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 2,207개 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)
Studio Investment Management
651
Studio Investment Management
Illinois
US$5.89억 -US$271만 -0.5% 0.35% 51.3% 185 4.32% 3.4
Marotta Asset Management
652
Marotta Asset Management
Virginia
US$5.89억 -US$1199만 -2% 0.85% 51% 104 3.85% 5
MFA Wealth Advisors
653
MFA Wealth Advisors
Pennsylvania
US$5.89억 +US$208만 +0.4% 0.48% 68.6% 104 15.38% 2.6
PFA
654
Professional Financial Advisors
Nebraska
US$5.88억 +US$979만 +2% 0.73% 59.2% 151 10.6% 2.8
Teramo Advisors
655
Teramo Advisors
Florida
US$5.87억 +US$5766만 +11% 2.22% 72.1% 4 0% 4.6
West Paces Advisors
656
West Paces Advisors
Georgia
US$5.86억 -US$956만 -2% 0.94% 57.7% 794 16.5% 2.1
Fortitude Family Office
657
Fortitude Family Office
Arizona
US$5.86억 +US$6966만 +13% 0.79% 81.1% 2,780 23.24% 1.2
Ramsay Stattman Vela & Price
658
Ramsay Stattman Vela & Price
Colorado
US$5.83억 +US$2126만 +4% 6.36% 81.8% 85 4.71% 7.9
Tufton Capital Management
659
Tufton Capital Management
Maryland
US$5.83억 -US$1261만 -2% 1.72% 96.1% 134 7.46% 8.1
SEP
660
Southland Equity Partners
Missouri
US$5.83억 +US$1155만 +2% 1.67% 66.1% 321 13.71% 3.1
PWM
661
Praetorian Wealth Management
California
US$5.82억 +US$265만 +0.5% 0.23% 60.4% 87 8.05% 2.4
Rezny Wealth Management
662
Rezny Wealth Management
Florida
US$5.82억 +US$349만 +0.6% 1.61% 99.6% 39 17.95% 2.3
Cambridge Advisors
663
Cambridge Advisors
Nebraska
US$5.81억 -US$72.5만 -0.1% 0.65% 58.6% 185 2.7% 7
WC
664
Weil Company
California
US$5.8억 +US$1252만 +2% 2.31% 71.7% 142 11.97% 3.6
Intelligence Driven Advisers
665
Intelligence Driven Advisers
California
US$5.79억 -US$3674만 -6% 1.51% 65.6% 145 11.03% 2.5
CFMC
666
Curbstone Financial Management Corp
New Hampshire
US$5.79억 -US$819만 -1% 0.97% 69.6% 217 7.83% 7
GoalVest Advisory
667
GoalVest Advisory
New York
US$5.78억 +US$3908만 +7% 0.53% 94.8% 788 44.54% 1.4
Solidarity Wealth
668
Solidarity Wealth
Utah
US$5.78억 +US$381만 +0.7% 2.94% 85.9% 102 18.63% 2.5
Regent Peak Wealth Advisors
669
Regent Peak Wealth Advisors
Georgia
US$5.77억 +US$3700만 +7% 3.45% – 245 15.51% 3.3
Halter Ferguson Financial
670
Halter Ferguson Financial
Indiana
US$5.77억 -US$4085만 -7% 9.85% 131% 37 13.51% 1.8
DI
671
DAGCO Inc
Ohio
US$5.76억 +US$3529만 +7% 1.13% 75% 120 4.17% 3.1
Columbia Asset Management
672
Columbia Asset Management
Michigan
US$5.76억 +US$69.1만 +0.1% 4.28% 94.1% 176 9.09% 7.2
Clarity Wealth Advisors
673
Clarity Wealth Advisors
California
US$5.75억 +US$811만 +1% 1.68% 94.1% 120 5% 3.6
Triumph Capital Management
674
Triumph Capital Management
Colorado
US$5.73억 +US$2132만 +4% 1.08% 55.5% 1,943 6.12% 1
WWMSC
675
Wagner Wealth Management (South Carolina)
South Carolina
US$5.73억 +US$3228만 +6% 1.57% 36.4% 298 20.81% 3.6