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 2,123개 펀드(~24%)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)
Castellan Group
451
Castellan Group
Kentucky
US$8.59억 -US$5337만 -6% 6.58% 184% 50 22% 1.4
Adams Natural Resources Fund
452
Adams Natural Resources Fund
Maryland
US$8.57억 +US$9451만 +12% 15.7% 50.6% 52 5.77% 8
Cullen Investment Group
453
Cullen Investment Group
Louisiana
US$8.57억 +US$3087만 +4% 4.06% 102% 185 5.41% 2.3
Fiduciary Financial Group
454
Fiduciary Financial Group
California
US$8.57억 -US$2581만 -3% 1.8% – 414 14.73% 1.4
Premier Path Wealth Partners
455
Premier Path Wealth Partners
New Jersey
US$8.56억 -US$1323만 -2% 2.68% 98.8% 412 11.65% 2.2
Affinity Capital Advisors
456
Affinity Capital Advisors
California
US$8.56억 +US$4625만 +6% 1.72% 72.7% 245 22.04% 2.9
Harbor Group
457
Harbor Group
New Hampshire
US$8.49억 -US$233만 -0.3% 2.78% 43% 123 8.13% 2.8
Dillon & Associates
458
Dillon & Associates
Michigan
US$8.49억 +US$3150만 +4% 5.39% 117% 82 6.1% 8.2
Cypress Wealth Services
459
Cypress Wealth Services
California
US$8.48억 +US$3262만 +4% 2.23% 82.7% 456 9.21% 2.6
Breakwater Capital Group
460
Breakwater Capital Group
New Jersey
US$8.44억 +US$1079만 +1% 0.29% 67.4% 408 11.52% 2.3
AA Financial Advisors
461
AA Financial Advisors
Ohio
US$8.4억 +US$868만 +1% 0.76% 68.8% 261 15.71% 1.5
Professional Advisory Services
462
Professional Advisory Services
Florida
US$8.37억 +US$118만 +0.1% 1.6% 69.3% 96 9.38% 5.7
Arvest Investments
463
Arvest Investments
Arkansas
US$8.35억 +US$821만 +1% 1.08% 50% 233 14.16% 1.8
Capital Advantage
464
Capital Advantage
California
US$8.34억 +US$1447만 +2% 0.6% 49.2% 166 14.46% 2.7
White Lighthouse Investment Management
465
White Lighthouse Investment Management
Massachusetts
US$8.29억 +US$2687만 +3% 0.62% 62% 157 9.55% 5.5
First Hawaiian Bank
466
First Hawaiian Bank
Hawaii
US$8.26억 +US$3626만 +5% 0.47% 72.7% 99 12.12% 7.9
WoodTrust Financial
467
WoodTrust Financial
Wisconsin
US$8.25억 -US$1675만 -2% 0.85% 80.3% 190 11.05% 3.2
Tempo Wealth
468
Tempo Wealth
Ohio
US$8.21억 +US$1.46억 +22% 0.44% – 258 13.18% 0.6
SIA
469
Schear Investment Advisers
Ohio
US$8.21억 +US$5.22억 +174% 0.44% 241% 272 79.41% 0.7
Asio Capital
470
Asio Capital
Kentucky
US$8.16억 +US$3476만 +4% 1.8% 98% 137 24.82% 2.6
Riversedge Advisors
471
Riversedge Advisors
Delaware
US$8.13억 +US$5393만 +7% 2.68% 71.3% 400 29% 1.3
Cordoba Advisory Partners
472
Cordoba Advisory Partners
New York
US$8.13억 +US$3.41억 +72% 3.28% – 156 9.62% 0.6
Pembroke Management
473
Pembroke Management
Quebec, Canada
US$8.09억 +US$3483만 +5% 1.91% 105% 116 16.38% 1.9
Trifecta Capital Advisors
474
Trifecta Capital Advisors
Illinois
US$8.08억 +US$3161만 +4% 5.51% 149% 499 38.08% 2.3
Cornerstone Planning Group
475
Cornerstone Planning Group
New Jersey
US$8.08억 +US$1355만 +2% 0.39% 60% 1,868 90.58% 2.8