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 7,143개 펀드(~80%)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)
McAlvany Wealth Management
5701
McAlvany Wealth Management
Colorado
US$1.65억 +US$3104만 +23% 11.4% – 49 6.12% 0.6
Boyce & Associates Wealth Consulting
5702
Boyce & Associates Wealth Consulting
Texas
US$1.65억 +US$2047만 +14% 1.6% 58.2% 89 19.1% 2.5
LWM
5703
Lighthouse Wealth Management
Ohio
US$1.65억 +US$366만 +2% 1.43% – 52 13.46% 1.3
Ibex Investors
5704
Ibex Investors
Colorado
US$1.65억 -US$2938만 -15% 4.69% 1.71% 16 31.25% 1.4
Somnio Financial Group
5705
Somnio Financial Group
Connecticut
US$1.65억 -US$415만 -2% 2.09% – 14 0% 2.1
Avant Financial Advisors
5706
Avant Financial Advisors
Texas
US$1.64억 +US$386만 +2% 0.24% – 71 4.23% 1.6
Generation Capital Management
5707
Generation Capital Management
New York
US$1.64억 +US$139만 +0.9% 0.8% – 93 19.35% 1.2
Flagship Capital Management
5708
Flagship Capital Management
Pennsylvania
US$1.64억 +US$590만 +4% 5.79% – 53 7.55% 0.7
Beacon Hill Wealth Management
5709
Beacon Hill Wealth Management
US$1.64억 +US$1993만 +14% 1.05% – 28 17.86% 0.2
Pfizer
5710
Pfizer
New York
US$1.64억 -US$612만 -4% 18.3% – 17 0% 1.7
Washington State Investment Board
5711
Washington State Investment Board
Washington
US$1.64억 -US$1.04억 -39% 38.7% 274% 2 0% 5.1
SWM
5712
SpringVest Wealth Management
Texas
US$1.64억 +US$486만 +3% 1.24% – 82 10.98% 1.3
Lancaster Investment Management
5713
Lancaster Investment Management
United Kingdom
US$1.64억 -US$172만 -1% 5.92% 0.78% 12 33.33% 0.7
Robinson Smith Wealth Advisors
5714
Robinson Smith Wealth Advisors
Maine
US$1.64억 -US$325만 -2% 1.11% 62.6% 100 3% 2
Climber Capital
5715
Climber Capital
Switzerland
US$1.64억 +US$12.5만 +0.1% 0.83% – 68 8.82% 1.5
Income Research & Management
5716
Income Research & Management
Massachusetts
US$1.64억 -US$2089만 -11% 0.5% 1.19% 33 9.09% 1.5
KRAVCF
5717
Karnit Road Accident Victims Compensation Fund
US$1.64억 -US$1243만 -7% 1.85% – 20 15% 0.6
BFS
5718
Burr Financial Services
California
US$1.64억 +US$239만 +1% 3.08% 478% 31 32.26% 1.7
Mosaic Financial Group
5719
Mosaic Financial Group
Illinois
US$1.63억 +US$714만 +5% 3.3% – 144 14.58% 1.9
Blalock Williams
5720
Blalock Williams
Alabama
US$1.63억 +US$922만 +6% 1.85% – 175 22.29% 1.1
Phoenix Asset Management Partners
5721
Phoenix Asset Management Partners
US$1.63억 +US$1118만 +7% 0.15% 165% 13 7.69% 2.3
Merkkuri Wealth Advisors
5722
Merkkuri Wealth Advisors
New York
US$1.63억 +US$221만 +1% 0.32% – 84 10.71% 1.8
KLCM
5723
KG&L Capital Management
Louisiana
US$1.63억 -US$480만 -3% 1.14% 91.9% 150 16.67% 3.9
NMCM
5724
Nicholson Meyer Capital Management
Missouri
US$1.63억 +US$1312만 +9% 1.58% – 50 10% 1.2
Cooksen Wealth
5725
Cooksen Wealth
Texas
US$1.63억 +US$449만 +3% 0.08% 70.7% 45 2.22% 2.7