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 2,227개 펀드(~25%)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)
Precedent Wealth Partners
601
Precedent Wealth Partners
Texas
US$6.51억 +US$4958만 +8% 0.7% 61.1% 239 26.78% 1.6
Strategy Asset Managers
602
Strategy Asset Managers
California
US$6.5억 -US$1936만 -3% 1.03% 115% 295 21.36% 3.7
DCPAL
603
Div Capital Phoenix Assets Ltd
US$6.48억 +US$6487만 +11% 5.33% – 10 10% 0.6
Advocate Group
604
Advocate Group
Minnesota
US$6.46억 -US$1909만 -3% 0.96% 56.3% 128 9.38% 3.2
West Wealth Group
605
West Wealth Group
California
US$6.45억 +US$3332만 +5% 0.81% 79.8% 155 14.19% 2
Marino Stram & Associates
606
Marino Stram & Associates
Massachusetts
US$6.44억 +US$1624만 +3% 1.54% 72.2% 214 9.81% 4.2
Ironwood Financial
607
Ironwood Financial
Arizona
US$6.44억 +US$495만 +0.8% 0.1% 54.1% 181 6.08% 5.8
Overbrook Management Corp
608
Overbrook Management Corp
New York
US$6.43억 -US$1970만 -3% 2.65% 157% 74 36.49% 3.2
TruNorth Capital Management
609
TruNorth Capital Management
Michigan
US$6.41억 +US$1874만 +3% 0.69% – 132 13.64% 1.8
GenWealth Group
610
GenWealth Group
New Jersey
US$6.41억 -US$50만 -0.1% 0.89% 73.9% 92 7.61% 4.9
ABLE Financial Group
611
ABLE Financial Group
Arizona
US$6.4억 +US$4405만 +7% 0.52% 64.2% 241 16.18% 2
Chemistry Wealth Management
612
Chemistry Wealth Management
New York
US$6.39억 +US$1344만 +2% 1.91% 77.1% 212 2.83% 3
Oliver Luxxe Assets
613
Oliver Luxxe Assets
New Jersey
US$6.38억 -US$4213만 -6% 1.43% 137% 210 12.86% 3.2
Martel Wealth Advisors
614
Martel Wealth Advisors
Washington
US$6.38억 +US$194만 +0.3% 0.79% 43.4% 65 16.92% 4.6
Blue Zone Wealth Advisors
615
Blue Zone Wealth Advisors
California
US$6.36억 +US$6316만 +11% 4.91% 91.1% 135 12.59% 2.9
VisionPoint Advisory Group
616
VisionPoint Advisory Group
Texas
US$6.36억 +US$2301만 +4% 1% 79.3% 517 18.57% 1.5
Spinnaker Investment Group
617
Spinnaker Investment Group
California
US$6.35억 +US$1056만 +2% 1.7% 56.9% 193 15.54% 1.9
ALM First Financial Advisors
618
ALM First Financial Advisors
Texas
US$6.33억 +US$3942만 +7% 2.75% 50.5% 31 38.71% 2
Sunburst Financial Group
619
Sunburst Financial Group
Alabama
US$6.31억 +US$1411만 +2% 0.24% 55.7% 140 7.14% 3.6
MAM
620
Milestone Asset Management
Pennsylvania
US$6.31억 -US$703만 -1% 3.51% 64.4% 280 21.43% 1.6
RAM Investment Partners
621
RAM Investment Partners
Washington
US$6.31억 +US$564만 +0.9% 2.14% 61.9% 146 15.07% 1.9
Great Point Wealth Advisors
622
Great Point Wealth Advisors
Massachusetts
US$6.3억 +US$1044만 +2% 0.6% – 73 10.96% 4.1
Dudley & Shanley
623
Dudley & Shanley
Florida
US$6.29억 -US$3313만 -5% 0.33% 67.9% 38 7.89% 4.7
TLWM Financial
624
TLWM Financial
Texas
US$6.28억 +US$1259만 +2% 1.16% 53.9% 76 6.58% 4.1
Three Arch Wealth Management
625
Three Arch Wealth Management
California
US$6.27억 -US$2461만 -4% 1.68% – 71 7.04% 0.7