +5% 1.02% 76.2% 158 25.32% 2.7
Axos Invest
4720
Axos Invest
Nevada
US$1.33억 -US$368만 -3% 0.19% – 22 13.64% 1.5
SIM
4721
Summitas Investment Management
Texas
US$1.33억 -US$189만 -1% 1.83% – 10 0% 0.8
SBI Holdings USA
4722
SBI Holdings USA
California
US$1.33억 +US$3154만 +31% 31.2% – 1 0% 0.8
Ruggiero Investments
4723
Ruggiero Investments
Florida
US$1.33억 +US$1384만 +12% 4.99% – 101 22.77% 0.5
Poinciana Advisors Group
4724
Poinciana Advisors Group
Florida
US$1.32억 -US$227만 -2% 1.01% – 125 16% 1.2
RM Financial Services
4725
RM Financial Services
Maine
US$1.32억 -US$209만 -2% 0.91% – 81 6.17% 0.7