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)
Xena Financial Planning
5051
Xena Financial Planning
Oregon
US$1.05억 +US$55.2만 +0.5% 1.08% – 40 10% 0.7
Hyposwiss Advisors
5052
Hyposwiss Advisors
US$1.05억 -US$80.6만 -0.8% 0.21% – 104 1.92% 0.7
Reality Financial Planning Services
5053
Reality Financial Planning Services
Florida
US$1.05억 +US$112만 +1% 0.65% – 20 10% 0.7
Freemont Management
5054
Freemont Management
Switzerland
US$1.05억 +US$135만 +1% 6.64% 102% 17 23.53% 2.5
Trailhead Planners
5055
Trailhead Planners
Minnesota
US$1.05억 +US$121만 +1% 0.29% – 57 3.51% 0.6
CF
5056
Calder Financial
Pennsylvania
US$1.05억 -US$156만 -1% 0.67% – 43 2.33% 0.7
Bluebird Wealth Management
5057
Bluebird Wealth Management
Massachusetts
US$1.04억 -US$1117만 -10% 4.65% – 99 21.21% 0.5
Surience Private Wealth
5058
Surience Private Wealth
Washington
US$1.04억 -US$952만 -8% 0.47% 169% 64 62.5% 0.4
Crosspoint Capital Strategies
5059
Crosspoint Capital Strategies
California
US$1.04억 – – 1.81% – 139 – 0.3
Q Fund Management (Hong Kong)
5060
Q Fund Management (Hong Kong)
US$1.04억 -US$552만 -5% 9.72% – 42 47.62% 0.4
Montchanin Asset Management
5061
Montchanin Asset Management
Delaware
US$1.04억 +US$589만 +6% 7.66% 120% 66 12.12% 2.4
Succession Financial
5062
Succession Financial
Texas
US$1.04억 -US$123만 -1% 2.69% – 55 21.82% 0.2
Willow Creek Capital Management
5063
Willow Creek Capital Management
Montana
US$1.04억 +US$72.8만 +0.7% 3.78% – 106 12.26% 0.2
T3 Companies
5064
T3 Companies
New York
US$1.03억 +US$970만 +10% 1.69% – 292 72.26% 0.2
UPWM
5065
UMB Private Wealth Management
Missouri
US$1.03억 – – 1.91% – 1,409 – 0
Strategic Financial Group
5066
Strategic Financial Group
Michigan
US$1.03억 -US$112만 -1% 2.08% – 20 5% 0.5
Gritstone Asset Management
5067
Gritstone Asset Management
Maryland
US$1.03억 -US$84.6만 -0.8% 0.36% – 226 36.73% 0.6
Provident Living Financial Services
5068
Provident Living Financial Services
Utah
US$1.03억 +US$143만 +1% 2.03% – 54 9.26% 0.7
Parrish Capital
5069
Parrish Capital
Georgia
US$1.03억 -US$109만 -1% 2.12% – 88 5.68% 0.7
PBK
5070
Peoples Bank (Kansas)
Kansas
US$1.03억 -US$33.9만 -0.3% 3.28% 74.5% 101 6.93% 2.6
RCDBASW
5071
Rudd Co d/b/a Styre Wealth
Texas
US$1.03억 – – 2.29% – 75 – 0
Langley Wealth Management
5072
Langley Wealth Management
Mississippi
US$1.02억 -US$20.9만 -0.2% 1.68% – 139 23.02% 0.2
Palladiem
5073
Palladiem
Pennsylvania
US$1.02억 -US$88.4만 -0.9% 0.24% – 142 9.86% 1.6
Guilbault Capital
5074
Guilbault Capital
Louisiana
US$1.02억 +US$244만 +2% 1.75% – 81 19.75% 0.6
Schuylkill Financial
5075
Schuylkill Financial
Pennsylvania
US$1.02억 -US$623만 -6% 2.19% – 72 16.67% 0.2