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 2,069개 펀드(~23%)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)
City State Bank
801
City State Bank
Iowa
US$4.41억 +US$449만 +1% 0.2% 79.1% 892 12.44% 3.3
Apeiron RIA
802
Apeiron RIA
Texas
US$4.4억 +US$5022만 +13% 0.51% 68.5% 178 32.58% 2.8
Strategic Investment Management
803
Strategic Investment Management
Virginia
US$4.37억 +US$1.47억 +51% 0.22% 53.4% 19 26.32% 4
Sterling Investment Counsel
804
Sterling Investment Counsel
New York
US$4.37억 +US$1203만 +3% 2.26% 93.8% 207 11.11% 1.9
Monarch Capital Management
805
Monarch Capital Management
Indiana
US$4.36억 +US$27.3만 +0.1% 2.86% 77% 131 1.53% 8.6
BNC Wealth Management
806
BNC Wealth Management
Oregon
US$4.36억 +US$2266만 +5% 2.74% 204% 116 18.97% 3.1
Kelly Financial Group
807
Kelly Financial Group
Connecticut
US$4.35억 -US$1556만 -3% 0.19% – 113 12.39% 1.4
Watchman Group
808
Watchman Group
Texas
US$4.34억 -US$1316만 -3% 1.63% 54% 76 9.21% 3.9
HH
809
HWG Holdings
Texas
US$4.34억 -US$845만 -2% 3.63% – 59 47.46% 2.1
Bouvel Investment Partners
810
Bouvel Investment Partners
Pennsylvania
US$4.33억 -US$888만 -2% 0.38% 199% 94 20.21% 2
Gradient Capital Advisors
811
Gradient Capital Advisors
California
US$4.33억 +US$124만 +0.3% 0.76% 78.5% 185 6.49% 5
Lifelong Wealth Advisors
812
Lifelong Wealth Advisors
Minnesota
US$4.32억 +US$634만 +1% 0.43% – 104 4.81% 1.3
Meridian Investment Counsel
813
Meridian Investment Counsel
California
US$4.31억 -US$3486만 -7% 2.82% 116% 256 12.5% 6.8
Absolute Capital Management
814
Absolute Capital Management
Pennsylvania
US$4.31억 +US$2990만 +7% 0.57% 98.2% 186 22.58% 1.5
TrueFG
815
TrueFG
Texas
US$4.3억 +US$186만 +0.4% 2.26% 54.2% 78 10.26% 3.7
Selective Wealth Management
816
Selective Wealth Management
Virginia
US$4.3억 +US$4857만 +13% 5.74% 74.4% 151 11.92% 2.8
BOS Asset Management
817
BOS Asset Management
Illinois
US$4.28억 -US$267만 -0.6% 0.46% 70.3% 205 6.83% 2.5
Colton Groome Financial Advisors
818
Colton Groome Financial Advisors
North Carolina
US$4.27억 +US$1326만 +3% 0.12% 65.8% 174 12.64% 2.7
Strata Wealth Advisors
819
Strata Wealth Advisors
Texas
US$4.26억 +US$1625만 +4% 0.88% 73.6% 106 16.04% 1.9
Westwind Capital
820
Westwind Capital
New Mexico
US$4.26억 +US$414만 +1% 4.06% 87.6% 100 36% 1.3
Wealth Management Partners
821
Wealth Management Partners
Arizona
US$4.26억 +US$68.6만 +0.2% 2.07% 194% 165 12.73% 3
True Wealth Design
822
True Wealth Design
Ohio
US$4.26억 +US$520만 +1% 0.12% 57% 2,830 14.81% 1.8
Canal Insurance Company
823
Canal Insurance Company
South Carolina
US$4.26억 -US$3075만 -7% 4.5% 114% 77 6.49% 6.4
CenterStar Asset Management
824
CenterStar Asset Management
Illinois
US$4.25억 -US$1.63억 -28% 3.11% 104% 364 76.37% 0.4
KFA Private Wealth Group
825
KFA Private Wealth Group
Virginia
US$4.25억 +US$999만 +2% 0.3% 62.8% 162 10.49% 2.7