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)
Revisor Wealth Management
851
Revisor Wealth Management
Ohio
US$4.04억 -US$1211만 -3% 2.18% 72% 403 18.36% 1.5
Keystone Financial Planning
852
Keystone Financial Planning
Ohio
US$4.04억 +US$1592만 +4% 3.95% 46% 40 5% 7.2
Crown Wealth Group
853
Crown Wealth Group
North Carolina
US$4.04억 +US$1054만 +3% 3.69% 98.2% 162 16.05% 2
St. Clair Advisors
854
St. Clair Advisors
Ohio
US$4.02억 +US$1366만 +4% 3.92% 77.5% 81 3.7% 3.9
Farmers & Merchants Trust Co of Chambersburg PA
855
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
US$4.02억 +US$835만 +2% 0.9% 65.5% 464 28.02% 4.6
FNY Investment Advisers
856
FNY Investment Advisers
New York
US$4.02억 +US$1.24억 +45% 14.7% 357% 1,134 49.74% 0.8
Focused Alpha LLC
857
Focused Alpha LLC
Colorado
US$4.02억 +US$1186만 +3% 2.81% – 289 22.49% 0.6
Meredith Wealth Planning
858
Meredith Wealth Planning
Illinois
US$4.01억 -US$2306만 -5% 1.33% 66.5% 85 18.82% 2
15 Wealth Advisors LLC
859
15 Wealth Advisors LLC
Illinois
US$3.99억 – – 0.72% – 108 – 0
Prism Advisors
860
Prism Advisors
California
US$3.99억 -US$1306만 -3% 0.7% 54.6% 88 19.32% 3.1
Independence Financial Advisors
861
Independence Financial Advisors
New Hampshire
US$3.98억 +US$1283만 +3% 0.81% – 56 3.57% 1.2
Harmony Asset Management
862
Harmony Asset Management
Arizona
US$3.98억 +US$2543만 +7% 4.55% 138% 211 11.37% 1.9
Shikiar Asset Management
863
Shikiar Asset Management
New York
US$3.98억 +US$192만 +0.5% 4.84% 117% 124 17.74% 3.8
IWN
864
Independent Wealth Network
Iowa
US$3.97억 +US$397만 +1% 0.1% 78.2% 371 18.06% 2.4
TSP Capital Management Group
865
TSP Capital Management Group
New Jersey
US$3.97억 -US$2095만 -5% 3.05% 186% 44 2.27% 0.5
Net Worth Advisory Group
866
Net Worth Advisory Group
Utah
US$3.97억 +US$11.9만 +0% 0.79% – 470 21.06% 1.3
IFS
867
Ifrah Financial Services
Arkansas
US$3.96억 -US$1372만 -3% 0.85% 64.1% 228 16.23% 5.4
Prairiewood Capital
868
Prairiewood Capital
North Dakota
US$3.96억 +US$986만 +3% 1.69% 42.6% 82 6.1% 3.3
Parkshore Wealth Management
869
Parkshore Wealth Management
California
US$3.94억 +US$4541만 +13% 1.36% – 74 9.46% 1.5
Retail Employees Superannuation Trust
870
Retail Employees Superannuation Trust
US$3.93억 +US$1947만 +5% 6.46% – 30 10% 0.6
SC
871
Steph & Co
Wisconsin
US$3.92억 -US$259만 -0.7% 0.46% 61.6% 293 8.19% 3.9
Hoxton Planning & Management
872
Hoxton Planning & Management
West Virginia
US$3.92억 +US$891만 +2% 0.86% 77.8% 242 12.4% 2.3
Newton One Investments
873
Newton One Investments
Delaware
US$3.92억 -US$505만 -1% 1.48% 42% 175 30.29% 2.4
MI
874
M3F Inc
Utah
US$3.91억 -US$3083만 -7% 12.3% 139% 25 28% 4.5
Neumann Capital Management
875
Neumann Capital Management
California
US$3.91억 +US$2.4억 +159% 1.66% 89.9% 108 49.07% 4.3