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)
Client 1st Advisory Group
876
Client 1st Advisory Group
Florida
US$3.91억 +US$725만 +2% 1.37% 64.5% 151 9.27% 3.3
Quantum Private Wealth
877
Quantum Private Wealth
Florida
US$3.91억 +US$37.5만 +0.1% 5.76% 240% 176 9.66% 3
Juncture Wealth Strategies
878
Juncture Wealth Strategies
Arizona
US$3.9억 +US$591만 +2% 0.7% 76.5% 193 11.4% 2.6
Patton Fund Management
879
Patton Fund Management
Texas
US$3.89억 -US$7318만 -16% 4.15% 211% 114 57.02% 1.8
Windsor Capital Management
880
Windsor Capital Management
Arizona
US$3.89억 +US$415만 +1% 0.94% 49.1% 133 5.26% 6.6
Sensible Money
881
Sensible Money
Arizona
US$3.89억 +US$1166만 +3% 0.52% 69.1% 113 17.7% 2.5
FP
882
Fiduciary Planning
Florida
US$3.89억 +US$641만 +2% 0.54% 71.4% 84 10.71% 2.5
Trinity Financial Advisors
883
Trinity Financial Advisors
Ohio
US$3.88억 -US$59.6만 -0.2% 0.94% 74.5% 101 7.92% 2.9
CIA
884
Cape Investment Advisory
Georgia
US$3.88억 +US$1428만 +4% 1.63% 72.5% 1,541 10.25% 0.6
Penobscot Wealth Management
885
Penobscot Wealth Management
Maine
US$3.88억 +US$1389만 +4% 0.49% 56.7% 121 4.13% 2.5
Advanced Asset Management Advisors
886
Advanced Asset Management Advisors
Ohio
US$3.87억 +US$737만 +2% 2.92% 93.6% 89 5.62% 5.4
Stolper & Co
887
Stolper & Co
Oklahoma
US$3.87억 -US$8.9만 -0% 1.9% 77.1% 92 3.26% 4.7
Colonial River Investments
888
Colonial River Investments
Virginia
US$3.87억 +US$3569만 +10% 2.04% 156% 278 16.91% 2.1
Cherrydale Wealth Management
889
Cherrydale Wealth Management
New Jersey
US$3.86억 +US$371만 +1% 1.21% 80.8% 87 9.2% 2.6
Oak Family Advisors
890
Oak Family Advisors
Illinois
US$3.85억 -US$644만 -2% 3.29% 81.9% 124 23.39% 2.7
Cornell Pochily Investment Advisors
891
Cornell Pochily Investment Advisors
New York
US$3.84억 +US$1212만 +3% 3.87% 97% 195 5.64% 5.2
Vista Investment Partners
892
Vista Investment Partners
Oklahoma
US$3.84억 -US$1361만 -3% 3.51% 112% 187 19.25% 1.8
Sara-Bay Financial
893
Sara-Bay Financial
Florida
US$3.84억 +US$811만 +2% 3.65% 233% 96 16.67% 2.9
OFS Enterprise
894
OFS Enterprise
Nebraska
US$3.82억 -US$932만 -2% 1.73% – 110 9.09% 0.5
Keating Investment Counselors
895
Keating Investment Counselors
Florida
US$3.82억 +US$1771만 +5% 5.48% 50% 62 8.06% 6.8
FC Advisory
896
FC Advisory
Pennsylvania
US$3.82억 +US$404만 +1% 1.21% 46.6% 121 9.09% 5.9
GFG Capital
897
GFG Capital
Florida
US$3.81억 +US$1785만 +5% 7.4% 152% 105 20% 2.9
Congress Park Capital
898
Congress Park Capital
New York
US$3.81억 +US$1054만 +3% 0.96% 99.9% 146 19.18% 3.9
New Wave Wealth Advisors
899
New Wave Wealth Advisors
Arkansas
US$3.8억 +US$1299만 +4% 0.5% – 236 24.58% 1.1
Luminvest Wealth Management
900
Luminvest Wealth Management
Arizona
US$3.8억 -US$4988만 -12% 1.12% 47.7% 59 23.73% 1.9