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 6,148개 펀드(~69%)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)
Farnam Financial
5351
Farnam Financial
Arizona
US$1.35억 -US$166만 -1% 0.11% – 62 20.97% 1.3
Broussard Financial Group
5352
Broussard Financial Group
Louisiana
US$1.35억 +US$1056만 +8% 2.95% – 45 37.78% 0.5
Approach Retirement Advisors
5353
Approach Retirement Advisors
Alabama
US$1.35억 -US$231만 -2% 0.81% – 85 9.41% 0.7
Capital CS Group
5354
Capital CS Group
California
US$1.35억 +US$846만 +7% 3.77% 27.8% 113 58.41% 1
SR
5355
Summer Road
Florida
US$1.35억 -US$2584만 -16% 16.7% 214% 26 30.77% 1.7
Littlejohn Financial Services
5356
Littlejohn Financial Services
Oregon
US$1.35억 -US$249만 -2% 1.91% – 82 28.05% 0.9
LI
5357
Latash Investments
Alaska
US$1.35억 -US$138만 -1% 3.31% 111% 21 9.52% 5
Dala Group
5358
Dala Group
Illinois
US$1.35억 +US$1365만 +11% 1.7% – 72 6.94% 0.7
Golden Bell Financial Planning
5359
Golden Bell Financial Planning
Georgia
US$1.35억 -US$101만 -0.7% 1.92% – 41 2.44% 1.5
Core Wealth Advisors (Indiana)
5360
Core Wealth Advisors (Indiana)
Indiana
US$1.35억 -US$84.9만 -0.6% 0.91% – 36 13.89% 0.6
Quest 10 Wealth Builders
5361
Quest 10 Wealth Builders
Virginia
US$1.35억 +US$606만 +5% 1.14% – 817 6.61% 1.4
Severin Investments
5362
Severin Investments
Missouri
US$1.35억 +US$197만 +1% 1.53% – 189 18.52% 1.1
Total Wealth Planning & Management
5363
Total Wealth Planning & Management
Florida
US$1.35억 -US$1326만 -9% 2.29% – 238 26.05% 1.2
BLVD Private Wealth
5364
BLVD Private Wealth
Kentucky
US$1.34억 -US$11.9만 -0.1% 1.96% – 76 11.84% 0.9
CPR Investments
5365
CPR Investments
Michigan
US$1.34억 +US$446만 +3% 2.3% 84% 74 39.19% 0.8
Capital Today Evergreen Fund
5366
Capital Today Evergreen Fund
Cayman Islands
US$1.34억 +US$481만 +4% 3.82% 0.74% 3 0% 3.3
Elevated Private Wealth
5367
Elevated Private Wealth
Wisconsin
US$1.34억 +US$2860만 +27% 12.4% – 91 28.57% 0.6
Sherman Asset Management
5368
Sherman Asset Management
California
US$1.34억 +US$537만 +4% 1.48% – 140 25% 1.5
Birchwood Financial Partners
5369
Birchwood Financial Partners
Minnesota
US$1.34억 +US$1195만 +10% 0.9% – 704 51.42% 0.4
Trace Wealth Advisors
5370
Trace Wealth Advisors
California
US$1.34억 -US$1872만 -12% 0.35% – 75 28% 1.4
B
5371
Bayban
Minnesota
US$1.34억 +US$376만 +3% 0.13% – 618 18.77% 0.7
Peapod Lane Capital
5372
Peapod Lane Capital
New York
US$1.34억 -US$1412만 -10% 1.66% – 63 9.52% 1.2
Hingham Institution for Savings
5373
Hingham Institution for Savings
Massachusetts
US$1.34억 -US$25.4만 -0.2% 0.15% – 15 0% 0.7
Hershey Financial Advisers
5374
Hershey Financial Advisers
Pennsylvania
US$1.34억 -US$525만 -4% 5.58% – 118 54.24% 0.8
McCartney Wealth Management
5375
McCartney Wealth Management
Missouri
US$1.34억 +US$209만 +2% 1.02% – 68 7.35% 0.7